Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
Intel is reportedly preparing to license its glass core substrate (GCS) technology, reversing course from its earlier plan to commercialize the technology in-house. The pivot could...
High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
Nvidia executives have reportedly urged Samsung Electronics to prioritize production of sixth-generation high-bandwidth memory (HBM4) rather than fifth-generation 12-layer HBM3 during...
SK Hynix Inc.'s Chief Development Officer, Hyun Ahn, described the day the company became the leading global DRAM supplier as the happiest of his career. The milestone, achieved in...
Samsung Electronics has sold over 3 million units of its Galaxy S25 series as of August 1, surpassing the Galaxy S24 series' sales pace by more than two months. This strong sales...
Intel is grappling with accelerating staff departures as CEO Pat Gelsinger pushes through sweeping restructuring efforts and cancels projects championed by his predecessor. The financially...
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4), delivered to Nvidia in July 2025, has reportedly cleared reliability testing, positioning it for pre-production...
Micron has struck a confident tone in the race for high-bandwidth memory, announcing that all of its 2026 production has already been committed to customers. Chief Business Officer...
The launch of the Pixel 10 series marks the tenth anniversary of Google's Pixel brand. Over the past decade, the company's smartphone venture has highlighted persistent shortcomings...
Unlike the training-centric approach during the Dojo era, Tesla CEO Elon Musk's new strategy revolves around two chips, AI5 and AI6, building a distributed computing platform that...
The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...
The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments...
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...