Micron plans to significantly expand its HBM production capacity this year, potentially doubling its output. ETNews It’s reported that SK Hynix is considering simultaneously advancing its investments in Yongin and Gwangju. Samsung and Arm are reportedly jointly developing next-generation edge…
It’s reported that a shortage of TSMC’s CoWoS has led customers to turn to INTEL’s EMIB-T. SK Hynix’s silicon wafer procurement volume increased by 104% quarter-on-quarter in Q2 2026. It’s reported that Micron is exploring the development of NAND flash…
It’s reported that Samsung’s memory business will allocate approximately 70% of its capacity to long-term contracts extending to 2031. TSMC: Demand for AI computing power grows fivefold annually; TSMC will leverage advanced logic processes, 3D Fabric, SoIC, CoWoS, and silicon…
TSMC executives: Silicon photonics penetration rate will exceed 50% by 2027; CPO will enter mass production in H2 2026. South Korea announced three major projects: semiconductors, AI data centers, and physical AI, with a total corporate investment of USD 1.096…
INTEL 14A’s defect density on 22nm ‘tracking better than expected’, says CFO David Zinsner NVIDIA wins contract from Amazon to purchase 2 million AI chips. SK Hynix is considering outsourcing some of its HBM base die manufacturing to INTEL. TSMC…
TSMC’s market share in the pure-play foundry services reached 73% in Q2 2026. Counterpoint Research The production capacity of NVIDIA Vera Rubin is faster than expected, amid the continued growth in demand for AI infrastructure. Omdia predicts that shipments of…
Amazon has placed an additional order for 2 million NVIDIA high-end AI GPUs. Indian AMI has ordered 9,000 NVIDIA Rubin GPUs to build a 30MW computing cluster. Anthropico has leased Nscale’s AI computing power for $45 billion. Kioxia and SanDisk…
OpenAI claims that its Jalapeno chip, co-developed with Broadcom, surpasses NVIDIA’s Gb300 in both speed and power consumption. Samsung and SK Hynix plan to increase the supply of NVIDIA’s 8-layer HBM4 memory in H2 2026. Apple has officially released its…
TSMC reportedly plans to acquire AU Optronics’ two fabs for over $940.91 million, accelerating the formation of the CPO supply chain in the Central Taiwan Science Park. Synopsys and INTEL deepen their foundry collaboration: creating an AI-driven full-stack chip design…
Some of NVIDIA’s major customers were told that the price of servers equipped with its AI chips will increase by more than 15% due to soaring memory chip costs. It’s reported that the US is considering allowing Apple to purchase…
