NVIDIA’s NVHBM, announced in August, could mark a turning point for custom HBM. By moving the memory controller into the HBM ...
AI companies and their infrastructure partners are increasingly turning to debt financing to fund massive chip purchases as they expand AI capacity.
The memory boom shows no signs of slowing, with Samsung Electronics reporting a sharp earnings surge in its preliminary third ...
TrendForce's latest notebook industry research reveals that the primary risk facing the market in 2027 is expected to shift from supply constraints to the impact of rising costs on demand. Global ...
Semiconductor testing demand is surging as increasingly complex AI chips require more intensive processes, tightening ...
As Toshiba moves to double HDD capacity by fiscal 2027 to capture booming AI data-center demand, it could be making another ...
Microsoft is stepping up its push to bring more powerful AI capabilities directly onto PCs as it seeks to make Windows a ...
Rising memory prices and tight supply are driving record results for Taiwan’s two major memory makers. According to ...
Solidigm is reportedly expanding its Taiwan production footprint as surging AI data center demand drives greater need for enterprise SSDs. According ...
Samsung is reportedly pulling back from automotive application processors (APs) as it restructures its chip design business ...
Ahead of TSMC’s October 15 earnings call, expectations are building as Elon Musk’s confirmation of talks over a potential ...
AMD Chair and CEO Lisa Su made a brief visit to Taiwan as the company moves to expand supply for its growing AI business.
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