Industry Page 6 of 56

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

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So ‘Absurd’ That Buyers Might Find It Better to Give Up

A presenter in a black leather jacket holds a large computing board with visible components and circuitry.

NVIDIA Says Groq Acquisition Will Play a Role Similar to Mellanox, Extending the Architecture as an “Accelerator” For Low-Latency Decode

Big Tech Now Sees Relying Solely on Taiwan For Their Chip Needs as a ‘Death Trap’, With Hidden Economic Time Bombs

A rack of server units featuring NVIDIA-branded hardware visible in a dimly lit data center setting.

Here’s a Look at One of the World’s Most Complex AI Systems, the NVIDIA Vera Rubin, Integrating a Million Components

We Could See the World’s First 1.6nm Chips Debut at NVIDIA’s GTC 2026 Keynote, With Feynman Taking Over the Stage

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

Intel Misses Another ‘AI Opportunity’ With SambaNova as Acquisition Talks Die Down, Settling for Xeon CPU Collaboration Instead

AMD Risks a Hefty 20% of Its Company To Enter Into ‘Mega’ AI Deals, With the Latest Venture Tied to a Meta Agreement for Next-Gen Infrastructure

An aerial view of the SK hynix semiconductor manufacturing facility with multiple large factory buildings and an

Japan Is Actually Offering Incentives to Samsung and SK Hynix to Build Memory Fabs, but the Korean Giants Are Declining the ‘Attractive’ Proposals

ASML Believes Global Semiconductor Markets Will Reach $1 Trillion Valuation By 2023, Driven By Huge AI Demand 1

ASML Set to Boost Chip Output 50% by 2030, Ramping EUV Light Source Power to 1 Kilowatt & Hoping to Ease AI Supply Bottlenecks

A person stands next to a large NVIDIA data center server rack with multiple GPUs and visible branding.

Here’s How NVIDIA’s Blackwell Ultra GB300 AI Racks Are Dominating Long-Context DeepSeek Workloads, Delivering Impressive Gains Versus GB200

The image shows a Taalas HCI Technology Demonstrator featuring the Llama 3.1 8B model, TSMC 6nm technology, 815mm² area, 53

This New AI Chipmaker, Taalas, Hard-Wires AI Models Into Silicon to Make Them Faster and Cheaper; Early Results Crush Modern Solutions

Three unidentified men stand together in front of a large server rack in a modern, angular interior space.

NVIDIA’s Revised Investment in OpenAI Expected to Be More Than ‘Three Times Lower’ Than What the Industry Originally Believed

Aerial view of a construction site with multiple cranes, showing a large building under construction near a Micron

Memory Makers Rush to Build New Facilities, But Don’t Expect the Extra Capacity to Help Anyone Outside the AI Elite

A person holds an NVIDIA compute chip with visible circuitry details against a dark background.

NVIDIA Ends ARM Acquisition Chapter; Debate Emerges Over Future CPU Strategy in the Agentic AI Era

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

NVIDIA’s CEO to Unveil Chips the “World Has Never Seen Before” at This Year’s GTC, Likely Pointing Toward Rubin or Next-Gen Feynman AI Lineups

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 Manages to Bag In One of AMD’s Biggest AI Customers, Meta, Offering Next-Gen Vera Rubin In a “Multi-Generational” Partnership

The Race for Who Has the Best AI Infrastructure Heats Up as AMD Denies Instinct MI455X Is Being Delayed, but Concerns About Large-Scale Deployment Remain

DRAM & NAND Shortages Will Extend Beyond 2030, Warns Phison CEO, Citing an Industry ‘Structural Shift’ That Will Destroy Consumer Businesses

Person holding a chip on stage with partial text AMD.

SoftBank Believes AMD’s GPUs Can Become Far More Useful for AI Thanks to a ‘Divide and Conquer’ Compute Strategy

A person in a black leather jacket holds a computer chip in their hand while standing in front of a tech-themed background.

NVIDIA’s Blackwell Ultra Pushes “Agentic AI” Performance to New Heights, Delivering Up to 50× Higher Tokens/Watt & Stronger Long-Context Workloads

Three individuals, featuring visible Samsung and SK hynix logos, manipulate computer components against a backdrop with the

“RAMmageddon” Has Collapsed Every Major Tech Market as Executives Brace for a ‘Product Winter’ That Could Last Until the End of the Decade

TSMC could surpass Apple in market value by 2030, predicts analyst

The Latest US-Taiwan Trade Agreement Boosts Investment Climate for America’s Chip Supply Chain, Protecting TSMC & Others From Tariff Risks

Two prominent individuals appear deep in thought against a background of server racks.

OpenAI’s Latest Codex Model Runs on Cerebras Infrastructure, Hinting at a ‘Serious’ Second Option for AI Inference Beyond NVIDIA

SMIC made more revenue in Q4 2023 compared to the same period in 2021

Even China’s Largest Chip Company, SMIC, Isn’t Safe From DRAM Shortages, but It Is Urging Customers Not to Scale Back Orders or Risk Losing Capacity Access

A close-up of a Samsung semiconductor chip featuring a grid of golden connectors.

Samsung’s HBM4 Officially Makes Its Way into NVIDIA’s Next-Gen Vera Rubin, Establishing It as the “Industry’s Fastest” AI Memory Solution

Rapidus Accelerates 2nm Push and Plans Dramatic Production Expansion, Setting the Stage for a Foundry Showdown in Japan with TSMC

Three unidentified individuals on stage at an 'intel connection' event, with one holding a chip encased in a clear square

Intel Showcases Its “ZAM Memory” Prototype for the First Time, Revealing Z-Angle Architecture with Breakthrough Thermal and Compute Performance

A display featuring CXMT LPDDR5X and DDR5 chips highlights specifications such as '12/16Gb' capacity and '10667 Mbps' speed.

China’s Largest Memory Manufacturer, CXMT, Plans to Allocate a “Large Chunk” of Its DRAM Production to HBM3, Hoping to Compete in the AI Race

TSMC could surpass Apple in market value by 2030, predicts analyst

TSMC Reportedly Spared From U.S. Tariffs After Mega-Investments in Arizona; Chip Giant to Exempt “Big Tech” Customers

A presenter in a black leather jacket holds a large computing board with visible components and circuitry.

The Memory Industry Is at a Turning Point as HBM4 Tilts the Balance Toward Samsung and SK hynix, Pivoting Away From Micron

A person holding plates of fried food stands in front of a group of people, one of whom is taking a photo with a smartphone.

NVIDIA CEO’s “Fried Chicken” Dinners With Samsung and SK hynix Leaders Are What Keep Him Ahead in the Race to Source Memory Products

Man in Intel Foundry vest holding a silicon wafer in front of an Intel sign outdoors.

Intel’s “BSPDN” Power-Delivery Method on 18A Is a Major Technical Win That May Also Be Holding Back Customers For Now

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

NVIDIA CEO Isn’t Worried About Big Tech ‘Splurging’ $660 Billion on the AI Infrastructure Buildout, Saying It Will Ultimately Pay Off

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

Memory Suppliers Are Reportedly Taking “Zero” Chances on Being at the Losing End of DRAM Contracts, Hardwiring Higher Prices Into Every New Agreement