Memory is not the only asset in short supply. Reuters reports that both Intel and AMD have warned Chinese customers of tightening server CPU supplies, with the crunch pushing average prices for Intel’s server processors in China up by more than 10%, though increases vary by contract. According ...

Samsung’ Taylor fab is reportedly making tangible progress. Citing Korea JoongAng Daily, the report says the company has obtained temporary approval for portions of its facility under construction in Taylor, potentially accelerating the project from its original schedule. As noted in the report...

As memory giants grow reluctant to lock in long-term agreements (LTAs) with clients, a new type of deal is reportedly emerging. ETNews notes that Samsung, SK hynix, and Micron are shifting to shorter-term contracts, with some including “post-settlement” clauses that adjust prices based on market...

NVIDIA may delay the launch of its next gaming GPU as memory supplies remain tight. According to The Information, sources say the company does not plan to release a new graphics chip for gaming this year, as a deepening global memory shortage is pushing NVIDIA to prioritize its limited memory capaci...

TSMC’s surprise move to upgrade Kumamoto Fab 2 to 3nm—lifting total investment to about US$17 billion—has put its overseas footprint back in the spotlight. Citing analysts, Economic Daily News reports that as U.S., Japan, and Germany fabs ramp, overseas capacity is set to reach ~20% or more of...