Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
ASML has signed an MOU with Tata Electronics to support the construction and ramp-up of India's first 300mm commercial semiconductor fab in Dholera, Gujarat. The $11 billion facility will produce chips for AI, automotive, and mobile applications.
36氪 · 125d ago
Micron Technology issued a statement emphasizing that China remains a vital part of its global business. The company aims to deepen cooperation with local partners to capture new opportunities in the AI-driven storage market.
36氪 · 125d ago
ASML has entered into a strategic partnership with Tata Electronics to support India's growing domestic semiconductor manufacturing ambitions. This collaboration aims to bolster the regional supply chain for advanced chip production.
Bloomberg Technology · 126d ago
Vietnam is positioning itself as a key semiconductor manufacturing hub outside of China, with strong support and interest from the United States. The country views digital transformation and innovation as critical drivers for its economic development by 2045.
cnBeta (Full RSS) · 126d ago
Samsung Electronics' labor union has refused to restart wage negotiations despite mediation efforts by the South Korean government. The union demands transparency in performance-based bonuses and threatens a general strike starting May 21.
IT之家 · 128d ago
A startup is developing memory chips capable of functioning at extreme temperatures up to 700 degrees Celsius. This technology aims to enable AI computing in environments previously considered impossible for silicon electronics.
The Next Web (TNW) · 128d ago
Samsung Electronics will complete its Wonyang new factory this year to push dual-track HBM packaging strategy. The site starts advanced HBM production next year, easing Tianan plant capacity strain.
cnBeta (Full RSS) · 130d ago
DDR5 storage chip prices surged 627%, transcending supply-demand curves. AI's voracious memory needs are reshaping semiconductor power dynamics and resource allocation.
钛媒体 · 130d ago
SpaceX estimates its planned chip factory with Tesla will cost at least $55B, potentially exceeding $119B if fully built. The facility for advanced semiconductor and computing manufacturing may locate in Grimes County, Texas.
36氪 · 135d ago
SSE M&A committee to review SMIC's share issuance to acquire 49% stake in SMIC Northern on May 11. Targets holdings from National IC Fund and Beijing investors.
36氪 · 142d ago
Samsung Electronics achieved the world's first production of 4F² architecture DRAM working wafers, breaking physical scaling limits of traditional planar DRAM. In February, they showcased a 16Gb DRAM prototype with this architecture at ISSCC 2026.
cnBeta (Full RSS) · 148d ago
Chip gear maker ASMPT Ltd. anticipates beating its second-quarter revenue expectations.
Bloomberg Technology · 150d ago
Elon Musk’s staff for the Terafab joint venture between Tesla and SpaceX are contacting chip industry suppliers for price quotes and delivery times on chipmaking equipment. The push emphasizes extreme speed in responses.
Bloomberg Technology · 156d ago
UBS report notes Intel Foundry gaining major attention with expected new commitments from top firms like Apple, AMD, Google, and Nvidia this fall. The 14A node 1.0 PDK release is the key catalyst driving decisions.
cnBeta (Full RSS) · 156d ago
Hong Kong Chief Executive Li Jiachao revealed over 500 companies are queuing to list on the Hong Kong Stock Exchange. An increasing proportion come from strategic sectors like AI, semiconductors, robots, and autonomous driving.
cnBeta (Full RSS) · 157d ago
Jingzhida's annual report highlights explosive revenue growth from semiconductor storage testing equipment, now its top business. Despite revenue surge, profits have declined.
钛媒体 · 159d ago
Samsung Electronics plans to invest about $4 billion in northern Vietnam to build a new chip packaging and testing factory. The project in Thai Nguyen Province will proceed in phases, starting with $2 billion.
cnBeta (Full RSS) · 163d ago
Samsung's 2nm wafer fab in Taylor, Texas, has entered trial operations. EUV lithography machine testing is underway, with etching and deposition equipment being phased in.
36氪 · 165d ago
Counterpoint Research predicts 2025 global chip foundry revenue at $320 billion, up 16% YoY, driven by AI accelerator demand. Report introduces 'Foundry 2.0' for complex industry dynamics.
cnBeta (Full RSS) · 169d ago
Intel will pay $14.2 billion to repurchase half stake in an Ireland chip factory sold to Apollo Global Management. This bolsters its manufacturing revival efforts.
cnBeta (Full RSS) · 171d ago
Samsung plans to mass-produce 1nm chips by 2030 amid intensifying competition. Its foundry business shows turnaround signs post-2026, with 2nm GAA process yield reaching 60%, nearing the 70% target.
cnBeta (Full RSS) · 172d ago
Shenghe Jingwei, a 20 billion-valued semiconductor unicorn, is accelerating its IPO on China's STAR Market. The firm has ridden the wave of AI computing power demand.
钛媒体 · 198d ago
A thin glass paper thinner than a hair strand is the unexpected bottleneck stalling major AI models like GPT-5, Gemini Ultra, and Claude. While AI infrastructure drives up prices for chips, memory, and cables, this material holds the fate of next-gen AI.
cnBeta (Full RSS) · 201d ago
SK Hynix has notified a 40% price hike for DDR5 memory granules, leading some memory module vendors to pause external quotes. Analyst Rose Lee from PCDIY!
cnBeta (Full RSS) · 204d ago
ASML's chief technology expert Michael Purvis revealed researchers have developed a stable system to boost EUV light source power from 600W to 1000W for production use. This advancement meets strict real-world requirements.
cnBeta (Full RSS) · 207d ago
An analyst claims China's extreme ultraviolet lithography capabilities are at roughly the stage ASML reached in 2004. There is still no evidence that Chinese manufacturers can produce immersion lithography scanners at scale.
Tom's Hardware · 17d ago
Kioxia is reportedly planning a ¥5 trillion semiconductor investment, highlighting the intensifying chip-investment competition among Japan, the United States, China, and South Korea. The analysis considers where this competition may lead and what it means for the broader semiconductor industry.
ITmedia AI+ (日本) · 21d ago
CXMT has risen to become the most valuable company in China’s stock market. Its ascent may signal a shift from private-sector internet giants toward strategically aligned hardware companies.
Bloomberg Technology · 33d ago
Samsung Foundry has not yet committed to adopting ASML’s next-generation High-NA EUV lithography equipment. The company is reportedly expected to introduce the technology when developing its 1nm process node around 2030.
cnBeta (Full RSS) · 39d ago
Tom's Hardware Premium's August 7 roundup covers China's domestic chipmaking efforts, co-packaged optics, and Samsung's latest memory announcements. It also highlights a redesigned Bench tool and provides a free technical breakdown of Samsung's updates.
Tom's Hardware · 43d ago