NVIDIA accelerates its AI-RAN deployment and urgently needs to collaborate with Chinese AI base station suppliers to develop 6G AI base stations.
It’s reported that TSMC is unable to package Apple’s $1 billion processor, due to a shortage of DRAM chips.
Anthropic assembled its own chip development team to customize AI chips for Claude.
Netlist reached a five-year agreement with Samsung to license its memory chip patents.
Microsoft’s AI revenue still primarily comes from OpenAI, accounting for more than half, and possibly close to 70%.
Nanya Technology will invest US$10.72 billion to build its fifth 12-inch wafer fab, introducing EUV equipment to accelerate advanced DRAM manufacturing process.
FCC has proposed restrictions on Chinese optical modules: the restrictions are unlikely to be lifted in the short term, but a long-term supply chain restructuring may be forced.
GlobalWafers: Silicon wafer supply shortage intensifies, prices may rise.
The surge in demand for optical communications from AI data centers prompted Nokia to acquire NXP’s US wafer fab to develop indium phosphide chips.
