AI servers

Nexperia and Tata steer MOSFET output to India fabs
Fabs & Manufacturing

Nexperia and Tata steer MOSFET output to India fabs

Nexperia will build its MOSFET portfolio at Tata Electronics' Dholera fab and assemble chips in Assam.

SK hynix weighs a New York NAND plant for Solidigm

SK hynix weighs a New York NAND plant for Solidigm

GlobalFoundries and Marvell widen SiGe pact for AI optics

GlobalFoundries and Marvell widen SiGe pact for AI optics

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Processors

Apple weighs Nvidia interconnects for a 2029 M8 Ultra server

Memory & Storage

Micron’s new RDIMM puts 12TB of DRAM in one server

Memory & Storage

AI servers bid up high-capacity NOR flash while the rest sags

Memory & Storage

Kioxia targets DRAM workloads with NAND-based CXL modules

AI Silicon

Nvidia passes memory costs on with 15% AI server price hikes

AI server boom stretches high-end MLCC waits to ten months
Industry & Markets

AI server boom stretches high-end MLCC waits to ten months

TrendForce sees DRAM prices climbing through 2027 while NAND supply loosens, splitting the memory market into two very different stories.
Memory & Storage

Memory markets diverge in 2027 as DRAM stays scarce and NAND eases