Industry Page 8 of 56

A person holding two NVIDIA Blackwell chips, with text on the left chip reading 'NVIDIA H100 T1' and on the right chip reading 'NVIDIA B100 2025 0242A2M00.'

NVIDIA’s Next-Gen Rubin AI Servers to Ship to Customers by August This Year, as Key Supplier Quanta Confirms No Complications in Mass Production

Jan 19, 2026
SK Hynix Buried Under Customer Cash Offers to Expand Memory Output, but Insider Warns Available Capacity Is ‘Essentially Zero’

Memory Manufacturers Now Have a New Threat Looming Over Their Heads, as Failing to Produce in the U.S. Could Trigger a Whopping 100% Tariff

Jan 18, 2026

Micron Makes a Bold Bet to Expand Memory Production, Striking a Massive Fab Acquisition Deal With Taiwan’s Powerchip to Combat Shortages

Jan 18, 2026
An exhibition of ASUS and NVIDIA servers, including 'NVIDIA HGX B200/B300', 'NVIDIA MGX', and 'NVIDIA Quantum-2 Q4700 Switch', showcased under 'Advanced ASUS AI POD Design'.

ASUS Declares “All In AI” Strategy as Server Revenue Soars Beyond Expectation; A Massive Hedge Against Consumer PC Uncertainty

Jan 17, 2026
DRAM Memory Supply To Experience Shortages As Manufacturers Shift Focus Towards HBM Production 1

Samsung’s Memory Production To See A “Measly” 5% Increase Despite Exploding Demand, Leaving Customers Stuck In A Severe Bottleneck

Jan 16, 2026
Two people shaking hands behind a podium with the seal of the President of the United States.

TSMC and Taiwan to Pour $500 Billion Into U.S. Chipmaking, Yet the Most Advanced Chips Still Remain Strictly Offshore

Jan 16, 2026
A person with a nameplate reading 'CEO C.C. Wei' seated at a table with a microphone, water bottle, and red roses.

TSMC Sees the AI Frenzy Not Stopping Anytime Soon, as the Chip Giant Plans to Take CapEx to Levels Never Seen Before

Jan 15, 2026
Increased DRAM costs to increase smartphone BoM (Bill of Materials) by up to 25 percent, resulting in lowered shipments

SK hynix Denies Rumors of Exiting the Consumer Business for Now, but the DRAM Supply Situation Looks Deteriorating With Time

Jan 15, 2026

TSMC’s CEO Claims Intel Foundry Can’t Compete by Just “Throwing Money” at Chip Production, Says the Company Isn’t Afraid of Growing Rivalry

Jan 15, 2026
A man in a black shiny jacket stands in front of a large circuit board against a background featuring the Chinese flag.

China Plays “Cat and Mouse” With NVIDIA Once Again By Reportedly Restricting H200 AI Chip Orders Flowing in the Region

Jan 14, 2026
The SK hynix building exterior features a large logo with a stylized butterfly design in front of a metallic facade.

SK Hynix Announces Mega Investments to Enter Advanced Packaging Business as AI Demand Forces It to Take Production Into Its Own Hands

Jan 13, 2026
A person wearing a shiny black jacket is gesturing with their finger against a blurred blue background.

NVIDIA’s CEO Says You Shouldn’t Talk Bad About AI, Saying That Those Fueling the “Doomer Narrative” Are Deeply Conflicted People

Jan 12, 2026
LPDDR Memory Demand For NVIDIA Rubin In AI To Exceed The Combined Demand of Samsung & Apple In 2027

NVIDIA’s Next Generation of AI Systems Could Alone Gobble Up Millions of Terabytes of NAND SSDs, Potentially Worsening Storage Shortages

Jan 12, 2026
TSMC reportedly introducing price hike for 2nm wafers for four consecutive years

TSMC’s Chip Demand Is So Gigantic That Customers Are Willing to Pay Up to a Whopping 100% Premium to Secure Allocation

Jan 12, 2026
Memory Packaging & Testing Companies Have Now Raised Prices By 30% & This is Only The Beginning 1

Memory Packaging & Testing Companies Have Now Raised Prices By 30% & This is Only The Beginning

Jan 12, 2026
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Man holding a semiconductor wafer in front of a large Intel logo outside.

Intel’s Ex-CEO Pat Gelsinger Claims Credit for 18A and Panther Lake Breakthroughs; Details Strategy to Secure NVIDIA, AMD, and Other Foundry Customers

Jan 11, 2026
A presentation panel showcases Micron products, including 'Micron DDR5,' 'Micron UFS 4.1,' 'Micron i400 microSD Card,' 'Micron LPDDR5,' and 'Micron GDDR7,' highlighting features such as 1.5TB capacity for recording and ASIL-D compliance for DRAM.

