Tag: semiconductors

TSMC has purchased High-NA EUV lithography machines but remains cautious about deploying them in large-scale chip manufacturing.

Nvidia approves all leading HBM4 memory vendors as it prepares to launch Vera Rubin servers with next-gen accelerators next quarter.

AMD CFO Jean Hu reveals that AI agents are significantly increasing demand for multi-core processors in the current market.

The semiconductor market is projected to grow nearly 90%, with memory chip sales surging driven by ongoing supply constraints.

Intel plans to boost output of 10nm processors this year as chip shortages impact both server and consumer markets.

Manufacturers are boosting DDR4 production as DDR5 shortages in servers push consumer markets to rely on older memory technology.

Silicon Motion reports higher SSD controller revenue driven by corporate demand as 3D NAND shortages push consumer SSD prices to record highs.

AMD captured a third of the x86 processor market as total desktop CPU shipments dropped 20% in Q1 2026, according to Mercury Research.

Huawei’s leadership highlights how US restrictions propelled significant growth in China’s semiconductor sector.

Baidu aims to take its AI chip division Kunlunxin public in China, targeting a valuation of up to $64 billion by the end of 2026.

Broadcom’s cautious revenue outlook for AI chips led to a 15% stock decline, wiping out $300 billion in market value amid high investor expectations.

TSMC forecasts over 30% revenue growth in 2026 but warns chip demand will outpace supply for several years.

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