News
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...
Insights
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...
News
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...
News
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...
News
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...