Advances in NAND technology and the structure of manufacturing costs have driven continuous increases in USB flash drive capacity, while low-capacity models are gradually disappearing from the market.
Qualcomm will increase the prices of all its processors starting September 1, 2026. The company cites soaring memory costs as the reason, amid a 20% decline in handset revenue. Diversification into data center and automotive sectors is also progressing.
TSMC announced an additional $100 billion investment in its Arizona semiconductor facility, increasing its total U.S. investment to $265 billion. A new factory supporting 2nm processes and advanced packaging will be constructed.
Samsung has overtaken Nvidia to become the world's most profitable technology firm in Q2 2026. Its semiconductor division's annual profit is projected to exceed the cumulative total of the past 40 years.
Reports suggest Intel has resolved wafer-to-wafer yield variation issues in its 18A process technology. While transitioning to a production capacity of 15,000 wafers per month, challenges such as defect density and parametric yield remain.
According to Bloomberg, Apple plans to skip releasing M6 Pro/Max/Ultra chips, moving directly to the M7 series. M5 Ultra is expected this year, while M7 chips will significantly enhance on-device AI processing starting in 2027.
The Chinese government has approved the establishment of a Space Computing Industry Innovation Center to build AI data centers in orbit. This move, made just a week before SpaceX's announcement of AI1, is intensifying the US-China space AI competition.
Intel unveiled details of its 18A-P process during VLSI 2026 and announced its transition to the risk production phase, offering a 9% performance boost at the same power levels and introducing new transistor designs.
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