📅 10-08
Samsung Electronics profits hit new high as AI boom brings continued strong demand for chips
Summary: Samsung Electronics’ profits hit a new high, thanks to rising memory chip prices and continued global investmen
AI infrastructure
62 articles
📅 10-08
SK Hynix's HBM hybrid bonding technology development encounters obstacles, Samsung may temporarily lead in next-generation high-bandwidth memory competition
Abstract: According to Korean industry insiders, SK Hynix, the global high-bandwidth memory (HBM) market leader, is enco
📅 10-07
AMD CEO Lisa Su to meet with Samsung Semiconductor chiefs to address memory shortage
Summary: AMD CEO Lisa Su plans to meet with Samsung Electronics’ head of semiconductor business and vice chairman Jeon Y
📅 10-06
AMD plans to significantly increase chip supply in 2027
Summary: AMD CEO Lisa Su said in Taiwan on October 6 that the company plans to significantly increase chip supply in 202
📅 10-06
Yangtze Memory expects the global NAND flash memory shortage to last for another three years, and AI demand may continue to squeeze the consumer storage market
Summary: Yangtze Memory Technology (YMTC) predicts that the current tight supply situation in the global NAND flash memo
📅 10-02
Amazon plans to transfer approximately US$8 billion in Nvidia chips to financing vehicles; Wall Street examines GPU mortgage value
Summary: Amazon is reported to be negotiating an asset financing arrangement with investors, planning to transfer Nvidia
📅 10-02
Samsung HBM4 price may soar to three times that of HBM3E, continuing to change the supply and demand structure of the DRAM industry
Abstract: As the artificial intelligence industry continues to expand, high-bandwidth memory (HBM) is becoming the most
📅 10-02
Toshiba plans to double AI data center HDD production capacity, aiming to increase capacity share to 30%
Summary: Toshiba plans to double its hard drive production capacity for artificial intelligence data centers by fiscal 2
📅 10-02
Broadcom sets out to raise $60 billion to fund Anthropic's chip purchases
Summary: According to people familiar with the matter, Broadcom’s Wall Street underwriting team is working to raise US$6
📅 10-01
Micron’s financial report believes that memory prices are unlikely to fall significantly, and humanoid robots will bring a new wave of storage demand.
Abstract: Global memory chip giant Micron Technology recently announced after announcing its fourth quarter results for
📅 09-30
The United States approves the construction of the first BWRX-300 small nuclear reactor. 300MW nuclear power may provide stable power for AI data centers.
Summary: The Tennessee Valley Authority (TVA) has received approval from U.S. federal regulators to build a BWRX-300 sma
📅 09-30
Anthropic may pay SpaceX US$84.5 billion for AI computing power, Musk's data center business receives huge orders
Abstract: As the artificial intelligence company Anthropic advances its initial public offering (IPO) plan, a newly disc