Semiconductor News & Analysis Feed

Major tech companies including Amazon, Google, Meta, and Microsoft have invested over $1 trillion in AI infrastructure since 2023, with an additional $745 billion expected this year. This massive capital expenditure has driven rapid expansion in data centers, significantly impacting electricity grid

Samsung Electronics has redirected half of its High Bandwidth Memory (HBM) production capacity toward HBM4 technology while suspending production of 8-stack HBM3E. This move reflects the semiconductor industry's rapid technological evolution and the growing demand for higher-performance memory solut