Amid tightening supply conditions that have already prompted price hikes from memory makers and major CPU vendors, leading smartphone chip designer MediaTek is also moving in the same direction. According to TechNews, citing a customer notice, the company has acknowledged that it can no longer fully...

Samsung Foundry may be attracting a growing number of customers as supply constraints at TSMC persist. According to Nikkei, companies including BYD, Google, AMD, and Tesla are increasingly turning to Samsung Electronics for contract chip manufacturing services. The report notes that Samsung still t...

Google is reportedly considering Samsung for part of its next-generation AI processor production. According to Business Korea, citing The Information, the company is discussing plans to have Samsung Foundry manufacture key components for its 10th-generation Tensor Processing Unit (TPU). Under the pr...

Amid mounting capacity constraints and a widening shift among leading AI players to diversify their supply chains, Intel is emerging as a key beneficiary. Reuters and The Bull.com, citing The Information, report that Google has tapped Intel to manufacture more than 3 million TPUs in 2028, while NVID...

With TSMC’s CoWoS capacity remaining constrained, Intel’s EMIB (Embedded Multi-die Interconnect Bridge) advanced packaging technology is increasingly gaining traction as an alternative, fueling expectations for stronger demand across related components. Notably, ZDNet reports that Intel plans to...