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2026-09-16

[News] Meta Targets 1H27 Deployment for New TSMC-Made AI Chip, Claims Efficiency Edge Over NVIDIA

As AI infrastructure costs continue to climb, Meta is preparing to bring more of its AI computing in-house with a new generation of custom chips. According to Bloomberg, the company plans to begin deploying its latest in-house AI chip in data centers in the first half of 2027, aiming to reduce the c...

2026-09-16

[Insights] Memory Spot Price Update: DRAM Spot Cools as DDR5 Inquiries Slow, 2Gx8 DDR4 Prices Retreat

According to TrendForce’s latest memory spot price trend report, the DRAM spot market is showing signs of cooling. DDR5 inquiries from major suppliers slowed this week, with some chip prices beginning to soften, while branded DDR4 2Gx8 chips saw more pronounced price corrections. In NAND flash, ov...

2026-09-16

[News] SK hynix Reportedly Explores Leasing Intel’s Ohio Fab, Could Produce Memory in U.S. for First Time

SK hynix may manufacture memory chips in the U.S. for the first time, potentially with an unexpected U.S. partner. According to Reuters, sources say SK hynix is in talks with Intel over a potential deal to manufacture memory chips in the U.S. Under one potential scenario, SK hynix could lease part o...

2026-09-16

[News] Samsung Reportedly Shifts Cheonan Capacity to HBM Packaging, Outsource Conventional Memory Modules

Samsung Electronics is reportedly reshaping its back-end operations in Cheonan as rising HBM demand drives a shift in packaging capacity. According to Sisa Journal, sources say the company plans to gradually phase out Exynos mobile application processor (AP) packaging at the site and convert the rel...

2026-09-16

[News] Intel CEO Flags AI Supply Squeeze: Memory Prices Up 5–7x, Its CPUs Meet Just 50% of Demand

As the AI boom strains supplies across the tech industry, Intel is sounding the alarm over mounting component bottlenecks. Speaking at Splunk’s .conf26 Global Broadcast, CEO Lip-Bu Tan said memory constraints could further intensify, with prices soaring five- to sevenfold already, according to SeD...

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