News, reviews, articles on the topic Semiconductors
Tesla and SpaceX are building a vertically integrated semiconductor complex in Texas that would dwarf any existing fab — but questions remain about oversight and community impact.
At FMS 2026, Samsung unveiled vertical HBM stacking, a 400-layer NAND prototype, and in-memory computing—but most of it remains concept-stage with no production timeline.
A $40 billion quarter and 77% profit growth weren't enough to impress investors spooked by a massive capex hike and shrinking margin forecasts.
The world's dominant chipmaker posted $13.8B in a single month. Now the constraint isn't making chips — it's packaging them.
The agreement is the largest single commitment under Apple's American Manufacturing Program and covers the RF and wireless components that keep iPhones connected.
Intel's new data center GPU skips expensive HBM memory in favor of LPDDR5X, cutting cooling costs and hardware barriers for smaller cloud operators.
The joint fab announced in March 2026 plans small-batch production by late 2026, but analysts think full-scale output is still years away.
Samsung has begun sending HBM4E memory samples to major chip customers, beating SK Hynix to market by at least six months and targeting the next wave of AI accelerators.
A formal NASA request to Taiwan's space agency signals a strategic push to lock in semiconductor and automation partners for the Artemis lunar program — well ahead of a 2028 landing.
After more than a year of talks, Apple and Intel have reached a preliminary manufacturing deal — with small-scale testing in 2026 and full production targeted for 2027.
