Tag: semiconductors
Samsung’s Record Q1 Profits Raise Prospect of New Worker Strikes
Samsung’s historic first-quarter earnings have increased the likelihood of new labor strikes amid growing demands for better pay and working conditions.
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Nvidia Shares Surge 18% Amid Market Reaction to Industry Earnings Season
Nvidia’s stock has climbed 18% over the past ten days, marking one of its strongest runs since early 2023 amid ongoing quarterly earnings reports.
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Meta and Broadcom Extend Partnership to Develop Multiple Generations of Custom AI Chips Through 2029
Meta and Broadcom have extended their collaboration to design successive generations of custom AI processors with over 1GW compute power commitment.
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China’s Semiconductor Investment Triples U.S. Spending Over Past Decade
From 2014 to 2023, China invested roughly $142 billion in semiconductors, surpassing U.S. government spending by more than three times.
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Nvidia Leverages AI to Dramatically Accelerate Chip Design Process
Nvidia uses AI to speed up key chip design tasks, cutting months of engineering work to overnight advancements, though full automation remains distant.
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Sandisk Plans Pilot Production of Advanced HBF Memory in Japan by Year-End
Sandisk aims to start pilot manufacturing of next-gen HBF memory in Japan by late 2026 with full-scale production targeted for 2027.
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Samsung Forecasts Growing Demand for Memory Chips Despite Google’s TurboQuant Algorithm
Samsung anticipates rising demand for memory chips as strong Q1 earnings diminish concerns over Google’s TurboQuant impact.
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SK hynix Set for Massive Operating Profit Surge Amid AI Boom, Outpacing Microsoft and Google
SK hynix’s operating profit is expected to soar this year, propelled by AI demand, potentially surpassing Microsoft and Google individually.
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Japan Allocates Nearly $4 Billion to Boost Rapidus’ 2nm AI Chip Development
Japan’s METI grants $4 billion to Rapidus for advancing 2nm process technology aimed at AI chip manufacturing.
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Qualcomm Questions Samsung’s Ability to Deliver High-Quality 2nm Chips
Qualcomm faces uncertainty over Samsung’s capability to manufacture 2nm processors meeting stringent quality standards.
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Dell CEO Predicts 625-Fold Surge in Memory Demand Fueled by AI Expansion
Michael Dell forecasts a staggering 625-fold increase in memory demand from 2022 to 2028 driven by AI advancements like ChatGPT.
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TSMC Reports 35% Revenue Growth in Q1 Amid Rising AI Chip Demand
TSMC’s Q1 revenue surged 35% to $35.6 billion, underlining strong demand for semiconductors driven by the ongoing AI industry expansion.
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