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Semiconductor Industry

China's DRAM Expansion Could Nearly Match Micron's Capacity by 2026
·756 words·4 mins
CXMT DRAM Semiconductors China Micron Memory Manufacturing Semiconductor Industry Technology
Intel CEO Lip-Bu Tan’s Vision for AI, Foundry Growth, and Next-Gen Manufacturing
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Intel Lip-Bu Tan Semiconductor Industry Intel Foundry Artificial Intelligence Advanced Packaging Chip Manufacturing Technology Strategy
Intel Spins Off Advanced Packaging Unit Under Seok-Hee Lee
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Intel Advanced Packaging Semiconductor Industry Foundry Services AI Chips EMIB HBM4 Chiplet Architecture Manufacturing
Intel and UMC Forge Strategic 3nm and 12nm Foundry Alliance
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Intel UMC Semiconductor Industry Foundry Business 3nm Process 12nm Process Chip Manufacturing Arizona Fabs Tsmc
Google’s Massive TPU Order Could Transform Intel Foundry
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Intel Google Alphabet AI Chips Semiconductor Industry Foundry TPU Tsmc NVIDIA Tesla
Arm Gains Momentum as AI PCs and Data Centers Embrace Custom Silicon
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ARM NVIDIA Computex 2026 AI PCs Data Centers ByteDance Oracle Semiconductor Industry CPU Architecture Custom Silicon
Can Marvell Become the Next Broadcom in the AI Semiconductor Era?
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Marvell Broadcom AI Semiconductors Custom ASICs Data Centers Networking Optical Interconnects Silicon Photonics AI Infrastructure Semiconductor Industry
How AMD Overtook Intel: The Architecture and Strategy Behind Its Rise
·800 words·4 mins
AMD Intel Zen Architecture EPYC Semiconductor Industry CPU Market Data Center Xilinx
Broadcom vs NVIDIA: The AI Infrastructure Power Shift
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Broadcom NVIDIA AI Chips Semiconductor Industry ASIC Data Center Infrastructure
Intel Board Transition: Craig Barratt to Succeed Frank Yeary
·462 words·3 mins
Intel Corporate Governance Semiconductor Industry Board of Directors Leadership Transition