#semiconductorindustry — Public Fediverse posts

Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources

https://web.brid.gy/r/https://www.rappler.com/technology/intel-amd-long-term-server-cpu-deals-china-clients/

Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge – sources

https://web.brid.gy/r/https://www.rappler.com/technology/intel-amd-long-term-server-cpu-deals-china-clients/

https://www.alojapan.com/?p=1512827 Nvidia announces new AI model, expands Japanese partnerships #ArtificialIntelligence #Fujitsu #Hitachi #Japan #JapanNews #Japanese #JapaneseNews #JensenHuang #manufacturing #news #nvidia #robotics #SemiconductorIndustry #technology By Rajwa Quasim Nvidia unveiled its new AI model and announced partnerships with domestic Japanese industrial giants to expand physical AI ecosystem in Japan. During Nvidia CEO Jensen Huang’s two-day visit to Japan

SK Hynix's Market Performance Following Initial Trading

📰 Original title: SK Hynix: How It Measures Up After Day One

🤖 IA: It's not clickbait ✅
👥 Users: It's not clickbait ✅

View full AI summary https://en.killbait.com/sk-hynix-s-market-performance-following-initial-trading.html?utm_source=mastodon_world&utm_medium=social&utm_campaign=killbait.mastodon_world

#business #stockmarket #semiconductorindustry #mergeranalysis

Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.

DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.

So why can't the makers just build their way out? Three supply-side forces:

HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.

For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.

https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

Південна Корея прискорює будівництво нових чип-гігантів через попит на AI: Samsung і SK Hynix готують масштабне розширення
# #AI #Samsung #Semiconductor #Semiconductorindustry #SKHynix #Yongin
https://gizchina.net/2026/06/24/south-korea-ai-samsung-sk-hynix/

US takes step to halt Nvidia AI chip shipments to Chinese firms outside China

https://web.brid.gy/r/https://www.rappler.com/technology/us-steps-halt-nvidia-ai-chip-shipments-chinese-firms/

US takes step to halt Nvidia AI chip shipments to Chinese firms outside China

https://web.brid.gy/r/https://www.rappler.com/technology/us-steps-halt-nvidia-ai-chip-shipments-chinese-firms/

Micron joins $1-trillion club as AI race powers memory chip boom

https://web.brid.gy/r/https://www.rappler.com/technology/micron-market-value-may-26-2026/

Micron joins $1-trillion club as AI race powers memory chip boom

https://web.brid.gy/r/https://www.rappler.com/technology/micron-market-value-may-26-2026/

According to Yonhap News Agency, on May 21st local time, with only one hour left before the scheduled general strike of the Samsung Electronics ...

The longest strike at Samsung, suppressed before it began, is essentially the first direct conflict in the "value distribution mechanism" of the chip industry chain in the AI era.#Samsungstrike #Samsungemployeesstrike #Samsunglaborunion #Samsungsalarynegotiation #Samsungsemiconductordepartment #Samsungbonusagreement #Samsunginternalcontradictions #HBMmarket #HBMtechnology #SKHynixbonus #AIcomputingpower #semiconductorindustry
Samsung's Longest - Ever Strike Lifts the Veil on Wealth Gap in the AI Era

China’s Huawei reveals chip design breakthrough amid US sanctions

https://web.brid.gy/r/https://www.rappler.com/technology/huawei-chip-design-breakthrough-may-25-2026/

China’s Huawei reveals chip design breakthrough amid US sanctions

https://web.brid.gy/r/https://www.rappler.com/technology/huawei-chip-design-breakthrough-may-25-2026/

6月5日(金)13:00-17:30に、グローバルネット㈱がセミナー『インド半導体産業の全体像と事業機会 〜政策・サプライチェーン・投資動向から読み解く〜』をオンライン開催。講演4件。オンライン(Zoom)にて。詳細は https://global-net.co.jp/archives/12584 に。
#Seminar #SemiconductorIndustry #India

Samsung shares soar as strike averted, but bonuses of $416,000 for some stoke concern

https://web.brid.gy/r/https://www.rappler.com/technology/samsung-strike-averted-bonuses-stoke-concern/

Samsung shares soar as strike averted, but bonuses of $416,000 for some stoke concern

https://web.brid.gy/r/https://www.rappler.com/technology/samsung-strike-averted-bonuses-stoke-concern/

US official says China-led supply chain a ‘hostage chain’ amid Pax Silica push

https://web.brid.gy/r/https://www.rappler.com/technology/united-states-jacob-helberg-pax-silica-china-hostage-supply-chain/

US official says China-led supply chain a ‘hostage chain’ amid Pax Silica push

https://web.brid.gy/r/https://www.rappler.com/technology/united-states-jacob-helberg-pax-silica-china-hostage-supply-chain/

Samsung Electronics' union chief Choi Seung-ho's 3-year-old video resurfaces as labor-management talks stall ahead of an 18-day general strike ...

