Computer — Business News — August 13th, 2026

Analysts see 'increasing foundry success conviction' as Intel CEO puts $12 million more of his own money in company — analysts point to accelerating foundry progress and capex expansion
More confidence in the legendary company?
August 13th, 2026 — Source

Apple's 5% post-earnings slide looks familiar; history points to a rebound
Apple shares fell roughly 5% after the company reported fiscal third-quarter 2026 results on July 30, even though the numbers themselves were solid. Revenue rose 16% year over year to $109.4 billion and earnings per share jumped 29% to $2.02. The pullback stemmed mainly from weaker-than-expected guidance for the current quarter, driven by ongoing supply constraints.
August 13th, 2026 — Source

Cargo thieves are staging car crashes to steal AI data center hardware
Authorities have recovered millions in stolen equipment, including $550,000 in Meta server switches
August 13th, 2026 — Source

Cerebras shares plunge nearly 20% after missing earnings expectations — hardware sales drop but AI cloud revenue climbs 281%
Cerebras fails to impress investors.
August 13th, 2026 — Source

Lenovo Reports Record $26.9B Revenue for Q1 2026/27
Lenovo Group Limited, together with its subsidiaries, today reported first quarter results for fiscal year 2026/27, marking the highest quarterly revenue growth in the past five years and the strongest quarter in the Group's history. During the quarter, overall Group revenue reached an all-time quarterly high of US$26.9 billion, up 43% year-on-year, with all business groups delivering record first-fiscal-quarter revenue and operating profit. Adjusted net income was up 176% year-on-year to US$1.1 billion, surpassing the US$1 billion milestone for the first time ever, with adjusted net margin improvements of almost two percentage points year-on-year supported by higher revenue scale and continued efficiency gains.
August 13th, 2026 — Source

NVIDIA's Six-Year-Old A100 Defies Deprecation As CoreWeave Rents It Through 2029, Stretching Ampere To A Nine-Year Lifespan
CoreWeave has committed to a rental plan for NVIDIA's A100 GPUs through 2029, highlighting how CUDA upgrades make older platforms viable for extended durability.
August 13th, 2026 — Source

Oracle plans fresh August layoffs as its AI spending spree bites
The database giant is preparing to cut more staff before its new fiscal quarter begins, even as it borrows tens of billions to build the AI data centres it says are reshaping the company.
August 13th, 2026 — Source

SK Hynix is spending $720bn as its shares fall by half
The SK Hynix $720bn buildout will be the largest network of memory factories ever built. Its shares have fallen roughly half since June. Both of those are true at once, and the company is not slowing down.
August 13th, 2026 — Source

Tensor G6 May Be Manufactured On An Older Node, Not TSMC's 2nm Process; Google Offers No Confirmation Apart From Percentage Improvements
Google's Vice President of Hardware, Peng Yu-Chun, has confirmed to Economic Daily News that all Pixel 11 models ship with the 3nm Tensor G6. Given that the Tensor G5 utilized the 3nm N3P technology, Google likely stuck with this lithography.
August 13th, 2026 — Source

UBS Expects AMD To Strike A Foundry Deal With Intel, As It Faces Perennial Underdog Status On Data Center Racks
Hindered by the ongoing capacity constraints at TSMC, AMD will strike up a foundry deal with its arch-nemesis, Intel, as per the latest commentary from analysts over at UBS.
August 13th, 2026 — Source

Computer — Business News — August 12th, 2026

Apple assembler Foxconn reports 35% rise in second-quarter profit
Foxconn, the world's largest contract electronics manufacturer, reported a sharp rise in second-quarter profit on Wednesday, driven by robust demand for artificial intelligence hardware. The results surpassed analyst forecasts and reinforced the company's outlook for continued growth this year.
August 12th, 2026 — Source

Arctic Price Rollback Cuts the Entire US Lineup as Tariff Money Goes Back to Buyers
A US tariff refund landed in Arctic's account. Instead of banking it, the cooling maker is spending it down on lower prices.
August 12th, 2026 — Source

Intel CEO hints at return to the memory business — says market is ripe for innovation, hints at stacking memory and CPU
Intel CEO Lip-Bu Tan has revealed that new memory architectures — once thought a commodity business — are now strategically interesting and one of his pet projects, while speaking about the comeback of the American chip industry. He further noted that the memory industry is ripe for innovation, and also hinted at exploring ways to stack memory on top of a CPU.
August 12th, 2026 — Source

Intel is Selling $20B of its Own Stock to Build More Fab Capacity
Intel announced today that it will officially offer a $20 billion underwritten public offering of common stock to fund its capital-intensive foundry expansion. This means the company is looking to dilute existing share ownership by issuing more shares to raise additional capital through its public offering. Supporting this deal is an elite group of investment banks, including JPMorgan, Goldman Sachs, Morgan Stanley, and Citigroup, who are acting as joint book-running managers. Intel operates in one of the most capital-intensive industries, where maintaining leading-edge semiconductor manufacturing requires tens of billions of US dollars. Therefore, the company needs additional funds without taking on loans or requiring external investors.
August 12th, 2026 — Source

Samsung Delays 1.4nm Process to 2029 and Targets High-NA EUV for 1nm-Class Nodes
Samsung Foundry has revised its advanced-process roadmap, delaying its SF1.4 1.4nm-class process from 2027 to 2029 while placing more emphasis on improving its 2nm-class SF2 family. The roadmap was presented this week at the 2026 Next-Generation Lithography + Patterning Conference. Rather than moving quickly through successive node names, Samsung now plans to spend the next several years refining SF2, SF2P, SF2X, SF2A, and SF2Z, including variants with backside power delivery. SF1.4 is now scheduled for 2029, with the company's first 1nm-class SF1A process targeted around 2030. The roadmap also provides one of Samsung's clearest statements yet about High-NA EUV lithography. Samsung says it does not currently plan to use High-NA EUV for 2nm or 1.4nm production. Instead, the technology is expected to become necessary from the 1nm-class generation and below, around 2030. This slower cadence is likely intended to improve yields and commercial viability.
August 12th, 2026 — Source

Samsung Foundry updates process roadmap to move 1.4nm node to 2029 — high-NA EUV will enable 1nm-class and smaller nodes in 2030 and beyond
Samsung Foundry's plans change significantly from the 2024 roadmap.
August 12th, 2026 — Source

YMTC NAND Market Share Hits 14% as AI Servers Swallow Half of All Flash
YMTC's NAND market share now beats Kioxia's by volume. By revenue it is still fifth, and the gap between those two facts is the whole story.
August 12th, 2026 — Source

YMTC Surpasses Micron, Kioxia, and Sandisk in Global Storage Market Share
Chinese YMTC has been on a significant upswing, as confirmed by the global NAND Flash shipment market share tracker for the second quarter of this year. According to Counterpoint Research data, YMTC became the third-largest player in Q2, surpassing some of the biggest names in the industry. Leading the global NAND Flash shipment market share is Samsung, holding 25% of the market. In second place is SK hynix, along with its subsidiary Solidigm, commanding 22% of the market share. However, YMTC has claimed the third spot, with its bit shipments growing 22% year-over-year and 5% quarter-over-quarter, edging ahead of Micron, Kioxia, and Sandisk.
August 12th, 2026 — Source

Computer — Business News — August 9th, 2026

DRAM Manufacturers Hold All The Leverage With $38 Billion In Advance Payments, But This Dominance Has An Expiration Date; 2029 Could Decide The Balance Of Power
A seismic shift in the DRAM industry has enabled major players like Samsung, SK hynix, and Micron to move away from their volatile and razor-thin margins and enforce a more stable business model that involves locking in long-term supply contracts and strict price floors through 2030. One analysis reveals that these manufacturers are sitting on $38 billion worth of deals, holding immense leverage over customers, but this position of power won't last forever.
August 9th, 2026 — Source

Memory prices have erased 20 years of progress in a single year, researcher says
This chart shows just how badly AI demand has broken memory prices
August 9th, 2026 — Source

Micron reportedly offers pennies on the dollar for Crucial RAM return, offers to reimburse original MSRP despite it being only 37% of market value — chipmaker later reverses course with a better solution
Crucial RMA scandal following the brand's exit from the consumer market
August 9th, 2026 — Source

Musk's Terafab projected to be larger than the Pentagon, Apple Park, Mall of America, and Giga Texas, combined — all-in-one chip manufacturing facility visualized to show the project's massive footprint
It will form the biggest interior structure on Earth by a massive margin.
August 9th, 2026 — Source

Computer — Business News — August 8th, 2026

Scientist says RAM pricing has risen to normalized 2007 levels, AI shortage undid 20 years of progress in a matter of months — memory prices had been falling exponentially for decades
The price reversal is caused by the unbridled demand for HBM.
August 8th, 2026 — Source

SK Hynix is spending $38 billion to build two new chip fabs
The Y2 fab will focus on HBM and next-gen DRAM, while the M17 plant will mainly produce NAND flash
August 8th, 2026 — Source

Computer — Business News — August 7th, 2026

Acer Reports Revenues for July at NT$26.90 Billion and Year-to-July at NT$184.63 Billion; Both Marking 13-Year Highs for the Same Period
TAIPEI Acer Inc. announced its consolidated revenues for July at NT$26.90 billion, up 21.9% year-on-year (YoY). Year-to-July consolidated revenues reached NT$184.63 billion with 23.1% YoY growth. In both July and year-to-July, Acer achieved record revenue highs in 13 years for the same period. Highlights include desktop PCs which grew 30.6% in July and 36.7% year-to-July, YoY, mainly due to AI usage.
August 7th, 2026 — Source

Corsair Reports Strong Second Quarter 2026 Profit Growth and Cash Generation
Corsair Gaming, Inc., a leading global provider and innovator of high-performance products for gamers, streamers, content-creators, performance PC builders, and Sim Racing enthusiasts, today announced financial results for the second quarter 2026, guidance for the third quarter 2026, and updated guidance for full year 2026.
August 7th, 2026 — Source

Elon Musk's massive Terafab chip-making facility starts to take shape — 100 million square feet of manufacturing space and $16.8B initial capital investment
SpaceX and Tesla on Thursday formally unveiled plans for the initial phase of their Terafab project. The first stage of the plan — which is expected to use Intel's 14A process technology — is expected to require $16.8 billion in investment, while the completed campus is planned to encompass more than 100 million square feet of manufacturing space. The massive semiconductor manufacturing complex will be built in Grimes County, Texas, at a location that belongs to SpaceX.
August 7th, 2026 — Source

Intel Appoints Dean Jarnac as Executive VP and Chief Sales Officer
Intel Corporation today announced the appointment of Dean Jarnac as executive vice president and chief sales officer. Jarnac will lead Intel's global sales organization—strengthening Intel's customer relationships and go-to-market execution across its product portfolio, including client, data center, AI, networking, and ASICs.
August 7th, 2026 — Source

Lenovo Rises to 153 on "Fortune Global 500" with AI Business Growth
Lenovo climbed 43 places to #153 on Fortune's annual Global 500 List, making it the highest ranking in the company's history and one of the most significant advances in recent years. The recognition underscores Lenovo's position as one of the world's 500 largest companies by revenue and concludes the strongest year in its history, with record revenue of US$83 billion and adjusted net income growing 42% year-on-year to US$2 billion.
August 7th, 2026 — Source

Quake turns 30, and it just got two surprise expansions in one week
"Dawn of the Machine" adds 19 new maps to the original, and a lost Quake 4 expansion from a secondhand PC
August 7th, 2026 — Source

Scientist says RAM pricing has risen to normalized 2007 levels, AI shortage undid 20 years of progress in a matter of months — memory prices had been falling exponentially for decades
The price reversal is caused by the unbridled demand for HBM.
August 7th, 2026 — Source

SK Hynix Bets $38B On New Fabs To Lock In AI Memory Dominance
SK hynix isn't waiting around to see if the AI boom cools off. The South Korean chipmaker's board of directors has approved a 54.3 trillion won (around $38.1 billion in U.S. currency) investment to build two massive new fabrication plants, cementing its commitment to supply memory for the next generation of AI accelerators and enterprise servers.
August 7th, 2026 — Source or Source

