AGP Executive Report
Last update: 4 hours agoChip Earnings: Texas Instruments’ third-quarter revenue rose 28% year over year to $6.06 billion, beating estimates, and its fourth-quarter outlook topped expectations on recovering industrial demand and growing data-center sales. AI Chip Buildout: Nvidia and supply-chain partners are expanding capacity, with semiconductor testing output targeted to double by 2027. A major Nvidia supplier is also weighing a $1.3 billion Fort Worth plant. Factory Investment: Intel is installing equipment at its Arizona fab and advancing construction in Ohio, while Samsung and SK hynix are upgrading China plants to make more advanced NAND chips. Power and Packaging: Japan is backing an optical chiplet factory aimed at halving chip-to-chip power use, and a University at Albany-led team demonstrated a 15-kilovolt silicon-carbide power switch. EVE Energy also unveiled solid-state and sodium-ion batteries. Memory Pressure: A shift toward AI-focused memory could tighten PC DRAM supplies and push prices higher in 2027.
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