Industry Page 9 of 56

All posts related to the industry in general.

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

Intel Gives Rundown on 14A/18A Chips & Advanced Packaging Opportunities, Revealing Customer Commitments Expected to Flow In by H2 2026

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 CEO Blames Pivot Toward Consumer Opportunities as the Main Reason for Missing AI Customers, Says Client Growth Will Be Limited This Year

Intel Showcases Industry’s First “Glass Core” Substrates With EMIB Advanced Packaging, Acting as a Key Enabler For Next-Generation AI Chips

NVIDIA's CEO Jensen Huang

NVIDIA CEO Jensen Huang Reflects on Selling Shares at $300M to Buy Parents a Mercedes S-Class After the IPO, Saying He Now Regrets the Timing

MLPerf v5.1 AI Inference Benchmark Showdown: NVIDIA Blackwell Ultra GB300 & AMD Instinct MI355X In The Spotlight 1

NVIDIA Is Feeling the Heat From AMD’s Instinct MI455X AI Chips, Triggering Unusual Vera Rubin Upgrades to Hold Its Competitive Edge

Two individuals are depicted against a backdrop of the Chinese flag, with circuit boards visible between them.

“Like Selling Nuclear Weapons to North Korea”: Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA’s H200 AI Chip Exports to China

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

Intel Wins U.S. SHIELD Contract to Supply Chips & Advanced Packaging Under $151 Billion Defense Program, Leveraging Its Domestic Fab Capabilities

3nm wafer

Samsung’s U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with “Execution Challenges”

Tesla Goes “All In” on Chipmaking as Elon Musk Confirms Dojo3 Is Back on Track; AI5 Chip to Rival NVIDIA’s Blackwell with Much Better Perf/$

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

NVIDIA’s Next-Gen Rubin AI Servers to Ship to Customers by August This Year, as Key Supplier Quanta Confirms No Complications in Mass Production

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

Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff

Micron Makes a Bold Bet to Expand Memory Production, Striking a Massive Fab Acquisition Deal With Taiwan’s Powerchip to Combat Shortages

An exhibition of ASUS and NVIDIA servers, including 'NVIDIA HGX B200/B300', 'NVIDIA MGX', and 'NVIDIA Quantum-2 Q4700 Switch', showcased under 'Advanced ASUS AI POD Design'.

ASUS Declares “All In AI” Strategy as Server Revenue Soars Beyond Expectation; A Massive Hedge Against Consumer PC Uncertainty

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