SK hynix Invests 54 Trillion Won in Yongin Y2 and Cheongju M17 to Secure Mid-to-Long-Term Production for AI Memory Demand
SK hynix Inc. announced today that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing demand for memory in the AI era.The company approved a total investment of approximately 54 trillion, 35.2 trillion won in Yongin "Y2" fab and 19.1 trillion won in the Cheongju "M17" fab, in a board meeting.
August 7th, 2026 — Source

SpaceX's Terafab will rely on natural gas power plants, not Tesla solar panels
SpaceX said this week that it will build natural gas power plants to supply electricity to the Terafab semiconductor factory it plans to build in Texas, according to a report from Bloomberg.
August 7th, 2026 — Source

TSMC & Researchers Make Big Breakthrough In Chip Transistor Technology As Part Of Push Towards Developing Sub-1-nanometer Technologies
The Taiwan Semiconductor Manufacturing Company (TSMC), in partnership with the National Yang Ming Chiao Tung University (NYCU) in Taipei, Taiwan, has made a key breakthrough for next-generation transistor design. TSMC and the NYCU have demonstrated that instead of focusing on depositing new materials on the transistor channel, a better approach is to engineer the channel material to create a buffer before adding the insulating material and then the gate to control the electron flow across the transistor.
August 7th, 2026 — Source

Computer — Business News — August 5th, 2026

AMD Revenue Hits Record High Amid 2X Data Center Sales Surge
Remember when AMD appeared on rocky ground? That was forever ago, and these days, the chip designer has successfully transformed itself into an enterprise hardware powerhouse. This is reflected in a string of strong earnings reports, the latest of which shows AMD achieving record revenue of $11.5 billion in the second quarter, a gain of 50% compared to the same quarter a year ago, driven by another big surge in the data center.
August 5th, 2026 — Source

Apple assembler Foxconn hits record July revenue on surging AI demand
Apple supplier Foxconn, the world's largest contract electronics manufacturer, reported record monthly revenue in July, driven by robust demand for artificial intelligence products.
August 5th, 2026 — Source

GPU Price Hikes Land at Retail: RTX 5060 Ti Up 49% in Korea, GIGABYTE Up 40% in Japan
Listings in South Korea moved up to 49% in about a week, a Japanese distributor is warning it may cancel orders that were already placed, and one buyer watched a $4,600 RTX 5090 order get refunded out from under him.
August 5th, 2026 — Source

Robinhood to list a fund that lets anyone back Y Combinator startups
Robinhood this week unveiled a financial instrument that lets anyone feel like they, too, can make money by backing Y Combinator startups.
August 5th, 2026 — Source

Computer — Business News — August 3rd, 2026

Co-Packaged Optics (CPO) foundry roadmaps — breaking down TSMC, Intel, Samsung, and GlobalFoundries' approach to next-generation scale-up connectivity
The CPO race is about to begin.
August 3rd, 2026 — Source

CXMT Eyes Second Beijing Memory Fab After Record IPO, Circling the Gap Samsung and Micron Left Behind
Flush with its cash from a record-setting IPO, China's CXMT is considering building a second memory chip plant in Beijing. CXMT is regularly discussed in the media as a Chinese chip firm that might be able to compete on the global stage due to the ongoing turmoil in the memory chip industry. Reports have suggested that the firm is on its way to be able to produce the latest LPDDR6 and capitalize on Micron and Samsung's focus on high bandwidth memory (HBM) for the AI data center infrastructure buildout.
August 3rd, 2026 — Source

German Retailer Motherboard Sales Reveal DDR4 Platform Makes Up For Less Than 10% Of Total Purchases Despite DDR5 Platform Costing Way More
While both DDR4 and DDR5 memory are selling for sky-high prices, DDR5 platforms usually cost more due to high demand. However, the latest sales stats show something interesting.
August 3rd, 2026 — Source

Google Trails NVIDIA in AI Chip Sales, yet a Broadcom-Backed Pivot Could Unlock $252 Billion
In a fresh report, Barclays claims that Google can earn as much as $252 billion in sales of its tensor processing units (TPUs) by shifting its business model. Google's TPUs are among the most widely used custom AI chips in the industry, and Barclays believes that the firm can further expand its platform by entering into joint ventures with asset managers Blackstone and Apollo Global, as well as chip designer Broadcom.
August 3rd, 2026 — Source

Computer — Business News — July 31st, 2026

AMD Reportedly Plans 10% GPU Price Hike in August
Late last month, reports indicated that AMD was preparing to increase the prices of its graphics cards by about 10% in July due to ongoing memory shortages. However, according to the latest update from Chinese Board Channels, AMD will implement at least a 10% price hike in August, delaying the increase by about a month. This development affects AMD, which secures GPU dies from its manufacturer TSMC and makes agreements with GDDR6 memory makers like SK hynix, Micron, and Samsung. AMD negotiates rates and quantities for GDDR6 memory and bundles it with a GPU die to form a GPU kit, which is later shipped to its add-in board (AIB) partners.
July 31th, 2026 — Source

Apple CEO Tim Cook says the company is fighting 'a hundred-year flood' on memory pricing — expects to pay even more for memory in September following recent price hikes
Apple's filings show the size of the buffer absorbing the DRAM shock.
July 31th, 2026 — Source

Apple's stock slides on supply snags despite record iPhone sales
Apple posted its best-ever June quarter for iPhone revenue, yet shares fell more than 7% as supply constraints and rising chip and memory costs clouded its outlook.
July 31th, 2026 — Source

Big tech spends more than $1 trillion on AI infrastructure — additional $745 billion expected to be added to the figure in 2026 alone
Would these massive investments return an even greater profit?
July 31th, 2026 — Source

Fusion's best-funded bet raised another $1bn, and hired the banker who took Moderna public
The AI boom needs colossal amounts of clean, always-on power, which has turned fusion into one of tech's hottest bets. Commonwealth Fusion Systems, already the best-funded player, has raised another $1bn to reach $4bn. And its new CFO, the man who took Moderna public, is a sign it is eyeing the stock market next.
July 31th, 2026 — Source

Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets
Nvidia put $2 billion each into Lumentum and Coherent. Between them, they hold most of the world's indium phosphide capacity.
July 31th, 2026 — Source

Microsoft R&D jobs drop for second straight year as total headcount falls for first time in a decade
The number of product research and development roles at Microsoft declined for the second straight year, according to the company's annual regulatory filing, offering a new indication of how the tech giant is reshaping its workforce in the AI era.
July 31th, 2026 — Source

Razer Acquires StreamElements Assets to Expand Content Creator Ecosystem
Razer, the leading global lifestyle brand for gamers, today announced that it has acquired the assets of StreamElements, the largest cloud-based platform for live streamers, from Live Momentum Ltd, the former holding company of the StreamElements business.
July 31th, 2026 — Source

Samsung And SK Hynix Have Re-Engineered The DRAM Business Model To Defy Peak-Out And Recession
AI customers of various forms have given Samsung and SK hynix new opportunities to reach staggering heights through insatiable DRAM demand. However, these gateways can also become perilous pitfalls if companies aren't careful, which is why both memory manufacturers had to overhaul their entire business models to withstand those recession cycles. Here's how they did it.
July 31th, 2026 — Source

Samsung Earnings Put New Foldables at the Center of Its Asia Strategy
Samsung's record second-quarter earnings masked losses in its consumer-device businesses, making the Fold8 lineup more important to its Asia mobile strategy.
July 31th, 2026 — Source

Samsung warns the RAM shortage will last through 2027, maybe 2028
According to Samsung, the global RAM shortage driving up PC and laptop prices will persist through 2027 and possibly into 2028.
July 31th, 2026 — Source

The chips that wire GPUs together are the new prize. Xsight raised $300m to sell an open one.
The AI boom made GPUs famous. The chips that connect thousands of them are quietly becoming just as valuable, and Nvidia dominates that layer too. Israel's Xsight Labs has raised more than $300m at a $2.8bn valuation to sell an open, programmable alternative. It is already flying on SpaceX's Starlink V3 satellites.
July 31th, 2026 — Source

Computer — Business News — July 29th, 2026

An inside tour of Lenovo's North Carolina AI server manufacturing line expansion — Chinese firm expanding US-native production to meet exploding demand
Lenovo's U.S. server manufacturing line gets a capacity boost.
July 29th, 2026 — Source

DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufacturing capacity
Apacer stockpiles $383 million in memory and raises another $124 million to secure supply
July 29th, 2026 — Source

Memory maker SK hynix's profit rises 557% amid global shortage, expansion costs climb to $27 billion — shares slide despite mammoth earnings as expectations outpace reality and global AI selloffs continue
Q3 DRAM bit shipments are guided up around 10%, one quarter after average selling prices climbed roughly 30%.
July 29th, 2026 — Source

Nvidia partner ChipAgents raises $60M for agentic chip design
The Nvidia partner, whose agents automate the slow work of verifying semiconductors, has now raised around $134m as investors pile into AI-for-EDA.
July 29th, 2026 — Source

NVIDIA's Open Secure AI Alliance Launches With 35+ Members and Three Notable Absences
NVIDIA and more than 35 founding partners have launched the Open Secure AI Alliance, an initiative focused on developing open-source tools, models, agent frameworks, and security technologies for AI systems. The membership is notable as much for who is absent as who signed on: Microsoft, IBM, Cisco, Palantir, Dell Technologies, and HPE are in, while OpenAI, Google, and Anthropic, the three labs most identified with frontier closed models, are not.
July 29th, 2026 — Source

SEMI Reports Worldwide Silicon Wafer Shipments Increase 7.4% Year-on-Year in Q2 2026
The SEMI Silicon Manufacturers Group (SMG) reported today, in its quarterly analysis of the silicon wafer industry, that worldwide silicon wafer shipments increased 7.4% year-on-year to 3,573 million square inches (MSI) from the 3,327 MSI recorded during the same quarter of 2025. Shipments increased 9.1% quarter-over-quarter from the 3,275 MSI recorded during the first quarter of 2026.
July 29th, 2026 — Source

Shanghai Aishengna: The Secretive Company Behind China's Latest DUV Lithography Push Thoroughly Unmasked, As Beijing Hedges With Glass Substrates And An EUV Prototype
China rocked the Western AI moat thesis via a trifecta of volleys in the past few days: when Moonshot released its hyper-competitive Kimi K3 AI model, when CXMT soared nearly 500 percent in its public market debut, and when it came out that a secretive Chinese company was gunning for mass production of DUV lithography machines.
July 29th, 2026 — Source

UMC Announces Fab Expansion in Singapore and Construction of New Fab in Tainan to Meet Accelerating AI Demand
United Microelectronics Corporation (UMC), a leading global semiconductor foundry, today announced that its Board of Directors has approved a phased expansion plan to meet growing customer demand. The company will immediately expand cleanroom capacity in Singapore and simultaneously begin construction of a new fab building shell at its flagship Tainan campus in Taiwan.
July 29th, 2026 — Source

What Wall Street expects from Apple's Q3 earnings on Thursday
Apple is scheduled to report fiscal third-quarter 2026 results (the June quarter) after the market close on Thursday, July 30th, followed by its usual conference call. The release carries extra weight: it is expected to be Tim Cook's final earnings call as CEO before hardware engineering chief John Ternus assumes the role on September 1, with Cook moving to executive chairman.
July 29th, 2026 — Source

Computer — General Information — July 29th, 2026

How to buy second-hand PC hardware without getting scammed — essential rules of engagement for finding used parts and machines in an inflated market
In one year, the entire market for owning or building a PC has changed considerably. The AI boom has caused prices for brand-new GPUs, SSDs, and RAM to skyrocket. The demand by consumers, however, hasn't just disappeared overnight, but in a market where even entry-level products are no longer budget-friendly, buying second-hand may suddenly be your only or best option.
July 29th, 2026 — Source

