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Premium Samsung and SK hynix have begun moving away from long-term, fixed-price supply contracts, replacing them with shorter agreements and post-settlement pricing mechanisms.
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.
Samsung, SK Hynix, and Micron are teaming up to block memory hoarding.
Premium ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.
Premium 50,000 wafer starts per month?
Claims of cataclysmic price increases spun fast this morning, but the leak may be bunk.
Sandisk and other key suppliers of 3D NAND are projected to significantly increase prices of enterprise-grade 3D NAND memory in the coming months due to overwhelming demand from the AI sector.
Another step closer to always-on HDR in Windows.
Elon Musk says that modern cleanrooms are built wrong, and if Tesla builds its own fab, he will be able to eat and smoke in that facility.
Samsung has published a security advisory after a high-severity vulnerability was discovered in its Magician SSD management software on Windows.