Industry Page 10 of 56

All posts related to the industry in general.

A green memory module and two Samsung K4RAH08 chips are displayed on a yellow surface.

“No One Can Escape Memory Shortages”, Says Samsung’s co-CEO, Claiming that the Fallout Will Also Reach TVs & Home Appliances

A group of people gathered indoors, with a man in a black t-shirt clapping at the front, surrounded by lanterns and a festive atmosphere.

NVIDIA CEO Jensen Huang to Host Iconic “Trillion-Dollar” Dinner With Taiwanese Partners This Month, Ahead of the Next AI Infrastructure Era

TSMC's Key CoWoS Packaging Supplier Drags Ex-General Manager to Court While Denying Any Tech Reached China

TSMC’s U.S. Expansion Crushes the Company’s Chip Margins, Shrinking Them by Nearly Eightfold Due to Higher Labor Costs & Wafer Depreciation

HBM3E and HBM4 chips on display in a lighted frame.

“Samsung is Back in the HBM Race”, Says Co-CEO, as the Korean Giant Is Poised to Reclaim Its Lost Dominance with HBM4

Increased DRAM costs to increase smartphone BoM (Bill of Materials) by up to 25 percent, resulting in lowered shipments

DRAM Contract Prices Are Projected to Rise By a Whopping 50% In This Quarter, As Shortages Now Appear to Be Out of Control

NVIDIA’s GB200 NVL72 Racks Deliver a Staggering 28× Performance Uplift Over AMD’s MI355X Counterpart, Leading in Intelligence/$

Silicon wafer inside a semiconductor manufacturing machine.

TSMC Supply Constraints Are Now Forcing Fabless Manufacturers to Look for Alternatives; Samsung Foundry Now a Serious Option

NVIDIA Needs a Supply Chain ‘Miracle’ From TSMC as China’s H200 AI Chip Orders Overwhelm Supply, Triggering a Bottleneck

Three people are sitting on bleachers wearing matching grey shirts with red details and 'TSMC' lanyards, with empty seats labeled 'FC' and 'VIP' behind them.

TSMC Chip Secrets May Be in Jeopardy After an Investigation Found Sensitive Documents at the Home of a Former Executive Who Has Since Joined Intel

TSMC's Key CoWoS Packaging Supplier Drags Ex-General Manager to Court While Denying Any Tech Reached China

TSMC Reportedly Plans to Bring 3nm Production to the U.S. Nearly a Year Ahead of Schedule, to Prevent Rivals From Gaining Ground

SK hynix Plans to Make a Surprise Move Into U.S. Advanced Packaging, Aiming to Capitalize on the Region’s Urgent Need For It

TSMC could surpass Apple in market value by 2030, predicts analyst

Taiwan Hit by One of Its Strongest Earthquakes in Years, Yet TSMC’s Chip Operations Remain Unfazed With 70% of Equipment Operational

Huawei has developed its own EDA tools to mass produce the Kirin 9020

Huawei Now Looks to Expand AI Chip Sales Beyond China, Creating the ‘Encroaching’ Scenario NVIDIA Has Warned About

Technician holding a silicon wafer in a cleanroom environment, showcasing microchip technology.

TSMC Is “Suffering From Success” in a Monopolized Chip Market, as AI Demand Has Led to Labor Shortages and Exploding CapEx Spending

A man wearing dollar sign glasses in front of a semiconductor wafer background.

No, NVIDIA Isn’t Acquiring Groq, But Jensen Just Executed a ‘Surgical’ Masterclass That No One Was Expecting

A man in a black shiny jacket stands in front of a large circuit board against a background featuring the Chinese flag.

NVIDIA Plans to Make the H200 AI Chip an Appealing Option By Offering a Price That Is Too Difficult To Ignore For Chinese Customers

Two smiling men, one wearing an 'intel' branded jacket, posing together indoors.

NVIDIA Did Test Intel’s 18A Process, But Reportedly Stopped Moving Forward, Suggesting No Foundry Deal From the AI Giant for Now

ASUS ROG RAM sticks with RGB lighting on a gaming keyboard.

