Industry Page 3 of 56

All posts related to the industry in general.

NVIDIA Says Five-Year-Old GPUs Are Aging Like 'Fine Wine,' As Prices Climb Due To Growing AI Demand

NVIDIA Says Five-Year-Old GPUs Are Aging Like ‘Fine Wine,’ As Prices Climb Due To Growing AI Demand

NVIDIA's CEO Jensen Huang Secretly Boards Air Force One for Trump's China Visit, Defying Earlier Reports He'd Skip the Trip

NVIDIA’s CEO Jensen Huang Secretly Boards Air Force One for Trump’s China Visit, Defying Earlier Reports He’d Skip the Trip

NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space

NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space

TSMC Joins Applied Materials at $5B Silicon Valley Hub to Crack the 3D Transistor Wall Slowing Down Advanced AI Chips

TSMC Joins Applied Materials at $5B Silicon Valley Hub to Crack the 3D Transistor Wall Slowing Down Advanced AI Chips

Samsung's DRAM Division Finally Sees Profitiability After Years of Struggle 1

Korea’s DRAM & NAND Export Statistics Show Massive Bump In Prices Versus Last Month: SSD Prices Up 63%, Memory Up 29%, HBM Up 19%

Elon Musk & Tim Cook To Accompany US President Trump During His China Visit This Week But Jensen Huang Not On The List

Elon Musk and Tim Cook Join US President Trump’s China Trip This Week, Yet NVIDIA’s Jensen Wasn’t On The List

MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle

MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle

Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry

Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry

Silicon Motion CEO Rings The Alarm Bells, Says Memory & SSD Shortages To Drag Into 2028

Silicon Motion CEO Warns Memory & SSD Shortages Will Drag Into 2028 as AI Firms Lock Up Supply Through Long-Term Contracts

Intel's Lip-Bu Tan Teases "Exciting New Products" With NVIDIA as He Hoods Jensen Huang at Carnegie Mellon Doctorate Ceremony

Intel’s Lip-Bu Tan Teases “Exciting New Products” With NVIDIA as He Hoods Jensen Huang at Carnegie Mellon Doctorate Ceremony

200MW of US-UAE’s Jointly Planned 5GW AI Campus Is Coming Online Soon, Powered by 1000s of Next-Gen Chips

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

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

Global Client CPU Shipments Were Up 2.7% In Q4 2025 While Server CPUs Saw 6.5% Growth 1

AMD Finally Overtakes Intel in Q1 Data Center Revenue as Agentic AI Forces Hyperscalers to Hoard CPUs Over GPUs

President Trump wants Intel's CEO to resign

Intel’s Comeback Had A Trump & Musk Factor, But CEO Lip-Bu Tan’s Biggest Oppurtunity Lies Ahead

Multiple yellow cables connected to the back of an NVIDIA server/network device with several ports and connectors visible.

NVIDIA Aims To Expand Manufacturing Capacity In The US By 10x Through Corning Partnership, Mainly Focusing on Optical Connectivity

Rambus Bets on Time Division Multiplexing to Fix PCIe 7.0 for AI Workloads, As GPUs Starve for Data

Rambus Bets on Time Division Multiplexing to Fix PCIe 7.0 for AI Workloads, As GPUs Starve for Data

OpenAI Got The Whole AI Squad To Accelerate Large-Scale AI Training - AMD, NVIDIA, Intel, Microsoft & Broadcom All-In On MRC

OpenAI Got The Whole AI Squad To Accelerate Large-Scale AI Training – AMD, NVIDIA, Intel, Microsoft & Broadcom All-In On MRC

AMD Warns PC & Gaming Demand Will Crater In H2 As Memory Price Surge Squeezes Consumers Out Of Market

AMD Warns PC & Gaming Demand Will Decline In H2 As Memory Price Surge Squeezes Consumers Out Of Market

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD Doubles Server CPU Forecast to $120 Billion as Agentic AI Rewrites Demand, CEO Says EPYC Verano Built Purely For AI

A person is holding NVIDIA server hardware at a presentation, showcasing multiple circuit boards with visible chipsets.

NVIDIA’s CEO Jensen Huang Draws a Hard Line on China: No Blackwell, No Rubin, But US Firms Must Still Fight In Global Markets

A person in a lab adjusts a complex quantum computing device suspended from above in a dimly lit laboratory setting.

Intel Invests In Company That Is Building The World’s Most Powerful Quantum Processor, Driving 10,000 Qubits, 100x More Than Today

Intel Places Huge Order For Equipment Related To Advanced Packaging Production, Signaling Huge Interest in EMIB

Apple Eyes Intel and Samsung Fabs in Early-Stage Talks, a Rare Crack in Its Decade-Long TSMC Loyalty

NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Pushes 800V DC Architectures

NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures

AMD's Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027 1

AMD’s Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027

JEDEC Confirms CAMM2 Memory For Desktop PCs: DDR6 Up To 17.6 Gbps & LPDDR6 Up To 14.4 Gbps 1

DDR6 Memory Development Kicks off As Samsung, SK Hynix & Micron Race Towards Commercialization By 2028-2029

SSD Prices To Skyrocket By 50% In 2024 As Manufacturers Implement Large-Scale Price Bumps 1

Micron CEO Warns AI Is Only in the ‘First Innings’ as Memory Supply Tightens, With DRAM and NAND Demand Set to Exceed 50% of Industry TAM

From Toilets to AI Chips: Toto Joins MSG Maker Ajinomoto as Japan's Strangest Beneficiaries of the AI Spending Frenzy

From Toilets to AI Chips: Toto Joins MSG Maker Ajinomoto as Japan’s Strangest Beneficiaries of the AI Spending Frenzy

Five NVIDIA GPUs are arranged around a central graphic with the text 'PHASE OUT' surrounded by green energy beams and digital effects.

NVIDIA Discontinues Older Jetson Modules With LPDDR4 Memory As DRAM Prices & Supply Gets Worse

An illustrated JEDEC RAM module is shown against a futuristic, digital background.

JEDEC Pushes DDR5 MRDIMM Memory to 12,800 MT/s, a 45% Jump Over Gen1 as AI Datacenters Starve for Bandwidth

NVIDIA CEO Jensen Pushes Back on AI Job-Destruction Fears, Arguing Software Engineers Solve Problems, Also Admits Zero China Share

NVIDIA CEO Jensen Pushes Back on AI Job-Destruction Fears, Arguing Software Engineers Solve Problems, Also Admits Zero China Share

A series of Samsung memory chips, labeled as LPDDR5X, LPDDR5, LPDDR4X, and LPDDR4, are displayed with the text 'Enabling efficient performance for AI everywhere' above them.

Samsung Officially Discontinues LPDDR4 Memory, But Still Sees ~50x Profit Jump & Expects Memory Shortages To Get Worse In 2027

Global DRAM Prices Will Decline Up To 18% This Month & Hit Bottom By Q1 2023 1

Memory Manufacturers Earned More In Q1 Than All of Last Year, Prices To Spiral Up Another 40% In Q2 2026