Taiwan's Nanya Technology plans a $10.7 billion fab investment, adding another major player to a global DRAM expansion wave driven entirely by AI memory demand.
Aug 7, 2026 at 10:55 13 13
The board approves a significant AI-focused budget—first custom AI chip expected in Q4 2026, a second in 2028.
Aug 2, 2026 at 15:18 18 13
Nvidia commits $1.5 billion with Amkor for advanced AI chip packaging in Peoria (Arizona). One of the first public commitments of this size for a back-end located outside the TSMC / ASE Taiwan duo.
Jul 24, 2026 at 21:02 10 10
The investigation shifts supply-chain tension from equipment to human capital - the most difficult constraint to protect.
Jul 20, 2026 at 16:42 13 17
The third-largest global DRAM player announces a 2027 capex quadrupled. This is not a bet on HBM - it's a bet on "old-school" memory that AI is putting back at the center.
Jul 11, 2026 at 17:19 4 8
