Semiconductor News & Analysis Feed

Micron Technology has initiated a major $9.3 billion expansion of its semiconductor manufacturing facility in Hiroshima, Japan, aimed at significantly boosting production of advanced memory devices for artificial intelligence applications. The ¥1.5 trillion ($9.3 billion) investment will add approxi

Micron Technology is facing a federal antitrust lawsuit alleging coordinated production cuts in the AI-driven chip shortage period with Samsung and SK Hynix. The suit claims these companies restricted supply to maintain elevated prices for DRAM and NAND products, violating antitrust laws. This case

SK Hynix, the world's largest supplier of HBM memory used in high-end GPUs, plans to triple its wafer capacity to meet the surging demand for AI infrastructure. Despite this ambitious expansion, new capacity won't come online until 2034, meaning consumers may have to wait another eight years for mem

Google is reportedly considering outsourcing part of the production of its self-developed next-generation AI chip, the Tensor Processing Unit (TPU), to Samsung Electronics. This move is seen as part of Google’s broader strategy to diversify its semiconductor supply chain amid capacity constraints at

Recent developments in the semiconductor memory market have brought temporary relief to HBM (High Bandwidth Memory) and DRAM/NAND memory production capacity risks. This positive shift stems from Samsung's labor-management dispute entering mediation process, providing favorable signals for the entire