semiconductor manufacturing

Latest reporting and analysis tagged with semiconductor manufacturing.

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12 hours ago

SK Hynix Accelerates Factory Openings Amid Surging AI Memory Demand

SK Hynix will open a new Yongin factory three months early in February 2027 and start operating another plant next month to produce HBM chips for AI, as CEO Sungsoo Ryu cites 'tremendous' demand.

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1 day ago

Nvidia and TSMC Positioned as Leading AI Infrastructure Stocks

Nvidia expands beyond GPU design with Vera Rubin platform and acquisitions, while TSMC maintains a near-monopoly in advanced chip manufacturing. Both companies are seen as attractively valued amid ongoing AI infrastructure buildout.

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