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GlobalFoundries Expands Dresden Fab
GlobalFoundries is investing €1.1 billion in Dresden capacity expansion while developing FDX Fusion for energy-efficient Physical AI chips. The post...
Shortage
TrendForce Raises 2027 HBM Price Forecast as Supply Constraints Persist
HBM supply remains tight as AI server demand competes for advanced DRAM capacity, with blended prices forecast to rise 121% year over year. The post...
Shortage
PC shipments tumble over 20% in 3Q26 as chip shortages bite
PC shipments for the third quarter of 2026 drop by 15.8 million units, with Lenovo, HP, and Dell being hit the hardest. Memory chip manufacturers estimate...
Shortage
GaN FET meets megawatt-scale demands
Renesas is sampling what it says is the industry’s first 650-V GaN FET with dual-side cooling for 800-V HVDC AI data centers. The post GaN FET meets...
Sourcing
Component Shortage Alert: TC4424, XL4015 Supply Constrained
Supply chain update: TC4424, XL4015 may be experiencing shortage conditions. Basic Info My setup entails a partial replacement of the distributor...
Cross-reference
Renesas Targets 800V AI Data Centers with Dual-side-cooled 650V GaN
Renesas' 650V GaN device uses an 8x8mm dual-side-cooled package to increase power density in high-voltage data-center converters. The post Renesas Targets...
Sourcing
TDK presents DC-link capacitors rated for up to +135 °C in automotive and industrial applications
TDK Corporation (TSE: 6762) presents the B3272*A/G/T series of DC-link film capacitors. These are qualified for continuous operation at case temperatures of...
Sourcing
TrendForce: Japanese, Korean MLCC Makers Cut Consumer Supply to Focus on AI
Supply shortages and cost pressures from AI-related capacity crowding are unexpectedly opening the door for Chinese MLCC suppliers. The post TrendForce:...
Shortage
China's YMTC wins patent battle against Micron in ongoing 3-year legal war over memory patents
A Munich court has granted YMTC two injunctions against Micron over 3D NAND patents, the latest development in a years-long cross-border legal battle...
Sourcing
TrendForce: DRAM Module Revenue Surges 59% YoY in 2025
Rising prices and concentrated shipments from DRAM module makers in the second half of the year helped drive the industry's strong growth. The post...
Sourcing
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