I've built PCs for years. These 5 cheap tools make every build suck less
You can put together a PC without these tools, but that experience sucks. At roughly $10 a pop, each is a huge quality-of-life improvement—and one is a suggestion few people know about.
July 29th, 2026 — Source

Computer — Business News — July 27th, 2026

Apple and Micron Fight Before Trump Over Banned Chinese Chips
The White House is now the center of a major fight between two giant technology companies over computer memory parts. Tim Cook is directly pushing the current administration to let his company buy memory chips from blocked Chinese suppliers for phones sold overseas. The phone maker hopes this special deal will help lower rising manufacturing costs caused by the recent boom in data center servers, which have made electronic parts much more expensive.
July 27th, 2026 — Source

Best Crypto Payments Gateways in 2026
An increasing number of companies worldwide are allowing their customers to make payments using cryptocurrencies, such as stablecoins. With an estimated 420 million cryptocurrency holders around the globe, businesses that embrace digital currencies can tap into new markets and customer segments through a crypto payment platform.
July 27th, 2026 — Source

China Begins Limited Production of Domestic Immersion DUV Machines
According to sources close to The Information, a Chinese company Shanghai Yuliangsheng Technology has reportedly begun limited production of immersion DUV lithography machines. This Shanghai-based company aims to produce five systems for delivery this year, with an estimated production of about 20 immersion DUV machines by 2027. While this may not seem like a large number, it represents a significant effort in developing homegrown DUV machine production, reducing reliance on third-party suppliers like ASML.
July 27th, 2026 — Source

Chinese Memory Giant CXMT Goes Public, Stock Already Up 466%
Chinese memory maker CXMT has debuted on the Shanghai A-Class STAR stock market with one of the biggest public offerings in China. Today, CXMT's Initial Public Offering (IPO) saw the price of CXM jump from CNY 8.66 ($1.28). At the time of writing, the stock, under the ticker "688825.SS," is trading at CNY 49.00 ($7.24), indicating a 465.82% gain on its first trading day. Initial projections estimated CXMT's market capitalization at CNY 579 billion, or $78.11 billion, but the valuation has increased significantly, now reaching $513.75 billion. This makes it the world's 24th most valuable company by market capitalization, surpassing Tencent, Mastercard, and even the technology giant Intel.
July 27th, 2026 — Source

CXMT On The Priority List For A Spate Of China's New Homegrown DUV Machines, Neutralizing The US MATCH Act, And Bolstering Its Big Bet On 3D DRAM
After undergoing a historic IPO, one that resulted in a veritable frenzy among investors, China's CXMT has apparently entered an August list of Chinese semi players that are slated to receive some of the very first domestically produced DUV lithography units this year, a development that is sure to supercharge CXMT's next-gen bets.
July 27th, 2026 — Source

CXMT's founder is giving 40% of his new fortune to his workers
Zhu Yiming became one of China's richest men on Monday, when the memory chipmaker he runs closed its Shanghai debut up 466%. He has promised to hand 40% of that fortune to his staff. The pledge is real, it is written into the prospectus, and it starts paying out in three years.
July 27th, 2026 — Source

GeForce RTX 5060 Price Reportedly Jumps 16% in China
Early evidence suggests NVIDIA's reported GPU-and-memory kit price increases may be reaching retail graphics cards. A Gigabyte GeForce RTX 5060 Eagle OC SFF 8GB listing in China reportedly climbed to 3,215 yuan, approximately $475, after comparable RTX 5060 models had been selling for around 2,600 to 2,700 yuan. That represents an increase of approximately 16%, or around $75, within several days.
July 27th, 2026 — Source

Genesis chip may help AI with its memory problem
One of artificial intelligence's most stubborn problems is enabling AI systems to accumulate new knowledge without losing what they previously learned. A team of researchers at the MATRIX AI Consortium at The University of Texas at San Antonio may have solved this issue with Genesis, a spiking neuromorphic accelerator chip that would enable on-device continual learning throughout its operational lifetime.
July 27th, 2026 — Source

Google has promised to pay $44bn of rent on buildings it will never own
Google has promised to cover up to $44bn of rent on data centres it does not own, if the tenants stop paying. Nine months ago that promise was worth $6.5bn. The guarantee is how Google sells chips against Nvidia, and it is the clearest measure yet of an AI build-out being financed by moving risk off the books rather than putting money down. Three more giants report earnings this week.
July 27th, 2026 — Source

Huawei Prepares New Memory Factory To Shake Up Global RAM Costs
Computer memory has become wildly expensive lately as tech companies buy up all the available supply to build massive artificial intelligence systems. Regular buyers looking to upgrade their personal computers have watched price tags double with no end in sight. Now, new reports from industry watchers show that Huawei is working with the Chinese government to build a massive new memory factory from the ground up.
July 27th, 2026 — Source

IBM Buys HRL Labs From Boeing and GM, Adding Silicon Spin Qubits to Its Quantum Roadmap
IBM has entered a definitive agreement to acquire HRL Laboratories, LLC, a private research and development organization jointly owned by Boeing and General Motors. Financial terms were not disclosed. The transaction is expected to close by the end of the third quarter of 2026, subject to customary conditions and regulatory approvals.
July 27th, 2026 — Source

Insight Partners And Glilot Capital Co-Lead $20M Investment In Way Security To Reinvent IAM Operations
Identity and access management has become a foundational component of enterprise cybersecurity, but the systems organizations buy to manage identity often create a second problem: making those systems work across the full complexity of the enterprise.
July 27th, 2026 — Source

Intel 18A-P and 14A gain Cadence's full EDA toolchain, tightening the ecosystem push to challenge TSMC's foundry lead
Cadence has announced that its AI-driven digital and custom reference flows, tools, and solutions are now Intel 18A-P & 14A certified.
July 27th, 2026 — Source

Intel Bets on Premium Chips, and the Gamble Pays Off With Server Prices Jumping 48% in Q2
Chip manufacturing giant Intel's server CPU prices marked a strong 48% increase in the second quarter due to a higher level of premium products being sold, the firm revealed in its SEC filing earlier. The firm shared its second quarter results last week, and they saw it post the fastest growth in 15 years courtesy of the ongoing wave of demand of artificial. intelligence processors. Intel's data center business marked a 59% annual revenue growth to generate $6.3 billion in sales for the second quarter.
July 27th, 2026 — Source

Korea AI Summit: SK and NVIDIA Float a $500B Partnership as NAVER Triples Its AI Factory
The Korea-focused AI Summit in San Francisco on July 24 gathered leaders from NVIDIA, OpenAI, Broadcom, Anthropic, Samsung, SK Group, Hyundai Motor Group, and NAVER. Held during South Korean President Lee Jae Myung's visit, the event produced announcements spanning AI factory capacity, HBM supply, semiconductor manufacturing, agentic AI research, and robotics infrastructure.
July 27th, 2026 — Source

Lattice Semiconductor Completes Acquisition of AMI
Lattice Semiconductor Corporation, the low power programmable leader, today announced the completion of its acquisition of AMI. First announced on May 4, 2026, the acquisition creates the industry's most complete secure management and control platform. The acquisition is expected to be accretive to gross margin, free cash flow, and earnings per share on a non-GAAP basis, and supports Lattice's trajectory toward a $1 billion or greater annual revenue run rate by end of 2026.
July 27th, 2026 — Source

Micron fights to kill Apple's Chinese memory chip plan
Apple's plan to source memory chips from China could be running into serious trouble. Micron, the only major memory chip maker in the United States, is lobbying the White House to shut it down.
July 27th, 2026 — Source

NVIDIA Harnesses Vera CPU to Speed Up Design of Next-Generation CPUs and GPUs
The complexity of modern chip design continues to grow as engineering teams work to develop increasingly sophisticated CPUs, GPUs and AI systems. To help meet that challenge, NVIDIA is collaborating with industry leaders Cadence and Synopsys to optimize critical electronic design automation (EDA) applications for the NVIDIA Vera CPU. NVIDIA is now deploying Vera across EDA workflows used to develop its next generation of CPUs and GPUs, demonstrating how high-performance CPU architecture can help accelerate some of the industry's most demanding engineering workloads.
July 27th, 2026 — Source

Nvidia weighs $250 billion guarantee so OpenAI can lease SoftBank's 10-gigawatt Ohio campus, report claims — Nvidia also said to be discussing $350 billion deal to finance chips for the site
Every partner lease guarantee Nvidia has disclosed adds up to $3.5 billion.
July 27th, 2026 — Source

NVIDIA's First Made-In-America GB300 GPUs Roll Off TSMC's Arizona-Based Fab 21, But Still Fly To Taiwan for Packaging
NVIDIA and TSMC have just achieved a major milestone that significantly bolsters the prospects of on-shore chip fabrication, insulating the US against geopolitical shocks. Even so, there is still quite a lot left to be done, including on the advanced packaging front.
July 27th, 2026 — Source

OpenAI Seeks $250 Billion NVIDIA Guarantee For Ohio Data Center
NVIDIA is reportedly in negotiations to provide in the neighborhood of $250 billion in financial guarantees to help OpenAI secure a 10-gigawatt AI data center campus in southern Ohio. Expanding on OpenAI's $100 billion partnership to power AI superintelligence, if finalized, it would rank as the biggest data center project announced so far.
July 27th, 2026 — Source

Options prices currently imply an almost 4% move for Apple after July 30 earnings report
The U.S. stock market has been stuck in a two-month rut amid rising bond yields and disappointing earnings from Alphabet and Tesla, leaving bulls searching for a catalyst. Apple stands out as the only stock among the ten largest in the S&P 500 trading near an all-time high, CNBC reports.
July 27th, 2026 — Source

Qualcomm reportedly set to raise chip prices
Qualcomm, one of the largest suppliers of chips for consumer electronics, ranging from smartphones and laptops, to standalone VR headsets and more, is set to raise the prices of its processors in yet another blow to the consumer electronics market.
July 27th, 2026 — Source

RTX 5070 Ti Now Starts 38% Over MSRP in China — Memory Costs Are Doing the Damage
Distributor sheets from MSI and Colorful show the memory crunch has stopped being a supply-chain story and started being a price tag.
July 27th, 2026 — Source

Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies
Samsung Electronics and Broadcom today announced the signing of a memorandum of understanding (MOU) to expand their strategic collaboration across memory and foundry technologies, supporting the next generation of AI infrastructure. The MOU was announced during the AI Summit, held at The Midway in San Francisco. Attendees included Jinman Han, President and Head of Samsung Electronics' Foundry Business, Hock Tan, President and CEO of Broadcom, senior executives from both companies and representatives of the Korean government. The companies expect the collaboration to be estimated at more than $200 billion across memory and foundry over the next five years through 2030.
July 27th, 2026 — Source

Samsung Wins $200 Billion Broadcom Contract For 2nm AI Chips
Samsung Electronics and U.S. chip designer Broadcom have entered into a landmark $200 billion agreement running through 2030, spanning memory supply, cutting-edge foundry manufacturing, and advanced packaging to power global artificial intelligence infrastructure. Signed during the AI summit in San Francisco, the five-year memorandum of understanding is now one of the largest semiconductor collaborations ever announced, giving Samsung a major commercial win as demand for custom AI hardware continues to expand.
July 27th, 2026 — Source

or Source or Source

Siemens Advances Self-verifying Agentic AI Workflows for Semiconductor and PCB Design
Siemens today announced an expansion of its strategic partnership with NVIDIA to deliver self-verifying agentic AI workflows to EDA, helping semiconductor and printed circuit board (PCB) engineering teams move from autonomous task orchestration toward more trusted, continuously validated engineering outcomes. The new capabilities build on Siemens' recently introduced Fuse EDA AI Agent system and add new NVIDIA AI technology to help long-running, domain scoped, AI agents reason, act and continuously validate decisions against deterministic, physics-based EDA engines.
July 27th, 2026 — Source

SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory
SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.
July 27th, 2026 — Source

Tariffs didn't bring manufacturing jobs back to the US
Altana CEO Evan Smith on the new normal of global trade.
July 27th, 2026 — Source

Tech sector pours $1T into AI and sends customers the bill
History's biggest infrastructure build-out is pushing up hardware and software prices, analyst says
July 27th, 2026 — Source

