Tag: semiconductors
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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Foxconn Anticipates Record Revenue Amid AI-Driven Demand Surge
Taiwan’s Foxconn expects unprecedented revenue this year, driven by booming AI markets despite memory shortages and logistical challenges.
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Micron to Build Second Memory Packaging Facility on Taiwan Near Recently Acquired Site
Micron is expanding its memory packaging operations in Taiwan with a second factory adjacent to its recently acquired PSMC site.
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China Set to Gain Second Contract Manufacturer for 7nm Chip Production
Hua Hong Group is reportedly preparing to join SMIC as China’s second contract manufacturer capable of producing 7nm chips.
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Samsung Anticipates Decline in Memory Demand Starting 2028 Amid AI Market Shift
Samsung expects memory demand to contract beginning in 2028 as the AI boom slows, prompting strategic preparations for the market shift.
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