Samsung Electronics' union chief Choi Seung-ho's 3-year-old video resurfaces as labor-management talks stall ahead of an 18-day general strike scheduled for the 21st.#SamsungElectronics #ChoiSeung-ho #Samsungunion #generalstrike #OPI #OverallPerformanceIncentive #BankofKorea #SuwonDistrictCourt #semiconductorindustry
Samsung Union Chief's 3-Year-Old "Happy Worker" Video Resurfaces Ahead of Strike

As the threat of a general strike escalated, the government stepped in with active mediation, and the union accepted, bringing both sides back to the ...

Samsung Electronics and its union resume talks after 40 days through government-mediated arbitration on May 11-12, but face four key hurdles before a potential May 21 general strike.#SamsungElectronics #laborunion #generalstrike #bonusdispute #DSdivision #DXdivision #SKhynix #semiconductorindustry #post-arbitration #SamsungBiologics
Samsung Labor-Management Talks Resume with Four Key Hurdles Ahead

Samsung Electronics shareholders have formed a new action group to condemn the union's planned 18-day general strike, as Citi cuts its price ...

Samsung Electronics shareholders have formed a new action group to condemn the union's planned 18-day general strike, as Citi cuts its price target and the board chair warns of a fatal blow to Korea's economy.#SamsungElectronics #shareholderprotest #unionstrike #semiconductorindustry #CitiResearchpricetarget #ShinJe-yoon #performancebonus #Koreaeconomy
Samsung Electronics Shareholders Blast Union Strike as "Nation-Ruining"

AMD forecast sparks AI‑driven rally in US chipmaker stocks

https://web.brid.gy/r/https://www.rappler.com/technology/amd-advanced-micro-devices-forecast-may-6-2026/

AMD forecast sparks AI‑driven rally in US chipmaker stocks

https://web.brid.gy/r/https://www.rappler.com/technology/amd-advanced-micro-devices-forecast-may-6-2026/

Norway will join ‘Pax Silica,’ the US-led effort to secure AI supply chains

https://web.brid.gy/r/https://www.rappler.com/technology/norway-joins-pax-silica-initiative-ai-supply-chains/

Norway will join ‘Pax Silica,’ the US-led effort to secure AI supply chains

https://web.brid.gy/r/https://www.rappler.com/technology/norway-joins-pax-silica-initiative-ai-supply-chains/

Samsung chip profit jumps almost 50-fold; Supply shortage to worsen in 2027

https://web.brid.gy/r/https://www.rappler.com/technology/samsung-earnings-april-2026/

Samsung chip profit jumps almost 50-fold; Supply shortage to worsen in 2027

https://web.brid.gy/r/https://www.rappler.com/technology/samsung-earnings-april-2026/

The Samsung Electronics union has announced a general strike from the 21st of next month through June 7, demanding performance-based bonuses ...

Samsung Electronics' union has been officially recognized as a majority union by the Korean government, clearing a key hurdle for a legal strike as the union demands up to 45 trillion won in bonuses.#SamsungElectronics #laborunion #majorityunion #strike #semiconductorindustry #performancebonus #MinistryofEmploymentandLabor #Korea
Samsung Electronics Union Gains Majority Status, Raising Strike Fears

The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...

Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses

Meanwhile, Samsung Electronics and its labor union have been in ongoing conflict over the union's announced general strike and demands for performance ...

Samsung Electronics has filed a police complaint alleging employees illegally used company systems to identify non-union workers and create blacklists, amid escalating labor disputes over strikes and bonuses.#SamsungElectronics #laborunion #blacklist #PersonalInformationProtectionAct #strike #semiconductorindustry #workplaceharassment #NationalSamsungElectronicsUnion
Samsung Electronics Files Police Complaint Over Alleged 'Non-Union Blacklist'

https://winbuzzer.com/2026/04/03/intel-taps-zoom-coo-bawa-as-chief-legal-people-officer-xcxwbn/

Intel Taps Zoom COO Bawa as Chief Legal, People Officer

#Intel #AparnaBawa #Zoom #LipBuTan #SemiconductorIndustry #Chipmakers

https://winbuzzer.com/2026/04/03/intel-taps-zoom-coo-bawa-as-chief-legal-people-officer-xcxwbn/

