semiconductors

Samsung ships latest HBM4 chips to catch-up in AI race

The global rush to build AI data centres has fuelled demand for such chips

China’s leading AI developers are also investing heavily in AI infrastructure equipped with both Nvidia chips and domestically produced alternatives.

China’s top chipmaker SMIC warns rushed AI capacity could sit idle

AI-related infrastructure investment is projected to exceed US$3 trillion over the next five years

The company’s chip efforts date back to at least 2022, when it began hiring chip-related staff in earnest.

ByteDance developing AI chip, in manufacturing talks with Samsung: sources

Global tech giants have developed their own AI chips to reduce reliance on Nvidia

Samsung Electronics' HBM4, a sixth-generation high-bandwidth memory solution for AI and HPC applications.

Memory chip demand will be strong this year and into 2027: Samsung Electronics executive

[SEOUL] Samsung Electronics expects strong demand for memory chips to continue this year and extend into next, a company executive said on Wednesday (Feb 11), citing robust demand driven by artificial...

Memory chip shortages and pricing are being mentioned frequently by companies in earnings reports and conference calls.

Memory chip squeeze wreaks havoc in markets, with more to come

Spot prices for DRAM have shot up more than 600% in the past few months

The Taiwan Semiconductor Manufacturing Co. factory in Kaohsiung, Taiwan. Taiwan's Vice Premier Cheng Li-chiun said she had made it clear to Washington that Taiwan’s semiconductor ecosystem, built up over decades, could not be relocated.

Taiwan says 40% shift of chip capacity to US is ‘impossible’

The semiconductor ecosystem will continue to grow in Taiwan, Vice Premier Cheng Li-chiun said

Samsung is in the unusual position of playing catchup to SK Hynix, which had jumped ahead as the primary supplier of memory chips to Nvidia.

Samsung stock rises after report on mass production of AI chips

The company’s progress in HBM development suggests it’s closing the gap with its domestic rival

Intel has a substantial backlog of unfulfilled orders for fourth- and fifth-generation Xeon CPUs, with delivery times extending as long as six months

Intel, AMD notify customers in China of lengthy waits for CPUs

The supply constraints have driven up prices for Intel’s server products in China by more than 10%

Qualcomm is the largest maker of processors that run smartphones, and Arm gets much of its revenue from royalties on technology used by that industry.

Qualcomm, Arm hit by concern that memory shortage is spreading

The companies are positioning themselves to get more revenue from data centre operators

Japan’s government has subsidised Taiwan’s leading chipmaker to build out capacity in Kyushu.

TSMC plans US$17 billion investment in three-nanometre chip production in Japan: report

Securing access to chips has become a priority for governments around the world