Industry Page 2 of 57

All posts related to the industry in general.

SK Hynix CEO Warns 2027 Will Be Memory’s “Worst Year” Ever, With Shortages Set To Outlast The Decade

Intel CEO Lip-Bu Tan Warned Helium Could Choke AI Chips in June, and China’s Export Ban Might Prove Him Right

Intel EMIB-T Breaks Past Existing AI & HPC Scaling Limits, Enabling Ultra-Large Die Complexes With Over 10x Reticle Dies & 12 Gb/s+ HBM4e DRAM

A group of people stand in front of two Micron branded cement trucks with a large American flag, above a plaque reading 'Concrete Progress.'

Micron to Pour $250 Billion in Manufacturing on US Soil As It Starts Construction of New York’s DRAM Megafab

Samsung's semiconductor head says that foundry profitability is being hindered by performance-based bonuses

Samsung Hikes 5nm and 4nm Wafer Prices 15%, Breaking From TSMC’s Broad Increases as AI Demand Rewrites the Rules – Report

A close-up of a server rack filled with rows of NVIDIA processing units, illuminated under stage lighting.

NVIDIA’s Rubin Ultra Rack Estimated To Cost $21 Million, With HBM4e Memory Alone Swelling To $1.5 Million Per Unit

A green laptop with an abstract design on the screen is centered, surrounded by three other laptops: a Dell XPS 13, a Lenovo IdeaPad Slim 3 15IWC11, and an HP StarBook Plus 14.

The Global PC Market Declined By 4.9% Versus Last Year As Memory Shortages Intensify, But MacBook Neo’s Success Shows That x86 Rivals Need To Do More

A digital rendering of the TSMC A16 CPU chip with the text 'The World's Most Advanced CPU' displayed above it.

NVIDIA Rosa CPUs Reportedly Utilize TSMC’s 2nm or A16 With Backside Power Delivery Technologies

China Weighs Reversing Its Own NVIDIA Ban, May Let Alibaba, ByteDance & Others Buy 200,000 H200 Chips

Memory Shortages Drive DDR4 Prices Over 50% In Q3 2026, DDR3 Also Impacted By Higher Costs

A Samsung PM1763 SSD is shown with text 'up to 2x faster PCIe 6.0' and sequential read and write speeds of up to 28,400 MB/s and 21,000 MB/s, respectively.

Samsung Mass Produces Its First PCIe 6.0 SSD, Hitting 28.4 GB/s To Feed NVIDIA’s Vera Rubin AI Servers

A person wearing an ASRock shirt gives a thumbs up next to a setup involving liquid nitrogen cooling equipment in a hardware testing environment.

Taiwanese Media Wrongly Accuses ASRock’s Nick Shih of Attempting To Smuggle NVIDIA-Based Supermicro Servers To China

China Weighs National Security Law Against AI Theft as Beijing Mirrors US Crackdown on Frontier Models

A close-up view of a silicon die surrounded by a black casing, featuring intricate patterns and multi-colored sections indicative of semiconductor architecture.

NVIDIA’s Next-Gen Rosa CPU To Feature Rigel “Arm v9.2” Cores With Larger L2 Cache & Higher Per-Core Performance In The Same Silicon Footprint

An ADATA DDR5 memory module is displayed against a dynamic blue background with large 'DDR5' text.

ADATA Chairman Warns DRAM Prices Jump 30% and NAND 40% in Q3 2026 as AI Starves Consumer Supply

NVIDIA Quashes Rubin & Kyber Rack Delay Rumors, Says "Chip Roadmap Is Intact"

NVIDIA Quashes Rubin & Kyber Rack Delay Rumors, Says “Chip Roadmap Is Intact”

Hybrid Bonding Was HBM4’s Headline Upgrade, Yet Samsung and SK hynix May Sideline it Over Relaxed JEDEC rules

Intel Plots A 14A Gen2 Node With Dual-Side Power Delivery To Counter TSMC And Samsung’s 1.4nm Push

Intel Races TSMC and Samsung on 14A2, but Shrinking 21nm Interconnects Force a Power-Delivery Rethink

UBS doubles its DRAM price forecast as memory demand outpaces supply by 17 points through 2027

The logos of Samsung and SK hynix are displayed over a blurred aerial view of an industrial facility.

Samsung & SK Hynix Go Into Hyperdrive With A Massive Fab Expansion Plan In Korea Worth Over $800 billion

Samsung Chases TSMC With Quantum Computing-Powered Chipmaking as AI Reshapes the Most Critical Step in Fabrication

CO2 Shortage Threatens Advanced Semiconductor Supply as South Korean Refineries Slash Output Amid Middle East Crude Uncertainty

CO2 Shortage Threatens Advanced Semiconductor Supply as South Korean Refineries Slash Output Amid Middle East Crude Uncertainty

Musk’s Terafab Scores 18 Year Intel Veteran As Foundry Manager For $55 Billion Chip Manufacturing Project

Intel Breaks Ground On New Manufacturing Facility In Santa Clara, As Foundry Business Brings Back Semiconductor Leadership Right In The Heart of Silicon Valley

Super Micro Insists Cooperation as Taiwan Authorities Storm Offices in NVIDIA GPU Smuggling Crackdown on China Exports

A CXMT DDR5 memory module is displayed against a blurred background.

China’s CXMT Also Engages In Long-Term Memory Agreement With Tencent That’s Reportedly Worth Almost $3 Billion

Memory Trio Samsung, SK Hynix & Micron Face Class Action Lawsuit As Prices Reach Historical High Due To Shortages

Memory Trio Samsung, SK Hynix & Micron Face Class Action Lawsuit As Prices Reach Historical High Due To Shortages

Samsung To Build Next-Gen Tenstorrent AI Chiplet Leveraging RISC-V Architecture 1

Jim Keller Says Cerebras IPO Was Helpful As Tenstorrent Set To “Beat Them on Everything”, Confirms Meeting With Intel & Qualcomm CEOs “Hoping To Get A Big Deal”

A futuristic illustration of a computer memory module with multiple chip slots highlighted in blue against a dark background.

Jefferies Warns Memory Prices Will Surge 50% in Q3 2026 and Another 40% in Q4, With No Relief Until 2028

Two NVIDIA graphics chips with logos visible, placed side by side against a black background.

NVIDIA Quietly Claims Top Spot In The Datacenter Ethernet Switching Market As The Segment Balloons to $15.4b in Q1 2026

An IBM infographic titled 'Sub-1nm Chip Technology' shows a magnified view of silicon (Si) atom rows, labeled with '15 rows of Si atoms' and 'Silicon (Si) atom.'

Elon Musk Calls IBM’s 0.7-nanometer Chip Naming Misleading, Says Atoms Should Decide Process Node Labels

A new report highlights a possibility where smartphone manufacturers shift back to launching handsets with 4GB RAM

Lenovo Warns High Memory Prices Are The “New Normal” Through 2030, As DRAM And NAND May Never Return To Early-2025 Levels

Two people stand in front of large graphics showing 'AMD EPYC Venice' and 'NVIDIA Vera CPU.'

AMD’s EPYC Venice To Outpace NVIDIA’s Vera CPUs With 6.75M Units by 2027, Morgan Stanley Says, as Zen 6 Eclipses a 5.75M Rival