Intel Taps Zoom COO Bawa as Chief Legal, People Officer

#Intel #AparnaBawa #Zoom #LipBuTan #SemiconductorIndustry #Chipmakers

Singapore charges 1 more individual with AI chip fraud

https://web.brid.gy/r/https://www.rappler.com/technology/singapore-charges-jenny-lim-artificial-intelligence-chip-fraud/

Singapore charges 1 more individual with AI chip fraud

https://web.brid.gy/r/https://www.rappler.com/technology/singapore-charges-jenny-lim-artificial-intelligence-chip-fraud/

... general strike over performance-based bonuses. Ad. The workers will hold the event near the residence of Samsung Electronics Chairman Lee Jae-yong ...

Samsung Electronics will invest $73.3 billion in AI semiconductor research and facilities this year, marking its largest-ever annual spending. The move aims to strengthen its position in the booming AI chip market.#Pyeongtaekplant #AIchiprace #semiconductorindustry #SamsungAIinvestment #globalchipdemand #techmergersacquisitions #Samsungworkersstrike
Samsung To Invest $73 Billion In AI Chips, Announces Record Spending Plan

US charges 3 tied to Super Micro Computer with helping smuggle AI chips to China

https://web.brid.gy/r/https://www.rappler.com/technology/us-charges-smugglers-super-micro-computer-ai-chips-china/

US charges 3 tied to Super Micro Computer with helping smuggle AI chips to China

https://web.brid.gy/r/https://www.rappler.com/technology/us-charges-smugglers-super-micro-computer-ai-chips-china/

India’s chip design strength drives its rise in the global semiconductor market. https://english.mathrubhumi.com/technology/india-semiconductor-design-hub-global-supply-chain-sfswad6d?utm_source=dlvr.it&utm_medium=mastodon #SemiconductorIndustry #ChipDesign #India #GlobalSupplyChain

𝗜𝗻𝗱𝗶𝗮 𝗶𝘀 𝗿𝗮𝗽𝗶𝗱𝗹𝘆 𝗲𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗮𝘀 𝗮 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝗵𝘂𝗯.

India’s semiconductor demand is expected to cross 𝗨𝗦𝗗 𝟭𝟬𝟬 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗯𝘆 𝟮𝟬𝟯𝟬, 𝗱𝗿𝗶𝘃𝗲𝗻 𝗯𝘆 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲𝘀, 𝗘𝗩𝘀, 𝗔𝗜, 𝗮𝗻𝗱 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀. Strong government incentives and rising electronics manufacturing are accelerating chip ecosystem growth.

𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲: https://www.kenresearch.com/industry-reports/india-semiconductor-market

#IndiaSemiconductorMarket #SemiconductorIndustry #ChipManufacturing #ElectronicsIndustry #MarketResearch #KenResearch

𝗜𝗻𝗱𝗶𝗮’𝘀 𝗰𝗵𝗶𝗽 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 𝗶𝘀 𝗲𝗻𝘁𝗲𝗿𝗶𝗻𝗴 𝗮 𝗵𝗶𝗴𝗵 𝗴𝗿𝗼𝘄𝘁𝗵 𝗽𝗵𝗮𝘀𝗲.
India’s semiconductor demand is projected to 𝘀𝘂𝗿𝗽𝗮𝘀𝘀 𝗨𝗦𝗗 𝟭𝟬𝟬 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗯𝘆 𝟮𝟬𝟯𝟬, fueled by 𝗲𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴, 𝗘𝗩 𝗮𝗱𝗼𝗽𝘁𝗶𝗼𝗻, 𝗔𝗜 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀, 𝗮𝗻𝗱 𝟱𝗚 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻. Government initiatives and global investments are accelerating domestic chip design and fabrication capabilities.

𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲:
https://www.kenresearch.com/industry-reports/india-semiconductor-market?utm_source=Mastadon&utm_medium=Social&utm_campaign=Aniket

#IndiaSemiconductorMarket #SemiconductorIndustry #ChipManufacturing #ElectronicsManufacturing #TechnologyIndustry #KenResearch

What is NAICRI, the gov’t program seeking to harmonize the Philippines’ AI efforts?

https://web.brid.gy/r/https://www.rappler.com/technology/features/national-artificial-intelligence-center-research-innovation-dost-launch/

The RAM pricing situation: Why it’s happening, what’s affected, and how long will it last

https://web.brid.gy/r/https://www.rappler.com/technology/features/ram-pricing-situation-explainer/

