Tag: Semiconductor Manufacturing

The AI Memory Crunch Could Last Until 2030

SK hynix has delivered a warning that should concern anyone following the artificial intelligence industry: the world may struggle to manufacture enough memory chips to satisfy demand until 2030. The South Korean semiconductor giant made the forecast on October 28, alongside record third-quarter earnings. Its revenue reached 104.6 trillion won, while operating profit climbed to […]

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The Strange Business of Selling Machines That Make Machines That Make AI

The world’s most advanced artificial intelligence systems depend on an industrial process that would look almost absurd to someone unfamiliar with semiconductor manufacturing. To produce the chips that train and run AI models, companies must operate enormous machines that fire lasers at microscopic droplets of molten tin, manipulate light using some of the most precisely […]

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Intel’s Plot Twist Proves the AI Story Isn’t Finished

Intel has spent the past few years playing the role nobody expected: the fallen giant trying to climb back into a race it once dominated. While much of the AI conversation has revolved around Nvidia’s seemingly unstoppable momentum, Intel quietly delivered one of the biggest surprises of earnings season. The market’s reaction wasn’t simply about […]

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