Micron will invest $9.6 billion to build a new factory to produce AI memory chips in Hiroshima, Japan. Nikkei
TSMC confirmed that a power outage at a supplier in September 2025 caused production disruptions, resulting in the scrapping of some wafers.
DRAM supply shortage has had a huge impact. NVIDIA has stopped bundling GPU memory with other products.
It’s reported that Kioxia and SanDisk are considering forming a joint venture to build a NAND wafer fab in US.
Research from MIT shows that AI has already replaced 11.7% of jobs in the US labor market.
Xiangdixian has launched its first production-ready Imagination DXD GPU, supporting ray tracing and super-resolution technologies.
Silicon carbide market is becoming increasingly polarized, with AI and high-performance computing emerging as new growth drivers.
The residence of former TSMC Vice President Luo Weiren was searched.
Jensen Huang responds to the Luo Weiren incident: TSMC’s advantage lies in its technology system and corporate culture.
