HBM Costs Dominate AI Chip Budgets
High Bandwidth Memory now accounts for 63% of AI chip component costs, driving massive spending increases across major t…
🏷️ Semiconductors
30 articles about 'Semiconductors'
HBM Costs Now 63% of AI Chips
Epoch AI reports HBM memory costs in AI chips rose to 63% by late 2025, reshaping hardware economics for NVIDIA and AMD.
China's First Native Robot Brain Chip Firm Raises Millions
Weifan Intelligence, a Peking University spinoff, secures seed funding to develop domestic embodied AI chips, challengin…
South Korea Chip Exports Surge on AI Demand
South Korea's May trade data reveals a 202% surge in chip exports, driven by intense global demand for AI hardware and m…
China's Chipmakers Raise Prices as Demand Surges
Chinese foundries see capacity double, raising prices amid global mature node shortages driven by AI chip demand.
Intel Pushes PC Makers to Adopt 18A Chips
Intel urges partners to shift to 18A nodes, limiting supply for older Intel 7 and TSMC-based CPUs to accelerate its foun…
Samsung Labor Crisis Threatens AI Chip Supply
Samsung faces potential strikes as unions demand better wages, risking global semiconductor supply chains during the AI …
India's $11B Chip Leap: Tata, ASML Partner on First Fab
Tata Electronics and ASML sign MoU for India's first 12-inch wafer fab, marking a strategic shift in global semiconducto…
AI Writes 90% of Anthropic Code; China Finance Updates
Anthropic reveals AI generates most code. Tencent denies CEO rumors. China releases key financial data.
South Korea's AI Boom vs. Foreign Capital Exodus
South Korean stocks hit record highs driven by domestic AI enthusiasm, yet foreign investors have withdrawn $11.5 billio…
Nvidia's Jensen Huang Honored by Intel CEO at CMU
Jensen Huang receives honorary doctorate from CMU, with Intel CEO Lip-Bu Tan performing the ceremony, signaling potentia…
Smartphone Chip Orders Plunge: AMD Fills TSMC Gap
Qualcomm and MediaTek cut 4/5nm orders at TSMC due to weak demand, while AMD captures the freed capacity for AI chips.