Industry Page 11 of 57

All posts related to the industry in general.

DRAM Memory Supply To Experience Shortages As Manufacturers Shift Focus Towards HBM Production 1

Samsung’s Memory Production To See A “Measly” 5% Increase Despite Exploding Demand, Leaving Customers Stuck In A Severe Bottleneck

Two people shaking hands behind a podium with the seal of the President of the United States.

TSMC and Taiwan to Pour $500 Billion Into U.S. Chipmaking, Yet the Most Advanced Chips Still Remain Strictly Offshore

A person with a nameplate reading 'CEO C.C. Wei' seated at a table with a microphone, water bottle, and red roses.

TSMC Sees the AI Frenzy Not Stopping Anytime Soon, as the Chip Giant Plans to Take CapEx to Levels Never Seen Before

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

SK hynix Denies Rumors of Exiting the Consumer Business for Now, but the DRAM Supply Situation Looks Deteriorating With Time

TSMC’s CEO Claims Intel Foundry Can’t Compete by Just “Throwing Money” at Chip Production, Says the Company Isn’t Afraid of Growing Rivalry

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

China Plays “Cat and Mouse” With NVIDIA Once Again By Reportedly Restricting H200 AI Chip Orders Flowing in the Region

SK Hynix Announces Mega Investments to Enter Advanced Packaging Business as AI Demand Forces It to Take Production Into Its Own Hands

A person wearing a shiny black jacket is gesturing with their finger against a blurred blue background.

NVIDIA’s CEO Says You Shouldn’t Talk Bad About AI, Saying That Those Fueling the “Doomer Narrative” Are Deeply Conflicted People

LPDDR Memory Demand For NVIDIA Rubin In AI To Exceed The Combined Demand of Samsung & Apple In 2027

NVIDIA’s Next Generation of AI Systems Could Alone Gobble Up Millions of Terabytes of NAND SSDs, Potentially Worsening Storage Shortages

TSMC reportedly introducing price hike for 2nm wafers for four consecutive years

TSMC’s Chip Demand Is So Gigantic That Customers Are Willing to Pay Up to a Whopping 100% Premium to Secure Allocation

Memory Packaging & Testing Companies Have Now Raised Prices By 30% & This is Only The Beginning 1

Memory Packaging & Testing Companies Have Now Raised Prices By 30% & This is Only The Beginning

Intel’s Ex-CEO Pat Gelsinger Claims Credit for 18A and Panther Lake Breakthroughs; Details Strategy to Secure NVIDIA, AMD, and Other Foundry Customers

A presentation panel showcases Micron products, including 'Micron DDR5,' 'Micron UFS 4.1,' 'Micron i400 microSD Card,' 'Micron LPDDR5,' and 'Micron GDDR7,' highlighting features such as 1.5TB capacity for recording and ASIL-D compliance for DRAM.

Micron Exclusive: Why Consumers Have Gotten the Memory Shortage Narrative All Wrong

HP Is Reportedly Left With Limited Choices but to Turn to Chinese Memory Suppliers Like CXMT to Combat DRAM Shortages

A person wearing a red cap with 'Make America Great Again' stands beside an illuminated Intel sign at night.

Why Is President Trump Praising Intel on Its Newest 18A Chips? Here’s a Look at the Policy Masterstroke by CEO Lip-Bu Tan

A person with gray hair and glasses stands in front of a pixelated background featuring the Chinese flag.

Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds

A person wearing headphones holds a cigar-like object inside an industrial facility with yellow lighting.

Elon Musk Claims Tesla Will Build a 2nm ‘TeraFab,’ But Dismisses the Need for a Cleanroom, Saying He’d Smoke a Cigar Inside the Fab

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

NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease

"I Produce The Lowest Cost Tokens In The World" Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI

NVIDIA Reveals Why the Company Is “Immune” to Memory Shortages — and How The Firm Prepaid Inventory to Keep the AI Boom Running

A presenter on stage in front of a screen displaying the text 'From Zetta to Yotta Scale Compute 10,000x Increase in AI Compute' and '10+ YottaFLOPS.'

AMD CEO Lisa Su Says the World Will Need “YottaScale” Compute Power Within the Next Five Years; A Whopping 10,000× Increase Over 2022 Levels

An individual wearing a futuristic gauntlet with visible Nvidia logos, positioned beside a large Nvidia chip.

NVIDIA’s ‘Revolutionary’ Rubin AI Chips Enter Full Production Well Ahead of Schedule, Proving Jensen’s Pace Is Unmatched

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

Image shows TSMC executive under investigation

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