Micron Technology expects tight DRAM supply conditions to persist into fiscal 2026, underpinning pricing strength and margin expansion. Executives highlighted robust data center and...
Taiwan's MediaTek, the world's largest mobile chip supplier by shipments, is in discussions with TSMC to manufacture some of its semiconductors in Arizona. This potential move comes...
Intel, once the uncontested leader in PC and server chips, faces a turning point. Delays in advanced process technology and rising competition from AMD and Arm-based architectures...
As Moore's Law approaches physical and commercial limits, advanced packaging has surged as a new battleground in the semiconductor industry. TSMC not only leads globally with its...
Samsung is betting on advanced 1c DRAM-based HBM4 technology but remains constrained by 35% yields, while SK Hynix relies on stable production and Nvidia's trust to defend its lead...
Hanwha Semitech is stepping up its push into Taiwan's semiconductor supply chain, holding closed-door talks with Foxconn and ASE Holdings at SEMICON Taiwan 2025, according to South...
Tesla is actively recruiting semiconductor experts to enhance its next-generation chip development and mass production capabilities. Recent reports indicate that Samsung Electronics'...
Despite previously facing overheating issues, Samsung Electronics is preparing to supply its fifth-generation high bandwidth memory (HBM3E) to Nvidia. However, opinions within the...
Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations,...
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in...
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel...
The global boom in artificial intelligence is creating a stark divide in the semiconductor industry, with Taiwan's TSMC solidifying its dominance while rival Samsung Electronics falls...
After two years of falling prices and sluggish commercialization in the 8-inch silicon carbide (SiC) wafer market, the industry is pinning new hopes on advanced packaging for AI chips...
The semiconductor industry is experiencing its most dramatic transformation in decades, driven by artificial intelligence's relentless demand for computing power. Traditional boundaries...
