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…semiconductor maker. DRAM Turns out, halving the bandwidth... halves the bandwidth. DDR5 40 years ago today IBM was in the news for becoming the first computer company with 1-megabit memory chips…
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Samsung's $400,000 payout for memory workers sparks revolt as other divisions get only $4,000, fueling intentional production slowdowns — internal resentment disrupts packaging operations, major AI chip project decisions to a complete halt
1w agoSamsung reportedly set to distribute up to $26.6 billion to staff in AI-driven semiconductor bonuses after last-minute union deal — average payouts could approach $400,000 per chip employee
1w agoASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility
1w agoSamsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union — tentative deal, subject to workers' vote, suspends billions of dollars worth of potential losses
…Dissatisfaction grew among workers as Samsung’s semiconductor profits surged on AI-driven memory demand, with workers comparing their payouts to those at rival SK Hynix, which has offered more generous bonus…
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
…Broadcom Broadcom, which has arguably emerged as the core enabler of the AI ASIC ecosystem, reported $8.4 billion in AI semiconductor revenue for Q1 FY2026 (ending February 2026), a 106% year…
AI is starting to out-design chip engineers in narrow areas as LLMs accelerate software chip design tool development — "There is still a lot of human guidance" says Berkley researcher
…semiconductor design has been driven by humans coming up with bright ideas that unlock new innovations. But the benefits of better chip design have been reaped, including the rise of AI, which…
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