Samsung strike threatens production capacity of mature chips such as PMIC and DDIC. SEMI: AI chip demand is surging, with global spending on 300mm wafer equipment projected to exceed $150 billion by 2027. Dojo 3 supports the vast majority of…
TSMC plans to expand to 12 wafer fabs in the US, with total investment potentially reaching $500 billion. Demand for computing power is soaring. The leasing fee for NVIDIA’s H100, launched four years ago, has surged by nearly 40%…
It’s reported that TSMC adjusts 4nm wafer starts for non-Apple customers, shifting process to support 3nm. Apple reportedly snaps up mobile DRAM at high prices, sacrificing profits to stifle competitors. INTEL plans to launch a third round of price adjustments…
INTEL spent $14.2 billion to repurchase its Fab 34 in Ireland. Amazon AWS data center attacked again by Iran. By 2025, the market share of domestically produced AI chips in China had grown to 41%. IDC Trump plans to impose…
Samsung plans to sell 123 chip manufacturing units at its South Korea and Xi’an plants. Arm CEO: Severe Shortage of AI Infrastructure Market; AGI CPUs were developed in response to customer demand. Microsoft will invest $5.5 billion in Singapore for…
TSMC plans to begin mass production of 3nm chips in Japan in 2028. Fujitsu and Rapidus are collaborating to produce 1.4nm AI chips in Japan. DRAM prices rose by 100% in Q1 2026, while NAND prices have risen for 15…
The demand for AI computing is exploding; the Foundry 2.0 market is projected to reach $360 billion by 2026. It’s reported that helium prices have surged by 50%, and supply shortages and price volatility may pose medium- to long-term risks.…
Samsung’s foundry plans to launch SF1.0 1nm chips by 2030 and introduce a new “forksheet chip” architecture. Due to the impact of the TurboQuant algorithm, the price of some DDR5 products in the US dropped by more than 20%. Tesla…
Apple announced a $400 million investment to expand its supply chain, securing four major suppliers for sensors, chips, and materials: Bosch, Cirrus Logic, TDK, and Qnity Electronics. SiC power applications are expanding rapidly, and Chinese manufacturers are reshaping the supply…
Samsung begins mass production of 236-layer NAND flash memory. ETNews Analysts say the memory industry has shown resilience in the face of technological advancements such as NVIDIA KVTC and Google Turbo Quant. Samsung Foundry Division plans to begin mass production…
