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

Broadcom Jointly Launches Custom AI Chip with OpenAI; AI Semiconductor Business Continues Strong Growth. Broadcom and OpenAI have jointly introduced Jalapeño, a new custom artificial intelligence chip designed specifically for large language model (LLM) inference. Developed from initial design to manufacturing tape-out in an unprecedented nine months, this custom AI accelerator aims to improve performance, efficiency, and scale across AI systems. The chip is built around Op

Renesas Acquires Pictorus to Accelerate Embedded System Development Strategy A subsidiary of Renesas Electronics has completed the acquisition of Pictorus, a software developer based in Oakland, California. Through this acquisition, Renesas incorporates a cloud-based behavioral modeling platform designed to accelerate embedded system development. This shifts the engineering experience away from fragmented point tools toward a cohesive, connected platform for model-based sys

Samsung Electronics and SK hynix are each developing Compute Express Link (CXL) technologies to create a new memory tier for AI systems. South Korean memory giants Samsung Electronics and SK hynix are advancing the development of Compute Express Link (CXL) technologies to introduce a new memory tier for artificial intelligence (AI) systems. As the AI industry encounters the capacity limits of simply appending more High-Bandwidth Memory (HBM) directly to processors, companie

Micron Technology said it will boost its planned investment for new U.S. factories, raising the total to $250 billion, to keep pace with surging demand for its memory chips amid the artificial intelligence boom. Micron Technology has announced plans to increase its long-term U.S. investment to approximately $250 billion by 2035, up from its previously planned $200 billion. This substantial increase is directly driven by the rapidly growing demand for advanced memory chips,

Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue. Infineon Technologies has successfully completed the acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM. Announced earlier in 2026 for a purchase price of €570 million, the transaction has secured all necessary regulatory approvals and officially closed. This strategic move strengthens Infineon's market position as a leader in sensors for the automotive,

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South Korea's SK Hynix, Samsung Elec sign $950 billion partnership with US big tech South Korea’s leading semiconductor manufacturers, Samsung Electronics and SK Group, have established major cooperation agreements with US technology companies totaling $950 billion over the next five years. These partnerships, spanning semiconductors, AI infrastructure, and robotics, were formally announced during the San Francisco AI Summit attended by South Korean President Lee Jae Myung. T

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