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Semiconductors

Every story tagged Semiconductors on AI Chat Daily.

More tagged Semiconductors

SK Hynix in talks with Intel to make memory chips in the US
Business

SK Hynix in talks with Intel to make memory chips in the US

The South Korean memory giant would use Intel's US fabs for the first time, a potential shift in where HBM for AI accelerators gets built.

Jaeden Schafer4 min read
Samsung raises chipmaking prices up to 15% as AI demand tightens supply
Business

Samsung raises chipmaking prices up to 15% as AI demand tightens supply

The world's largest memory maker is passing AI-driven scarcity through to foundry and memory customers in the steepest hike since the 2021 shortage.

Jaeden Schafer4 min read
Lam Research to invest more than $3 billion expanding chip R&D labs
Business

Lam Research to invest more than $3 billion expanding chip R&D labs

The semiconductor equipment maker is doubling down on next-generation chipmaking tools as AI accelerator demand strains fabrication capacity.

Jaeden Schafer4 min read
Discovered Materials raises $9M to hunt cooler chip materials with AI agents
Business

Discovered Materials raises $9M to hunt cooler chip materials with AI agents

The Y Combinator alum is running thousands of AI-agent guesses a day to find semiconductor materials that run cooler than today's chips.

Jaeden Schafer5 min read
IBM unveils nanostack architecture, claims first sub-1nm chip tech
Models

IBM unveils nanostack architecture, claims first sub-1nm chip tech

The 0.7nm node packs nearly 100 billion transistors on a fingernail-sized chip, with 50% more performance than 2nm silicon.

Jaeden Schafer5 min read
AT&S commits up to €2B to Malaysia plant to ride AI chip demand
Business

AT&S commits up to €2B to Malaysia plant to ride AI chip demand

The Austrian substrate maker bets on Southeast Asia capacity to serve AI accelerator customers chasing Nvidia-class packaging.

Jaeden Schafer4 min read
TSMC says it can't keep up with AI chip demand even with $165B US buildout
Business

TSMC says it can't keep up with AI chip demand even with $165B US buildout

CEO C.C. Wei warns of bottlenecks as TSMC pours $165B into Arizona and plans three more US plants to chase a $1T market by 2027.

Jaeden Schafer4 min read
SK Hynix nears $1 trillion market value as AI memory demand surges
Business

SK Hynix nears $1 trillion market value as AI memory demand surges

The Korean memory maker is closing in on a milestone reached only by a handful of companies, powered by HBM orders from AI chipmakers.

Jaeden Schafer4 min read
TSMC projects global chip market to reach $1.5 trillion by 2030 on AI demand
Business

TSMC projects global chip market to reach $1.5 trillion by 2030 on AI demand

The world's largest contract chipmaker says AI workloads are the primary engine pushing semiconductor revenue past the trillion-dollar mark this decade.

Jaeden Schafer4 min read
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