Checked for new stories 20m ago
Updates on Semiconductor Manufacturing
Every AI story we track on Semiconductor Manufacturing — 36 stories so far, each summarized in our own words and linked back to the publisher that reported it.
Pulled from 124 sources
Today's stories
Kepler Computing, which claims its 3D stacking and new material can increase HBM and SRAM density without relying on EUV, emerges from stealth with $468M (Lauren Goode/Wired)
Techmeme
Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs
Techmeme
This week
Chips & Compute4 min read
Arm's CEO says AI could cure cancer, but data centers are creating a bottleneck
Covered by 2 sources
Energy & Climate4 min read
South Korea’s AI boom could need 20 new nuclear reactors’ worth of power
The Next Web
Chips & Compute4 min read
TSMC backs ASML’s plan for bigger masks so its newest machines can print AI’s biggest chips
The Next Web
Sources: Huawei is investing in Chinese lithography companies and helping them secure deals with leading fabs like SMIC to reduce reliance on foreign suppliers (Financial Times)
Techmeme
Chips & Compute1 min read
Google to speed up chip rollout to stay ahead in AI, technology chief says
Hacker News
Industry & Manufacturing3 min read
South Korea confirms chip investment talks with US as tariff threat grows
The Next Web
This month
Chips & Compute3 min read
Nvidia ships first H200 chips to China, but expects no data-centre revenue from them
The Next Web
Chips & Compute1 min read
Global foundry market grows 29 pct in Q2 on strong AI chip demand: report
Yonhap News Agency
Chips & Compute3 min read
SK Hynix breaks ground on a $4B memory packaging hub in Indiana
The Next Web
Chips & Compute5 min read
Micron Unveils Micron Research Labs With $10B Decade-Long Memory and AI Research Push
Covered by 2 sources
AI Chip Startup Fractile in Talks for $6.5 Billion Value After Anthropic Deal
Covered by 2 sources
South Korea media: SK Hynix and its union reach a tentative deal on a 6.3% wage hike and paying out 60% of profit-sharing bonuses in shares and 40% in cash (Yoolim Lee/Bloomberg)
Techmeme
Chip equipment maker Lam Research plans to invest $3B+ over five years to expand its global R&D network, as it seeks to increase its experiment capacity by 50%+ (Anzar Mehraj/Reuters)
Techmeme
Chips & Compute3 min read
SpaceX is spending $16.8 billion on a Texas chip fab Musk says will be '50 times the size of the Pentagon'
TechRadar
Chips & Compute5 min read
SK hynix Approves Two New Fabs as AI Memory Demand Reshapes Its Buildout
Covered by 2 sources
Chips & Compute3 min read
Here's how SpaceX imagines its massive Terafab chip factory will look
Business Insider
Industry & Manufacturing2 min read
ASML plans to build EUV machines 30% faster as AI demand outstrips its production capacity
The Next Web
The US wants to cut off China’s chip equipment. China says the supply chain will break for everyone.
The Next Web
That's everything we have on Semiconductor Manufacturing right now