Dado Banatao: The man who quietly built modern computing

https://web.brid.gy/r/https://www.rappler.com/people/technology-dado-banatao-man-who-built-modern-computing/

China’s customs agents told Nvidia’s H200 chips are not permitted, sources say

https://web.brid.gy/r/https://www.rappler.com/technology/nvidia-h200-chips-not-permitted-china-customs/

Nvidia H200 chip sales to China draw U.S. security concerns

https://web.brid.gy/r/https://dailytimes.com.pk/1420767/nvidia-h200-chip-sales-to-china-draw-u-s-security-concerns/

12月8日(月)14:00-17:30に、経済産業省が「半導体産業における循環経済社会を目指して　循環経済社会をともに考えるー動静脈をつなぐ 循環経済対話・マッチングセミナー」in 熊本を開催。熊本市中央区・熊本城ホールにて。情報提供3件、施設紹介、技術シーズ紹介など。詳細は https://www.kerc.or.jp/seminar/2025/11/128-in.html に、案内(PDF)は https://www.kerc.or.jp/seminar/image/20251208.pdf に。
#Seminar #CircularEconomy #SemiconductorIndustry

Amazon, Microsoft back effort to restrict Nvidia’s exports to China – report

https://web.brid.gy/r/https://www.rappler.com/technology/amazon-microsoft-back-effort-restrict-nvidia-china-exports/

Nexperia’s China unit says it has ‘sufficient inventories’ after Dutch parent’s supply suspension

https://web.brid.gy/r/https://www.rappler.com/technology/nexperia-china-unit-sufficient-inventories-after-dutch-supply-suspension/

Nexperia suspends supplies of wafers to Chinese assembly plant, letter shows

https://web.brid.gy/r/https://www.rappler.com/technology/nexperia-suspends-wafers-supplies-china-assembly-plant/

Dutch government takes control of Chinese-owned chipmaker Nexperia

https://www.cnbc.com/2025/10/13/dutch-government-takes-control-of-chinese-owned-chipmaker-nexperia.html

#HackerNews #DutchGovernment #Nexperia #Chipmaker #TechNews #ChinaRelations #SemiconductorIndustry

#India is investing $18 billion to establish a domestic #semiconductorindustry, aiming to reduce import dependence and capture a larger share of the global electronics market. The government’s #SemiconductorMission includes incentives for #fabrication, #testing, and #packaging facilities, with a focus on building a comprehensive #supplychain. https://www.cnbc.com/2025/09/23/india-is-betting-18-billion-to-build-a-chip-powerhouse-heres-what-it-means.html?eicker.news #India #Tech #IndiaTech #Technews

Trump vs. Intel CEO: China Investment Controversy Sparks Oval Office Meeting, Stock Rises

#donaldtrump #intel #semiconductorindustry #TechnologyPolicy #USManufacturing
https://blazetrends.com/trump-vs-intel-ceo-china-investment-controversy-sparks-oval-office-meeting-stock-rises/?fsp_sid=89716

TSMC reported record profits in Q2 2025, fueled by booming AI chip demand and clients like Nvidia. Revenue hit $13.5B, up 60.7% YoY. But rising U.S. tariff threats, a strong Taiwan dollar, and weak Apple sales could slow momentum in late 2025. Despite big wins, challenges loom.

#TSMC #AIChips #SemiconductorIndustry #TechNews #Nvidia #Apple #TrumpTariffs #USChinaTensions #ChipMarket #TechStocks #TECHi

Read Full Article Here :- https://www.techi.com/tsmc-record-profit-ai-tariff-fears/

Taiwan is taking a significant step by adding China's SMIC and Huawei to its export control list. This move, while largely symbolic given existing US regulations, underscores Taiwan's strategic alignment and its position in the global tech landscape. 🌏

The implications for the semiconductor industry are noteworthy, especially considering the US reliance on TSMC. It's interesting to see how companies like TSMC are proactively managing risk by expanding manufacturing capabilities in the US. 💡

This development prompts important questions about supply chain resilience and international relations. What are your thoughts on how this might reshape future tech collaborations? 👇

Here are key takeaways:
🇹🇼 Taiwan blacklists SMIC & Huawei.
🇺🇸 Aligns with US export controls.
📈 Highlights ongoing geopolitical shifts.
🏭 TSMC investing in US manufacturing.

https://www.theregister.com/2025/06/17/taiwans_crack_down_on_exports/
#Taiwan #SupplyChain #SemiconductorIndustry #GlobalTrade #TechPolicy