Semiconductor intelligence
Technical knowledge, market intelligence, and practical guidance for semiconductor procurement.
Samsung has reportedly locked nearly 80% of its 2027 memory capacity into multi-year AI contracts with NVIDIA, Google and Microsoft. The full breaking analysis of HBM, DRAM pricing, Samsung's stock...
Đọc thêm
An explosion at Intel's Kiryat Gat wafer fab in Israel injured three workers and involved NF3 gas. Here is what buyers should know about Fab 28, Fab 38 and processor...
Đọc thêm
A supplier may have thousands of electronic components in stock yet be unable to fulfill your order. Discover how MOQ, full-reel packaging, date codes, and supplier conditions affect actual component...
Đọc thêm
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...
Đọc thêm
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...
Đọc thêm
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...
Đọc thêm
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...
Đọc thêm
AI servers are changing power demand, but PMICs still rely on mature BCD processes for voltage handling, efficiency, thermal performance, and cost.
Đọc thêm
Foundry pricing, AI demand, and stronger results from major chipmakers are reshaping supply planning for semiconductor buyers in Q3 2026.
Đọc thêm
Recent MCU demand is spreading across STM32, 8-bit, low-power, and high-performance families, making package and lifecycle checks essential for buyers.
Đọc thêm
Seven semiconductor supply signals connect AI demand, SLC NAND, advanced packaging, power devices, European capacity, and mobile shipments.
Đọc thêm
July price changes span analog, power, MCU, passive, wafer, and materials suppliers as AI demand and cost pressure reinforce a selective seller market.
Đọc thêm
