AI workloads are fueling massive investments in advanced chip fabrication, packaging, and memory technologies like 2nm nodes and HBM. This boom is reshaping the global semiconductor landscape, giving rise to new pricing power and supply-chain tensions.
The Korean foundry advances its 2nm roadmap as demand for AI chips grows. The shift promises gate-all-around transistors, better energy efficiency and density, crucial for next-gen silicon dedicated to training and inference, with direct implications...
AI hardware industry propels Asian manufacturing growth, but Iran escalation raises energy bills and shipping times. A wake-up call for those planning on-premise deployments.
Surging demand for AI accelerators is soaking up assembly and test capacity, handing outsourced semiconductor assembly and test (OSAT) providers unusual pricing power. According to DIGITIMES, orders already fill through 2027. For organizations planni...
Startup Etched has closed a $500M round at a $5B valuation, bringing total funding to $800M, and has already secured $1 billion in contracts for full inference systems. Built by TSMC, the chip aims to make LLM inference cheaper and more efficient, ta...
The tech industry is preparing for a significant acceleration in server shipments in the second half of 2026, driven by the introduction of new GPU and ASIC-based platforms. This hardware evolution is crucial for companies planning on-premise Large L...
The surging demand for AI chips is granting foundries significant pricing power. TSMC remains a leader, but the impact is spreading across the entire silicon manufacturing industry. This dynamic directly affects hardware costs and availability, with ...
SK Hynix has announced a twelve-year acceleration for its Yongin fab, driven by the surging demand for High Bandwidth Memory (HBM). This move highlights the strain on critical memory production capacity for AI workloads, with significant implications...
Samsung and SK hynix, the world’s two largest memory chip makers, have committed over $550 billion to build new fabrication plants in South Korea. The move aims to prevent a feared ‘RAMageddon’ — a high-bandwidth memory supply crunch driven by explos...
IBM has built the first sub-1nm transistor architecture, at 0.7 nm (7 ångström). It's a symbolic milestone, but requires careful reading: process node names no longer reflect physical dimensions. Behind the announcement lie advancements in lithograph...
IBM's new nanostack architecture delivers nearly double the transistor density of previous tech, claiming the world's first sub-1 nanometer performance for AI data centers. Without physically crossing atomic limits, the design enables more powerful, ...
The Taiwanese semiconductor testing firm is boosting AI-dedicated capacity as demand keeps facilities full. This highlights pressure on hardware supply chains and has direct implications for on-premise infrastructure planning: chip availability, lead...
