Friday, June 20, 2025

Sources: Masayoshi Son is pitching Trump officials and TSMC on a Shenzhen-like $1T AI and robotics manufacturing hub in Arizona, codenamed Project Crystal Land (Bloomberg)

Bloomberg:
Sources: Masayoshi Son is pitching Trump officials and TSMC on a Shenzhen-like $1T AI and robotics manufacturing hub in Arizona, codenamed Project Crystal Land  —  Son envisions a version of the vast manufacturing hub of China's Shenzhen that would bring back high-tech manufacturing to the US …



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Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia : Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturin...