Industry Page 6 of 57

All posts related to the industry in general.

SK Hynix Answers the HBM Shortage With a 32-Soccer-Field Mega-Fab, P&T7 Dedicated To HBM Production, Ready By 2028

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

Samsung Postpones HBM5E Memory Production Indefinitely After D1d DRAM Yields Fall Short of Internal Targets

130,000 NVIDIA Rubin GPUs Are Being Deployed at Nscale For Microsoft, Further Showing Massive Interest In Next-Gen AI Chips 1

130,000 Rubin GPUs Are Being Deployed at Nscale For Microsoft, Further Showing Massive Interest In NVIDIA’s Next-Gen AI Chips

TSMC Is Pouring $56 Billion Into New Fabs, Yet CEO Wei Admits Shortages Will Drag Into 2027 and Beyond 1

TSMC Is Pouring $56 Billion Into New Fabs, Yet CEO Wei Admits Shortages Will Drag Into 2027 and Beyond

China's Premiere Memory Maker Hits HBM Roadblock As Domestic Makers Rush HBM3 Manufacturing

China’s Premiere Memory Maker Hits HBM3 Roadblock As Domestic DRAM Makers Rush HBM Manufacturing

Qualcomm CEO Flies to Korea, Hunting 2nm Wafers at Samsung and LPDDR Supply at SK Hynix 1

Qualcomm CEO Flies to Korea, Hunting 2nm Wafers at Samsung and LPDDR Supply at SK Hynix

AMD Taps GlobalFoundries for MI500’s Co-Packaged Optics as the Silicon Photonics Race With NVIDIA Heats Up

A close-up of a computer chip on a circuit board with large overlay text reading 'TPUv8'.

Google Splits TPUv8 Strategy Into Two Chips, Handing Broadcom Training and MediaTek Inference Duties

A large, green circuit board with four prominent chips is mounted vertically within a data center environment.

Google Reportedly Pulls Marvell Into a Two-Chip TPU Plan That Could Reshape AI Inference For ASICs

Memory Makers Will Only Meet 60% of DRAM Demand Through 2027, Locking In Years of Shortages and Price Pain

Microsoft’s Fairwater AI Datacenter Goes Live Early, Unleashing Hundreds of Thousands of NVIDIA Blackwell GPUs On The World

A presenter speaks on stage in front of screens displaying 'Delivering On Our Silicon Commitments' and 'intel 14A' at an Intel Foundry event.

Intel Expected To Land Big 14A Wins With Surprise Customers By The End of This Year

Makers of The World's Most Advanced Chipmaking Machine Also Say That Chip Demand Will Continue To Outstrip Supply For The Foreseeable Future

ASML Sees Memory Chip Orders Explode Past Logic for the First Time as DRAM Makers Scramble for EUV Slots

Elon Musk Tells TSMC's CEO That Terafab Wouldn't Exist if the Foundry Could Keep Up With His Chip Demand 1

Elon Musk Tells TSMC’s CEO That Terafab Wouldn’t Exist if the Foundry Could Keep Up With His Chip Demand

China's YMTC & CXMT Are Doubling Wafer Output in an 'Epic Expansion,' Yet Buyers Are Scrambling to Prepay for Supply 1

China’s YMTC & CXMT Are Doubling Wafer Output in an ‘Epic Expansion,’ Yet Buyers Are Scrambling to Prepay for Memory Supply

UMC Joins a Global Wave of Chipmakers Hiking Wafer Prices, Leaving Clients with Few Places Left to Turn 1

UMC Joins a Global Wave of Chipmakers Hiking Wafer Prices, Leaving Clients with Few Places Left to Turn

Samsung Slashes Its HBM Development Cycle from 2 Years to 1, Betting Its Future on AI Demand

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD’s Instinct MI450 Reportedly Secures A Major AI Customer

A person in glasses is in front of a blue dotted background with the text 'Intel Foundry' visible.

Intel Foundry Lands a Samsung Veteran With 30 Years of Chip Experience, Betting He Can Fill Its Customer Gap

TSMC’s CEO Calls Intel a Formidable Competitor but Says No Shortcuts Exist in the Foundry Game

NVIDIA Wants Everyone To Rethink AI TCO, & Explains Why "Cost Per Token" Is The Only Metric That Matters 1

NVIDIA Wants Everyone To Rethink AI TCO, & Explains Why “Cost Per Token” Is The Only Metric That Matters

Hygon Lays Outs Ground-Breaking Plans For China's Domestic Tech Market: Next-Gen C86 Chips With +15% IPC, SMT4 & Tackle Intel Xeon 6 1

Hygon Lays Out Ground-Breaking Plans For China’s Domestic Tech Market: Next-Gen C86 Chips With +15% IPC, SMT4 & Tackle Intel Xeon 6

Intel To Disclose Full Details of Elon’s Ground-Breaking TeraFab Project That Will Reshape The Chipmaking Industry

NVIDIA Will Be "Very, Very Large" Today Even If AI Didn't Exist, Says CEO Jensen, But Also States He Would've Been Really Sad If There Was No AI 1

Jensen Huang Admits NVIDIA Missed Its Shot at Owning a Piece of OpenAI and Anthropic, Vows He ‘Won’t Make That Same Mistake’ Again

China’s YMTC Fires Back at US Chip Restrictions with Three New Fabs Set to Double Its Wafer Output

CPUs Are Next! Agentic AI Surge Is Now Causing Massive CPU Shortages In The Cloud Segment

Amazon Tripled Its CPU Servers and Still Ran Out as Agentic AI Gobbles Up Every Available Processor in the Cloud

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

TSMC Is Now Pushing to Solve One of the Biggest Constraints For the AI Industry Through Massive Investments in Taiwan and the US

[Update] A Wild Rumor Says NVIDIA Might Be Looking to Acquire a PC Manufacturer, Aiming to “Reinvent” Gaming and Computing

A chart titled '2024 Desktop CPU Survey' shows an increasing interest in AMD Ryzen processors over time.

Google’s TurboQuant Made The Memory Industry Fear The Boom Was Over; Even The Researcher Behind It Is Shocked By The Reaction

Semiconductor lithography machine in operation with purple laser beam, microchip wafer on platform, and visible Caution label.

China’s Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It

A person holding a package labeled 'AJI-NO-MOTO PLUS UMAMI SEASONING' with the text '3 times stronger than regular Ajinomoto.'

The Seasoning Company Behind Your Food Flavors Controls The Future Of AI Chips, And Supply Is Running Dangerously Low

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

Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race

Amazon CEO Says Chip Business Is ‘On Fire,’ Graviton & Trainium Now Competing At Intel, AMD, And NVIDIA Scale

A high-end gaming PC featuring an ASUS ROG Strix graphics card with triple fans inside a ROG branded case with LED lighting.

The Real Test for PC Buyers Starts This Quarter, Says IDC, as Wider Market Shifts Coupled With Shortages Start to Bite in the Market