With AI driving unprecedented demand for data storage, Western Digital, the world’s largest hard-disk drive (HDD) maker, has announced plans to invest $1 billion in Japan over the next five years, according to Nikkei. CEO Irving Tan, as cited by the outlet, said the investment is aimed at “drivi...

Fresh off the massive boost from OpenAI’s Stargate project—with demand soaring to 900,000 DRAM wafers a month—South Korea’s memory titans are moving into expansion mode. The Bell reports that SK hynix plans to lift its DRAM wafer input to about 600,000 units per month in the second half of 2...

Amid the aggressive expansion strategy of Chinese foundries and weak demand on products like automotive electronics, Taiwan’s second-largest foundry UMC has reportedly notified its suppliers that, starting January 1, 2026, all supply contracts must see a price reduction of at least 15%, as reveale...

According to Tom’s Hardware, citing Reuters, Samsung and SK hynix have reached preliminary agreements to supply memory for OpenAI’s massive Stargate data center project. OpenAI’s projected demand could climb to 900,000 DRAM wafers per month—a staggering figure that may represent as much as 4...

After securing fresh backing from U.S. government and tech giants like NVIDIA and SoftBank, Intel is now eager to stabilize its foundry business by locking in external customers. According to Semafor, the company is in preliminary talks with AMD—once its fiercest rival in the PC and server chip wa...