Murata bets on ceramic capacitors as AI servers clean it out
A Kyoto parts maker that supplies roughly 40 percent of the world's ceramic capacitors will spend a trillion yen through 2030 to more than double the business.
Meta’s fundraising spree turns chip buyers into shareholders
An equity sale worth about $100B will put chip suppliers among Meta's shareholders.
Memory’s squeeze has a calendar and it runs to 2028
The largest memory maker says it has already sold out next year's high-bandwidth output at agreed prices, which turns a shortage into a multi-year forecast.
