851 articles
2026-05-11
digitimes.com
2026-05-11
Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending and pricing. The shortage reflects long lead times for new fabs and a strategic shift toward higher-margin memory types.
2026-05-11
digitimes.com
2026-05-11
Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational restructuring, but said the transition has laid the groundwork for a sharper focus on higher-margin AI-related validation and analysis services.
2026-05-11
digitimes.com
2026-05-11
India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, a
2026-05-11
digitimes.com
2026-05-11
The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source positions, industry data showed. The Taiwan Printed Circuit Board Association reported the copper-clad laminate market reached US$16.02 billion in 2025 and was projected to rise to US$21.5 billion in 2026 as server
2026-05-11
digitimes.com
2026-05-11
Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to expand capacity ahead of surging AI-driven demand. The plant, to be located in the Kaohsiung Nanzih Technology Industrial Park, is scheduled to open in September 2029.
2026-05-11
digitimes.com
2026-05-11
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and next-generation HBM will be a focal point of contention through 2027 and beyond.
2026-05-11
digitimes.com
2026-05-11
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically multiply the compute extracted from GPUs. The remarks underscore how storage and memory design could limit AI deployment.
2026-05-11
digitimes.com
2026-05-11
Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu Tan's effort to rebuild the US chipmaker's foundry business. It would not, however, resolve the deeper manufacturing, cost, and organizational challenges still standing between Intel and a full-scale comeback.
2026-05-11
en.bloomingbit.io
2026-05-11
bloomingbit
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2026-05-11
www.upi.com
2026-05-11
upi.com
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2026-05-11
news.google.com
2026-05-11
Pittsburgh Post-Gazette
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2026-05-11
finance.yahoo.com
2026-05-11
Yahoo Finance
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2026-05-11
wccftech.com
2026-05-11
Wccftech
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2026-05-11
sg.finance.yahoo.com
2026-05-11
Yahoo Finance Singapore
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2026-05-11
www.prnewswire.com
2026-05-11
PR Newswire
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2026-05-11
www.theglobeandmail.com
2026-05-11
The Globe and Mail
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2026-05-11
finance.yahoo.com
2026-05-11
Yahoo Finance
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2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Nvidia(NVDA+1.73%)is widely considered the most dominant "pick-and-shovel" maker in the artificial intelligence (AI) gold rush. Indeed, if you asked an AI chatbot, like Gemini or Claude, a question today, there's a good chance Nvidia's technology was doing most of the heavy lifting to provide you with an answer.The company makes super-fast brains for computers (called graphics processing units, or
2026-05-11
www.cmu.edu
2026-05-11
Carnegie Mellon University
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2026-05-11
ts2.tech
2026-05-11
TechStock²
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