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    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
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    WD points to HAMR ramp and long-term contracts as pricing power builds
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    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    21min ago
    WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
    22min ago
    Google's AI leadership shake-up puts Gemini execution and research retention under pressure
    35min ago
    Commentary: How FCC ban proposal is affecting China’s optical module makers
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    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
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    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    Aug 5, 18:35
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
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    Offshore wind projects face bidding failures as supply chain warns of a market gap
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    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
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    NEWS TAGGED PATENT
    Thursday 5 June 2008
    Nichia withdraws LED patent lawsuit against AOT
    Taiwan-based LED maker Advanced Optoelectronic Technology (AOT) has disclosed that Japan-based Nichia has dropped a patent lawsuit against it.
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    BIZ FOCUS
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    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
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    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
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