…touted as 'mobile HBM' SK hynix to spend $74.6 billion on memory business, another $58 billion for AI, semiconductors SK Group leading rivals in developing glass substrates for AI chip packaging…
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…OpenAI is fast-tracking an AI-first smartphone designed to replace traditional apps with AI agents, challenging Apple and Samsung. With Qualcomm and MediaTek supplying custom chips and Luxshare manufacturing, shipments could…
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…And with supply still tight even after DRAM production and capacity have been reallocated to HBM and data center-first applications, contract pricing is set to increase by 58-63% compared to…
…Silicon wafers are the foundation for almost every chip. CPUs, GPUs, and memory modules all start as thin silicon slices, typically up to 300mm wide. Chipmakers like TSMC, Samsung, and Intel Foundry…
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