Tag
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.
Sandisk ended fiscal 2026 with sharply higher revenue, margins and cash generation, while its next-quarter outlook points to continued demand for flash storage in data-centre and edge markets.
Apple’s latest quarterly filing identifies AI computing capacity as a material supply risk, illustrating how demand for cloud infrastructure is becoming a constraint even for the world’s largest technology companies.
Reports from South Korea indicate that prices for desktop GeForce RTX 50-series cards could rise by 20% to 30%, but the evidence so far points to a regional channel adjustment rather than a confirmed global revision of Nvidia’s recommended prices.
A report that CXMT declined Apple’s request for cheaper DRAM illustrates how tight memory supply, domestic Chinese demand and US policy risk are limiting the iPhone maker’s options.
AMD’s second-quarter results show that data-centre demand is reshaping the company’s revenue mix, profitability and near-term growth outlook.
Samsung’s reported five-year memory supply agreements show how AI data-centre investment is turning a traditionally cyclical chip market into a contest for assured capacity.
Global PC shipments fell 4% year on year in the second quarter of 2026 as memory costs constrained supply and demand, while Apple and ASUS were the notable growth exceptions among the leading vendors.
Apacer’s warning that independent module makers could receive only 30% of their 2026 DRAM allocation in 2027 points to a tightening supply chain shaped by AI infrastructure demand rather than a collapse in total memory output.
DeepSeek founder Liang Wenfeng’s claim that Huawei can replace Nvidia in China highlights a real strategic shift in AI computing, but it does not establish direct hardware parity.
Job listings for Bechtel’s Project Cardinal in New Albany show attendance bonuses for long construction weeks, but they do not establish that Intel has formally accelerated the Ohio One production timetable.
SK hynix is pursuing a 3D DRAM-on-logic architecture for future on-device AI, but this should not be confused with TSMC’s separately reported WMCM packaging approach.
AMD’s Instinct MI455X pairs an unusually large 432GB HBM4 memory pool with a 320-billion-transistor design, signalling that rack-scale integration is now as important as accelerator specifications.
