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| China chip subsidies outpace US; tech gap remains |
4/15/2026 |
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China has spent $142 billion on semiconductor subsidies over the past 10 years, 3.6 times more than the US, according to a Center for Strategic and International Studies report. However, the report calls China's effort a "disruptive failure" at the leading edge, noting that US companies still dominate global shipments.
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| Samsung makes strides in 2nm yield progress |
4/15/2026 |
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Samsung Electronics has improved yields for its 2-nanometer process to about 55% from 20% last year but still falls short of the 60% needed for mass production, according to industry sources. This gap could affect Samsung's ability to secure foundry customers, as Taiwan Semiconductor Manufacturing Co. reportedly has reached yields of 60% to 70%.
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| Amazon considering entering semiconductor market |
4/13/2026 |
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Amazon might enter the semiconductor merchant market, making it, by revenue, the fourth-largest chip company, according to CEO Andy Jassy. Amazon's chip business, including Graviton and Trainium, has an annual run rate of $20 billion and could reach $50 billion if it sold chips externally, Jassy says.
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| Global semiconductor revenue to hit $1.3T |
4/13/2026 |
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Global semiconductor revenues are expected to surpass $1.3 trillion this year, marking the highest growth in two decades, according to a report by Gartner. Memory revenue is projected to triple amid "memflation," with DRAM and NAND flash prices rising 125% and 234%, respectively. AI semiconductors are set to constitute 30% of total revenue, driven by strong hyperscaler investments in AI infrastructure.
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| Reports: Nvidia Rubin GPUs face delays |
4/10/2026 |
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Nvidia's Rubin GPUs are expected to face delays and reduced shipment volumes due to a memory shortage and technical challenges, according to TrendForce. The challenges include validating HBM4 memory, migrating to ConnectX-9 network interface cards, higher power consumption and advanced cooling requirements.
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| Samsung moves forward with Texas semiconductor fab |
4/9/2026 |
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Samsung Electronics has begun the equipment installation and commissioning phase at its Taylor, Texas, semiconductor fab. This phase includes testing extreme ultraviolet lithography equipment, a key component of semiconductor manufacturing, marking a pivotal step in the facility's operational readiness.
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| Alibaba, China Telecom open AI-focused data center |
4/9/2026 |
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Alibaba and China Telecom have opened a data center in Shaoguan, China, powered by 10,000 of Alibaba's Zhenwu AI chips, with plans to expand to 100,000 chips. The data center supports AI models with hundreds of billions of parameters and is part of China's push for self-sufficiency in AI and semiconductor technology amid US restrictions.
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| SK Hynix supplies 321-layer QLC SSD to Dell |
4/9/2026 |
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SK Hynix has started supplying a 321-layer quad-level cell consumer solid-state drive to Dell Technologies, expanding its NAND flash portfolio. The PQC21 drive, available in 1-terabyte and 2-terabyte capacities, uses a 2230 form factor and features a Periphery Under Cell architecture to reduce die size.
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| Renesas rad-hard ICs play key role in Artemis II |
4/7/2026 |
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Renesas' radiation-hardened ICs are integral to NASA's Artemis II mission. The Intersil-branded devices are used in the Orion capsule and Space Launch System rocket, regulating power and maintaining signal integrity.
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| February chip sales up 61.8% YoY |
4/7/2026 |
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“Global chip sales remained very strong in February, exceeding January’s totals and far outpacing sales from February of last year,
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