Semiconductors


2024-09-12

[News] TSMC Rumored to Secure Tensor G6 Orders from Google with Its 2nm Process

On September 9, Indian tech blog PiunikaWeb cited a report from Tech & Leaks Zone, stating that rumors have hinting at Google's preparation to exit Samsung Electronics' wafer foundry business, Samsung Foundry, and switch to TSMC in 2025. The next two generations of Google's custom Tensor process...

2024-09-11

[News] NVIDIA Sued for Patent Infringement, Asked to Halt Sales of Blackwell Architecture GPUs

According to a report from The Register, DPU developer Xockets recently filed a lawsuit, accusing AI chip giant NVIDIA, Microsoft, and intellectual property risk management company RPX of colluding to avoid paying Xockets the fees it is owed, violating federal antitrust laws, and intentionally infri...

2024-09-11

[News] Apple Reportedly in Talks with Micron and Tata for Major Chip Purchase from India

According to sources cited by Indian media outlet Financial Express, Apple is said to be in talks with Micron, Tata Group, and other Indian chip manufacturers to procure USD 12 billion worth of chips locally for iPhones produced in India. Reportedly, Apple plans to shift 26% of its iPhone product...

2024-09-11

[Insights] Memory Spot Price Update: DRAM Prices Keep Falling as Samsung Increases Low-cost reball DDR5 Supply

According to TrendForce's latest memory spot price trend report, neither DRAM nor NAND spot prices show much momentum. Regarding DRAM, spot prices are still falling as Samsung is increasing the amount of reball DDR5 (D1Y) chips that come from decommissioned modules. As for NAND flash, the spot marke...

2024-09-11

[News] SK hynix Introduces Data Center SSD Built on 238-high 4D NAND, Targeting Mass Production in 2025

With the advent of the AI era, customer demand for high-performance NAND solutions such as SSDs for data centers, as well as ultra-fast DRAM chips including high bandwidth memory (HBM), is growing. In line with this trend, SK hynix has introduced a new product, PEB110 E1.S (PEB110), with improved da...

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