DDR4 Memory Is Back from the Dead, But Manufacturers Are Looking to Milk the Shortage by Delaying the Phase-Out Cycle

Two individuals in formal attire are depicted against a backdrop combining the Chinese flag and a red printed circuit board design.

NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly

A presenter is on stage beside a slide displaying specifications for the 'Blackwell Ultra NVL72' expected in 'Second Half 2025', with emphasis on '1.1 EF Dense FP4 Inference' and '20 TB HBM | 40 TB Fast Memory'.

NVIDIA’s ‘Blackwell Ultra’ GB300 AI Servers to Lead the AI Infrastructure Race In 2026, As Shipments Are Projected to Double From Current Levels

Intel's CEO Lip-Bu Tan with Intel building in background

“Intel’s Biggest Problem Is Being a Partner & Competitor At the Same Time”, Claims Ex-Board Member, Calling for a Foundry Spin-Off

TSMC's Key CoWoS Packaging Supplier Drags Ex-General Manager to Court While Denying Any Tech Reached China

TSMC Is Now Looking to Produce Cutting-Edge 2nm Process Technology in Japan, Likely Influenced by Rapidus’ Rising Competition

An NVIDIA chip is displayed against a world map labeled with 'United States,' 'China,' and 'Japan,' featuring circuit patterns across the continents.

China’s Tencent Gains Access to the “Banned” NVIDIA’s Blackwell B200 AI Chips by Leveraging the Rental Loophole in U.S. Export Controls

Samsung chip labeled HBM and Logic on a circuit board background.

The Tables Are Turning for Samsung in the HBM Market, as It Has Now Overtaken Micron After Recent HBM3E & HBM4 Breakthroughs

A man gesturing with his hand is superimposed over an abstract background featuring a colorful, distorted chip labeled 'Ironwood'.

“The Biggest Threat to NVIDIA’s AI Dominance Is Google,” Says the Author of Jensen Huang’s Biography, Claiming Fear of Failure Fuels Team Green’s CEO

Despite TSMC’s Gigantic Investments, the U.S. Still Won’t Get Its Most Advanced Chips, Casting Doubt on Efforts to Build a Resilient Supply Chain

A close-up of Samsung memory chips, with one displaying the code 'SEC 243 K4RAH08 6VE BCWM'.

The Global Scramble for DRAM Is So Desperate That Samsung Is Now Investigating Employees for Taking Bribes to Divert Its Own Memory Supply

A person standing in front of an Intel sign, holding a semiconductor wafer, wearing an 'intel foundry' vest.

Intel Reportedly Draws Interest From AMD and NVIDIA in Its 14A Process for Server Offerings, as External Customers Start to Line Up

China Has Reportedly Built Its First EUV Machine Prototype, Marking a Semiconductor Breakthrough the U.S. Has Feared All Along

A person wearing a microphone headset, pictured alongside a computer chip labeled 'annap.'

NVIDIA’s AI Chips Might Have a New “Challenger” Onboard, and No, It’s Not Google; OpenAI Plans to Deploy Amazon’s Trainium ASIC in a Mega-Deal

A man in a suit against the backdrop of a factory or industrial setting with orange-tinted lighting.

[Updated] Elon Musk Will Actually Have His Own Office at Samsung’s U.S. Chip Facility, Indicating Tesla’s Ambitions to Make Chipmaking a Priority

A SK hynix chip labeled 'H27Q0G8UDELR BCF 343T' is displayed in front of a green circuit board with multiple chips.

After Gobbling Up DRAM, NVIDIA & SK hynix Plan to Introduce an “AI SSD” With 10× Higher Performance, Ringing Alarms Over NAND Supply

A person wearing glasses with dollar signs stands at the NYSE, holding an Ironwood chip, surrounded by floating money.

Google’s TPUs Are Commanding the ASIC Market Right Now, as the Firm “Doubles” Next-Gen TPU v7e Orders at MediaTek Amid Gigantic Demand

A Crucial P5 Plus M.2 NVMe SSD is installed on a motherboard alongside Crucial RAM modules.

You Might Soon See 8GB Laptops Everywhere, as Manufacturers Are Likely to Make High-RAM Configurations Unaffordable