Memory price surge hits Xiaomi shipments, forces strategy shift
VLSI TSA 2026 explores quantum architecture and AI healthcare innovations
Securing the supply chain, CATL pushes into global mining assets
Samsung launches voluntary retirement amid chip-device earnings gap
Samsung Electronics has initiated a workforce restructuring through a voluntary retirement program as strong semiconductor earnings contrast with weaker profitability in its device business, according to Korean media reports.
Commentary: AI drives CPU crunch, lifting data center demand and pricing
The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands beyond accelerator capacity into system-level constraints.
Musk lines up chip suppliers, accelerates Terafab AI fab plan
Elon Musk is reportedly accelerating plans to build a vertically integrated AI chip complex, reaching out across the semiconductor supply chain in what could become one of the most ambitious attempts to reshape AI infrastructure.