…investing in the AI segments in niches like "physical AI" and "agentic AI," and committing entirely to the foundry division. It's interesting to see how optimistic Intel leadership is about the…
…Given the AI buildout, companies are rushing to secure LTAs with the likes of Micron, and at the same time, demand from the consumer sector isn't slowing down, which means the…
ASML continues to solidify its investments in AI-driven infrastructure, as demand for logic and memory chips continues to grip the industry. ASML Says Advanced Logic & Memory Chips Will Continue To Be…
…Now, it appears that Samsung is investigating its employees for allegedly taking bribes related to the memory supply. The DRAM Supply Chain Is Now Heading to Desperate Levels, As Every Distributor Is…
Computer hardware firm Super Micro Computer's offices were raided by authorities in Taiwan as part of an investigation regarding GPU smuggling, says a report from Bloomberg. The publication quotes a statement…
…TSMC to execute a 15 percent price increase; AI customers don’t believe switching to Samsung is a better approach As TSMC invests in expanding its 3nm production facilities and introduces newer…
…Now, we've received additional reports on how Apple is doubling down on AI in its internal workflows. Apparently, Ternus has overhauled the hardware engineering teams around a new AI platform that…
…To support such demand, UMC continues to enhance manufacturing efficiency and invest in technology and capacity to ensure reliable, high-quality wafer supply. These ongoing investments, together with increases in key cost…
…We've invested a lot. No one can accuse Microsoft of not having invested for the last 25 years. And now we have to turn this into a sustainable business that delivers…
Applied Materials partners with TSMC in a $5 billion EPIC Center to advance semiconductor technologies for AI-driven innovation and efficiency. Applied Materials and TSMC Partner at the EPIC Center to Accelerate…