Tag: semiconductors

Nvidia Eases Speed Requirements for HBM4 Memory to Prevent Supply Shortages

Nvidia lowers HBM4 memory speed demands to ensure stable supply amid challenges meeting JEDEC standard performance.

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Rising Memory Costs Threaten Supply of Routers and TV Set-Top Boxes

Sharp increases in memory prices are straining production of routers and TV set-top boxes, with memory costs soaring from 3% to 20% of component expenses.

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China’s Semiconductor Industry Advances Amid Geopolitical Challenges

China’s semiconductor sector continues to evolve, making strides in computer hardware despite ongoing international sanctions.

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Memory Price Surge Drives Businesses to Accelerate PC Purchases

Sharp increases in DRAM and NAND prices are prompting businesses to boost PC buying ahead of further cost hikes in 2026.

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Applied Materials Fined $252 Million for Supplying Sanctioned Equipment to Chinese Chipmaker SMIC

Applied Materials has been fined $252 million by U.S. authorities for selling restricted semiconductor manufacturing equipment to China’s SMIC.

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ByteDance Ventures Into AI Chip Development with Samsung Manufacturing Partnership

ByteDance is developing a proprietary AI chip, with Samsung set to produce the first samples by the end of March.

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Micron Set to Begin Mass Production of HBM4 Memory Ahead of Schedule Amid Nvidia Partnership Competition

Micron confirms HBM4 memory mass production will start this quarter, contradicting rumors of low demand from Nvidia as competition heats up.

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Memory Price Surge Could Shrink Global Smartphone Production by Up to 15% in 2026

Rising memory costs may reduce worldwide smartphone output by 10 to 15 percent in 2026, according to TrendForce projections.

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Memory Market to Outpace Chip Manufacturing Services by 2026

By 2026, the memory market’s revenue is projected to more than double that of the contract chip manufacturing sector amid rising demand and pricing.

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TSMC Approves Nearly $45 Billion Investment to Boost Chip Manufacturing Capacity

TSMC plans to invest a record $45 billion to expand and upgrade its chip fabrication facilities, advancing next-generation semiconductor manufacturing.

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SMIC Reports 61% Revenue Growth Amid AI Boom and Regional Market Shifts

China’s SMIC saw a 61% annual revenue increase to $173 million, driven by AI demand and unique regional factors amid sanctions.

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TSMC Reports 37% Revenue Surge in January Driven by AI Chip Demand

TSMC’s January revenue jumped 37% to $12.7 billion, fueled by strong orders for advanced AI semiconductor technologies.

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