Tag: semiconductors

Top Supermicro Executives in US Charged with Illicit AI Chip Exports to China

Senior Supermicro officials in the US face charges for allegedly smuggling AI accelerator chips to China amid tightening export controls.

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AI Drives Contract Semiconductor Manufacturing Revenue to Nearly $219 Billion by 2026

Contract semiconductor manufacturing revenue is set to surge nearly 25% by 2026, fueled by AI processor demand and advanced chip fabrication.

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Chip Manufacturing Expansion Faces Bottlenecks from Testing and Packaging Equipment Shortages

Chip production growth is hindered by limited testing and packaging equipment, causing delays even as equipment makers ramp up output.

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Elon Musk Confirms Continued Nvidia Chip Purchases for SpaceX AI and Tesla

Elon Musk confirms SpaceX AI and Tesla will keep buying Nvidia chips in significant volumes amidst Tesla’s own AI chip plans.

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Micron Plans Major Capital Investment to Address Memory Chip Shortage Amid Strong Q2 Revenues

Micron reported nearly triple revenue in Q2 2026 but revealed plans to significantly boost capital spending to tackle ongoing memory shortages.

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AMD and Samsung Deepen Collaboration on HBM4 Memory for AI Accelerators

AMD and Samsung have signed a new memorandum to advance their joint development of HBM4 memory technology for AI accelerator applications.

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Rising Silver Costs Drive Price Increases in Passive Electronic Components

Murata announces price hikes on passive electronic components amid rising silver costs, expanding industry-wide price pressure beyond memory and storage devices.

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Intel Prepares Production Capacity for Nvidia’s Next-Gen AI Chips

Intel is reportedly gearing up its Malaysian facilities and EMIB tech to handle packaging for Nvidia’s upcoming Feynman AI processors.

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Nvidia Develops Tailored Groq AI Chips for Chinese Market Amid Export Controls

Nvidia is preparing a customized version of Groq AI chips for China, addressing U.S. export restrictions while enhancing inference performance.

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Samsung Plans to Start Mass Production of Tesla Chips at Texas Facility in Late 2027

Samsung will commence large-scale manufacturing of Tesla chips at its Texas plant in the second half of 2027, company officials confirm.

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Nvidia Resumes Production of H200 Accelerators Following Chinese Import Approval

Nvidia has restarted manufacturing its H200 accelerators as China grants import authorization amid ongoing US regulatory efforts.

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Global CPU Shortage Emerging, Expected to Drive Price Increases

A worldwide shortage of central processing units is developing, potentially leading to higher prices, industry sources indicate.

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