The AI Boom Helped Memory Makers Escape Apple's Tyranny, But One Supplier Wasn't So Fortunate; Contract Severance Ends 130-Year-Old Company's Future
Apple's aggressive negotiation tactics have allowed it to obtain components at insanely low prices, irrespective of whether it tarnishes the supplier's future. While this tactic couldn't faze memory suppliers thanks to AI, German battery manufacturer Varta isn't so lucky in this regard and is forced to shutter its doors after more than a century of operations.
July 27th, 2026 — Source

Trump Threatens EU With Trade Tariffs Over Massive Big Tech Fines
President Donald Trump is preparing to hit the European Union with trade tariffs to protect major US technology companies. Trump announced on Truth Social that his administration will launch a formal investigation into the massive financial penalties the bloc keeps handing out to American firms. This aggressive move sets the stage for a bitter trade conflict between the United States and Europe over how tech giants operate abroad.
July 27th, 2026 — Source

TSMC Hits 20,000 Wafers Per Month Milestone on 2 nm Node
TSMC has reportedly reached a new milestone in scaling its 2 nm node high-volume manufacturing, now producing 20,000 wafers per month on the N2 node alone. Manufactured across five fabs in Taiwan, the company currently has only one fab in volume production on the N2 node. This is reportedly Fab 20, which has reached this figure. TSMC began high-volume production of its N2 node in the fourth quarter of 2025. Fast-forward two quarters to today, and the 2 nm node now accounts for only 3% of the company's revenue, while the 3 nm node commands 30%, and the 5 nm node holds the top spot at 33%.
July 27th, 2026 — Source

Zeiss expands German site that caps ASML's EUV scanner output — first new building opens four years after Oberkochen site groundbreaking
ASML's 2025 annual report stated that its lithography tool output is limited by Carl Zeiss SMT's capacity.
July 27th, 2026 — Source

Computer — Business News — July 24th, 2026

Chinese Memory Makers Gain Pricing Power as CXMT and YMTC Expand
China's two largest memory manufacturers are moving from low-cost alternatives to influential suppliers capable of dictating prices and selecting customers. ChangXin Memory Technologies, better known as CXMT, and NAND manufacturer Yangtze Memory Technologies Corporation, or YMTC, have benefited from the global shortage of DRAM and flash memory caused by rapidly expanding AI infrastructure. According to a new Reuters investigation, CXMT has become the world's fourth-largest memory manufacturer. The company reportedly signed a five-year supply agreement with ByteDance worth more than $7 billion.
July 24th, 2026 — Source

Intel just posted its best growth in 15 years -- and burned billions to make it happen
Intel posts 25% revenue growth to $16.1 billion, driven by 59% surge in Data Center and AI sales
July 24th, 2026 — Source

Intel Revenue Rises 25 Percent as Data Center Sales Accelerate
Intel reported revenue of $16.1 billion for the second quarter of 2026, representing a 25 percent increase from the $12.9 billion generated in the same period last year. The result marks Intel's strongest quarterly revenue growth in more than 15 years, supported primarily by higher demand for server processors and AI-related computing infrastructure. Data Center and AI revenue increased by 59 percent year over year to $6.3 billion. Intel's Client Computing and Physical AI Group generated $8.9 billion, up 13 percent, bringing total Intel Products revenue to $15.1 billion.
July 24th, 2026 — Source

New semiconductor firm breaks cover, backed by $43 million in early-stage funding — TYLsemi aims to deliver custom silicon to customers without breaking the bank
Even small companies can now build custom processors without investing billions.
July 24th, 2026 — Source

Nvidia commits $1.5B to Amkor to expand US chip packaging
Nvidia has agreed to give Amkor Technology a $1.5 billion prepayment to expand advanced semiconductor packaging and testing in the United States, tightening a supply relationship that already sits behind its data-centre chips.
July 24th, 2026 — Source

Qualcomm is about to raise prices and that's bad news for everyone
The double-digit price hikes will reportedly start with products shipped after September 1st.
July 24th, 2026 — Source

South Korean memory giants Samsung and SK Hynix are set to announce massive deals with leading U.S. tech firms, report claims — Korean president arrives in Silicon Valley for meetings and high-profile AI summit
President Lee's presence to serve as catalyst for sealing ongoing negotiations
July 24th, 2026 — Source

Uh-oh, Qualcomm is hiking prices for its clients amidst RAMageddon, report says
It just keeps getting worse.
July 24th, 2026 — Source

Computer — Business News — July 23rd, 2026

AAI 2026: AMD Delivers Full-Stack Compute for the Agentic AI Era
AMD launches broad high-performance computing and physical AI portfolios, including its first rack-scale AI solution and the world's most powerful AI rack, AMD Helios.News Highlights
July 23rd, 2026 — Source

AMD Advancing AI 2026 Keynote Live Coverage
Taking place in San Francisco this week is AMD's annual enterprise and AI-focused event, Advancing AI. Once one of a few differently yearly(ish) events spread across AMD's different product segments, the rise of AMD's fortunes in the data center market has meant that the AI-focused event is quickly becoming AMD's marquee event of the year due to the importance of the products that get announced here.
July 23rd, 2026 — Source

HSBC upgrades Apple to Buy, raises price target to $366 ahead of Q3 earnings
HSBC has become the latest Wall Street firm to show increased confidence in Apple upgrading the stock from Hold to Buy and raising its price target to $366 from $260.
July 23rd, 2026 — Source

Jensen Huang made $172 billion selling AI chips. He just gave $75 million to an art school.
The Jen-Hsun and Lori Huang College of Art, Architecture and Design opens next year at the former California College of the Arts campus in San Francisco.
July 23rd, 2026 — Source

Lenovo Publishes FY2025/26 Sustainability Report
Lenovo has released its annual sustainability report for the fiscal year 2025/26, marking the 20th edition and concluding the company's first five-year set of ESG targets. Companies typically set ESG targets to guide their sustainable corporate development, but only a few achieve these goals. Lenovo, the world's largest PC vendor, reports that it has met most of its objectives. It now sources approximately 90% of its operational electricity from renewable sources, incorporates recycled plastic into every PC it ships, and remains on track for net-zero emissions by 2050.
July 23rd, 2026 — Source

Memory Shortage Chokes The PC Market Into A 4% Q2 Decline, Leaving Only ASUS And Apple Growing
The PC market continues to struggle due to memory shortages, with the latest stats reporting a 4% decline in Q2 2026 as prices continued to climb.
July 23rd, 2026 — Source

Musk thanks Micron for chips, and builds a $55bn fab to replace it
On Tesla's earnings call, Elon Musk did something unusual: he thanked a supplier. Micron had handed Tesla a "significant" batch of scarce memory chips. The subtext was less warm. Musk is building a $55bn fab so he never has to ask again.
July 23rd, 2026 — Source

Nokia Q2 profit climbs 18% as AI data-centre demand doubles cloud sales
Comparable operating profit of €434mn beat analyst forecasts, but reported net profit fell to €5mn as restructuring charges bit.
July 23rd, 2026 — Source

Nvidia is sending GPUs to the moon
Nvidia's effort to deploy its GPUs far and wide is aiming at a new target: the moon.
July 23rd, 2026 — Source

Nvidia rival Etched doubles its value to $10.3B in seven months
Etched, the chip startup three Harvard dropouts founded in 2022, has raised $300M at a $10.3bn valuation. It has doubled its worth in seven months, drawn in the memory giant SK Hynix, and set out to beat Nvidia at the one job that matters most: running AI models.
July 23rd, 2026 — Source

Tesla burns through a billion as Musk bets the farm on chips and bots
Optimus remains 'very complex' and Robotaxis will try not to flatten your cat
July 23rd, 2026 — Britain isn't considering datacenters' thirst for water in its 'AI superpower' ambitions
Grand compute push could end up as dry as England's reservoirs unless ministers act fast
July 23rd, 2026 — Source

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The RAMpocalypse Hits Framework Hard As LPCAMM2 Sourcing Doubles, Pushing 64GB Configs To $1,600
Another vendor, another price hike. The RAMpocalypse keeps pushing hardware costs, and there is no sign of stopping.
July 23rd, 2026 — Source

Travis Kalanick raised $1.7B for his robotics comeback, and Uber chipped in
Travis Kalanick, the founder Uber pushed out in 2017, has raised $1.7bn for Atoms, his industrial-AI and robotics company. Andreessen Horowitz led the round, Ben Horowitz is joining the board, and, remarkably, Uber itself put money in. Kalanick calls it "unfinished business".
July 23rd, 2026 — Source

Computer — Business News — July 22nd, 2026

Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050'
Simon Chen made the comments after TSMC's record earnings failed to stop a Taiwan market slide.
July 22nd, 2026 — Source

AI tech companies have 'hidden debt' worth around $1.65 trillion, report claims — amount is 122% of debt reflected on the balance sheets of Alphabet, Amazon, Meta, Microsoft, and Oracle
Five U.S. tech giants heavily invested in AI and its related infrastructure reportedly have an estimated $1.65 trillion in hidden debt, with the figures annotated in their quarterly financial statements instead of being listed in their balance sheets. According to Nikkei Asia, this is higher than the $1.35 trillion officially listed, meaning investors could be caught unaware once the hidden figures come to light.
July 22nd, 2026 — Source

Amazon, Meta, Microsoft, and other US tech giants are hiding $1.65 trillion in AI debt
The debt is legal and technically disclosed, but buried in SEC footnotes most investors never see
July 22nd, 2026 — Source

AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs
AMD and Anthropic today announced a strategic partnership to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027.
July 22nd, 2026 — Source or Source

BlackRock is raising $12bn to build Meta a data centre it will own, lend to, and rent out
The same BlackRock that just bought the world's largest data-centre developer is now raising $12bn of debt to build Meta another one. It owns the buildings, lends the money, and collects the rent. And most of the borrowing never touches Meta's balance sheet.
July 22nd, 2026 — Source

Fortinet becomes Intel 4's first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan's promised foundry wins begin to surface, but on a mature node
Intel says the firewall chip deal fulfills plans it laid out for Intel 4 years ago.
July 22nd, 2026 — Source

LG Display Reports Second Quarter 2026 Results
LG Display today reported unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending June 30, 2026.
July 22nd, 2026 — Source

Microsoft 2.5: A new series on the people shaping the company's future
Nearly 20 years ago (!), in 2007, I published my first and only book: Microsoft 2.0. It focused on changes I expected at the company in the "Post-Gates" era. What would remain the same and what likely would be different once co-founder and CEO Bill Gates had left the building?
July 22nd, 2026 — Source

NVIDIA Reportedly Buying Dark Fiber Network Across the US
Nvidia is reportedly building a massive dark fiber network across the United States. Investment firm Needham estimates capital expenditure could reach $10 billion over the next three years. Wolfe Research disclosed that Nvidia is buying long-haul dark fiber with fiber counts reaching up to 100 pairs.
July 22nd, 2026 — Source

NVIDIA RTX Spark PCs Coming This Fall With First Systems by ASUS & MSI, Followed By Acer & Gigabyte
NVIDIA's first RTX Spark PCs are coming this fall, with ASUS & MSI leading the way, and other manufacturers will follow suit.
July 22nd, 2026 — Source

Nvidia says Sega's $5 million Dreamcast‑era investment saved the company, and 30 years later the partnership is coming full circle
One of Nvidia's earliest failures actually led to the investment that saved the company.
July 22nd, 2026 — Source

Thwarting the hidden resume hacks that target AI hiring tools
In an increasingly competitive job market, some applicants are quietly trying to outsmart AI hiring tools. Now, new research focused on rooting out the practice of "prompt injection" shows how widespread this tactic is.
July 22nd, 2026 — Source

TSMC Reportedly Plans Chip Manufacturing Price Hikes of Up to 10%
TSMC reportedly plans chip manufacturing price increases of up to 10% in 2027 as rising costs and global expansion reshape semiconductor production.
July 22nd, 2026 — Source

