semiconductors
Everything on Ground Truth tagged “semiconductors” — 2 items.
Seven senators demand Apple reject Chinese memory chips as AI demand drains global supply News
A bipartisan Senate letter urges Apple to commit that no memory from Chinese suppliers CXMT or YMTC will appear in any Apple product worldwide, noting that CXMT turned profitable only after the AI-driven global memory shortage took hold.
South Korea bets over a trillion dollars on chips, data centers, and robots News
The government and its biggest companies committed more than $1 trillion to memory fabs, AI data centers, and a goal of building tens of thousands of humanoid robots a year by 2028.