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The monolithic die is dead. Long live the chiplet. If you've been tracking semiconductor roadmaps i...


Samsung's massive $1.5 billion semiconductor testing facility in Vietnam represents a strategic pivo...


Samsung’s $1.5B Vietnam plant pushes chip testing from back-office work into a strategic bottleneck.


Memory firms are raising $880M to buy NAND and DRAM before shortages push prices higher—and inventor...


Nvidia's planned $150 billion annual investment in Taiwan signals a seismic shift in global AI infra...


UBS’s $1,625 target reframes Micron from memory cyclical to AI infrastructure bet, putting a $1T val...


Huawei’s Kirin2026 promises a 41% efficiency leap, but real phones must prove the gains beyond lab c...


Nvidia announces major Taiwan headquarters project starting 2026, deepening TSMC ties while navigati...