Wistron Celebrates Grand Opening of First U.S. Smart Factory
Wistron Corporation ("Wistron") celebrated the grand opening of its D1 AI smart facility in Fort Worth, Texas, the site where the first NVIDIA GB300 Grace Blackwell Ultra Superchip was built and mass-produced in the United States. The US$ 700 million facility, spanning approximately 324,000 square foot, was officially unveiled during a ceremony led by Wistron Chairman Simon Lin and NVIDIA Founder and CEO Jensen Huang. Jessica Rogers, Director of the Economic Development Department for the City of Fort Worth, and Alexander Tah-ray Yui, Taiwan's Representative to the United States, were among the government officials and business leaders who attended, marking a milestone in the expansion of Wistron's global footprint and advanced manufacturing capabilities.
July 22nd, 2026 — Source

Computer — Business News — July 16th, 2026

AMD Appoints Alan Smith as Newest Corporate Fellow
"Alan's technical leadership in GPU architecture was critical to achieving AMD's product success across HPC, AI for science and data center AI computing," said Mark Papermaster, executive vice president and chief technology officer, AMD. "His appointment as Corporate Fellow recognizes the depth of his technical contributions and his commitment to execution excellence and exemplifying AMD's engineering culture of innovation and collaboration."
July 16th, 2026 — Source or Source

Apple supplier TSMC Q2 profit jumps 77% to record high, far surpassing expectations
Taiwan Semiconductor Manufacturing Company (TSMC), a major Apple supplier and the world's largest contract chipmaker, has reported an outstanding second-quarter performance that underscores the relentless momentum in the artificial intelligence sector.
July 16th, 2026 — Source

Cadence's AuraStack AI Stack Addresses The PCB & Advanced Packaging Bottleneck That Is Eating 65% Of Engineers' Time, With NVIDIA & TSMC Already Deploying It
Cadence's AuraStack AI Super Agent Brings The World's First Agentic AI Platform To PCB & Advanced Packaging Manufacturing, Solving One of The Biggest Bottlenecks That The Tech Industry Faces Right Now
July 16th, 2026 — Source

Congress could ban Apple from acquiring Chinese memory chips over national security concerns
The Chinese firms that Apple is trying to buy DRAM from are said to have ties to China's military.
July 16th, 2026 — Source

Intel Puts High NA EUV Into Volume Production First — and Panther Lake Is the Proof
ASML says High NA EUV is now patterning select Intel 18A layers in Oregon — at yields matching the tools it's meant to succeed.
July 16th, 2026 — Source or Source or Source

NVIDIA and Japan Launch 27,500-GPU Vera Rubin AI Factory as Physical AI Push Spans Every Industry
NVIDIA has disclosed a comprehensive multi-track strategy to accelerate AI adoption in Japan, combining a new national AI infrastructure buildout with a broad ecosystem of industry-specific models and specialized edge hardware. The strategy moves Japan toward a unified platform approach that addresses localized language requirements, demographic shifts, and industrial workflows across the robotics, healthcare, and automotive sectors.
July 16th, 2026 — Source

Nykta Launches as a New German System Integrator — and Shows You What the Parts Cost
A configurator that links straight to Geizhals part prices, and a launch that lands in the middle of the worst European PC market in years.
July 16th, 2026 — Source

Panther Lake Gives Intel an Early Lead in High-NA Chipmaking
Intel is reportedly using ASML's High-NA EUV technology to produce Panther Lake chips, marking a key test of its advanced manufacturing comeback.
July 16th, 2026 — Source

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity
Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States.
July 16th, 2026 — Source

Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028
The Arai fab has been dark since 2022. Tower expects it to be production-ready for 300mm silicon photonics by late 2027.
July 16th, 2026 — Source

Trump admin secures record $265 billion TSMC investment in U.S. semiconductor manufacturing, adding 4 new facilities for total of 12
In a major boost to American domestic manufacturing, the Trump Administration today announced that Taiwan Semiconductor Manufacturing Company (TSMC) is committing an additional $100 billion in investments for advanced semiconductor facilities in the United States. This brings TSMC's total planned investment to $265 billion — one of the largest foreign direct investments in American history.
July 16th, 2026 — Source

TSMC CEO Stresses Choosing Chipmaking Tech Isn't Like Buying Milk From 7-Eleven & Admits He's Jealous of Samsung's Profits
The Taiwan Semiconductor Manufacturing Company's (TSMC) CEO, Dr. C.C. Wei, assured Morgan Stanley's analyst Charlie Chan that choosing which semiconductor manufacturing process technology to ramp production up is not similar to buying milk from a convenience store. Wei's comments came during TSMC's second-quarter earnings conference call in Taiwan earlier today, where he also said he was jealous of his Korean rival Samsung Foundry "making huge amounts of money."
July 16th, 2026 — Source

TSMC commits another $100 billion to Arizona for at least four more 2nm fabs — 2026 capex could hit $64 billion following another record quarterly earnings
The extra spending takes TSMC's total U.S. commitment to $265 billion.
July 16th, 2026 — Source

TSMC Reports Record Q2 2026 Earning Results
TSMC today announced consolidated revenue of NT$1,270.38 billion, net income of NT$706.56 billion, and diluted earnings per share of NT$27.25 (US$4.31 per ADR unit) for the second quarter ended June 30, 2026. Year-over-year, second quarter revenue increased 36.0%, while net income and diluted EPS both increased 77.4%. Compared to first quarter 2026, second quarter results represented a 12.0% increase in revenue and a 23.4% increase in net income. All figures were prepared in accordance with TIFRS on a consolidated basis.
July 16th, 2026 — Source

TSMC Shares Incredible Progress With Its 2nm Node, Claims Four Times As Many Tape-Outs As 3nm And Has Already Contributed To 3% Of Q3 2026 Revenue
The first smartphone chipsets mass produced on TSMC's 2nm node will begin launching from next month, but that's just a sliver of how popular the Taiwanese giant's next-generation process has become. During the 2026 Japan Technology Symposium, TSMC's Senior Vice President Kevin Zhang revealed that the 2nm lithography has acquired four times as many tape-outs as the previous-generation 3nm node, showing just how many companies are eager to gravitate to the advanced process.
July 16th, 2026 — Source

TSMC Stacks its US Pledge to $265 Billion Amidst AI Chip Demand to Build Four New Arizona Plants
The Taiwan Semiconductor Manufacturing Company (TSMC) is planning to invest an additional $100 billion in the US, the firm's management confirmed in its earnings call earlier today. TSMC is the world's largest contract chip manufacturer and had already pledged to invest $165 billion into US chip manufacturing ahead of today's announcement, with $65 announced during the Biden administration and $100 billion in the Trump administration.
July 16th, 2026 — Source or Source

TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion
The investment could eventually bring the Arizona campus to 10 fabs and two advanced packaging plants
July 16th, 2026 — Source

TSMC's 2 nm Node Gains Momentum with Fourfold Increase in Tape-Outs
TSMC's 2 nm node has reportedly attracted significant client attention, as the company's Senior Vice President, Kevin Zhang, confirmed that the N2 node has four times the number of tape-outs compared to its previous leading-edge 3 nm N3 node. This indicates that many of TSMC's customers, who are also long-time partners, have focused their resources on 2 nm chip designs instead of the 3 nm node PDKs. The driving force behind the fourfold increase in chip tape-outs is the impressive power and performance improvements achieved by the company's first gate-all-around FET nanosheet transistor
July 16th, 2026 — Source

Computer — Business News — July 12th, 2026

Samsung is building a dedicated AI chip for PCs, and HP and Lenovo are already testing it
Samsung wants back into PC silicon with a new NPU, coming in through the AI side door
July 12th, 2026 — Source

SK Hynix CEO Warns 2027 Will Be Memory's "Worst Year" Ever, With Shortages Set To Outlast The Decade
Memory Supply Won't See Any Sign of Relief Beyond 2030 As SK Hynix Signals 2027 To Be The Worst Year In Terms of Shortages
July 12th, 2026 — Source

TSMC Can't Keep Up With CoWoS Demand, Sending Advanced Packaging Orders Spilling Over To Intel & Rival Taiwanese Fabs
TSMC is facing a surge in AI chip orders using its advanced packaging technology, such as CoWoS, but competitors such as Intel are benefiting as the Taiwanese semiconductor powerhouse is unable to keep up with demand.
July 12th, 2026 — Source

Computer — Business News — July 11th, 2026

AMD's Radeon Price Increase: Partners Reportedly Warned of a 10% GPU-and-VRAM Bundle Hike
If you've been holding out for a Radeon upgrade to finally get cheaper, brace yourself — another Radeon price increase looks to be brewing, and this time the culprit isn't the GPU at all. AMD has reportedly told its board partners that the price of its Radeon GPU-and-memory bundles is climbing by roughly 10 percent, with the change taking effect this month.
July 11th, 2026 — Source

Apple sues OpenAI for stealing hardware designs, alleging employees brought prototypes to "show and tell" interviews
The lawsuit names OpenAI's chief hardware officer Tang Tan and engineer Chang Liu. Apple says the misconduct is "normalised and exemplified by leadership."
July 11th, 2026 — Source

Microsoft struggles to fulfill its 2030 sustainability promise amid carbon-heavy AI expansions — the company's chief sustainability officer claims the target is still feasible
The company's AI ambition appears to be stifling its sustainability promise
July 11th, 2026 — Source

SK Hynix says 2027 will be the 'worst year' for memory shortage, forecasts crunch to last until 2030 — CEO shares grim outlook on the day SK Hynix gets listed on Nasdaq
Somehow, the memory shortage could get even worse next year.
July 11th, 2026 — Source

Computer — Business News — July 10th, 2026

Acer Reports Q2'26 Revenues at NT$85.30 Billion, the highest Q2 in 13 years, up 28.2% Year-on-year
TAIPEI (July 10, 2026) Acer Inc. announced its consolidated revenues for June at NT$27.82 billion with 6.3% growth month-on-month. Preliminary consolidated revenues for Q2'26 reached NT$85.30 billion, the highest Q2 since in 13 years, up 28.2% YoY, and H1'26 half reached NT$157.73 billion with 23.3% growth YoY.
July 10th, 2026 — Source

Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch
Beat TSMC in terms of pricing without beating TSMC in terms of volumes?
July 10th, 2026 — Source or Source

Meta Starts Making Its Own AI Chips in September — and It's Coming for Nvidia's Cut
The MTIA silicon will never land in your gaming rig, but the scramble behind it is a big part of why your RAM costs what it does.
July 10th, 2026 — Source

Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant
The financing and a 10-year supply deal meet the conditions GlobalWafers' CEO publicly set for expanding in Sherman, Texas.
July 10th, 2026 — Source

Microsoft's AI drive saw its carbon emissions grow by 25 percent in 2025
The company said it wanted to be carbon negative by 2030.
July 10th, 2026 — Source or Source

Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge
The DRAM maker's shipments fell last quarter while its prices rose more than 70%.
July 10th, 2026 — Source

SK Hynix Launches A Massive Nasdaq Debut To Reach US Investors
The South Korean memory chip maker SK Hynix officially hit the US stock market on Friday, marking one of the biggest tech listings of the year. Following a massive share sale that pulled in billions of dollars, the company launched its trading debut on the Nasdaq. This move finally gives regular American investors a direct way to buy shares in the leading supplier of memory chips that power modern artificial intelligence systems.
July 10th, 2026 — Source

SK hynix raises $26.5 billion in US listing powered by AI chip demand
South Korean chip giant SK hynix set pricing for its mega U.S. listing on Friday, raising $26.5 billion as it takes advantage of the AI boom in what will be one of the world's biggest-ever stock sales.
July 10th, 2026 — Source

Zen 6 Gets a Date: July 22 — and the Servers Grab It Before Your Ryzen Does
AMD has finally put a date on Zen 6, and it isn't the one enthusiasts were hoping for. The company will introduce its next-generation CPU architecture at the Advancing AI 2026 event in San Francisco on July 22 and 23 — but the first chip to carry it is a data-center part, not a Ryzen. CTO Mark Papermaster confirmed the schedule in an interview at the Paris AI Summit, and AMD's own event page now lists the two-day show.
July 10th, 2026 — Source

