TSMC N3 capacity will face a severe shortage; some customers are raising prices to secure capacity. JPMorgan Chase
Intel foundry revenue is projected to reach $120 million by 2025. SemiAnalysis
AI industry will need $5 trillion in funding over the next five years to support the expansion of AI computing infrastructure. JPMorgan Chase
SK Hynix plans to begin shipping 321-layer quad-cell (QLC) NAND products in H2 2026 and significantly increase its market share.
EU is studying the possibility of requiring member states to remove equipment from Huawei and ZTE.
SoftBank sold all of its Nvidia shares, cashing out $5.8 billion.
Cadence acquired startup ChipStack, which aims to accelerate chip verification and design using AI.
3PEAK: Mass-produces a variety of high-value analog chips for optical module applications.
SK Hynix is developing high-bandwidth storage (HBS).
