Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer i…
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom AI inference chip, on June 24, achieving a nine-month design-to-tape-out cycle accelerated by AI-assisted design. This breakthrough compres…
Samsung Electronics and SK Hynix are in talks with the South Korean government to build two new semiconductor fabrication sites in the Honam region, aiming to meet surging AI demand. The second chip c…
Asian markets were mixed on Monday as selling of AI-related shares pulled Japan's Nikkei 225 down 1% and South Korea's Kospi down 2%, while Hong Kong's Hang Seng gained 2.1%. The declines followed a W…
TSMC and Winbond are collaborating to build a localized DRAM supply chain in Taiwan using 3D wafer-on-wafer stacking technology, targeting edge AI workloads. The partnership leverages Winbond's CUBE a…
Samsung Electronics may consider an American depositary receipt (ADR) listing to attract U.S. investors and boost its valuation, following rivals like TSMC and SK hynix in the AI memory chip race. Ana…
Mirae Asset Securities research chief Park Yeon-ju said the dominance of Samsung Electronics and SK hynix in South Korea's Kospi index is justified by their outsized earnings contributions, with the t…
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom on TSMC's 3nm process, claiming 50% lower cost per inference token than current Nvidia GPUs. The inference ASIC, designed for LL…
Fondförvaltaren Kristofer Barrett viktar ned techjättar som Apple, Amazon och Microsoft i sin portfölj på grund av stigande kostnader för minneschip och halvledare, vilket pressar tekniksektorn. Han s…
Apple warned that memory chip shortages are forcing it to hike product prices, triggering a sharp sell-off in Asian tech stocks. South Korea's Kospi fell 6.9%, Japan's Nikkei 225 dropped 4.3%, and Tai…
Apple raised prices on Mac, iPad, and home devices on June 25, citing unsustainable memory chip costs driven by AI demand, triggering a selloff in Asian technology stocks. Apple shares dropped up to 6…
Taiwan's retail margin debt hit a record NT$600 billion ($19 billion) on June 18, 2026, surpassing the dot-com era peak, driven by AI mania and a market that doubled in the past year. Trade defaults b…
Qualcomm unveiled the Dragonfly platform, a China-specific data center chip designed to comply with US export restrictions while serving a market that generates 46% of its revenue. The platform includ…
Apple is skipping high-end M6 chips to focus on an AI-focused M7 line, codenamed 'Borneo', expected in 2027. The M7 may be Apple's first chip produced at Intel Foundry using its 18A process, marking a…
A firm that helps Nvidia, TSMC, and Intel bring AI ideas to market is highlighted as a breakout watch, indicating its role in commercializing AI innovations for major chipmakers.…
IBM and University of Illinois researchers published a new method for vertically stacking transistor layers using ultrathin silicon nanomembranes, achieving 98-100% device yields at temperatures below…
IBM unveiled the world's first sub-1-nanometer chip technology, a 0.7 nm NanoStack architecture that packs nearly 100 billion transistors on a fingernail-size die, roughly doubling the density of its …
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom AI chip designed for inference, claiming a 50% cost reduction compared to NVIDIA GPUs. Manufactured by TSMC on a 3nm process, the ASIC was …
Co-packaged optics (CPO) are set to become the main driver of bandwidth increases in AI scale-up networking by the latter part of this decade, as copper-based links face range and scaling limitations.…
Broadcom reported $8.4 billion in AI revenue for Q1 FY2026, up 106% year over year, and projects over $100 billion in annual AI semiconductor revenue by FY2027. The growth is driven by custom AI accel…