DRAM supply to remain tight in 2027, prompting NVIDIA to lower HBM configurations for Rubin Ultra

India, Aug. 12 -- According to TrendForce's latest memory industry research, DRAM supply will remain tight through 2027, and uncertainty persists over memory suppliers' HBM4e validation timelines. Tog... Read More

IBM and Together AI sign multi-year deal to scale open-source AI inference with NVIDIA AI Infrastructure on IBM Cloud

India, Aug. 12 -- IBM has announced a collaboration with Together AI to deliver IBM and NVIDIA AI infrastructure. Under a multi-year $240M agreement between IBM and Together AI, IBM is positioned to ... Read More

ASSBs enter engineering validation phase as Japanese, Korean, and Chinese suppliers accelerating auto testing

India, Aug. 12 -- TrendForce's latest "Quarterly Report on Developments in Global SSB Industry, 2Q26" reveals that the all-solid-state battery (ASSB) sector has reached an important stage of engineeri... Read More

China's Big Fund Phase III pivot: From fab-building to advanced packaging, equipment, and AI chips

India, Aug. 11 -- With memory champions CXMT and YMTC tapping capital markets, investment strategies of their key backer, China's National Integrated Circuit Industry Investment Fund (the "Big Fund"),... Read More

Tesla's Terafab takes shape in Texas with $16.8bn first phase; Memory engineering hiring signals DRAM push

India, Aug. 11 -- Elon Musk's semiconductor ambitions are beginning to take shape as new details of the Terafab project emerge. According to Reuters and Houston Chronicle, the first phase will requir... Read More

Arm's AI data center business is surging-and, Nvidia is helping it happen

India, Aug. 11 -- I originally developed this analysis on June 2, nearly two months before Arm Holdings reported its latest quarterly results. My thesis was that Arm was evolving from the architecture... Read More

NVIDIA partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR

India, Aug. 11 -- NVIDIA has announced strategic partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize ove... Read More

Sony Semiconductor Solutions and TSMC to establish JV for next-gen image sensors

India, Aug. 11 -- Sony Semiconductor Solutions Corp. and Taiwan Semiconductor Manufacturing Co. Ltd have announced the execution of a legally binding definitive agreement for the establishment of Adva... Read More

18 Chinese enterprises accelerate positions in glass core substrate market

India, Aug. 11 -- Global tech giants are accelerating their investments in glass-based advanced packaging. Intel recently entered a strategic partnership with Lens Technology to address bottlenecks o... Read More

China Is building a chip-equipment industry without Applied Materials

India, Aug. 11 -- The longer-term risk is that domestic lithography completes an equipment supply chain already shifting deposition, etch, cleaning, and CMP orders to Chinese suppliers - and CXMT's ow... Read More

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