…Both companies are involved in an "Epic expansion" plan which will see the construction of massive production facilities to drive double the wafer output than the current. While DRAM and NAND segments…
…employment metrics and supply chain control. Now look at CXMT and YMTC, where near-identical dynamics prevail: a heavy SOE footprint, check; unbridled CapEx, check; wild capacity expansion, check. In fact, according…
…million wafer output, up from 1.3 million, indicating that AP supply constraints are being addressed rapidly. TSMC's expansion into the US still hasn't brought any AP facility into production…
…NVIDIA and Corning Incorporated today announced a multiyear commercial and technology partnership to dramatically expand U.S.-based manufacturing of the advanced optical connectivity solutions needed to power next-generation AI infrastructure…
…You are looking at an industry currently locked in a DRAM supercycle driven by an insatiable demand for HBM. That dynamic has created a 'supply squeeze' that is rippling straight down to…
PC makers spent massively to secure memory supply in Q1 2026, leading PC shipments to grow by 3.2% versus the previous year. ASUS & Apple Jumped Double Digits In PC Shipments, But…
…Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply HBM4 36GB 12H in high-volume production, designed for NVIDIA® Vera Rubin…
…As we know, Agentic AI is the primary force behind memory supply shortages, and NVIDIA, with SK Hynix, will enable memory supply to keep pace with their latest AI infrastructure roadmap. This…
…Samsung was the first to supply GDDR7 DRAM for NVIDIA's RTX 50 and RTX PRO Blackwell GPUs, with Micron and SK hynix being added to the list a few months later…
SK Hynix's new P&T7 facility, covering 230,000㎡, aims to produce HBM DRAM & WLP lines by 2028, enhancing AI memory supply and local economy.
