Semiconductors
19 stories
Latest in Semiconductors
3 min read
Samsung Raises Advanced Chipmaking Prices by Up to 15% as AI Demand Squeezes Foundries
Samsung raised advanced contract chipmaking prices by up to 15% from July, per Reuters, as AI demand fills TSMC's capacity and lifts costs industry-wide.
5 min read
Kimi K3: China's 2.8-Trillion-Parameter Open Model Shakes AI Chip Stocks
Moonshot AI's Kimi K3 packs 2.8 trillion parameters with open weights due July 27, and its debut knocked 1.5% off the Nasdaq as chip stocks slid worldwide.
5 min read
Pax Silica AI Hub: US and Philippines Race to Sign New Clark City Deal in 2026
The US and Philippines are racing to sign a 2026 framework deal for the 4,000-acre Pax Silica AI hub in New Clark City, with Foxconn eyeing anchor status.
3 min read
Apple Commits Over $30 Billion to Broadcom to Make 15 Billion US Chips by 2031
Apple will spend over $30 billion (around ₱1.85 trillion) with Broadcom to make 15 billion US chips through 2031 — its biggest manufacturing bet yet.
4 min read
Samsung Foundry Reportedly in Talks to Build 2nm AI Chips for Anthropic and Meta
Samsung Foundry is reportedly in talks to build 2nm AI chips for both Anthropic and Meta, a potential win over TSMC worth billions as AI silicon demand surges.
4 min read
Apple Lobbies US Government to Buy Memory Chips From China’s Blacklisted CXMT
Apple is lobbying the US Commerce Department and White House to buy DDR5 memory chips from China’s ChangXin Memory Technologies — a Pentagon-blacklisted firm — as memory prices quadruple due to AI chip demand.
4 min read