SK hynix’s Indiana Packaging Plant: The 2029 Timeline for U.S. Chip Designers
SK hynix plans to start mass production of advanced packaging at its new US plant in Indiana by 2029.
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China’s AI Inference Stack Bottleneck: How Software Dependency Packages Degrade Local Models
Chinese researchers have identified that minute differences in the inference software stack, including floating-point precision, accumulation order, and hardware instruction sets, lead to significant performance degradation and ‘Top-1…
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U.S. Cloud Export Controls: Closing the Remote AI Chip Loophole for Chinese Tech
The US Department of Commerce is planning new regulations to prevent Chinese companies from circumventing AI chip export controls by using cloud services or remote access to advanced chips hosted outside China.
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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 boost advanced NAND flash memory production at their Yokkaichi and Kitakami plants in Japan.
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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) for the first half of 2026, a significant turnaround from a 2.3 billion yuan loss in the same…
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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 by a 117% surge in data center revenue.
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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 production of High Bandwidth Memory (HBM) by the second half of 2029.
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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 company’s planned 2nm chip mass production, which is progressing on schedule.
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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 2032 to expand advanced NAND flash memory production at their Yokkaichi and Kitakami plants, which includes…
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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 strong performance is primarily driven by continued demand for its GPUs in the AI and data center segments.