Business ❯ Industry

Semiconductors

Manufacturing Market Trends Supply Chain Investment Memory Manufacturing Chip Manufacturing Memory Market Memory Production AI Chips Market Dynamics

3 ARTICLES

last wk.

Analysts Say NAND Shortage Will Ease in the Second Half of 2027

TrendForce says planned fab upgrades and new equipment should lift NAND bit output enough to outpace demand by late 2027 and relieve tight SSD supply.

12 ARTICLES

2w ago

Global DRAM Shortage Set to Stretch Into 2027 as Supply Covers Only 60% of Demand

6 ARTICLES

3mo ago

Samsung Winds Down LPDDR4 as Chinese Rivals Step In

4 ARTICLES

3mo ago

Samsung Union Demands 15% of Profit as Strike Threat Looms

3 ARTICLES

4mo ago

Qatar LNG Disruption Puts Helium at Risk, Dragging Asian Chip Stocks Lower

11 ARTICLES

4mo ago

Qatar Helium Shutdown Tightens Supply as Prices Jump, Putting Chipmakers on Alert

5 ARTICLES

5mo ago

Micron Ships First 256GB SOCAMM2 LPDRAM Samples for AI Data Centers

3 ARTICLES

5mo ago

Intel Debuts 18A Xeon 6+ ‘Clearwater Forest’ With Up to 288 Cores for Telecom and Edge AI

3 ARTICLES

5mo ago

Semiconductors

Analysts Say NAND Shortage Will Ease in the Second Half of 2027

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

Samsung Moves Yongin Fab Up to 2029 in South Korea’s Big Chip Buildout

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

SK hynix Begins Shipping 12‑Layer HBM4E Samples to Major Customers

SanDisk Hits Record Highs on AI Storage Demand and Big Supply Deals

EU Unveils Laws to Cut Dependence on US and Chinese Cloud, AI and Chip Tech

Fire and Hydrogen Fluoride Leak Evacuate 3,600 at SK Hynix Cheongju Plant

TSMC Extends Lead in AI Chips With Record Margins and Higher 2026 Targets

Global Helium Shortage Deepens as Qatar Shutdown Chokes Supply for Chips

Never miss stories about

Semiconductors

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

Besi Q1 Orders More Than Double on AI Packaging Demand

Global DRAM Shortage Set to Stretch Into 2027 as Supply Covers Only 60% of Demand

Samsung Winds Down LPDDR4 as Chinese Rivals Step In

Samsung Union Demands 15% of Profit as Strike Threat Looms

Qatar LNG Disruption Puts Helium at Risk, Dragging Asian Chip Stocks Lower

Qatar Helium Shutdown Tightens Supply as Prices Jump, Putting Chipmakers on Alert

Micron Ships First 256GB SOCAMM2 LPDRAM Samples for AI Data Centers

Intel Debuts 18A Xeon 6+ ‘Clearwater Forest’ With Up to 288 Cores for Telecom and Edge AI

MIPI Alliance Releases UniPro 3.0 and M‑PHY 6.0 to Power UFS 5.0 for Edge AI

Never miss stories about

Semiconductors