Search results for AI server
Industry
Samsung Electro-Mechanics signs 772 million MLCC supply deal with global company
Samsung Electro-Mechanics said on Tuesday it signed a supply contract with a major global company for multilayer ceramic capacitors (MLCCs) used in artificial intelligence servers. The deal is worth about 1.0722 trillion won, or $772 million, and runs from Jan. 1 to Dec. 31, 2027. The company said it was its largest long-term MLCC supply contract to date and cited recognition of its design technology, product reliability and production and quality management capabilities.
AI & Enterprise
Trump semiconductor tariffs put U.S. AI on alert; data center projects could lose 20 percent
The Trump administration is reviewing new tariffs on semiconductors and a broad range of chip-containing products, raising concerns that the U.S. AI industry could be hit directly. The proposal could cover derived products such as game consoles and data center servers, and possibly used or refurbished goods. Industry groups warn it could raise supply chain costs, delay or cancel data center projects, and push investment overseas while also lifting prices for everyday devices and slowing new AI products.
Industry
Smartphone, PC costs to rise 15 to 40 percent in vicious cycle from commodity DRAM shortage
Memory makers are allocating more wafer capacity to high-bandwidth memory and DDR5, reducing output of commodity DRAM and lifting prices, an industry source said. The shift is expected to raise the cost of making a smartphone or PC by at least 15 to 40 percent this year. As higher costs are hard to pass on amid weak demand and falling shipments, pressure is likely to move to parts and materials suppliers.
-
Industry
CXMT hits production ceiling, dimming hopes of easing DRAM shortage
-
AI & Enterprise
UBS reaffirms bullish view on Micron on HBM4 and AI demand
-
Industry
AI factory build in Korea leaves server, cooling supply chain tied to Taiwan
-
Industry
Samyang NCChem first-half operating profit 12.1 billion won, up 38 percent
-
Industry
Domestic NPU products cleared for public procurement as Rebellion, FuriosaAI named
-
AI & Enterprise
CoreWeave backlog tops $100 billion; AI, power, server and memory stocks rise
-
Industry
AI data centre-driven power semiconductor market enters new phase as 8-inch SiC shift accelerates
-
Industry
HBM supply hits limits as memory race shifts from bandwidth to utilisation
-
Industry
FuriosaAI to build 15 MW data centre in Sweden with RNGD
-
Industry
Rebellions to supply large volumes of homegrown NPUs for public CCTV control
-
Industry
SK Hynix wraps up LTA talks with about 10 customers including core clients, negotiating 2027 volumes and prices
-
Industry
SK Hynix Q2 operating profit 60.5 trillion won, up 557 percent on year
-
AI & Enterprise
Jim Cramer says do nothing during earnings season, hold good companies to the end
-
Industry
Samsung Electro-Mechanics signs 300 billion won AI server MLCC supply deal with global major company
-
AI & Enterprise
Super Micro shares jump 15 percent on $60 billion in new AI server orders, margin upgrade