Technology
DDR4 production expected to continue until 2026 — Samsung, SK hynix, and Micron will continue serving industry clients for longer
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Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia
Chinese GPU maker Cambricon Technologies reported a Q1 revenue of $423 million, marking a significant increase over the previous year. The company's net profit also rose by 185%, reflecting its growth in the AI chip market. Cambricon's success comes as Chinese chipmakers, including MetaX Integrated Circuits, are gaining market share from Nvidia in China. Despite facing challenges, such as losing Huawei as a major customer, Cambricon has shown substantial growth and profitability. The company aims to increase its AI accelerator shipments in 2026 and is positioned as a key player in China's AI hardware supply chain.
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Intel's upcoming Xeon 7 "Diamond Rapids" server CPUs reportedly delayed to 2027 — Next-gen Coral Rapids lineup lands 2028 but can be accelerated, according to new leak
Intel's Xeon 7 "Diamond Rapids" server CPUs have been delayed to 2027, with the 8-channel variant canceled in favor of focusing on 16-channel SKUs. The lineup will feature up to 256 cores initially, with a 512-core version to follow shortly after. Diamond Rapids will lack hyperthreading support, unlike the next-gen Coral Rapids lineup, which is expected to launch in mid-2028 with 8-channel variants. Intel may accelerate the rollout of Coral Rapids based on market demand. AMD's EPYC Venice CPUs are still on track for a 2026 release.
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Union rally causes Samsung fab production to plummet by 58% during night shift as workers demand up to $400,000 bonuses — updated figures show over 40,000 people attended rally for better pay and bonuses
Samsung's production took a hit during a one-day strike by the labor union, with memory fab output dropping by 18% and contract chip foundry by 58.1% on the night shift. The union demands up to $400,000 bonuses, a 7% pay increase, and removal of the 50% bonus cap, while Samsung management offered a 10% operating profit bonus and 6.2% wage increase. The union plans an 18-day labor action if an agreement isn't reached, potentially costing Samsung over $20 billion. A general strike on May 21 involving 40,000 members could disrupt operations and impact the global memory chip supply.
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US gov't blocks China's largest LED chipmaker's $239 million bid to acquire Dutch lighting firm Lumileds — US blocks acquisition attempt of European firm
The US government has blocked China's largest LED chipmaker, Sanan Optoelectronics, from acquiring Dutch lighting firm Lumileds for $239 million due to national security risks related to Lumileds' GaN chip technology. This marks the second time in a decade that a Chinese bid for Lumileds has been thwarted by the Committee on Foreign Investment in the United States (CFIUS). The concern lies in Lumileds' GaN chips, which have military applications, prompting CFIUS to prevent the acquisition. Sanan's failed bid comes amidst governance issues at the company, including the detention of its founder and a significant drop in market capitalization.
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