… Planned Expansion Timeline Target Current Capacity Baseline Production 2031 Goal 2× Current Capacity 2034 Goal 3× Current Capacity Primary Driver AI Infrastructure Demand Products Affected DRAM, NAND Flash, HBM Potential Expansion Region Japan Under Consideration Industry Challenge Long Fab Constru…
… One of the primary facilities involved in the transition is Fab 15A in Taichung, Taiwan. The project reportedly includes relocating older manufacturing equipment and installing newer tools capable of supporting 4nm-class production. …
… Unless NAND production capacity increases substantially, memory suppliers may continue prioritizing enterprise customers over consumer-focused products. While retail SSDs remain available, the market structure has changed considerably. …
… The company stated that products including Nvidia’s H100, H200, L40S, and A100 have all experienced quarter-over-quarter pricing increases. CoreWeave added that its available compute capacity continues to remain fully utilized, reflecting broader conditions across the AI infrastructure market. …
… While AMD's desktop Radeon RX 7000 and RX 6000 series products appear set to receive support, APUs face different constraints due to their reliance on shared system memory and lower overall graphics resources. The situation also creates uncertainty around AMD's architecture-based messaging. …
… As suppliers allocate more wafers toward enterprise products, fewer components remain available for mainstream consumer applications. …
… Products like the AK-PCCE10-01 reflect the continuing shift of Multi-Gig and 10GbE networking into the mainstream desktop market. Source: Akasa Source: Akasa Share this content Twitter Facebook Reddit WhatsApp Email Print Huawei Targets 1.4nm-Equivalent Chip Density Without Advanced EUV Tools
… The company’s current trajectory suggests that AI infrastructure expansion will continue to dominate the semiconductor landscape, with memory supply becoming one of the most critical constraints in the years ahead. …
… As a result, Kioxia is increasingly focusing on higher-value enterprise products and aims to generate more than 60% of its total revenue from data center and enterprise customers in the future. The company also believes the NAND market remains in a significant supply-constrained environment. …
… While those figures may appear moderate, the memory market remains sensitive to supply fluctuations, especially during a period of continued AI infrastructure expansion and elevated semiconductor demand. …