Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage in more than 40 years, driven by surging demand for AI infrastructure.
Invest International will provide Nexperia with a US$60 million loan to expand chip production and upgrade manufacturing lines across its global facilities, the Dutch state-backed lender said on February 16.
Japan’s Murata Manufacturing Co., the world’s largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for high-end MLCCs used in AI servers as demand outpaces supply.
The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance gains are increasingly driven by heterogeneous integration rather than monolithic shrink, reshaping how power, performance, area, and cost are optimized.
Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth, capacity and energy efficiency increasingly determine how much of a GPU’s power can actually be used.
No account yet?
Create an Account
