Tag: #semiconductors

Commerce Agrees to Fund Up to $225 Million for Bosch Silicon‑Carbide Chip Plant in Roseville

Commerce and Bosch signed a direct funding agreement for up to $225M to expand silicon‑carbide chip production at a Roseville, California plant.

#bosch, #semiconductors, #siliconcarbide, #chips, #roseville

South Korea targets Chungcheong with 392 trillion-won AI and semiconductor investment package

Seoul-backed 392 trillion-won package, led by Samsung and SK hynix, funds HBM, NAND, advanced packaging, AI data centers and biopharma in Chungcheong.

#southkorea, #semiconductors, #ai, #samsung, #skhynix

Samsung Begins Shipping Samples of 12‑Layer HBM4E Memory to Major Customers

Samsung says it has started shipping samples of a 12‑layer, 48GB HBM4E stack to major customers, touting higher bandwidth and efficiency.

$005930.KS, #samsung, #hbm4e, #semiconductors, #ai

Samsung and Union Fail to Reach Deal After Mediation; 18-Day Strike Planned May 21

Post-mediation talks broke down May 13, raising the risk of an 18‑day strike at Samsung, a key player in global memory-chip supply chains.

#samsung, #labor, #semiconductors, #southkorea

Cerebras Sets Terms for Revived IPO That Could Raise Up to $3.5 Billion

Sunnyvale AI-chip maker plans to sell 28m shares at $115–$125 for a Nasdaq CBRS listing; implied valuation about $26.6B with concentrated customers.

$CBRS, #ai, #ipo, #semiconductors, #cerebras

Samsung Posts Record Q1 Revenue and Profit as AI Memory Demand Soars

Samsung posted record Q1 revenue and operating profit as AI-driven memory demand and HBM4 shipments powered a surge in semiconductor earnings.

$005930.KS, #samsung, #semiconductors, #ai, #earnings

TSMC profit surges 58% in Q1 2026 as AI demand fuels record margins

TSMC's Q1 2026 net income rose 58% as AI and HPC chips boost revenue and margins; company sticks to a record $52–56B 2026 capex plan.

$TSM, #tsmc, #ai, #semiconductors, #chipmaking

Samsung Forecasts Record Quarterly Profit as AI Memory Chips Boom

Samsung projects a record Q1 2026 operating profit of about ₩57.2 trillion, driven largely by surging demand for AI memory chips.

#samsung, #semiconductors, #ai, #memory-chips