Subject


Semiconductors


2025-03-21

[News] Samsung Reportedly Gears Up for HBM3E 8H Supply to Broadcom

With NVIDIA CEO Jensen Huang optimistic about Samsung’s HBM3E for Blackwell Ultra, the Korean memory giant appears to be making strides with other big techs as well. According to Sedaily, Samsung is likely to supply its 8-layer HBM3E to Broadcom soon. Sources cited by the report say Samsung rec...

2025-03-21

[News] Microchip Announces Sale of Tempe Fab; Infineon Sells Austin Plant to Foundry SkyWater for $110M

Leading U.S. microcontroller and analog semiconductor provider Microchip Technology has decided to sell its wafer fabrication facility ("Fab 2") located in Tempe, Arizona, as stated in its latest press release. The Fab 2 site, which houses installed and operational semiconductor equipment, will be m...

2025-03-21

[News] Micron Projects Record Revenue This Quarter, with HBM3E 12H Designed into NVIDIA’s GB300

Fueled by strong AI demand, U.S. memory giant Micron expects a solid strong third quarter for fiscal 2025, projecting a 9% quarter-over-quarter revenue increase to $8.8 billion, according to its press release. Meanwhile, profit is projected at $1.57 per share, above the expected $1.48, as per Bloomb...

2025-03-20

[News] NVIDIA’s Jensen Huang: Samsung’s HBM3E Likely to Power Blackwell Ultra

As NVIDIA rolls out its next-gen GB300 AI chip, memory giants are racing to secure HBM3E supply deals. While SK hynix has reportedly secured a 12H HBM3E contract for the chip, NVIDIA CEO Jensen Huang expressed optimism that Samsung’s HBM3E could be used in Blackwell Ultra, according to Yonhap news...

2025-03-20

[News] NVIDIA on Key Topics on GTC Sidelines: Intel Investment, Tariff Impact, and More

As NVIDIA takes center stage at GTC 2025, market concerns linger over topics like tariffs and Intel investment, which haven’t yet been directly addressed at the event. Here are CEO Jensen Huang’s comments on some of the hottest issues on Wednesday, alongside GB300, Rubin, and co-packaged silicon...

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