Kioxia and Western Digital Plan a ¥5T NAND Expansion to Meet AI Storage Demand
Joint venture partners Kioxia and Western Digital's SanDisk have announced a massive ¥5 trillion ($31 billion) investment through 2032 to…
AsiaAI.FYI
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CXMT Reaches 77.6B Yuan H1 Profit as AI Demand Rebounds China’s DRAM Leader
Changxin Memory Technology (CXMT), a leading Chinese semiconductor memory producer, announced a net profit of 77.6 billion yuan ($1.8 trillion)…
Nvidia’s Revolving Finance Risk: Why $105B in Partner Guarantees Outpaces Quarterly Revenue
Nvidia reported strong Q2 FY2027 earnings, exceeding market expectations with $96.2 billion in revenue and a 106% year-over-year increase, driven…
Rapidus’s 2nm Speed Strategy: Why Shinkansen Pricing Is the New Bet for AI Chip Startups
Rapidus President Atsuyoshi Koike stated that strong demand for AI semiconductors and data centers is a "powerful tailwind" for the…
Kioxia and Western Digital Plan ¥5T Expansion to Secure AI Memory Supply
Kioxia and its joint venture partner SanDisk have announced a massive ¥5 trillion (over $31 billion USD) investment plan through…
Nvidia’s 106% Revenue Surge Signals Sustained Demand for Korean HBM Suppliers
NVIDIA reported Q2 revenue that surpassed analyst expectations, showing a 106% increase compared to the same quarter last year. This…
SK hynix’s Indiana HBM Plant: A 2029 Target That Leaves the Core Fab in Korea
SK hynix has begun construction on its advanced packaging plant in West Lafayette, Indiana, with a goal of starting mass…
Nvidia’s Vera Rubin Bottleneck: Why HBM Suppliers Hold the Key to Its 70% Growth Forecast
Nvidia reported record-breaking fiscal Q2 (May-July) revenue of $96.22 billion, exceeding market forecasts.
Nvidia’s Supply Bottlenecks: How Packaging and Memory Constraints Threaten Its 70% Growth Target
NVIDIA reported Q2 revenue of $96.2 billion, double year-over-year, driven by strong data center performance at $89 billion.
Intel’s Advanced Packaging Gains Traction as TSMC CoWoS Bottlenecks Persist
Analysts suggest TSMC's CoWoS advanced packaging, while a key technology, is becoming a production bottleneck for integrating AI accelerators with…
Nvidia’s Revenue Surge Solidifies HBM Demand for South Korean Chipmakers
Nvidia’s stellar Q2 earnings, featuring a 106% year-on-year revenue surge and eased margin pressure concerns, have reinforced a highly optimistic…
$837B Memory Market Shift: Japan’s Chip Equipment Giants Pivot to AI Bandwidth
Gartner predicts the global semiconductor market will grow 92% year-over-year to $1.555 trillion in 2026, driven by continued AI infrastructure…
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