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Explore English articles about AI Semiconductor.
As AI demand transforms memory from a commodity into a strategic resource, Intel—the inventor of DRAM—appears to be exploring a return via three converging moves: the XBM patent, joint development of ZAM, and the hiring of a former SK hynix CEO. We examine the reality behind CEO Lip-Bu Tan's "pet project" and what lies beyond the $20 billion capital raise.
Google has announced four Pixel 11 series devices. This article compares domestic pricing, RAM, cameras, displays, batteries, charging, and dimensions against the previous generation in table form, and organizes key points to watch before buying.
TSMC has achieved stable yields exceeding 98% on 5.5x reticle-size CoWoS packaging technology for large AI chips. However, the supply challenge is shifting from within the process itself to external factors such as HBM and substrate shortages, material variability, and ensuring system-level reliability.
Mojo v1.0.0 has been officially released, beginning source compatibility guarantees for explicitly marked APIs. The ABI, tooling, and compiler release remain incomplete, and future implementation disclosures will test the neutrality of Modular under Qualcomm.
Samsung's HBM4 yield is reported to have improved from under 60% at the start of mass production to nearly 80%. Whether this can be turned into revenue from customer supply depends on the calculation conditions and whether the rate holds after output increases.
Google DeepMind has released WeatherNext Cyclones, which simultaneously forecasts the track, intensity, and wind field of tropical cyclones. While it reports an average lead advantage of more than one day, it also lays out the operational conditions of the open model and its boundaries with official warnings.
The price per gigabyte of memory has spiked back to 2007 levels, reversing a half-century-long exponential decline in just a matter of months. While AI-driven HBM demand is expanding at an annual rate of 200%, supply growth remains stuck at around 20%, and the effects are already spilling over to consumers through price hikes on game consoles and PCs.
Global semiconductor sales reached $403.3 billion in Q2 2026, marking a 35.1% quarter-over-quarter increase—the highest ever recorded in over 40 years of WSTS statistics. This piece examines how AI demand pulled forward the $1 trillion annual market milestone, once projected for around 2032, to 2026, and untangles the uncertainties surrounding whether this growth can be sustained.
SK hynix will invest a combined ₩54.3 trillion in Yongin Y2 and Cheongju M17. The long-term vision has moved into an execution phase with fixed groundbreaking dates, though equipment installation will still proceed according to demand.
NVIDIA has maintained its official spec of up to 1.5TB for Vera, but this doesn't contradict reports of halved memory capacity due to supply constraints. Disclosure of mass-production SKU capacities, bandwidth, and pricing will determine whether this represents flexible configuration options or a compromise forced by supply shortages.
