Hardware
Kioxia and Sandisk Push QLC Flash Density Higher
Kioxia and Sandisk’s latest QLC NAND announcement signals how flash makers are trying to combine extreme capacity with higher throughput and lower power for AI-era data centres.
Tag
semiconductors
52 published articles
Semiconductors are materials whose electrical conductivity can be precisely controlled, making them essential to modern electronic devices and systems. Silicon is the most widely used, while compounds such as gallium nitride and silicon carbide serve specialised roles. Semiconductor chips provide computing, memory, sensing, power control and communications functions across consumer, industrial and infrastructure technologies.
Hardware
SK hynix Reportedly Revives Dalian NAND Expansion
SK hynix is reportedly reviving an expansion at its Dalian NAND plant, but the reported 2027 increase should be viewed as a capacity target rather than a confirmed 50% rise in all of the company’s Chinese flash output.
Business
Intel’s RosaicLabs Deal Tests a New x86 Business Model
Intel’s reported decision to give startup RosaicLabs access to Atom-related RTL is a small transaction with potentially large implications for how the company commercialises its processor design expertise.
Hardware
Tesla Terafab Hiring Points to Memory Ambitions
Tesla’s Terafab recruitment shows that Musk’s semiconductor project is moving beyond broad ambition towards the specialist process work required for advanced memory, although commercial production remains a distant and unusually difficult objective.
Hardware
Sony and TSMC Plan Next-Generation Image Sensor Venture
Sony Semiconductor Solutions and TSMC have signed a preliminary agreement to pursue a Japan-based joint venture for next-generation image sensors, extending a partnership that combines sensor design with advanced chip manufacturing.
Business
Intel’s $15 Billion Stock Sale Tests Its Fab Strategy
Intel’s proposed $15 billion equity offering would add financial capacity for an accelerating manufacturing build-out, but it also shifts more of the execution risk to shareholders through dilution.
Hardware
Memory Makers Lock In Billions as AI Supply Tightens
A reported US$38 billion in customer collateral highlights how AI-led demand has shifted bargaining power towards the small group of companies that make advanced memory chips.
Hardware
Lexar’s DDR5-7200 Kit Highlights CXMT’s Rise
Lexar’s new 32GB DDR5-7200 retail kit is notable less for its headline speed than for the evidence that Chinese-made DRAM is moving into higher-performance consumer memory modules.
Business
AMD’s Taalas Deal Bets on Model-Specific AI Silicon
AMD’s planned acquisition of Taalas is a bet that highly specialised, model-specific chips can make selected AI inference workloads faster, cheaper and less power-intensive than general-purpose accelerators.
Hardware
SK hynix Approves KRW 54 Trillion AI Memory Expansion
SK hynix has approved about KRW 54.3 trillion in new fabrication investment at Yongin and Cheongju, turning its longer-term AI memory expansion strategy into two near-term construction programmes.
Hardware
Nanya Expands Fab 5A Plan for EUV DRAM
Nanya Technology’s Fab 5A project has evolved from a NT$300 billion plan into a NT$480 billion capacity and technology programme aimed at strengthening its position in a constrained DRAM market.
Hardware
TSMC Apple Chip Report Highlights DRAM Bottleneck
A report that TSMC is holding about US$1 billion of Apple chips while awaiting DRAM deliveries underlines how a memory shortage can disrupt device production even after leading-edge processors have been fabricated.