Electronic Component Date Codes: How Old Is Too Old?
Semiconductor Sourcing | Quality & Traceability A supplier offers you an IC with a 2021 date code. It is now 2026. Is the component too old to use? Not necessarily....
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Chip-seek Blog
Technical knowledge, market intelligence, and practical guidance for semiconductor procurement.
NVIDIA Eyes Reflection AI: Lompatan Penilaian 45x dan Perlumbaan Senjata Berat Terbuka
Permulaan berusia dua tahun yang diasaskan oleh bekas penyelidik DeepMind telah meningkat daripada USD 545M kepada USD 25B dalam penilaian. NVIDIA mahu masuk, dan hadiahnya bukan sekadar model — ia...
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ASML S3 2026: Hasil EUR 11.7B, Margin 57.5% dan Kekurangan Litografi yang Berlangsung hingga 2028
Keputusan Q3 2026 ASML menunjukkan ledakan litografi dipacu AI: margin rekod, 113 sistem baharu dihantar dan pelanggan membincangkan pesanan 2029 dan 2030. Kapasiti tetap menjadi kekangan.
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Samsung Mengunci 80% Output Memori 2027 untuk AI: Kisah Pecah Di Sebalik Kitaran Super Memori
Samsung dilaporkan telah mengunci hampir 80% daripada kapasiti memori 2027nya ke dalam kontrak AI berbilang tahun dengan NVIDIA, Google dan Microsoft. Analisis pecah penuh HBM, harga DRAM, saham Samsung dan...
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Intel Kiryat Gat Fab Explosion: Kesan Rantaian Bekalan untuk Pembeli Cip
Letupan di kilang wafer Kiryat Gat Intel di Israel mencederakan tiga pekerja dan melibatkan gas NF3. Berikut ialah perkara yang pembeli perlu tahu tentang Fab 28, Fab 38 dan risiko...
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Ketersediaan Komponen Elektronik: Mengapa Bahagian Dalam Stok Mungkin Tidak Tersedia untuk Dibeli
Pembekal mungkin mempunyai beribu-ribu komponen elektronik dalam stok namun tidak dapat memenuhi pesanan anda. Ketahui cara MOQ, pembungkusan gelendong penuh, kod tarikh dan syarat pembekal mempengaruhi ketersediaan komponen sebenar—dan perkara...
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Packaging the AI Scale-Up: CoWoS-L, EMIB-T and the Race to Fit More HBM
Chip Seek Industry Analysis Packaging the AI Scale-Up: CoWoS-L, EMIB-T and the Race to Fit More HBM The next bottleneck in AI computing may not be the transistor. It may...
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The Next UFS Battleground: Who Controls the Storage Optimization of the Smartphone?
Chip Seek Industry Analysis The Next UFS Battleground: Who Controls the Storage Optimization of the Smartphone? From ZUFS and Android/F2FS to OEM co-optimization, high-end UFS is moving from component-performance competition...
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YMTC Wins Two German Injunctions Against Micron: What the 3D NAND Ruling Means
Chip Seek Industry Analysis YMTC Wins Two German Injunctions Against Micron: What the 3D NAND Ruling Means A first-instance ruling in Munich adds a new legal lever to a global...
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Why the Next Decade of Edge AI May Be Defined by Memory
Chip Seek Industry Analysis Why the Next Decade of Edge AI May Be Defined by Memory Artificial intelligence is moving beyond the cloud. Increasingly, inference must happen inside cameras, industrial...
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PMICs in the AI Era: Why Mature Nodes Still Matter
AI servers are changing power demand, but PMICs still rely on mature BCD processes for voltage handling, efficiency, thermal performance, and cost.
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Foundry Pricing and Chip Supply: Signals from Q3 2026
Foundry pricing, AI demand, and stronger results from major chipmakers are reshaping supply planning for semiconductor buyers in Q3 2026.
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