๐This week๏ผWinbond agreed to acquire Infineon's NOR Flash and F-RAM business for $1.12 billion. Meanwhile, Gartner forecasts worldwide AI spending to reach $2.7 trillion in 2026.
๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐:https://t.co/EwYQAzi5SN
#News#AI#NORFlash#Memory#DRAM#SupplyChain
๐จ Murata is reportedly discontinuing selected MLCC part numbers across nine series, with final orders scheduled for March 2028 and final shipments in March 2029.
๐ ๐๐๐๐ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐๐ซ๐ญ๐ข๐๐ฅ๐: https://t.co/7gwnJmMKKp
#Murata#MLCC#SupplyChain#BOM#EOL
๐ This week, NVIDIA announced a $12.9B acquisition of Hugging Face,Broadcom also reported a 221% year-on-year increase in AI semiconductor revenue...
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/nWe8jOPCHn
#SemiconductorNews#AI#HBM4#HBM#MLCC#Memory#ElectronicComponents
This week, Kioxia and SanDisk announced plans for major investment in Japan to expand NAND Flash capacity, while SK hynix broke ground on its first U.S. HBM production site, targeting HBM4E output from 2029.
๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/sjjF6kPVWx
#News#AI#HBM#DRAM
๐ This week, TSMC is preparing for mass production of the A16 chip; Samsung has raised its foundry prices for some advanced process nodes by as much as 15%...
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/0XakviSEPq
#Semiconductor#News#AI#TSMC#Nvidia#MLCC#SupplyChain#Futuretech
๐ This week,Intel signaled a return to the memory market, emphasizing new architectures and HBM, while Micron reported continued data-center memory pressure.
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/hRUFUzxvel
#Semiconductor#News#AI#HBM#DRAM#NAND#Memory#PCB#Futuretech
๐ This week, #TSMC announced an additional US$100 billion investment in Arizona; #Apple and #Broadcom secured a multi-year chip partnership; the advanced packaging market is projected to reach US$9.5 billion...
๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/OPtN4izDa2
#AI#News#HBM#DRAM
๐ This week, the semiconductor industry continued to evolve with AI-driven investment, memory market growth, and global manufacturing expansion.
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/5PxhKjenlx
#Semiconductor#AI#Memory#DRAM#HBM#OSAT#SupplyChain#FuturetechComponents
TSMC is accelerating the expansion of CoWoS capacity; AMD is acquiring MEXT; and shortages are emerging for MLCCs (multi-layer ceramic capacitors) and various other types of capacitors...
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/7U2uZ2g3ri
#Semiconductor#AI#CoWoS#TSMC#AMD#SSD
This week, AI back-end Ethernet switch sales more than doubled in Q1 2026, while #Samsung, #SKhynix, and #Micron accelerated development of next-generation HBM5 technologies...
๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/slH9MOecDW
#AI#HBM#NVIDIA#TSMC#CoWoS#Qualcomm#MediaTek
#NVIDIA plans to increase its annual investment in Taiwan's #AI and semiconductor ecosystem to $150 billion. Surging AI data center demand is driving record growth in the #DRAM market, benefiting #Samsung, #SK hynix, and #Micron...
๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/137Zh2W1rR
๐ This week, Samsung suspended a planned strike and introduced a 10.5% semiconductor profit-sharing structure. Meanwhile, memory markets continued strengthening as DRAM and NAND pricing surged...
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/lLbN0e08Ra
#Semiconductors#AI#Memory#DRAM
๐ This week, the semiconductor industry continues to be reshaped by AI infrastructure expansion, memory supply shifts, and strategic manufacturing investments across the global supply chain.
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/G1UXgV0u0L
#AI#Memory#NAND#SSD#CCL#PCB
This week, AI optical transceiver market surges 57% YoY, driven by hyperscale data center expansion; Intel highlights a major shift from AI training to inference, reshaping CPU demand...
๐๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/TwKqDPN42u
#Semiconductors#AI#NAND#SSD#DataCenter
This week, Samsung accelerates LPDDR4 phase-out while advancing LPDDR6 adoption; Broadcom extends its multi-year AI partnership with Meta; Sandisk pushes forward with HBF...๐Full update: https://t.co/tasC5MCbdX
#AI#Memory#DRAM#HBM#ICcomponents
This week, the semiconductor industry sees major transformations: Kioxia phases out legacy NAND,DRAM and NAND prices surge over 60%...
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/hvIzGsq4kI
โ๏ธ [email protected]
๐ https://t.co/R6NBFOifqe
#Semiconductors#AI#ChipMarket#NAND
Last week, the #semiconductor industry faces major shifts: #AI-driven cloud spending surges to $110.9B (+29% YoY), chipmakers including #ST, #Intel, and #AMD signal new price increases...
๐ ๐ ๐ฎ๐ฅ๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐: https://t.co/VHTgifIpsH
#STMicroelectronics will adjust prices across multiple product lines effective ๐๐ฉ๐ซ๐ข๐ฅ ๐๐, ๐๐๐๐. #Allegro MicroSystems has also announced a global price increase of at least 10%, effective ๐๐ฉ๐ซ๐ข๐ฅ ๐๐, ๐๐๐๐
๐ ๐๐๐ช๐ฎ๐๐ฌ๐ญ ๐๐ฎ๐จ๐ญ๐: https://t.co/2nKezK1LbW