Micron Exclusive: Why Consumers Have Gotten the Memory Shortage Narrative All Wrong

Jan 11, 2026
A stick of OCM memory RAM is inserted into a motherboard's DIMM slot, with four visible RAM chips labeled with the OCM logo.

HP Is Reportedly Left With Limited Choices but to Turn to Chinese Memory Suppliers Like CXMT to Combat DRAM Shortages

Jan 9, 2026
A person wearing a red cap with 'Make America Great Again' stands beside an illuminated Intel sign at night.

Why Is President Trump Praising Intel on Its Newest 18A Chips? Here’s a Look at the Policy Masterstroke by CEO Lip-Bu Tan

Jan 9, 2026
A person with gray hair and glasses stands in front of a pixelated background featuring the Chinese flag.

Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds

Jan 8, 2026
A person wearing headphones holds a cigar-like object inside an industrial facility with yellow lighting.

Elon Musk Claims Tesla Will Build a 2nm ‘TeraFab,’ But Dismisses the Need for a Cleanroom, Saying He’d Smoke a Cigar Inside the Fab

Jan 7, 2026
A man in a black shiny jacket stands in front of a large circuit board against a background featuring the Chinese flag.

NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease

Jan 7, 2026
"I Produce The Lowest Cost Tokens In The World" Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI

NVIDIA Reveals Why the Company Is “Immune” to Memory Shortages — and How The Firm Prepaid Inventory to Keep the AI Boom Running

Jan 6, 2026
A presenter on stage in front of a screen displaying the text 'From Zetta to Yotta Scale Compute 10,000x Increase in AI Compute' and '10+ YottaFLOPS.'

AMD CEO Lisa Su Says the World Will Need “YottaScale” Compute Power Within the Next Five Years; A Whopping 10,000× Increase Over 2022 Levels

Jan 6, 2026
An individual wearing a futuristic gauntlet with visible Nvidia logos, positioned beside a large Nvidia chip.

NVIDIA’s ‘Revolutionary’ Rubin AI Chips Enter Full Production Well Ahead of Schedule, Proving Jensen’s Pace Is Unmatched

Jan 5, 2026
A green memory module and two Samsung K4RAH08 chips are displayed on a yellow surface.

“No One Can Escape Memory Shortages”, Says Samsung’s co-CEO, Claiming that the Fallout Will Also Reach TVs & Home Appliances

Jan 5, 2026
A group of people gathered indoors, with a man in a black t-shirt clapping at the front, surrounded by lanterns and a festive atmosphere.

NVIDIA CEO Jensen Huang to Host Iconic “Trillion-Dollar” Dinner With Taiwanese Partners This Month, Ahead of the Next AI Infrastructure Era

Jan 4, 2026
TSMC's Key CoWoS Packaging Supplier Drags Ex-General Manager to Court While Denying Any Tech Reached China

TSMC’s U.S. Expansion Crushes the Company’s Chip Margins, Shrinking Them by Nearly Eightfold Due to Higher Labor Costs & Wafer Depreciation

Jan 3, 2026
HBM3E and HBM4 chips on display in a lighted frame.

“Samsung is Back in the HBM Race”, Says Co-CEO, as the Korean Giant Is Poised to Reclaim Its Lost Dominance with HBM4

Jan 2, 2026
Increased DRAM costs to increase smartphone BoM (Bill of Materials) by up to 25 percent, resulting in lowered shipments

DRAM Contract Prices Are Projected to Rise By a Whopping 50% In This Quarter, As Shortages Now Appear to Be Out of Control

Jan 2, 2026
A person in a red jacket holding a chip on stage and another person in a black leather jacket holding a motherboard with a visible logo.

NVIDIA’s GB200 NVL72 Racks Deliver a Staggering 28× Performance Uplift Over AMD’s MI355X Counterpart, Leading in Intelligence/$

Jan 1, 2026
Silicon wafer inside a semiconductor manufacturing machine.

TSMC Supply Constraints Are Now Forcing Fabless Manufacturers to Look for Alternatives; Samsung Foundry Now a Serious Option

Jan 1, 2026
A person in a leather jacket appears deep in thought next to a large semiconductor chip, with the TSMC logo prominently displayed in the background.

NVIDIA Needs a Supply Chain ‘Miracle’ From TSMC as China’s H200 AI Chip Orders Overwhelm Supply, Triggering a Bottleneck

Dec 31, 2025
Three people are sitting on bleachers wearing matching grey shirts with red details and 'TSMC' lanyards, with empty seats labeled 'FC' and 'VIP' behind them.

TSMC Chip Secrets May Be in Jeopardy After an Investigation Found Sensitive Documents at the Home of a Former Executive Who Has Since Joined Intel

Dec 30, 2025
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