Tag
SK Hynix is reportedly in talks with Intel to manufacture memory chips in the United States, potentially leasing space at Intel's Ohio factory or forming a joint venture, amid efforts to boost domestic chip production.
TSMC presents A14 NanoFlex Pro platform at IEDM with record SRAM density and PPA improvements over N2 technology, on track for volume production in 2028.
A memory tutorial at hot chips 2026 highlights the growing gap between compute performance and HBM bandwidth, with practical fixes being implemented, such as Samsung's LPDDR5x achieving 3.01x token speed on llama 3.1 8B.
Arizona's dwindling water supply from the Colorado River is jeopardizing the expansion of chip manufacturing for AI, affecting companies like TSMC and Intel as they scale production amid drought conditions.
Top chipmakers like Intel, Samsung, and TSMC are adopting ASML's advanced EUV machines and standardizing on 12-inch photomasks to improve chip production efficiency, driven by AI demand and geopolitical competition.
The Economist article explores Nvidia's dominant position in the AI industry, comparing its influence to that of a central bank.
Intel CEO Lip-Bu Tan hints at the company's potential return to the memory business, citing innovation opportunities and interest in stacking memory with CPUs.
SK hynix is building its first high-bandwidth memory (HBM) packaging base in Indiana with a $4 billion investment, backed by US government funding under the CHIPS Act, with operations set to start by 2028-2029.
NVIDIA reported a record $96 billion in Q2 FY27 revenue and guided Q3 to $108 billion, making it the first semiconductor company to surpass $100 billion in a single quarter, driven by strong AI demand and a diversified cloud customer base.
AMD reports record Q2 2026 revenue of $11.5 billion, driven by explosive data center growth for AI infrastructure, while its gaming segment declines sharply due to high component costs and market challenges.
Micron announces a $10 billion investment to build a new research hub in Boise, focusing on semiconductor innovation.
Micron Technology is investing $10 billion over a decade in a new Boise research lab to advance AI memory technologies amid rising demand for AI infrastructure.
Changxin company suddenly halted supply and demanded to renegotiate the price; the friend explained that the cost of the penalty would be factored into future prices.
A discussion highlights the significant power delivery problem in tHBM technology, requiring routing of thousands of Amps, and critiques Samsung's zHBM for potential melting issues due to stacking memory on hot GPUs, as revealed by HBM creator Kim Jung-ho.
YMTC has risen to third place in global NAND memory chip shipments, surpassing Micron and Kioxia, but still trails in revenue and data center sales.
The article speculates that future AI industry leaders may not be current tech giants like Nvidia or Micron, and proposes a significant investment idea.
The article predicts that due to a surge in AI agent demand, high-end CPUs will experience a structural shortage within 2-3 quarters, leading to significant price increases, similar to the storage market trend in 2026.
An interview with Fiora5 CEO Darian Domocos explores the challenges of building a RISC-V CPU IP startup, the role of open-source instruction sets, and how European chip sovereignty efforts create opportunities.
Memory pricing has boosted the compensation and social value of Samsung and SK Hynix chip engineers, with large bonuses averaging around $400K-$500K per employee.
AI-focused hedge fund Situational Awareness, founded by ex-OpenAI researcher Leopold Aschenbrenner, invests $400M in chip startup Source Foundry, bringing its total investment to $500M. The fund recently sold most of its public portfolio after steep losses.