Tag: semiconductors

Western Digital’s revenue climbed 45% to $3.34 billion, driven by strong demand for storage amid expanding AI computing infrastructure.

Samsung warns the shortage of RAM driven by AI data center demand will likely intensify in 2027, impacting the memory market.

Surging AI investments have propelled memory chip makers like Samsung, SK hynix, and Micron to become among the world’s most profitable companies.

Prices for Nvidia B300 servers have nearly doubled on China’s grey market, reaching $1 million due to US export limits and booming AI demand.

Samsung achieves over 80% yield on 4nm semiconductor chips, matching top industry standards and paving the way to profitability.

Qualcomm expects the smartphone market to hit its lowest point this quarter amid supply challenges, with growth anticipated afterward.

Google Tensor G6 will debut with cutting-edge CPU cores but reportedly use an outdated GPU design in upcoming Pixel 11 devices.

Samsung’s semiconductor division saw a 54-fold jump in operating profit as AI-driven demand fuels a major boost in Q1 revenue and earnings.

Intel and partners introduce HB3DM memory technology promising higher bandwidth than HBM for AI accelerator memory stacks.

TSMC has offloaded its 1.11 million shares in Arm, marking a significant shift in its strategic equity holdings valued at $231 million.

The U.S. Commerce Department has blocked shipments of chipmaking equipment to two Hua Hong Semiconductor plants amid expanding export restrictions.

Memory chip demand, fueled by generative AI growth, is projected to stay elevated through the end of the decade according to market analysts.

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