Finally, foreign semiconductor companies investing to produce chips in the United States are getting the help they need to recruit local talent for their supply chain.
Singapore is attracting major semiconductor investments, thanks to its strong labor force, advanced research capabilities, and solid manufacturing infrastructure.
Phison Electronics began delivering its PCIe Gen5 retimer chips in January and has since stepped up the pace of shipments, according to the Taiwan-based company.
SK Hynix's performance outlook in the High Bandwidth Memory (HBM) market has garnered optimism from South Korea's securities industry, driven by major customer orders from NVIDIA, AMD, and others.
Malaysia is fast becoming a semiconductor hub in Southeast Asia, with efforts being devoted particularly to expanding its advanced packaging, IC design, and AI sectors.
Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT) has received government approval to establish a new manufacturing site in Shanghai, according to industry sources.
To address the rising memory demand of the AI boom, Samsung is resuming the construction of its new Pyeongtaek plant 5 (P5), with construction beginning as early as the third quarter of 2024 and completion estimated by April 2027.
A fire recently broke out at Micron Technology's DRAM fab in Taichung, central Taiwan, prompting concerns among industry participants regarding the short-term pricing trend.
SoftBank Group Corp. founder Masayoshi Son declared he's ready to swing for the fences when he makes his next big tech bet, suggesting the Japanese conglomerate is on the cusp of making a major investment in AI.
When talent is in short supply from upstream to downstream of the semiconductor industry, those who managed to maintain a net talent influx reflect their competitiveness in salary packages and ambition to win the talent war.
Yangtze Memory Technology (YMTC) has adopted the concept of "putting new wine in old bottles," which entails breaking off and reconstructing existing production lines.
Micron is expanding its HBM production capacity in the United States and exploring the possibility of manufacturing the product in Malaysia, which is driven by soaring global demand for HBM, which is growing at a triple-digit rate.
IC equipment and materials suppliers have seen a surge in demand from China's semiconductor industry, where companies are rushing to adopt HBM memory and CoWoS-like technology, according to industry sources.
The global semiconductor manufacturing industry is anticipated to increase capacity by 6% in 2024 and 7% in 2025 to accommodate the unrelenting growth in chip demand.
The Quad-Level Cell (QLC) NAND flash memory market is poised for strong growth following major global tech corporations' increasing demand for AI servers. Extensive application of high-capacity SSDs in AI servers suggests QLC NAND to parallel the exponential growth of High Bandwith Memory (HBM) in recent years.
SK Group, the parent company of SK Hynix, has had its chairman, Chey Tae-won, face a historic divorce ruling. This circumstance raises concerns about potential hostile acquisitions.
With the intensifying competition in the AI memory chip market, leading memory vendors like SK Hynix, Micron Technology, and Samsung Electronics are gearing up for proxy patent battles through Non-Practicing Entities (NPEs), commonly known as "patent trolls." These entities, adept at purchasing patents from companies, are increasingly resorting to litigation to claim damages and settlement fees.
London Tech Week (LTW) 2024 held from June 10 to June 14 at the Olympia venue has come to a close, with the number of attendees tallied to be around 45,000, up from 30,000 last year according to Russ Shaw, the founder of Global Tech Advocates (GTA) and the founding partner of the annual tech event.
As AI applications expand to portable devices such as notebooks, demand for the latest generation of graphics memory, GDDR7, is gaining momentum, especially after AI chip leader Nvidia unveiled that its next-generation laptop GPUs will adopt GDDR7 for graphics processing. Major memory makers are gearing up for mass production competition.
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