Computer — Business News — July 9th, 2026

AI Catapulted Samsung's Memory Business To New Heights; Now, It's Pushing The Development Of A 4nm AI Accelerator SoC For PCs To Take On Qualcomm
The AI boom has favored Samsung like no other event, but this phase has also given the Korean giant motivation to challenge competitors it would typically steer clear of. Likely driven by a new confidence wave, a new report states that the Korean giant is now developing an AI accelerator using its 4nm process called "Gaia" and will enter the PC market by taking on Qualcomm and NVIDIA.
July 9th, 2026 — Source

Apple supplier Luxshare slides in its record Hong Kong debut
The AirPods and iPhone assembler raised $3.1bn in the city's biggest listing of 2026, then fell as much as 9.6% on its first day of trading.
July 9th, 2026 — Source

NVIDIA's Rubin Ultra Rack Estimated To Cost $21 Million, With HBM4e Memory Alone Swelling To $1.5 Million Per Unit
NVIDIA's Rubin & Rubin Ultra servers are going to be super expensive, with a large portion of the costs going towards memory alone.
July 9th, 2026 — Source

Recruiters chase specialised AI roles as their own jobs come under threat
Facing tools that can screen and shortlist in seconds, staffing firms are narrowing their focus to the scarce, hard-to-fill roles of the AI economy.
July 9th, 2026 — Source

Taiwan's central bank chief urges caution on leverage as AI stock rally runs hot
Governor Yang Chin-long warned against borrowing to chase surging shares, but stopped well short of calling a bubble.
July 9th, 2026 — Source

Computer — Business News — July 8th, 2026

AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega round
AI chip company SambaNova Systems has raised $1 billion at an $11 billion valuation led by General Atlantic, in a first close of its Series F round, with more investors expected to join soon.
July 8th, 2026 — Source

Apple devices sold in China could get in-house CXMT chips, report suggests
Apple is also in talks with the Trump administration to get clearance to use chips supplied by CXMT.
July 8th, 2026 — Source

Apple to Increase Spend with Broadcom to Produce Billions More U.S. Chips
Apple today announced a new multiyear commitment with Broadcom to design and produce custom silicon components and cutting-edge wireless connectivity technologies for a wide range of Apple products. The new agreement, expected to exceed $30 billion, will lead to the production of more than 15 billion U.S.-made chips and support hundreds of American jobs. Apple has been working with the administration and businesses across the U.S. to help create an end-to-end silicon supply chain in America, and today's announcement advances those efforts.
July 8th, 2026 — Source

Apple to produce Made in America wireless chips with Broadcom
Apple has signed a $30 billion+ multiyear deal with Broadcom to design and produce more than 15 billion U.S.-made custom wireless connectivity chips for Apple products.
July 8th, 2026 — Source

Hot French startup ZML releases free product to speed inference across lots of AI chips
The days of Nvidia's unparalleled market dominance aren't over, but challengers and choices are arising from all directions.
July 8th, 2026 — Source

Rapidus fab roadmap examined — first new leading-edge chipmaker in decades has one Hokkaido fab, a 2027 deadline, and 60 potential customers
Japan's national champion has EUV running and a 2nm GAA prototype, but still lacks a single committed volume customer.
July 8th, 2026 — Source

Computer — Business News — July 4th, 2026

Germany's most conservative banks are about to let millions of customers buy Bitcoin
The country that was suspicious of credit cards is rolling out cryptocurrency trading through its cooperative and savings banks, the institutions that handle everyday finances for tens of millions of people
July 4th, 2026 — Source

Hong Kong now handles more than half of China's chip imports
The city's free-port status and air cargo network have made it the crucial middleman in Asia's $2tn AI trade
July 4th, 2026 — Source

Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
Garciaguirre v. Samsung leans on HBM to prove an agreement that federal courts have twice declined to see in parallel production cuts.
July 4th, 2026 — Source

Micron breaks ground on $9bn Hiroshima expansion to chase AI memory demand
The Hiroshima site that produced Micron's first HBM wafer is getting a ¥1.5 trillion sequel, with Tokyo picking up roughly half the bill.
July 4th, 2026 — Source

Starling Bank cuts 130 jobs as it bets on AI and looks beyond the UK
The neobank's profits fell for a second consecutive year, but its technology licensing arm Engine is growing fast and eyeing the US market
July 4th, 2026 — Source

Computer — Business News — July 2nd, 2026

China and US risks leave Europe's chip sector facing a bleak future, report warns
A study from EUISS and Institut Montaigne says Brussels now worries almost as much about Washington's leverage as Beijing's
July 2nd, 2026 — Source

Intel Expected To Restart Supply Of 10th, 12th, 13th, And 14th Gen Processors In Mainland China
Intel will reportedly focus more on the previous-gen processors to fulfill the current demand in the PC market.
July 2nd, 2026 — Source

Google says it has passed its $1bn Africa investment target
The company marked the milestone with new connectivity hubs, an applied AI lab in Ghana, and a storytelling programme backed by Idris Elba
July 2nd, 2026 — Source

Microsoft joins Lightstorm-led consortium to build an India-Southeast Asia subsea cable
The 3,600km I-2SEA cable will link India's east coast to Singapore and Malaysia, feeding data centres that Meta and Alphabet are already building nearby.
July 2nd, 2026 — Source

Samsung and SK hynix to Expand Semiconductor Capacity with $870 Billion Plan
South Korean giants Samsung and SK hynix have announced plans to invest about 1,350 trillion won, roughly $870 billion at the time of writing, into expanding semiconductor manufacturing capacity and data centers over the next ten years. This ten-year plan includes memory, storage, and logic, which both companies produce. For SK hynix, this investment will cover DRAM and NAND Flash, while for Samsung, it will cover DRAM, NAND Flash, as well as logic for its LSI division. The investment is so comprehensive that it will include more than just creating new fab production capacity for increased wafer output. For example, it will also encompass AI data centers, batteries, display manufacturing, chip-making tools, etching, photomasks, and much more.
July 2nd, 2026 — Source

SK Hynix will spend $51bn on a new NAND factory to catch the AI memory wave
The Cheongju fab, due online in 2029, sits inside a wider $64bn package as chipmakers scramble to keep pace with AI-driven memory demand
July 2nd, 2026 — Source or Source

Super Micro says two Taiwan staff detained in probe involving its AI servers
A Keelung court ordered the detentions alongside an executive at distributor Albatron, the latest turn in a widening Nvidia chip smuggling investigation
July 2nd, 2026 — Source

Computer — Business News — June 28th, 2026

Big Tech's $8 trillion AI bet is making consoles, cars, and electricity more expensive for everyone else
The cost of artificial intelligence is now showing up in the inflation data
June 28th, 2026 — Source

California will tax downloaded software for the first time as part of a $351.7 billion budget deal
The tax is expected to raise $900 million for the state and $1.1 billion for local governments annually. A ballot measure would let the state save more from AI IPOs.
June 28th, 2026 — Source

Companies Warn RAM Prices Will Keep Spiking At Least Through 2028
The game console price hikes are only just getting started
June 28th, 2026 — Source

Lenovo says the 'RAMageddon' is the new normal, outlines survival guide — at ISC 2026 an exec said 'it will never be like it was last year'
Lenovo's broader message is that the economics of the memory industry have fundamentally changed
June 28th, 2026 — Source

Micron briefly surpassed Meta and Tesla in market value. Its stock is up 236% in a month.
Revenue quadrupled year on year to $41.45 billion. Profits jumped from $1.88 billion to $28.2 billion. The company has signed 16 long-term supply agreements.
June 28th, 2026 — Source

Nvidia-backed Firmus will build a 360MW AI data centre in Indonesia and expects $30 billion in offtake deals
The former Bitcoin mining operation, now valued at $5.5 billion, will access 170,000 Nvidia AI accelerator chips through an eight-year revenue-sharing partnership.
June 28th, 2026 — Source

Why Wall Street thinks US memory maker Micron is the next Nvidia
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street's heart. Whether the love affair endures will heavily depend on how long the AI-driven supply crunch for memory chips lasts.
June 28th, 2026 — Source

Computer — Business News — June 27th, 2026

Apple Helps Tata Electronics Fix Security After A Huge Data Leak
Apple is stepping in to help one of its main suppliers clean up a massive security mess. Tata Electronics, a major partner that builds iPhones in India, just confirmed a serious cybersecurity incident that exposed tons of secret client files on the dark web. In response to the breach, the tech giant sent its own security team to work directly with the manufacturer to lock down its internal systems and stop further leaks.
June 27th, 2026 — Source

Apple is reportedly looking to buy chips from a US-blacklisted Chinese company
'The Financial Times' says Apple is seeking clearance from the Trump administration.
June 27th, 2026 — Source or Source

Apple Smart Glasses and Vision Pro Chief Leaves for OpenAI Hardware Team
Apple is losing another senior hardware executive as Paul Meade, the leader overseeing Vision Pro development and Apple's smart glasses work, is leaving the company to join OpenAI's hardware team.
June 27th, 2026 — Source

FTC clears Musk to acquire SpaceX alumni startup Mesh, the optical hardware company his data centers need
The startup was founded last year by three engineers who built the laser links connecting thousands of Starlink satellites, and raised $50 million in February from Thrive Capital
June 27th, 2026 — Source

Lenovo Forecasts Sky-High PC Memory Costs Lasting Until 2030
Anyone holding out hope that memory and SSD prices will eventually drift back to pre-2025 levels probably needs to recalibrate those expectations. At ISC 2026 in Hamburg, Germany, Lenovo delivered a sobering message to industry attendees that the dramatic rise in DRAM and NAND flash pricing isn't a short-term market hiccup. According to the company, it's a structural realignment that could impact the PC industry through 2030, and potentially beyond.
June 27th, 2026 — Source

Computer — Business News — June 26th, 2026

Apple's tough negotiations may have helped create the memory crisis it now faces
In the high-stakes world of semiconductors, the memory market has always been a brutal boom-and-bust cycle. Right now, we're firmly in the boom phase — but a very different kind of boom than we've seen before.
June 26th, 2026 — Source

Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
June 26th, 2026 — Source

Computer — Business News — June 23rd, 2026

After Earning Major Profits From HBM, SK Hynix Now Plans To Prioritize DDR5 "General-Purpose DRAM" Production
SK Hynix is planning to return to general-purpose DRAM, such as DDR5, after securing record revenue from HBM memory.
June 23rd, 2026 — Source

ASUS & Acer Resume Notebook Sales in Germany After Nokia Patent Dispute
Earlier this year, the Munich Regional Court banned ASUS and Acer from directly selling their notebooks in Germany due to a patent dispute with Nokia. However, the two major notebook OEMs have reached an agreement with Nokia that allows them to sell their notebooks through agreements or by circumventing the rule. Readers may recall that Nokia's patent claims, which included patents related to core HEVC/H.265 encoding and decoding technology, forced both ASUS and Acer to halt notebook sales in Germany.
June 23rd, 2026 — Source

Brits still reckon Big Tech isn't paying enough tax
Poll finds two-thirds support squeeze on Silicon Valley despite US pressure
June 23rd, 2026 — Source

Groq's $650M raise: rebuilding after the Nvidia deal
Groq has confirmed a $650mn raise to rebuild itself as an AI inference cloud, six months after Nvidia paid out its investors and hired away its founder. The Groq $650M round is a bet that purpose-built chips still beat GPUs.
June 23rd, 2026 — Source

Nearfield Instruments raises a record $380M chip round
Nearfield Instruments, a Rotterdam firm that inspects chips at the atomic scale, has raised $380mn at a $1.6bn valuation. It is the largest deep-tech round in Dutch history, and sovereign funds are paying close attention.
June 23rd, 2026 — Source

Oracle cuts 21,000 jobs, admits AI is reducing its workforce
The AI jobs apocalypse may not be here, but the cuts keep coming
June 23rd, 2026 — Source

