Bugün ne değişti, bunun BOM için neden önemli olduğunu ve dikkat edilmesi gerekenler. Her faktüsal iddia kaynağına takip edilebilir; kendi analizi etiketlenir ve ayrı tutulur
EN · tek dil Yayıncılık politikası
Samsung Electro-Mechanics signs a 290 bln-won MLCC supply deal for AI servers running Jan-Dec 2027, lifting its 2026 long-term contract tally to 3.9 trillion won.
Innodisk adds an 8000 MT/s industrial DDR5 RDIMM in 16-64 GB densities for edge AI and HPC workloads.
AMD publishes 1Ku pricing for all 31 Zen 6 EPYC 9006 SKUs. SP7 ships Q4 2026, SP8 follows H1 2027, with Default CPU Power replacing TDP.
Cervoz adds M.2 2280 NVMe SSDs qualified to MIL-STD-810H vibration, shock, and temperature-altitude tests, aimed at defense and industrial-automation designs.
NVIDIA's supply commitments jumped to $279 billion, mostly for memory, and Morgan Stanley estimates it has reserved 37.3% of 2027 HBM supply - tightening the market for everyone else.
Raspberry Pi raised 2 GB Pi 4 to $67.50 and 2 GB Pi 5 to $77.50 effective October 1, 2026. 1 GB boards and 2 GB Compute Modules are unchanged. Memory tightness is cited as the driver.
Samsung Foundry is reportedly set to fabricate Anthropic's custom AI accelerator on its 2 nm SF2 node, with Broadcom handling design. The deal could shift AI ASIC sourcing away from TSMC.
Micron reports record fiscal Q4 2026 revenue of $54.2B and warns that DRAM and NAND tightness will deepen in 2027-2028 as AI demand absorbs new clean-room capacity.
TrendForce sees conventional DRAM up 10-15% QoQ and NAND Flash up 15-20% QoQ in 4Q26, as suppliers keep feeding AI-server lines while consumer demand stays soft.
An anonymous YMTC staffer projects three more years of tight memory supply, even as YMTC shifts capacity to higher-margin chips and raises prices.
TSMC is evaluating six-fab Texas expansion on top of Arizona. Here is what the report says and what it changes for buyers of US-made silicon.
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