#semiconductors

299 posts

@bloomberg_technology Don Wilson on the GPU Market's Trillion Dollar Question #Tech #AI #Semiconductors
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Oct 19, 2026
@tech_times AI Data Centers Join EVs as SiC Demand Engines in Infineon-Wolfspeed 200mm Wafer Deal #AI #Semiconductors #BusinessTech
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Oct 19, 2026
@tech_times Samsung Outsources Nvidia AI Memory Base Dies to TSMC as Foundry Yields Fall Short #Tech #AI #Semiconductors
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Oct 19, 2026
@bloomberg_technology Samsung, SK Hynix Slide Causes $137 Billion Hit to Korea Pension #Tech #Finance #Semiconductors
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Oct 19, 2026
@techmeme Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (Kyu-Seok Shim/Reuters) #Tech #Semiconductors #AI
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Oct 18, 2026
@wccftech NVIDIA's Development Of Custom HBM Drops Samsung's And TSMC's Foundry Rivalry, As Both Manufacturers Join Forces To Develop "Base Die" On The 3nm Node #Hardware #Tech #Semiconductors
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Oct 18, 2026
@dev_community Physical AI System Design for Semiconductors: What the Published Designs Already Answer #AI #Semiconductors #SystemDesign
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Oct 18, 2026
@the_next_web Apple CEO John Ternus calls the memory chip shortage a crisis, TIME reports #Tech #Semiconductors #Business
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Oct 17, 2026
@the_next_web TSMC posts a sixth straight record profit but turns cautious on 2027 #Tech #Business #Semiconductors
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Oct 17, 2026
@the_next_web Japan puts up to $21bn into two GlobalFoundries chip fabs in New York #Semiconductors #Business #Technology
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Oct 17, 2026
@toms_hardware Taiwan targets illicit AI server exports to China with five-year prison terms #TechIndustry #AI #Semiconductors
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Oct 17, 2026
@techmeme NAND flash maker Kioxia has lost two-thirds of its peak market value since June, when it became Japan's most valuable listed company, as Chinese rivals emerge (Kyohei Suga/Nikkei Asia) #Tech #Semiconductors #Business
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Oct 17, 2026
@bloomberg_technology Longest Chip Selloff Since 2006 Mints Short Sellers $32 Billion #Tech #Semiconductors #Finance
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Oct 16, 2026
@toms_hardware China startup demoes prototype EUV light source #Semiconductors #Tech #Manufacturing
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Oct 16, 2026
@bloomberg_technology China's CXMT Swings to Profit After Memory Chip Prices Surge #Tech #Semiconductors #China
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Oct 16, 2026
@gadget_review Elon Musk Calls Out Memory Makers Over "Extortionate" Chip Pricing, Says Micron Is Playing Smart for Long-Term Loyalty #Tech #Semiconductors #Business
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Oct 16, 2026
@eweek SK Hynix US NAND Factory Plan Linked to China Tool Approvals #Semiconductors #Manufacturing #GlobalTrade
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Oct 16, 2026
@the_next_web Qualcomm's CEO says AI companies want phones running 100-billion-parameter models by 2028 #AI #MobileTech #Semiconductors
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Oct 16, 2026
@bloomberg_technology Citi's Kaiser Isn't Ready to Step In on Chip Stocks #Technology #Finance #Semiconductors
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Oct 16, 2026
@heise_online_news Bundesregierung plant Kooperation mit US-Chiphersteller Nvidia #Tech #AI #Semiconductors
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Oct 16, 2026
@toms_hardware Taiwan raising $4 billion to build industrial park in Texas to support US chipmaking supply chain #Semiconductors #Manufacturing #TechIndustry
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Oct 16, 2026
@techmeme Taiwan plans to curb AI server and chip exports to China as part of a US trade deal and make shipping restricted AI hardware to China a criminal offense (Bloomberg) #AI #China #Semiconductors
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Oct 16, 2026
@hoodline Hoboken's Rocket One Taps VCU to Build Memory Chips for AI and Satellites #AI #Semiconductors #SpaceTech
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Oct 16, 2026
@joho_todai Intel Foundry、Broadcom・Google・Apple・AMD・Microsoft・NVIDIAの6社から受注とKeyBancが報告 #Tech #Semiconductors #Business
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Oct 16, 2026
@south_china_morning_post China's AI boom, self-sufficiency push fuel earnings surge for local chip firms #AI #China #Semiconductors
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Oct 16, 2026
@bloomberg_technology Malaysia Unveils Six Chips in Bid to Move Up Technology Chain #Technology #Semiconductors #Malaysia
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Oct 16, 2026
@businesskorea [AI 전쟁] 중국 AI '반도체 보릿고개'...폭발적 성장의 이면에 도사린 연산 인프라 위기 #AI #Semiconductors #China
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Oct 16, 2026
@tech_times ByteDance ASIC Deal: Nvidia Funds Chips US Export Controls Meant to Block #Tech #Business #Semiconductors
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Oct 16, 2026
@tech_times Micron Opens HBM Plant With 2027 Output Fully Contracted; Strike Vote Looms #Tech #Business #Semiconductors
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Oct 16, 2026
@techmeme Taiwan plans US industrial parks costing $2B to $4B each, starting with a Texas complex costing up to $4B, to build a supply chain for Nvidia, TSMC, and Foxconn (Bloomberg) #Tech #Semiconductors #Geopolitics
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Oct 16, 2026
@heise_online_news TSMC schreibt weiter Rekordzahlen, blickt aber vorsichtig in die Zukunft #Semiconductors #Business #Technology
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Oct 16, 2026
@businesskorea SK Hynix Showcases AI Memory Solutions #AI #Semiconductors #Tech
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Oct 16, 2026
@bloomberg_technology Taiwan to Fund $4 Billion Texas Complex for AI, Nvidia Partners #AI #Semiconductors #Investment
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Oct 16, 2026
@tech_times TSMC 2nm Jumps to 8% of Revenue in One Quarter: Fastest Node Ramp on Record #Tech #Semiconductors #Business
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Oct 15, 2026
@toms_hardware SK hynix reportedly playing hardball with Trump admin over 3D NAND fab -- company demands increased chipmaking equipment exports to China in exchange for US fab #Semiconductors #Geopolitics #TechNews
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Oct 15, 2026
@cnbc_us_top_news TSMC chip capacity is 'fierce' battleground for AI customers, amid record quarter #AI #Semiconductors #Business
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Oct 15, 2026
@techcrunch SK Hynix bargains for chip equipment exports to its China facility in return for building a factory in US #Tech #Semiconductors #GlobalTrade
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Oct 15, 2026
@wccftech KeyBanc Says Intel Has Won Contracts From Broadcom, Google, Apple, AMD, Microsoft, And NVIDIA, While Amazon, Anthropic, And SpaceX's Terafab Continue To Evaluate Its 14A And 18A-P Processes #Tech #Hardware #Semiconductors
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Oct 15, 2026
@wccftech Chinese Startup Unveils First EUV Light Source Prototype To Challenge ASML's Monopoly, But Dutch Firm Won't Be Losing Any Sleep Over This Progress #Semiconductors #TechNews #Hardware
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Oct 15, 2026
@toms_hardware EU negotiates sanction swap with China to rescue critical ASML supplier #TechIndustry #Semiconductors #Geopolitics
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