Lip-Bu Tan strategic shift: INTEL plans to open its 18A process technology to external foundries.
Jensen Huang: NVIDIA massive investment in OpenAI/Anthropic may be its last investment.
Micron has launched the world’s first high-capacity 256GB LPDRAM SOCAMM2, setting a new benchmark for data center infrastructure.
Nanya Technology: DRAM shortages have caused prices to soar; the supply-demand imbalance is expected to improve as early as H2 2028.
Tower Semiconductor, in partnership with Salience Labs, has begun mass production of large optical path switches for next-generation data centers.
India seeks chip equipment from the Netherlands to boost semiconductor industry.
Lenovo issues price increase notice.
Samsung union plans strike after negotiations for a 7% pay rise break down.
Broadcom CEO Hock Tan: Expects AI chip sales to exceed $100 billion in 2027.