SK Hynix just surpassed Samsung to become South Korea's most valuable company
The chipmaker that nearly went bankrupt in 2002 is now worth $1.35 trillion because of AI
June 23rd, 2026 — Source

Computer — Business News — June 22nd, 2026

A Seasoned Analyst Torpedoes Google-CXMT Memory Deal Rumor, But The Original Leaker Refuses To Back Down From His Claim
While the prospects for a tie-up between Google and CXMT were not too encouraging to begin with, a seasoned analyst has just decimated those odds with his less-than-enthusiastic take. Even so, there still appears to be enough room within the language used by the originator of this Google-CXMT tie-up tidbit to warrant continued vigilance.
June 22nd, 2026 — Source

Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices Expected to Continue Rising in 3Q26
TrendForce's latest research reveals that structural tightening in mature-node DRAM supply is forcing consumer DRAM buyers to adopt legacy memory products to secure larger supply allocations. This has triggered a new wave of demand for procuring older-generation DRAM components, driving continued price momentum across legacy products such as DDR2 and DDR3.
June 22nd, 2026 — Source

Intel and AMD are teaming up to make x86 CPUs better at AI, without needing a GPU
The new ACE spec won't replace GPUs, but will help with some inference, edge computing, and latency-sensitive workloads
June 22nd, 2026 — Source

SanDisk Proposes HBF NAND Stacks Beneath GPUs for AI Systems
SanDisk has outlined a new memory architecture concept called High-Bandwidth Flash (HBF), aimed at addressing one of the fastest-growing challenges in artificial intelligence computing: the need for significantly more memory capacity without relying entirely on increasingly scarce and expensive High Bandwidth Memory (HBM). The proposed HBF technology combines high-capacity NAND flash storage with advanced packaging techniques commonly associated with HBM. Instead of positioning storage devices away from the processor, SanDisk's design vertically stacks multiple NAND dies using through-silicon vias (TSVs), creating a compact storage structure that can be integrated much closer to the GPU. According to the company, one of the key advantages of HBF is capacity.
June 22nd, 2026 — Source

The AI memory crisis just hit DDR2, a standard from 2003, with 60% price hikes
Hardware makers are downgrading from DDR4 to DDR3 and from DDR3 to DDR2 to secure supply, driving contract prices for two-decade-old memory components to record levels
June 22nd, 2026 — Source

Computer — Business News — June 19th, 2026

ASML denies US government report that its EUV chipmaking tool was shipped to China — says 'rumors' are 'inaccurate and damaging to our reputation'
ASML denies it has ever shipped an EUV scanner to China.
June 19th, 2026 — Source

ASML May Have Shipped Banned Machine To China Says US Government -- Firm Denies Claim
US Commerce Secretary Howard Lutnick has repeatedly pressed ASML's management with concerns that the firm's advanced chip manufacturing machines have made it to China. The machines, which rely on extreme ultraviolet light to print circuits on a semiconductor wafer, have been targeted by the US government for being sold to China. However, according to Bloomberg, Secretary Lutnick has raised the issue in several meetings, leading to concerns that China might have made inroads into gaining the ability to make advanced chips.
June 19th, 2026 — Source or Source

Intel Appoints Seok-Hee Lee as Executive Vice President of Intel Foundry
Intel Corporation today announced the appointment of Seok-Hee Lee as executive vice president of Intel Foundry, reporting directly to CEO Lip-Bu Tan. In this role, Lee will lead all advanced packaging, system integration, back-end technology development, and back-end manufacturing, strengthening Intel's ability to deliver differentiated, system-level innovation for customers.
June 19th, 2026 — Source

Intel CEO Lip-Bu Tan Spills The Beans on Elon Musk's Problem Solving & Reveals Potentially Major Chip Supply Chain Shortage
Intel CEO Lip-Bu Tan discussed his experience working with Elon Musk for the Terafab project and the impact that booming demand for artificial intelligence is having on the semiconductor supply chain. Tan made the remarks during the No Priors: AI, Machine Learning, Tech, & Startups podcast as he praised the trillionaire entrepreneur and commented on the memory shortage.
June 19th, 2026 — Source

Meta to address low employee morale with snacks
The CTO admitted that morale is almost the worst it's been in 20 years.
June 19th, 2026 — Source

Tensordyne makes a big bet on log math to beat Nvidia
Who needs compute-hungry multiplications when you can just add logarithms
June 19th, 2026 — Source

The US says ASML's top chip tool may be in China, but how?
According to Bloomberg, U.S. Commerce Secretary Howard Lutnick has, in a series of recent meetings, told senior ASML executives he's concerned that one of the Dutch chipmaker's extreme ultraviolet lithography machines — the EUV systems that are the only tools on Earth capable of printing the most advanced semiconductor patterns — may have ended up in China. That would be a major breach of export controls that have barred ASML from selling EUV to China since the first Trump administration.
June 19th, 2026 — Source

Computer — Business News — June 16th, 2026

AMD and Rackspace Sign Agreement for Phased Deployment of 30 MW of AMD AI Compute
AMD and Rackspace Technology, a global enterprise AI infrastructure and solutions provider, today announced the signing of a definitive agreement for the phased deployment of an initial 30 MW footprint dedicated to AMD-based compute deployments across Rackspace's global data centers beginning in late 2026 through 2028. The agreement operationalizes the Memorandum of Understanding announced May 7, 2026, and establishes AMD as a strategic technology partner at the silicon layer of Rackspace's governed AI stack.
June 16th, 2026 — Source

NVIDIA/Intel Partnership Could See an x86 Processor Paired with RTX Graphics Released by 2028
A new rumor states that NVIDIA and Intel could be working together to develop a new type of x86 CPU with integrated RTX graphics. At one point, the thought of this would've seem far fetched given NVIDIA's oft one -sided competitive strategies when it comes to hardware, but the PC and enterprise ecosystem has changed drastically in recent years. In addition, Intel has gone through major restructuring in an effort to regain its position as a leading chip manufacturer, which has involved a partnership with NVIDIA. That being said, this latest rumor has significant potential for being based on something truly in progress.
June 16th, 2026 — Source

TSMC Bets on Glass for CoWoS as Silicon-Mimicking Thermals Beat Organic Substrates, Yet Mass Production Stays Distant
The Taiwan Semiconductor Manufacturing Company (TSMC) is expanding its supply chain for glass substrates as part of the first step of establishing a supply chain for the chip-on-panel-on-substrate (CoPoS) packaging technology, according to supply chain sources. The glass substrates will be used in the firm's advanced versions of the chip-on-wafer-on-substrate (CoWoS) packaging technology, and TSMC is working with Innolux and Ibiden as part of these efforts.
June 16th, 2026 — Source

TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package
CoPoS may enable larger chips, but CoWoS is still better.
June 16th, 2026 — Source

Computer — Business News — June 15th, 2026

China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
June 15th, 2026 — Source

I write about online scams. A fake Nvidia livestream still almost fooled me
The stream was fake. The warning signs were real.
June 15th, 2026 — Source

SK Hynix moves 375-layer NAND into mass production, replacing tungsten with molybdenum
Future 480-layer and 604-layer designs will require major manufacturing changes
June 15th, 2026 — Source

TSMC's Steep 2nm Price Hikes Could Push NVIDIA and Apple Toward Samsung, as GAA Pricing Opens the Door
As costs continue to rise, TSMC's long-standing customers, such as NVIDIA and Apple, will start looking at alternatives. Korean outlet DDaily reports that Samsung is now being considered a viable alternative to TSMC due to its competitive pricing, opening the door to supply chain diversification as major firms race to secure wafer orders across different semiconductor hubs.
June 15th, 2026 — Source

UK Treasury hunts CTO on salary that may not compute for top tech talent
The pension may be cushy, but the looming headaches for £77K are not
June 15th, 2026 — Source

Computer — Business News — June 10th, 2026

Acer Listed on 2026 Dow Jones Best-in-Class World Index
Acer Inc. announced its inclusion in the 2026 Dow Jones Best-in-Class (DJBIC) World Index for the second time, and is one of only four companies selected in the THQ (Computers & Peripherals and Office Electronics) industry. This year, Acer received full marks across various categories: Transparency & Reporting, Policy Influence, Energy, and Customer Relationship Management, reflecting the company's comprehensive efforts in sustainable governance, information disclosure, and operational management. Acer was also named among the top 10% of companies in the S&P Global Sustainability Yearbook, further demonstrating its continued recognition in global sustainability assessments.
June 10th, 2026 — Source

Nvidia partner Bizlink buys Blackstone's Interplex data centre unit for $850 million
The Taiwanese interconnect maker is betting big on AI infrastructure. Blackstone paid $1.6 billion for all of Interplex in 2022, and is now selling just the ICT division for more than half that price.
June 10th, 2026 — Source

Semiconductor Market Surpasses $300bn Quarterly Revenue in 1Q26 as Memory Market Shifts Historical Patterns
Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia. Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25.
June 10th, 2026 — Source

SK Hynix is planning a US listing of up to $14bn to cash in on the AI memory boom
The Korean memory maker, whose shares have tripled this year, wants US investors. A filing could land a listing as soon as August.
June 10th, 2026 — Source

Computer — Business News — June 8th, 2026

AMD Commits up to £2 Billion to Accelerate AI Innovation and Research in the United Kingdom
AMD today announced plans to invest up to £2bn over the next five years in the United Kingdom to accelerate AI innovation and research and expand access to the compute resources needed for long-term economic growth and scientific leadership across the country.
June 8th, 2026 — Source

Bernstein Warns NVIDIA's Vera Rubin Racks Will Hit $9.1 Million as HBM4 Prices Triple to $53 Per Gigabyte
Investment bank Bernstein believes that memory prices will jump as NVIDIA's Vera Rubin AI chips start to ship in volume. Memory prices have surged as part of the current AI buildout, as the chips become another constraint apart from the technology used to package the AI GPUs. Bernstein believes that prices for the next and fourth generation high bandwidth memory (HBM4) chips could sit at $53 per gigabyte in 2027, with NVIDIA choosing to pass the costs on to its customers.
June 8th, 2026 — Source

Chip stocks bounced 10% on Monday. The smart money is buying insurance against the next drop.
Put options on the semiconductor ETF have hit an all-time high as traders hedge the most volatile AI trade on the market.
June 8th, 2026 — Source

Google orders chips from Intel and Nvidia is testing its tech, as TSMC's grip on AI starts to strain
Google has reportedly placed an order for more than 3 million of its TPUs in 2028, and Nvidia is trialling Intel's 18A process, a rare vote of confidence in America's struggling foundry.
June 8th, 2026 — Source

Jensen Huang says 'every edge device will become autonomous' — Nvidia maps one computing pattern from the cloud to robotics
At Computex, the Nvidia CEO tied the cloud, the PC, the car, and the humanoid to one agentic blueprint.
June 8th, 2026 — Source

Nvidia and Hyundai go deeper on robotics, with Boston Dynamics' Atlas at the centre
After talks in Seoul, Jensen Huang says the two are "very very close" to industrialising robotics, with Hyundai's manufacturing scale, the Atlas humanoid, and a $5.9bn Korean "AI Valley" at the centre.
June 8th, 2026 — Source

Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles
Nvidia and SK hynix tighten their relationship.
June 8th, 2026 — Source or Source

Sam Bankman-Fried applies for a pardon from Trump
FTX co-founder Sam Bankman-Fried has officially filed for a pardon from President Trump, according to the Justice Department's Pardon Attorney Office website.
June 8th, 2026 — Source

The US wants NATO allies to spend their new defence budgets ripping out Huawei
A US official told allies in Brussels they should use NATO defence funding to replace Chinese network gear, Bloomberg reports. The suggestion landed with a shrug, and Europe is still split on a ban.
June 8th, 2026 — Source

VROC Returns to Active Development Under Graid Technology, Backed by Lenovo and Supermicro
Graid Technology has introduced VROC by Graid Technology, a rebranded and actively developed version of Intel VROC that will continue to support existing deployments while adding new platform support, licensing changes, and future product features. Graid launched the platform at Computex Taipei.
June 8th, 2026 — Source

