SK Hynix: It has begun mass production of 192GB SOCAMM2 memory modules designed specifically for NVIDIA’s next-generation Vera Rubin AI chip.
INTEL is about to launch the 14A process, and UBS speculates that its customers may include NVIDIA and Apple.
Morgan Stanley: AI agents will drive chip demand to expand from GPUs to CPUs.
The memory shortage is more severe than expected and may delay the release of Apple’s new Mac computers.
South Korean chemical materials supplier Soulbrain’s plant project in Texas has stalled.
Volkswagen CEO: Will cut production capacity by another 1 million vehicles.
Kioxia: The earthquake did not damage its factories and production is continuing normally.
Samsung Electro-Mechanics and LG Innotek have begun collaborating to evaluate prototype components needed to realize CPO on a semiconductor substrate.
Jensen Huang criticizes US chip controls: Banning exports is a typical “loser mentality”.
