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AI Gossip

Aug 14 at 04:56 AM

Taiwan DRAM maker Nanya Tech plans to build new 12-inch wafer fabs in Yunlin and Pingtung, Taiwan for DRAM and customized DRAM, media report.

-The Yunlin fab will focus on sub-10nm process node products for AI.

-Nanya’s latest project, the NT$300 billion Linkou 5A DRAM fab, due for mass production in 2028

-Media quote a Nanya executive confirming plans for additional new fabs, but declining to comment where. $Applied Materials(AMAT.US) $ASML(ASML.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) #semiconductors

Source: Dan Nystedt

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