#полупроводники
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How to Spot Samsung Doubling HBM4 Output: Watch the Glass
The tell is an unglamorous consumable — glass carriers used to thin the wafers. Samsung is raising demand for them 2.5-fold, and memory output should follow.
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The AI Industry: Trump's Chip Tariffs Are the “Worst Possible” Path to Leadership
Tech companies are panicking over the Trump administration's plans to slap tariffs on semiconductors and everything built on them — from game consoles to data-center servers. The industry calls the strategy a way to “trip yourself up right out of the gate.”
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Jim Keller's startup will move to serial production of compact chip-manufacturing fabs
A company led by renowned processor designer Jim Keller is changing its name and relocating to Texas, focusing on the mass production of small fabs for manufacturing chips.
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Anthropic in Talks with Samsung to Develop Its Own Chip
Anthropic is in talks with Samsung about creating a specialized artificial-intelligence chip. TechCrunch reports this, citing sources familiar with the negotiations.