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...

As per TechNews, citing Wccftech, Intel will raise its order of High-NA EUV (High Numerical Aperture Extreme Ultraviolet) lithography machines from ASML in the Netherlands from one unit to two recently, underscoring the company’s strong commitment to its 14A process node. As semiconductor proce...

While Japan’s Rapidus reached a major milestone in July, announcing that prototyping for its 2nm gate-all-around (GAA) chips has begun at the IIM-1 foundry in Chitose, Hokkaido, CEO Atsuyoshi Koike, according to Hokkaido Shimbun, identifies U.S. firms IBM and chip-design startup Tenstorrent as the...

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot quotes are steadily rising for mainstream chips such as DDR5 16Gb, DDR4 8Gb, DDR3, and eTT products, reflecting continued market confidence in future price hikes. Meanwhile, in NAND, optimism is making some spot tr...