Samsung Electro-Mechanics discloses major MLCC supply deal tied to AI server demand Samsung Electro-Mechanics has secured a massive supply contract for multi-layer ceramic capacitors (MLCCs) and power inductors, driven by the escalating infrastructure needs of artificial intelligence. The South Korean component manufacturer recently signed a 285 billion won (approximately $210 million) agreement with a major global company to supply AI server components throughout 2027. This

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TE Connectivity to acquire power solutions provider Astrodyne TE Connectivity (NYSE: TEL) has entered into a definitive agreement to acquire Astrodyne TDI from the private investment firm Tinicum L.P. for approximately $1.4 billion. Announced on July 22, 2026, the transaction is expected to close by the end of calendar year 2026, subject to customary regulatory approvals and closing conditions. Upon closing, Astrodyne TDI will become part of TE Connectivity's Automation & C

NVIDIA GPU Shortage: Lead Times Reach 12–18 Months Amid 50%+ Price Surge The artificial intelligence industry and consumer markets are grappling with a severe supply crisis as NVIDIA GPU prices have surged by up to 50% amid a tightening global supply chain. As demand for AI computing power surges, the global memory chip market is facing a severe supply shortage, causing spot supply to tighten rapidly. This unprecedented bottleneck has driven intense market anxiety, with wai

Micron Ventures Launches $250 Million Fund to Invest in the Next Generation of AI Micron Technology has announced the launch of a new $250 million venture capital fund focused on investing in startups developing the "next generation of AI." This new fund, designated as the "Paradigm Fund," brings Micron Ventures’ total committed capital to $550 million. With this strategic initiative, Micron aims to address the critical hardware and infrastructure bottlenecks—particularly i

TSMC Breaks “No Hike” Convention, Raises Prices 5–10% in July and Again in 2027 Taiwan Semiconductor Manufacturing Co. (TSMC) is breaking its long-standing "no hike" convention, locking in base price increases of 5% to 10% for its chipmaking services starting in 2027. The finalized price adjustments cover a broad spectrum of the foundry’s offerings, impacting both advanced process technologies under 7nm and mature legacy nodes like 12nm, 16nm, and 28nm. These negotiations w

SK Hynix is undergoing the world’s largest memory fab buildout, betting $720 billion despite the boom-and-bust cycle of the memory industry. South Korean chip giant SK Hynix is undertaking the world's largest memory fab buildout, committing an unprecedented $720 billion to triple its production capacity by 2034. This massive investment is driven by the explosive demand for High Bandwidth Memory (HBM) chips, which are essential for artificial intelligence accelerators. The c