The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...
Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory...
As frequency-control components move toward higher frequencies and smaller form factors, Tai-Saw Technology is leveraging synergies...
Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years,...
TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial...
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is accelerating construction and technology upgrades across its manufacturing...
Samsung Electronics is reportedly facing difficulties securing large-format FC-BGA package substrates for custom AI chips, as suppliers...
Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...
