SK Hynix received more than $12.04 billion in sales from NVIDIA in H1 2026, accounting for about 13% of the company’s total sales.
OpenAI has pledged to deploy NVIDIA computing infrastructure on a large scale by 2030.
Google accelerates the integration of Gemini into its hardware ecosystem, shifting its AI strategy toward large-scale applications. Goldman Sachs
It’s reported that the yield rate of Changxin DDR5 has exceeded 90%.
The total revenue of the world’s top five NAND flash memory brands increased by 77% quarter-on-quarter in Q2 2026, reaching US$68.87 billion. TrendForce
General-purpose DRAM gross margin is expected to reach 95% by 2027. UBS
SoftBank sold 1.4 million shares of TSMC, cashing out $269.8 million.
Modi: India currently has three semiconductor factories in operation and plans to put five to eight more into operation in the next seven to eight years.
SK Hynix Chairman: Next year will see the worst “storage shortage” in history; demand from AI customers will almost double.
