In the AI computing era, nearly all leading developers of large language models (LLMs) are racing to stockpile Nvidia GPUs. According to TechInsights, Nvidia dominated the...
Taiwan-based memory chipmakers Nanya Technology, Winbond Electronics, and Macronix International, as well as fabless firms Etron Technology and Elite Semiconductor Memory Technology...
After more than a year of insight into AI models and hardware, the market has a better understanding of the upcoming bottlenecks facing cloud-based generative AI: high bandwidth memory...
Following its acquisition by Broadcom, cloud software giant VMware has faced questions regarding its future direction, particularly regarding changes to its pricing structure.
Many chipmakers have disclosed delays or suspensions in their new European fab projects; however, TSMC's are proceeding more efficiently than those of their competitors.
China's self-sufficiency push for ICs has limited the ability of multinational automotive IC integrated device manufacturers (IDM) and fabless chipmakers to secure orders from the...
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and...
Over the past two years, the semiconductor industry has undergone a dramatic transformation, shifting its focus to AI development. This shift has driven chipmakers to significantly...
The world's top-3 memory chipmakers are likely to reduce their NAND flash memory capex in 2024, following two years of robust spending, according to industry sources.
The booming development of AI applications is accelerating the advancement of IC process production, with fabless chipmakers also upgrading manufacturing specifications for their...
NXP's latest financial results indicate that the company continues to navigate the industry downturn, presenting a third-quarter outlook that falls below expectations. These disappointing...
While China has made progress in some mature processes, it still has a long way to go before reaching IC self-sufficiency, according to industry sources.
Concerns are mounting among Western governments and semiconductor companies regarding potential overcapacity in legacy chips, reminiscent of past issues seen in the solar industry...
Tightening control in China's capital market is bringing an end to an era of unrestrained growth for Chinese semiconductor companies, while simultaneously forcing many to delist or...
