Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...
AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as...
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic...
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass...
SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence,...
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI...
