Tag: semiconductors

Samsung to Begin Commercial Shipments of HBM4 Memory in February, Beats Competitors

Samsung will start delivering HBM4 memory chips commercially in February, supplying Nvidia for its next-gen AI supercomputing platform.

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Samsung Anticipates Sharp Order Increase with Launch of 2nm Chip Technology

Samsung projects a 130% boost in orders for its 2nm semiconductor process, focusing on AI system chips amid intensifying global competition.

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DARPA Launches Program to Advance Photonic Chips for AI by Challenging Physical Limits

DARPA initiates PICASSO program to overcome physical constraints in photonic computing, aiming to boost AI chip performance with low latency and energy use.

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Nintendo Expects Memory Price Increases to Have Limited Business Impact Through March

Nintendo anticipates rising memory chip costs will not significantly affect its business performance through the end of March 2026.

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TSMC Poised to Surpass Intel as Largest Employer in Semiconductor Industry

TSMC is on track to become the largest employer in semiconductors, potentially overtaking Intel’s long-held lead in workforce size.

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Global Semiconductor Sales to Surpass $1 Trillion This Year Driven by AI Demand

The semiconductor market is set to exceed $1 trillion in revenue this year, propelled by rising demand fueled by artificial intelligence advancements.

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Intel and AMD Warn of Extended Processor Supply Delays Amid Ongoing Chip Shortage

Intel and AMD have alerted Chinese customers to potential multi-month delays in processor deliveries due to persistent supply constraints.

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Nvidia to Halt New GeForce RTX Releases and Cut Current GPU Production Amid Rising AI Demand

Nvidia plans no new GeForce RTX GPUs this year and will reduce existing card production by up to 40%, shifting focus to AI accelerators.

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MediaTek’s Dimensity Chips Boost Revenue Beyond $10 Billion Amid 2026 Challenges

MediaTek’s revenue surpassed $10 billion in Q4 2025, driven by flagship Dimensity 9500 and 8500 chips, with 2026 expected to be challenging.

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Memory and SSD Prices Expected to Nearly Double in Q1 2026, Industry Analysts Warn

PC and server memory along with SSD prices are projected to surge nearly 90% in Q1 2026, marking an unprecedented market shift.

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Intel Develops Next-Generation Integrated Capacitors to Enhance AI Chip Power Stability

Intel introduces advanced integrated capacitors designed to improve power stability in AI chips, complementing transistor scaling for future nodes.

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Memory Shortage Spurs HP, Dell, Acer, and Asus to Source Chinese RAM Modules

A global memory chip shortage prompts major laptop makers to explore Chinese manufacturers for RAM components, expanding market competition.

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