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2026-07-17

[News] How Much Memory Does a Modern Vehicle Need? Smart Cars May Pack 100GB+ DRAM, Up to 1.5TB NAND

Memory shortages and rising prices have become so severe that even Apple has raised the prices of some Macs. Yet beyond smartphones, PCs, and AI data centers, the automotive industry is quietly emerging as a major consumer of memory. So, how much memory does a modern vehicle actually need? Micron pr...

2026-07-17

[News] Intel’s Abandoned German Fab Site: Could Memory Startup FMC Be the Next Contender?

As Intel moves ahead with its European expansion through a €5 billion ($5.7 billion) investment to ramp up Intel 3 production at Fab 34 in Ireland, its scrapped €30 billion German fab project remains a stark contrast, with the site’s future now drawing market attention. According to German med...

2026-07-16

[News] TSMC A14 Validation Nears 90% of Target; Customer Interest Builds Ahead of 2028 Mass Production

TSMC held its second-quarter earnings conference on July 16, where Chairman and CEO C.C. Wei shared updates on the company's advanced process roadmap. According to TechNews, A14 is scheduled to enter mass production in 2028, while A13 and A12 are both expected to reach mass production in 2029. Wei s...

2026-07-16

[News] TSMC Welcomes Intel’s EMIB for More Market Flexibility; CEO Jokes About Memory Makers’ Margin Boom

As market speculation grows that Intel and Samsung Electronics could benefit from TSMC’s capacity constraints by capturing spillover demand, TSMC Chairman C.C. Wei addressed the trend at today’s earnings call. He noted that the company’s packaging capacity is so tight that it is now limiting c...

2026-07-16

[News] TSMC Boosts Arizona Investment by US$100B, Plans 4 More Fabs for 2nm and Advanced Packaging

TSMC held its earnings call today, with its overseas expansion once again in the spotlight. Chairman and CEO C.C. Wei said the company will invest an additional US$100 billion in Arizona to support several fabs for 2nm and below processes, as well as advanced packaging. Asked how the funding will be...

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