Saturday, May 11, 2024

The demand for AI chips is driving fierce competition among HBM chipmakers, as Samsung and Micron race to catch up to SK Hynix, which has over 52% market share (Nikkei Asia)

Nikkei Asia:
The demand for AI chips is driving fierce competition among HBM chipmakers, as Samsung and Micron race to catch up to SK Hynix, which has over 52% market share  —  Demand for high-bandwidth memory is driving competition — and prices — higher  —  SEOUL/TAIPEI/SAN JOSE, Calif. …



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US Commerce Secretary Howard Lutnick says consumer electronics exempt from tariffs may be included in semiconductor tariffs likely coming in "a month or two" (Aime Williams/Financial Times)

Aime Williams / Financial Times : US Commerce Secretary Howard Lutnick says consumer electronics exempt from tariffs may be included in s...