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 storage products from China.
Micron researchers warn that memory bottlenecks persist; HBM cannot keep up with the growth in computing speed.
Packaging and testing companies ASE, Powertech, King Yuan, Sigurd Microelectronics, and ChipMOS have invested more than US$14.43 billion to expand their production capacity.
Xiaomi announced that its first 3nm intelligent driving high-computing-power AI chip, Xuanjie D100, will be officially commercialized in 2027.
The US International Trade Commission (ITC) has initiated a Section 337 investigation into EVE Energy.
ISE Labs has spent $295 million to purchase land and expand semiconductor production.






