Micron Technology said a memory chip shortage has accelerated and reiterated that the crunch would last beyond 2026 due to a surge in demand for high-end semiconductors required for AI infrastructure. https://www.japantimes.co.jp/business/2026/01/19/tech/micron-ai-memory-crunch/?utm_medium=Social&utm_source=mastodon #business #tech #micron #semiconductors #ai #nvidia #microntechnology
U.S. President Donald Trump's administration will allow Nvidia to export its second most powerful AI chips to China, despite concerns from China hawks in Washington, after the company was previously barred from doing so. https://www.japantimes.co.jp/business/2026/01/14/tech/us-nvidia-h200-chip-exports-china/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #ai #chipmakers #semiconductors #us #china #trade #tech
The administration of U.S. President Donald Trump is close to a trade deal with Taiwan that would significantly expand Taiwan Semiconductor Manufacturing Co.’s planned investment in chip production on U.S. soil. https://www.japantimes.co.jp/business/2026/01/13/tech/trump-taiwan-trade-us-chip/?utm_medium=Social&utm_source=mastodon #business #tech #taiwan #tsmc #semiconductors #chipmakers #china #us #donaldtrump
An effort by Europe to stand up to China and retain local technology by wresting chipmaker Nexperia away from its Chinese owner is approaching a breaking point. https://www.japantimes.co.jp/business/2026/01/12/tech/europe-china-chips-breaking-point/?utm_medium=Social&utm_source=mastodon #business #tech #eu #europe #netherlands #semiconductors #chipmakers #china #tech #nexperia
Space Forge plans to manufacture semiconductors from space
#HackerNews #SpaceForge #Semiconductors #Space #Manufacturing #Tech #Innovation #Aerospace
An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for dwindling supplies as prices soar for the essential components that allow devices to store data. https://www.japantimes.co.jp/business/2025/12/03/tech/ai-global-supply-crisis/?utm_medium=Social&utm_source=mastodon #business #tech #ai #shipping #semiconductors #tech #chipmakers #microsoft #google #bytedancemicron #samsung #skhynix
Amazon’s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia and Google. https://www.japantimes.co.jp/business/2025/12/03/tech/amazon-ai-chip-nvidia-google/?utm_medium=Social&utm_source=mastodon #business #tech #amazon #semiconductors #chipmakers #ai #tech
Intel has denied allegations by Taiwan Semiconductor Manufacturing Co. that one of its executives who formerly worked at the Taiwanese chipmaker had leaked trade secrets. https://www.japantimes.co.jp/business/2025/11/27/tech/intel-executive-tsmc-leak/?utm_medium=Social&utm_source=mastodon #business #tech #tsmc #intel #semiconductors #chipmakers
DRAM prices are spiking, but I don't trust the industry's why
https://www.xda-developers.com/dram-prices-spiking-dont-trust-industry-reasons/
#HackerNews #DRAMprices #Spiking #IndustryTrust #TechNews #Semiconductors
deutrino
boosted
Panther Lake, 18A & The current state of Intel
https://www.youtube.com/watch?v=g3xpRXD0I30
High Yield goes on a deep dive about Intel's comeback shot.
Panther Lake, 18A & The current state of Intel
https://www.youtube.com/watch?v=g3xpRXD0I30
High Yield goes on a deep dive about Intel's comeback shot.
Nexperia’s plant in China’s industrial south has become a global choke point for automotive chips, upending a sector that swore it wouldn’t be caught again by supply-chain disruptions. https://www.japantimes.co.jp/business/2025/11/24/tech/nexperia-chip-auto-supply-chains/?utm_medium=Social&utm_source=mastodon #business #tech #tech #semiconductors #chipmakers #ai #china #us #netherlands #nexperia
Nvidia delivered a surprisingly strong revenue forecast and pushed back on the idea that the artificial intelligence industry is in a bubble, easing concerns that had spread across the tech sector. https://www.japantimes.co.jp/business/2025/11/20/tech/nvidia-forecast-ai-bubble/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #semiconductors #chipmakers #ai #tech
The U.S. is planning to greenlight the first sales of advanced artificial intelligence chips to Saudi Arabian artificial intelligence firm Humain. https://www.japantimes.co.jp/business/2025/11/19/tech/us-chips-saudi-ai-humain/?utm_medium=Social&utm_source=mastodon #business #tech #semiconductors #ai #chipmakers #saudiarabia #us #donaldtrump #trade #tech
Taiwan will tighten its export controls for potential dual-use civilian-military technology to include quantum computers and advanced semiconductor equipment to fulfill its obligations to stop weapons proliferation https://www.japantimes.co.jp/business/2025/11/18/taiwan-export-dual-use-technology/?utm_medium=Social&utm_source=mastodon #business #taiwan #tech #semiconductors #chipmakers #ai #china #huawei #tsmc
As U.S. export bans choked China’s access to advanced chips, firms like Chen Tianshi’s Cambricon have emerged as national champions, propelling the AI prodigy to a $23 billion fortune. https://www.japantimes.co.jp/business/2025/11/17/tech/us-sanctions-chinese-ai-prodigy/?utm_medium=Social&utm_source=mastodon #business #tech #us #china #ai #semiconductors #cambricon #nvidia #tech
Taiwan is advocating for a "nonred" supply chain initiative among democratic nations to reduce reliance on China and secure critical manufacturing sectors like semiconductors. https://www.japantimes.co.jp/commentary/2025/11/11/world/how-taiwans-supply-chain-might-work/?utm_medium=Social&utm_source=mastodon #commentary #worldnews #taiwan #laichingte #china #india #mexico #us #tsmc #tokyoelectron #foxconn #sanaetakaichi #donaldtrump #biden #supplychains #semiconductors
Nvidia CEO Jensen Huang has warned that China will beat the United States in the artificial intelligence race, the Financial Times reported on Wednesday. https://www.japantimes.co.jp/business/2025/11/06/tech/nvidia-jensen-huang-china-ai/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #jensenhuang #china #ai #tech #semiconductors #chipmakers
Nvidia making history last week by becoming the first company ever to have a market value of $5 trillion is just one way it’s casting a shadow over the global economy. https://www.japantimes.co.jp/business/2025/11/03/tech/nvidia-5-trillion-market/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #jensenhuang #semiconductors #ai #chipmakers #tech #markets
Nvidia achieved a historic $5 trillion market capitalization on Wednesday as CEO Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights. https://www.japantimes.co.jp/business/2025/10/30/tech/nvidia-5-trillion-firm-ai/?utm_medium=Social&utm_source=mastodon #business #tech #nvidia #ai #semiconductors #chipmakers #tech #jensenhuang
