Samsung 18-Day Strike Could Cut-Off DRAM & NAND Output By Up To 4%, & Recovery Will Take 2-3 Weeks
… Furthermore, this strike would risk a 36-day production blackout . …
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Xbox Project Helix Could Be Worth Like a $3,000 Gaming PC, Says Leaker: "That's Disruptive"
…So, if Project Helix has a PC mode, it could become a similarly disruptive product to the mid to the high-end pre-builds as Apple's MacBook Neo has been for…
Samsung Strike All Set To Go Ahead As Last-Minute Negotiations, The Threat Of A 100 Million Daily Fine, And Government Intervention All Fail [Update: Strike Averted]
… Even though Samsung's semiconductor division - the proverbial ground-zero for the planned strike - is highly mechanized, disruption to ancillary services can still jeopardize some of its production cadence. …
Taiwan Is Facing Its Worst Rainfall in 75 Years, and the Hardest-Hit Area Is Exactly Where TSMC's Most Advanced Fabs Are
… Given that the entire world depends on chips from Taiwan, any emerging threat to industrial production will have a much larger impact on the AI industry. …
Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman
… However, now that AI has generated unprecedented demand, increasing production capacity is a process that could take years, if not longer. …
TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy
… Read all comments on TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy
The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout
… The usual countermeasures expected from the likes of TSMC, Samsung, and SK hynix include optimizing production processes, limiting output, or raising prices to account for higher shipping costs. …
Even China’s Largest Chip Company, SMIC, Isn’t Safe From DRAM Shortages, but It Is Urging Customers Not to Scale Back Orders or Risk Losing Capacity Access
…Talking about quarterly earnings, SMIC's co-CEO, Zhao Haijun, says that the ongoing memory supercycle has disrupted the supply chain, creating significant impacts on customers, particularly mobile and PC manufacturers. Related…
TSMC Scrambles To Calm Furious Employees With Promises Of Bigger Bonuses After CEO's 30% Bonus Cut Comments Triggered Samsung-Style Revolt Fears
… Now, amid fears of a Samsung-like upheaval that might disrupt its intricate production cadence, TSMC has just assured its employees that their bonuses will grow at a stronger pace than what was recorded in the previous year. …
Middle East Conflict Could Trigger a 'Black Swan' For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI
… More importantly, TSMC accounts for more than 10% of Taiwan's total electricity output, meaning any disruptions could have a profound effect on TSMC's semiconductor production lines. …