Wistron officially inaugurated its D1 AI Smart Factory in Fort Worth, Texas, on July 21 (U.S. Central Time). According to Commercial Times, the site is the first in the U.S. to manufacture and mass-produce NVIDIA GB300 Grace Blackwell Ultra Superchips. The nearly US$700 million factory spans approx...

While TSMC said at last week’s earnings call that it would avoid drastic price hikes like the 4–5x increases seen among memory players, Nikkei reports that the foundry giant plans to delay price increases until 2027, giving customers more time to prepare after negotiations. Prices for both advan...

A Chinese research team has developed the world's first neural dynamical system chip based on phase-change memristors, dramatically accelerating complex brain modeling tasks while overcoming a decades-long computational bottleneck in real-time neural dynamics. The chip was jointly developed by a ...

SK hynix’s Q2 earnings report, due on July 29, has become a key market event as investors weigh whether the AI-driven semiconductor rally still has room to run. Despite concerns over a potential AI peak, the market broadly expects SK hynix’s high-margin profile to remain intact, with Q2 operatin...

As HBM and DDR approach their capacity limits for AI workloads, leading memory makers are turning to new technologies. According to Seoul Economic Daily, Samsung Electronics and SK hynix are each developing Compute Express Link (CXL) technologies to create a new memory tier for AI systems. HBM and ...