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| DRAM prices to surge amid supply constraints |
8/14/2025 |
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DRAM supply is tightening, leading to price increases across all segments, according to TrendForce. Consumer DRAM prices, which rose 18% to 23% in the second quarter, are expected to surge 85% to 90% in the third quarter. The persistent undersupply of DDR4 is forcing PC makers to accelerate the adoption of DDR5, resulting in higher prices and lower volumes for DDR4, the report says. TrendForce says it expects DDR4 demand to lighten in the server market as DDR5 penetration increases in 2026
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| GlobalFoundries, Apple expand semiconductor tech partnership |
8/13/2025 |
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This partnership will enable GF to accelerate investments at its state-of-the-art semiconductor manufacturing facility in Malta, New York, underscoring a shared commitment to strengthen US-based innovation and production of power-efficient, AI-enabling technologies that are essential to the future of mobile computing and intelligent devices.
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| Intel CEO Tan, Trump have a "candid" meeting |
8/13/2025 |
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Intel CEO Lip-Bu Tan met with President Donald Trump after Trump called for Tan's resignation over alleged ties to Chinese firms. The meeting, described as "candid" and "constructive," focused on Intel's commitment to growing US technology and manufacturing. After the meeting, Trump praised Tan's success and indicated ongoing collaboration, and Intel shares rose 3% in after-hours trading.
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| Samsung could reach $50B in US investments |
8/12/2025 |
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Samsung Electronics reportedly plans to increase its investment in the US to as much as $50 billion, driven by recent deals with Apple and Tesla, sources say. The company will focus on developing 2-nanometer production lines and advanced packaging facilities, bolstering its position as the second-largest chipmaker in the US after Taiwan Semiconductor Manufacturing Co. Samsung's Taylor, Texas, facility is set to begin production in October.
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| LPDDR6 Balances Performance, Power and Security |
8/7/2025 |
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The low-power DRAM standard has always balanced improving performance while reducing power consumption, but the latter is becoming increasingly important as artificial intelligence (AI) drives new use cases.
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| AMD licenses Arteris' FlexGen NoC for AI chiplet designs |
8/7/2025 |
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Advanced Micro Devices has licensed Arteris' FlexGen network-on-chip interconnect IP for next-generation AI chiplet designs. FlexGen will work with AMD Infinity Fabric to enhance data transport, improve performance and scalability and automate interconnect configuration.
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| Intel exodus drives talent to competitors, fuels startups |
8/6/2025 |
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Intel's recent layoffs, initiated as part of a $10 billion cost-cutting initiative, have triggered the migration of experienced engineers and managers to competitors like Samsung and founding startups such as Infinipack, FlexAI, AheadComputing and Mihira AI. Intel has responded in turn by hiring senior executives to bolster its custom chip design and AI chip engineering divisions.F
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