Microsoft Executive Says Memory Chip Capacity Alone Won’t Solve AI Infrastructure Bottlenecks At SEMICON Taiwan 2026, Microsoft’s Rani Borkar said expanding memory chip capacity alone cannot fix supply bottlenecks hindering …
Google Accelerates Custom Chips Program, Announces Two Releases a Year to Speed AI Development Google accelerates development of custom chips for AI, moving from two-year cycles to two releases a …
Powertech to Launch World’s First Panel-Level Chip Packaging Plant for AI Chips in Early 2027 Powertech to start production at the world’s first panel-level chip packaging facility in early 2027 …
Gaianixx to expand chip materials production after securing major customer commitments Gaianixx, a University of Tokyo spinout, will expand chip materials production after winning major customer commitments, aiming for trial …
SMIC Refuses Price Cuts as AI Investment Drives Demand for Peripheral AI Chips SMIC will not lower chip prices despite weak smartphone and auto demand, saying surging AI investment is …
Japan Faces Severe Rare Earths Shortage as Chinese Export Controls Hit EV and Chip Supply Chains Japan’s rare earths supplies are collapsing amid Chinese export curbs; dysprosium and yttrium imports …
Applied Materials Posts Record $9.12 Billion Quarter as AI Demand Fuels Chip-Equipment Sales Applied Materials posted a record $9.12B in May–July revenue as AI infrastructure demand boosts chip-equipment sales and …
Japan dividends set to rise 6% as chip and AI gains push payouts to sixth straight record high Japan dividends are set to rise 6% in 2026 as chip and …
Japan chip investment climbs to 6 trillion yen after Sony and TSMC announce image sensor plant Japan chip investment climbs to 6 trillion yen as Sony and TSMC announce an …
Sanae Takaichi Prioritizes Industry Groups as Meetings with Anthropic, Microsoft Highlight AI and Chip Focus Prime Minister Sanae Takaichi leans on industry groups rather than frequent one-on-one corporate meetings, with …
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