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Aug 17, 2026 Intel at a Memory Crossroads, Again Intel is exploring new memory architectures as AI reshapes demand and shortages persist. CEO Lip-Bu Tan has highlighted stacked DRAM and advanced packaging, while initiatives such as XBM and ZAM could revive Intel’s memory ambitions. EE Times Aug 17, 2026 Chip Industry Week In Review AI infrastructure is evolving as smaller models cut compute needs, while optical interconnects, chiplets and advanced cooling enable larger systems. Companies are pouring billions into chips, packaging, quantum computing and workforce development. Semiconductor Engineering Aug 17, 2026 Semiconductor Equipment Shifts To Build-to-Print Manufacturing Semiconductor fabs are pushing equipment demand beyond OEM capacity, making build-to-print partners vital. Contract manufacturers help OEMs scale, preserve capital and design control, and support global fab expansion without costly new facilities. EE Times Aug 17, 2026 China's Top Two Foundries Hit Capacity Crunch: What's Next for SMIC and Hua Hong's Expansion Plans? SMIC and Hua Hong are running near capacity as AI-driven demand boosts orders for mature-node chips. SMIC targets 95% utilization and may add equipment, while Hua Hong expands capacity through new projects and an acquisition. TrendForce Aug 17, 2026 Common Earth Project Aims to End Chip Supply Chain Bottlenecks University of Michigan researchers and Imec are launching "Common Earth" to strengthen semiconductor supply chains. The project targets alternatives to scarce materials and PFAS chemicals, reducing geopolitical, environmental and social risks to chip production. IEEE Spectrum Aug 17, 2026 SMIC lifts prices due to AI demand SMIC raised prices for high-demand wafer capacity as AI demand boosted orders, lifting second-quarter revenue above $3 billion and profit to $479.2 million. The Chinese foundry expects continued AI-driven growth, higher shipments, and expanded capacity in the second half. Taipei Times Aug 17, 2026 Amkor Technology Joins Arizona Economic Delegation to the Republic of Korea Amkor is joining an Arizona delegation to Korea to strengthen semiconductor partnerships and investment. Its Arizona campus, set to become the first high-volume advanced packaging and test OSAT facility in the U.S., will create up to 3,000 jobs and bolster supply-chain resilience. 3DInCites Aug 17, 2026 Arm co-founder Hermann Hauser's AI warning: The revolution is real, but so is the bubble risk Tech veteran Hermann Hauser sees AI driving value despite market turbulence and inflated valuations. He warns of soaring compute costs and urges Europe to invest in photonics and in-memory computing to build tech sovereignty and compete globally. CNBC Aug 17, 2026 SMIC weighs more capacity as AI-related chip demand exceeds forecasts China's SMIC plans to add equipment as AI-driven demand pushes mature-node chip orders beyond forecasts. Capacity utilization reached 93.7%, while second-quarter revenue jumped 36.1% year over year to $3.01 billion, prompting further expansion and potential price increases. South China Morning Post Aug 17, 2026 Half-trillion Nvidia chip financing threatens China AI ambitions Nvidia's $500 billion financing push could cement its AI dominance while pressuring Chinese chipmakers. Critics warn debt-fueled growth could spur overcapacity, financial risks and scrutiny as US-China tensions reshape data center supply chains. Asia Times |
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