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11.08.26 - 06:06
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Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset (Digitimes)
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Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave of AI-related initiatives aimed at expanding the nation's semiconductor production capacity. But the broader objective extends beyond capacity ramps alone toward building a more self-reinforcing semiconductor ecosystem across some of the most critical stages of advanced chip manufacturing....
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11.08.26 - 01:06
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South Korean minister warns about CXMT capex as semiconductor profits debate heats up (Digitimes)
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South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven memory demand is lifting earnings at Samsung Electronics and SK Hynix to record highs. Instead, he said South Korea must help companies reinvest in facilities and R&D to protect its edge as China speeds up semiconductor investment....
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10.08.26 - 14:54
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SpaceX-Aktie: So viele Milliarden fließen jetzt in die Terafab (Der Aktionaer)
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Elon Musk will nicht länger darauf hoffen, dass TSMC, Samsung oder andere Auftragsfertiger genügend Kapazitäten bereitstellen. Sein Megaprojekt Terafab soll Chipfertigung und Advanced Packaging an einem Standort zusammenführen. Langfristig soll daraus das größte Industrieprojekt der Welt werden....
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10.08.26 - 03:06
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Samsung unveils 200MP image sensor as Oppo targets first adoption (Digitimes)
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Samsung Electronics has launched its next-generation 200-megapixel CMOS image sensor, the ISOCELL HPC, and reports said Oppo is set to be the first smartphone brand to use it. The sensor is the industry's first mobile CIS to support 16-bit RAW output, marking a new specification for flagship phone cameras....
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09.08.26 - 18:00
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Apple Tests Chinese Memory Chips As Supply Crunch Pushes PC Giants Toward CXMT (ZeroHedge)
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Apple Tests Chinese Memory Chips As Supply Crunch Pushes PC Giants Toward CXMT
After months of lobbying the Trump administration for clearance to purchase Chinese memory chips, Apple appears to be nearing the point where it can tap China's domestic chip market. The push follows what the iPhone maker has described as "unsustainable" pricing from the memory "cartel," namely SK Hynix, Samsung, Micron, and SanDisk, whose production has been soaked up by unprecedented demand from hyperscalers.
The Wall Street Journal reported Sunday morning that Apple is closer than ever to using memory chips from CXMT, a Chinese company that the Pentagon has put on a blacklist because of alleged connections to the People's Liberation Army.
Apple is currently testing CXMT memory chips across its product portfolio, including iPhones and MacBooks, according to the report.
The report continued:
Apple has held early talks with CXMT about supplying components with the goal of using them in some...
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09.08.26 - 16:45
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Lieferengpässe erhöhen Preise: Apple testet chinesische Speicherchips in iPhones (N-TV)
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Der KI-Boom steigert die Nachfrage nach Speicherchips, was auch bei Apple zu höheren Produktionskosten führt. Ein chinesischer Zulieferer soll die Knappheit lindern. Doch im Pentagon gibt es Sicherheitsbedenken... --- Steigende Speicherkosten haben begonnen, die Auslieferungen von Computern und Smartphones zu dämpfen. Laut Counterpoint Research sanken die weltweiten PC-Auslieferungen im zweiten Quartal um vier Prozent im Vergleich zum Vorjahr, während die Smartphone-Auslieferungen um elf Prozent zurückgingen..
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