NVIDIA Vera CPU chips were delivered to OpenAI, Anthropic, and SpaceX in June; and OpenAI plans to begin large-scale deployment of the chip in Q3 2026.
Samsung expands its NAND flash memory supply partnership with NVIDIA to accelerate the deployment of its V9 and V10 NAND.
It’s reported that TSMC will raise chip prices in 2027, with increases of up to 10%, covering advanced chips with 7nm and below processes as well as mature chips.
SK Hynix is reportedly set to acquire INTEL’s US semi campus.
Fortinet will utilize INTEL’s foundry to manufacture its SP6 security chip.
Russia has already built two 150nm lithography machine prototypes and will master 130nm lithography technology by the end of 2026.
Wistron’s D1 AI smart factory in Texas has officially started operating.
It’s reported that Haesung DS supplies DDR5 packaging substrates to Changxin Memory.
Storage shortages could worsen until 2028. Morgan Stanley
NAND flash memory shortages will continue until H1 2027. TrendForce
