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…
Meta invests $10 billion to build an AI data center in Texas, six times more than previously. Google’s new TurboQuant algorithm will not affect demand, according to memory manufacturers. Samsung expects its HBM shipments to exceed 10 billion Gb in…
Samsung secures exclusive HBM4 supply deal for OpenAI’s Titan AI chip. Industry executives warn: Helium shortages have begun to impact technology supply chains. Micron plans to acquire JDI’s Mobilight LCD panel plant for chip assembly and testing. Elmos sale talks…
Samsung’s 2nm process yield exceeds 60%. TSMC admits some of its production capacity is nearing its peak. Samsung accelerates the deployment of Texas 2nm fab. OpenAI’s $1.4 trillion acquisition of storage devices will trigger an even greater supply gap. Synopsys’…
OpenAI COO Brad Lightcapp: Memory chip shortage becomes a bottleneck for the development of AI. Feng Li, President of SEMI China, said: The HBM market size is expected to grow by 58% to reach US$54.6 billion by 2026, with a…
CPU shortages will last for 6 months. INTEL and AMD will raise prices by 10% to 15%. Masayoshi Son’s massive investment in OpenAI is testing SoftBank’s lending capabilities. Financial Times OpenAI announced the discontinuation of video generation application Sora, claiming…
SK Hynix filed Form F-1 with the US Securities and Exchange Commission, applying for a US listing to raise approximately $10 billion. Innolux Southern Taiwan Science Park Plant 5 sold to Siliconware Precision Industries for $197.89 million. A leading memory…