Industry Page 8 of 56

All posts related to the industry in general.

SMIC made more revenue in Q4 2023 compared to the same period in 2021

Even China’s Largest Chip Company, SMIC, Isn’t Safe From DRAM Shortages, but It Is Urging Customers Not to Scale Back Orders or Risk Losing Capacity Access

A close-up of a Samsung semiconductor chip featuring a grid of golden connectors.

Samsung’s HBM4 Officially Makes Its Way into NVIDIA’s Next-Gen Vera Rubin, Establishing It as the “Industry’s Fastest” AI Memory Solution

Rapidus Accelerates 2nm Push and Plans Dramatic Production Expansion, Setting the Stage for a Foundry Showdown in Japan with TSMC

Three unidentified individuals on stage at an 'intel connection' event, with one holding a chip encased in a clear square

Intel Showcases Its “ZAM Memory” Prototype for the First Time, Revealing Z-Angle Architecture with Breakthrough Thermal and Compute Performance

A display featuring CXMT LPDDR5X and DDR5 chips highlights specifications such as '12/16Gb' capacity and '10667 Mbps' speed.

China’s Largest Memory Manufacturer, CXMT, Plans to Allocate a “Large Chunk” of Its DRAM Production to HBM3, Hoping to Compete in the AI Race

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

TSMC Reportedly Spared From U.S. Tariffs After Mega-Investments in Arizona; Chip Giant to Exempt “Big Tech” Customers

A presenter in a black leather jacket holds a large computing board with visible components and circuitry.

The Memory Industry Is at a Turning Point as HBM4 Tilts the Balance Toward Samsung and SK hynix, Pivoting Away From Micron

A person holding plates of fried food stands in front of a group of people, one of whom is taking a photo with a smartphone.

NVIDIA CEO’s “Fried Chicken” Dinners With Samsung and SK hynix Leaders Are What Keep Him Ahead in the Race to Source Memory Products

Man in Intel Foundry vest holding a silicon wafer in front of an Intel sign outdoors.

Intel’s “BSPDN” Power-Delivery Method on 18A Is a Major Technical Win That May Also Be Holding Back Customers For Now

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

NVIDIA CEO Isn’t Worried About Big Tech ‘Splurging’ $660 Billion on the AI Infrastructure Buildout, Saying It Will Ultimately Pay Off

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

Memory Suppliers Are Reportedly Taking “Zero” Chances on Being at the Losing End of DRAM Contracts, Hardwiring Higher Prices Into Every New Agreement

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

TSMC’s Japan Plans Are Now Looking Much More Aggressive, as the Chip Giant Will Produce 3nm Chips in the Region to Support Gigantic AI Demand

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

Intel Shows No Signs of Leaving the GPU Business, as CEO Lip-Bu Tan Reiterates Commitment, Saying Future Lineups Will Be Built Internally

Two prominent individuals appear deep in thought against a background of server racks.

The NVIDIA-OpenAI Fiasco Isn’t About Compute, It’s About Control; Here’s How One of the World’s Biggest AI Partnerships Is Playing Out

Man speaking on stage with Siemens and foundry visible in the background.

Intel Plans to Re-Enter the Memory Business as the Firm Pairs With SoftBank to Introduce a New Solution, Capitalizing on Ongoing Shortages

SMIC made more revenue in Q4 2023 compared to the same period in 2021

China’s SMIC Is Expanding Advanced Packaging Efforts by Establishing a Research Center to Explore New Ways to Scale Performance Beyond Moore’s Law

SK Hynix Buried Under Customer Cash Offers to Expand Memory Output, but Insider Warns Available Capacity Is ‘Essentially Zero’

Memory Prices Reach “Shocking” Levels as Manufacturers Are Now Quoting a Whopping 125% Premium, Turning DRAM Into a Full-Blown Seller’s Market

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

TSMC’s 2nm Chip to See the Fiercest Competition Yet Among AI Customers as Next-Gen AI Chips Are Expected to Heavily Rely on the Process

Two men at a press conference surrounded by microphones, one speaking, another listening attentively.

TSMC Needs to Double Production Over the Next Decade Just to Meet NVIDIA’s Demand, Says Jensen Huang, Highlighting the Future Scale of the AI Boom

A group of men, including several in suits, posing together indoors in front of a brick-walled setting with traditional

NVIDIA’s ‘Trillion-Dollar’ Dinner With Taiwanese Partners Shows Us Why Jensen Will Always Remain One Step Ahead in the AI Supply Chain

Two prominent individuals appear deep in thought against a background of server racks.

NVIDIA’s $100 Billion Mega-Deal With OpenAI Is in Danger as Jensen Believes the Company Has Grown ‘Sloppy’ While Rivals Surge Ahead

Two people, one wearing a leather jacket and glasses, shake hands in front of a wooden panel with an American flag in the

TSMC Founder Morris Chang Makes a Rare Public Appearance as the 94-Year-Old ‘Semiconductor Titan’ Meets NVIDIA CEO at a Local Taiwanese Restaurant

YMTC 128L QLC 3D NAND chip resting on an orange circuit pattern background.

China’s YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic “Gold Rush” in AI Storage

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

Chinese AI Giants Are Now Getting the “Green Light” to Buy NVIDIA’s H200 AI Chips, as Jensen’s Diplomatic Gamble Begins to Bear Fruit

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NVIDIA CEO Pushes Back on “Shift” Narrative, Saying the U.S. Chip Production Target Requires TSMC to Add More Capacity, Rather Than Abandoning Taiwan

A person in a suit is deep in thought with a grayscale, textured industrial background.

Elon Musk’s Mega “TeraFab” Project Will Combine Memory, Chips, and Packaging in One Facility, Claiming It’s the Only Way to Reach the Needed Scale

SK Hynix Plans to Establish a Dedicated US-Focused Wing, Ironically Called the “AI Company,” to Capitalize on Memory Demand

NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC

A person wearing a shiny, black jacket is in front of an NVIDIA chip and a grayscale image of the same person wearing an

NVIDIA Has a Single Point of Failure, and That Is Jensen Himself; as Questions Mount Over Team Green’s Missing Successor

A large silicon wafer with multiple microchips is resting on a perforated metal surface.

“TSMC Is the De Facto Brake on the AI Buildout”, as Analyst Claims the Foundry’s Delay in CapEx Increase Could Cost Hyperscalers Billions in Revenue

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

A Chinese AI Chip Startup Unveils a Roadmap That Suprisingly Pledges to Be On-Par with NVIDIA’s Cutting-Edge Vera Rubin By 2027

NVIDIA Prepares For Next-Gen GPU Architectures As "Blackwell-Next" Spotted In Linux 7.2 Kernel Patch

NVIDIA’s “Dearest” Neocloud, CoreWeave, to Get Early Access to Next-Gen Vera CPUs in a New Deal as Jensen Hints at a Push to Dominate the CPU Market

HBM3E and HBM4 chips on display in a lighted frame.

Samsung Set to Be Among the First to Feature HBM4 in NVIDIA’s Vera Rubin AI Lineup, Having Reportedly Passed All Verification Stages

NVIDIA and AMD Choosing TSMC as Their Primary Foundry Partner Became One of the Biggest Bets They Ever Made, and It Redefined Dominance