Samsung Q1 2026 Results Driven by AI Memory Demand Surge - 50x Memory profits
… These shifts highlight how the broader organization is being affected by the same supply constraints driving gains in the semiconductor segment. …
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Carbon in the Age of AI Chips: What the Semiconductor Industry Needs to Know This Earth Day - Semiwiki
Carbon in the Age of AI Chips: What the Semiconductor Industry Needs to Know This Earth Day by Admin on 04-23-2026 at 6:00 am View Forum Posts View Articles Private Message Categories: Semiconductor Services , TechInsights , TSMC Key takeaways ▼ Stephen Russell: Senior Technical Fellow, TechInsight… …
TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy
… We recently talked about the scarcity of 3nm supply , to the point where the Taiwan chip giant is forced to pick and choose customers and allocate supply to them. …
Hyperscalers Are 'Scratching Their Heads' with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling
… We have talked about how NVIDIA, and its close relations with supply chain partners , have helped the company gain the edge in the modern-day infrastructure buildout, and this isn't just limited to DRAM; this superior position extends to other key dynamics such as semiconductors, advanced packaging… …
Top stories
Terafab's Cost Could Reach $119 Billion as First Phase Starts at $55 Billion
… A typical semiconductor fab for nodes below 3 nm costs over $20 billion, but that only covers silicon manufacturing. …
Raspberry Pi leans into semiconductors as sales climb
Personal Tech Raspberry Pi leans into semiconductors as sales climb – especially in US and China Chip shipments overtake boards and modules as industrial demand grows, raising questions about hobbyist roots Raspberry Pi has reported impressive revenue and profit growth, but its hobbyist origins ris… …
The global memory shortage: The hidden bottleneck behind the AI boom
Once the most commoditized part of the semiconductor stack, memory is now one of its most strategic constraints. As demand for AI infrastructure accelerates faster than supply can respond, the global supply of DRAM is buckling. …
I asked supply chain experts just how screwed PC components are due to the war in Iran
… The current conflict has disrupted supply of these grades of crude oil and, consequently, the supply chain for naphtha, PGMEA, photoresist, and semiconductor chips." This is why, for instance, Japan's photolithography materials are reportedly "on the brink of collapse." Prof. …
Apple To Follow A Diplomatic Approach As It Looks To Source Superior NAND Chips From China’s YMTC For iPhones Sold Domestically While Avoiding U.S. Backlash
… His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology. …
Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000 — workers want share of AI windfall, impending 18-day strike could cost Samsung up to $11.7 billion
… Other arms of the company are said to be struggling because of the higher costs brought about by the chip shortage, even as the semiconductor division is making record profits. …