Tag: #semiconductors

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

Micron to Spend Over $4 Billion to Retire Long-Dated Bonds as AI Boom Boosts Cash Flow

Micron says investors tendered about 80% of $5.4B in notes in a cash buyback, paying up to an 8% premium as AI demand reshapes its finances.

#micron, #semiconductors, #ai, #bonds, #debt

Micron’s Gujarat chip plant nears first output as India rolls out Semiconductor Mission 2.0

Micron’s Sanand facility is set to ship its first commercial chips as India launches ISM 2.0—though a much larger 1-trillion-rupee fund remains unapproved.

#india, #semiconductors, #micron, #gujarat, #budget

Nvidia Posts Another Record Quarter as AI Spending Soars, but Investors Flinch

Nvidia’s revenue and profit hit new highs as AI data-center demand surges and sovereign projects grow, even as export curbs and cycle risks loom.

#nvidia, #ai, #semiconductors, #datacenters, #earnings

Broadcom Surges on AI Chip and Networking Boom, Forecasts More Growth

Broadcom posts record Q1 results as AI semiconductor revenue tops $8.4B, driven by custom accelerators and data-center networking; shares rise on outlook.

#broadcom, #ai, #semiconductors, #datacenters, #earnings