semiconductors

Samsung shares rise to record after report on higher chip price

After initially falling behind smaller SK Hynix in the early days of the AI race, the company has been mounting a comeback

Arm’s technology underpins most of the world’s advanced semiconductors, and its independence was seen as a crucial asset.

Nvidia sells off stake in Arm, a company it once tried to buy

The world’s most valuable company has become a major investor across the technology industry

Nvidia’s announcement also comes as Meta is developing its own AI chips and is in discussions with Google about using that company’s TPUs for AI work.

Nvidia to sell Meta millions of chips in multiyear deal

It also includes standalone installations of its Grace and Vera central processors

SK Hynix’s sales more than doubled in 2024 and are likely to double again this year.

Rampant AI demand for memory is fuelling a growing chip crisis

The fundamental reason for the squeeze is the buildout of artificial intelligence data centres

Micron Technology has set up a plant in Prime Minister Narendra Modi’s home state of Gujarat.

India eyes making advanced chips to expand tech industry

It aims to make the transition from producing 28 nanometre chips to 2 nanometres

Samsung said it planned to deliver samples for next-generation HBM4E chips in the second half of this year.

Samsung ships latest HBM4 chips to catch-up in AI race

The global rush to build AI data centres has fuelled demand for such chips

China’s leading AI developers are also investing heavily in AI infrastructure equipped with both Nvidia chips and domestically produced alternatives.

China’s top chipmaker SMIC warns rushed AI capacity could sit idle

AI-related infrastructure investment is projected to exceed US$3 trillion over the next five years

The company’s chip efforts date back to at least 2022, when it began hiring chip-related staff in earnest.

ByteDance developing AI chip, in manufacturing talks with Samsung: sources

Global tech giants have developed their own AI chips to reduce reliance on Nvidia

Samsung Electronics' HBM4, a sixth-generation high-bandwidth memory solution for AI and HPC applications.

Memory chip demand will be strong this year and into 2027: Samsung Electronics executive

[SEOUL] Samsung Electronics expects strong demand for memory chips to continue this year and extend into next, a company executive said on Wednesday (Feb 11), citing robust demand driven by artificial...

Memory chip shortages and pricing are being mentioned frequently by companies in earnings reports and conference calls.

Memory chip squeeze wreaks havoc in markets, with more to come

Spot prices for DRAM have shot up more than 600% in the past few months