Tag: semiconductors
Middle East Conflict Risks Shortage of Critical Material for Semiconductor Manufacturing
Ongoing tensions in the Middle East threaten supplies of a key material vital to chipmakers, adding to existing concerns over LNG, helium, and bromine.
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Memory Chip Shortages Impact Smartphone Chipmakers Amid AI Boom
Rising memory chip costs linked to AI growth disrupt smartphone chipmakers, causing order cuts and expected declines in budget phone sales.
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Chinese AI Chipmakers Gain Market Share Amid U.S. Decline in Domestic AI Infrastructure
Chinese AI chip suppliers captured 41% of their domestic market last year as U.S. providers saw significant drops in share within China’s AI infrastructure segment.
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Top 10 Fabless Chipmakers Boost Revenue by 44% in 2025, Nvidia Leads the Pack
In 2025, the leading fabless semiconductor developers saw a combined 44% revenue increase, with Nvidia maintaining the top spot.
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DDR5 Memory Prices Decline, Impacting Shares of Micron, Samsung, and SK Hynix
DDR5 memory prices have fallen after months of growth, affecting stock performance of leading DRAM manufacturers amid cooling AI-driven demand.
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Kioxia to End Production of Planar 2D NAND by 2028, Phasing Out Legacy Memory Tech
Kioxia announces plans to discontinue planar 2D NAND and third-gen BiCS 3D NAND memory production by 2028.
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Fujitsu to Develop Advanced 1.4nm AI Chip Manufactured by Japanese Firm Rapidus
Fujitsu is designing a cutting-edge 1.4nm chip for AI infrastructure, to be produced by Japanese semiconductor foundry Rapidus.
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Samsung Aims for 1-Nanometer Process and Innovative Transistor Design by 2030
Samsung targets mastering 1nm chip technology and new transistor layouts by 2030 amidst growing demand for advanced semiconductor manufacturing.
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TSMC Prioritizes AI and Key Clients Amid Worsening 3nm Chip Shortage
TSMC’s 3nm chip production shortage is intensifying as demand from AI and cloud clients drives prioritization of key customers.
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Micron Technology Shares Plummet 30% Since Mid-March Amid Quarterly Results
Micron Technology’s stock has dropped 30% since mid-March, following a 10% decline in early trading this week after fiscal quarter results.
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Japanese Chipmaker Rapidus Aims to Narrow Gap with TSMC on Cutting-Edge Process Nodes
Japanese firm Rapidus plans trial production of 2nm chips later this year, targeting mass shipments next year and accelerating 1.4nm tech development.
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Taiwanese Court to Deliver Verdict in High-Profile TSMC Technology Theft Case
Taiwan’s court will announce the verdict in a case involving stolen 2nm chip tech from TSMC, marking a first use of national security law in semiconductors.
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