Semiconductors, AI & Electronics

Curated insights on AI, Semiconductors, Consumer Electronics & Global Supply Chains — with a sharp Asia focus. Deep dives, counterintuitive analysis, breaking news & the real reasons behind the headlines. Run by SemiconductorsX | Daily updates →

Последний пост: 15 июн.
Последнее чтение: 13 авг.
Постов за неделю: 0
Всего постов: 13
Тип: открытый
Язык: английский
В каталоге с: 13 авг.

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12 постов

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Посты

15 июн.

15 июн.1 37021
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11 июн.1 6031
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9 июн.1 509
For latest news, follow on X https://x.com/SemiconductorsX
9 июн.1 335
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9 июн.1 047
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9 июн.983
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9 июн.910
Kioxia (285A.T) bouncing back strong today! Up ~2-6% to ¥73k-¥76k range after yesterday's dip, hitting ¥74k+ intraday on AI memory demand tailwinds. NAND/SSD boom for data centers keeps fueling it. #Kioxia #Semiconductors #AI
9 июн.895
Samsung's chip recovery looks strong, but advanced packaging is the missing piece. Samsung's semiconductor business is bouncing back nicely thanks to HBM (shipments expected to triple this year) and foundry wins with names like Tesla, Nvidia, and xAI. However…
9 июн.1 3251
Samsung's chip recovery looks strong, but advanced packaging is the missing piece. Samsung's semiconductor business is bouncing back nicely thanks to HBM (shipments expected to triple this year) and foundry wins with names like Tesla, Nvidia, and xAI. However, in the key area of 2.5D advanced packaging, essential for combining high-end chips with HBM in AI accelerators, Samsung is still behind. Its own "Cube" tech has only seen small-volume shipments so far (mostly startups like Rebellions and short projects with IBM). No major hyperscaler AI accelerator wins yet. Meanwhile, TSMC is rapidly scaling CoWoS capacity, and Intel is pushing EMIB with Google's TPU. Samsung is shifting to Panel-Level Packaging (PLP) for better efficiency with larger chips and developing System-on-Panel (SoP) for even bigger integration. This could help Samsung catch up as AI chips keep growing in size.
9 июн.1 4381
Samsung’s foundry business has been struggling against TSMC. Landing more Nvidia work, especially on cutting-edge nodes, would be a major boost and help Samsung’s 2nm and future processes gain real momentum. For Nvidia, it means more supply chain options as demand stays insanely high. The whole AI ecosystem is tightening partnerships to scale faster. Samsung Foundry comeback story just got another positive signal.
9 июн.
Channel photo updated