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Khabre desk
Recent reporting, analysis and explainers from the Semiconductors desk.
technology
NVIDIA says partners are planning capacity expansions across substrates, advanced packaging, semiconductor testing and optical engines. The targets include a 2.5× expansion in substrate capacity over three years and new production capacity scheduled from 2027.
technology
NVIDIA says semiconductor companies are adopting its CUDA-X libraries to accelerate simulation, inspection and other chip-manufacturing work. Its new cuPotential library is in early access, with NVIDIA reporting 2–3x acceleration in early tests of already GPU-optimized workflows.
technology
NVIDIA and MediaTek are expanding their collaboration from local and automotive computing into custom AI infrastructure, with MediaTek adopting NVIDIA’s NVLink Fusion platform and NVIDIA announcing a $3.5 billion investment in MediaTek convertible bonds.
technology
Samsung and ASML are expanding their semiconductor-manufacturing partnership, including Samsung's planned use of High NA EUV for future DRAM high-volume manufacturing by 2028 and participation in a 12-inch photomask initiative.