Semiconductor News & Analysis Feed

According to Apacer CEO C.K. Chang, DRAM chip supply to independent module makers could drop by more than 70% year-on-year in 2027. This shortage stems from the surge in demand for high-performance memory such as HBM and server RAM, which are diverting production capacity from traditional DRAM segme

NVIDIA and Corning have announced a multiyear partnership to expand U.S.-based optical connectivity production for AI data centers, marking a significant strategic move in the U.S. semiconductor supply chain reshoring efforts. This collaboration represents the U.S. government's broader initiative to