Computer — Business News — June 7th, 2026

AMD welcomes Nvidia to the local AI PC race, points to Gorgon Halo's 192GB memory advantage
AMD says the CUDA advantage is shrinking
June 7th, 2026 — Source

ASML becomes Europe's most valuable company ever as analysts bet on higher EUV output — its market cap hit $674 billion this week
Passing the $650 billion record Novo Nordisk set in June 2024.
June 7th, 2026 — Source

Computer — Business News — June 6th, 2026

EU trade chief wants a new tool to break Europe's dependence on Chinese chips and rare earths
Maroš Šefčovič proposed a "diversification instrument" modelled on the Energy Union that would require at least three suppliers in critical sectors
June 6th, 2026 — Source

Computer — Business News — June 5th, 2026

ADATA Memory and Storage Products at Computex 2026
ADATA brought its two key brands to Computex 2026, XPG targeting gamers and PC enthusiasts; and TRUSTA, targeting enterprise storage. The XPG Novakey RGB DDR5 memory is a high-end DDR5 memory module with an infinity-reflection element framing its ARGB LED lighting setup. The module comes in speeds of up to DDR5-8000. The company is working on high-end memory products based on new standards, such as DDR5 CUDIMMs with speeds in excess of 10000 MT/s; and new AMD EXPO-ULL kits with tight latencies. The company also showcased its Premier series 4R CUDIMM (quad-rank). The module offers 128 GB of density with speeds of DDR5-7200 with CL58 and 1.1 V module voltage.
June 5th, 2026 — Source

ADATA XPG Cases, Cooling, Power, and Peripherals at Computex 2026
ADATA is much more than just a memory company, the company now has a vast lineup of PC casing, cooling, and power hardware; the brand is also making inroads into gaming peripherals. We begin our tour with the XPG Slingshot, a lightweight wireless mouse weighing just 55 g, with an entry-level 4,000 dpi optical sensor, and up to 42 hours of usage on a full charge. The mouse uses 2.4 GHz RF for connectivity. The XPG Seeker Wireless keyboard is a full-size yet compact keyboard with a low-profile, compact design, a carbon-fiber decal bezel, and membrane keys. It fully charges in just 6 minutes for up to 34 hours of use, and uses 2.4 GHz RF.
June 5th, 2026 — Source

Broadcom steps back from M&A as AI revenue surges
The executive who built the chip giant through acquisitions says surging AI revenue now makes organic growth the better bet.
June 5th, 2026 — Source

CPS PCCooler Brings High-Wattage PSUs, AIOs, and a Gigantic Full-tower Case to Computex 2026
CPS PCCooler brought their latest innovations to show us at Computex 2026. We begin our tour with the SR700, a gigantic HPTX full-tower that's vertically partitioned, and supports large, enterprise motherboard form-factors such as X12DPG-QT6, HPTX, SSI-EEB, E-ATX, and everything smaller. There's room for graphics cards up to 46 cm in length, and CPU coolers up to 195 mm in height; along with dual PSUs for redundant or compounded power.
June 5th, 2026 — Source

darkFlash Brings Innovative New Fans and Cases to Computex 2026
At Computex, darkFlash showcased a horizontal expansion of the brand into new product segments across PC cases, cooling solutions, power supplies, peripherals, motherboards, and graphics cards. A star attraction is the FLOATRON F1 chassis series. The case elevates the primary structural body to create an independent air intake channel positioned directly below the graphics card area. The design incorporates a 270-degree pillarless panoramic glass enclosure, tool-free release panels, and native support for back-connect motherboards.
June 5th, 2026 — Source

Jensen Huang says 'every edge device will become autonomous' — Nvidia maps one computing pattern from the cloud to robotics
At Computex, the Nvidia CEO tied the cloud, the PC, the car, and the humanoid to one agentic blueprint.
June 5th, 2026 — Source

Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
June 5th, 2026 — Source

Trump officials fear a loophole let Chinese firms buy Nvidia Blackwells
The gap, officials worry, let Chinese companies acquire banned chips through overseas subsidiaries. New guidance is meant to close it, after the chips may already have moved.
June 5th, 2026 — Source

TSMC CEO says it will be "a long time" before they can meet AI chip demand, with price hikes likely
The chip crunch could run for years, unless the boom becomes a bubble
June 5th, 2026 — Source

Western Digital Ultrastar HDD Storage at Computex 2026
Having offloaded its entire consumer flash storage business to Sandisk brand, Western Digital is focusing on the Ultrastar brand of enterprise hard drives, and the G-Drive brand of professional storage solutions. During the exhibition in Taipei, the company highlighted how continuous AI workloads ,ranging from initial training models to active agentic systems, generate massive, compounding volumes of data. WD asserts that managing this exponential data growth while maintaining economic efficiency is the defining challenge for enterprise and cloud computing environments.
June 5th, 2026 — Source

Computer — Business News — May 30th, 2026

Computex 2026 Preview: What to Expect
Computex 2026: We Just Landed in Taipei — Here's What the Industry Is About to Unveil
May 30th, 2026 — Source

Huawei chairman thanks the US for export restrictions on chips, says it supercharged China's semiconductor industry — Washington's export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
Was Jensen right all along?
May 30th, 2026 — Source

Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
New CEO says in-house parts give a cost edge.
May 30th, 2026 — Source

NVIDIA's "New Era of PC" Teaser
NVIDIA has ignited speculation across the PC industry after posting a cryptic teaser that simply reads:
May 30th, 2026 — Source

Thank the AI industry for tech price increases: See the full list
Why are our smartphones, laptops, and gaming consoles more expensive? Because AI is hogging all the memory.
May 30th, 2026 — Source

Computer — Business News — May 29th, 2026

Acer Brings Smart Connected E-mobility to COMPUTEX 2026
Electric mobility lineup expands with updated e-bikes and e-scooters, powered by integrated software to deliver connected and intuitive riding experiences for evolving urban mobility needs
May 29th, 2026 — Source

Acer Unveils Comprehensive Lineup of Veriton Workstations and Desktops
New stationary solutions span top performance for advanced agentic AI workflows and compact PCs for everyday office use and digital displays.
May 29th, 2026 — Source

ASRock Celebrates A Decade of Taichi Mastery and Expands Its AI Ecosystem at Computex
ASRock, a global leader in motherboards, graphics cards, gaming monitors, mini PCs, power supply units, and AIO liquid coolers, will participate in COMPUTEX 2026 from June 2 to June 5. This year's showcase will focus on gaming hardware and AI-related application solutions, highlighting ASRock's continued expansion of its AI ecosystem and commitment to innovation.
May 29th, 2026 — Source or Source

Dell rallies on Nvidia-powered AI server demand as it lifts its forecast
Record quarterly revenue, a $51.3bn AI server backlog and a sharply higher full-year guide sent the stock to fresh highs.
May 29th, 2026 — Source

Geometric Future Unveils 2026-27 Lineup at Computex: MODEL 9 Flagship, MODEL 7 Prototypes, New PSUs and AIO
Geometric Future is debuting two new ultra-tower cases at Computex 2026: the Model 9 flagship and prototypes for Model 7 and Model 7 Extreme. The Model 9, the brand's aluminium flagship case, measures 750 × 300 × 608 mm (29.5 × 11.8 × 23.9 in) and pairs a curved smoked-glass panel with a triple-chamber layout built for ten 140 mm fans and a 420 mm top AIO. The Model 7 prototype debuts a floating triple-chamber design, with support for E-ATX motherboards, 470 mm GPUs, and up to twelve fan mounts. Both will be on display June 2 to June 5 at Taipei Nangang Exhibition Center, Hall 2, 1F, Booth Q1115.
May 29th, 2026 — Source

Nvidia's N1X could show us the future of PCs—and the bill that comes with it
Nvidia's rumored N1X chip could headline a wave of powerful new PC hardware, but rising prices may decide whether the next generation feels like progress or sticker shock.
May 29th, 2026 — Source

Reflections from GLOBSEC Forum 2026: Europe's two paths forward
Prague, late May. GLOBSEC Forum 2026, now in its 21st year, welcomed over 2,000 participants, 270 speakers, and a dense programme of conversations about AI, cybersecurity and digital trust. European technology company Nebi joined the forum as an official Content Partner, and over three days, we had the chance to listen, engage, and reflect on where things stand.
May 29th, 2026 — Source

Computer — Business News — May 28th, 2026

Chinese university builds 3D chip design tool tailored to Huawei's 'LogicFolding' architecture — 3D design delivers increased performance and better thermal management
China now has a prototype tool designed for vertical circuit stacking.
May 28th, 2026 — Source

'Immense' leverage: Why AI chip workers are demanding more
Runaway profits and sky-high valuations for microchip companies have fueled worker demands over pay packages in South Korea, raising the question: who profits from the artificial intelligence boom?
May 28th, 2026 — Source

Microsoft and Dell just won a $9.7 billion clean-up contract with the United States Department of Defense — Dell stock hits an all-time high
Microsoft will remain at the core of the United States Pentagon, with Dell operating as the sole software middle-man.
May 28th, 2026 — Source

Sharkoon Announces the S25 Series Cases
The new S25 series from Sharkoon offers the right solution for every setup: While the S25-V2 focuses on a subtle overall package that blends seamlessly into any environment, the S25-W2 ARGB is designed to showcase the installed hardware as impressively as possible. The S25 Silent, on the other hand, is designed for particularly quiet operation thanks to its integrated sound-dampening mats. All models support a 360-millimeter radiator and feature a modern USB Type-C port as well as an external 5.25-inch drive bay.
May 28th, 2026 — Source

Supermicro says it assisted Taiwanese authorities in server smuggling bust that led to three arrests — company issues statement on working with US, Taiwan to block illicit diversion of servers to China
Supermicro says it wants to help curb illicit sales.
May 28th, 2026 — Source

ZOTAC to Celebrate 20th Anniversary with Full-Spectrum Showcases, and Anniversary-Exclusive Hardware
ZOTAC Technology, leader in innovation and high-performance hardware solutions, is joining COMPUTEX 2026, one of the largest, most anticipated technology exhibitions of the year. This year, ZOTAC celebrates its 20th Anniversary at the event by showcasing products both classic and new, as a nod to the Company's past and its outlook toward the future. As a member of the NVIDIA Partner Network (NPN) Program, the Company plans to illustrate its future product strategy: a full-range of computational offerings for every application, from Gaming, Local AI deployment, to Industrial and Enterprise-level high performance computing applications.
May 28th, 2026 — Source

Computer — Business News — May 24th, 2026

After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China
Nvidia's CEO also confirmed China is part of his $200 billion CPU market forecast.
May 24th, 2026 — Source

APC PowerForge with Dell and NVIDIA at DTW 2026
This was just a neat one from Dell Tech World 2026. In the Schneider Electric APC booth, they had the "PowerForge". This was an AI-powered 3D printing solution that fit into a rack. The idea was simple: a rack with two 3D printers, lots of print material, and a small system for automatically designing and printing physical models. Since it is a holiday weekend, I thought this would be a fun one to share.
May 24th, 2026 — Source

First ever Cray T3D Supercomputer goes up for auction with $81,000 reserve — Europe's fastest supercomputer in June 1996 goes on the block
Dubbed the 'Typhoon,' this sample was installed at Edinburgh University and was listed in the TOP500 as Europe's fastest supercomputer in June 1996.
May 24th, 2026 — Source

Computer — Business News — May 23rd, 2026

Corsair is now using Chinese DRAM in its DDR5 kits. Memory prices could finally drop.
Corsair DDR5 modules spotted with Chinese CXMT chips as AI demand starves PCs of DRAM. Prices may fall in H2 2027.
May 23rd, 2026 — Source

Micron's Virginia fab begins producing America's most advanced DRAM memory — fab expansion to quadruple output, easing DDR4 shortage for automotive and defense sectors
The $2 billion Manassas expansion quadruples DDR4 wafer output.
May 23rd, 2026 — Source

South Korea's deputy PM says AI wealth must benefit the public. The Samsung strike showed why.
South Korea's deputy PM says AI wealth must reach the public, citing Samsung's near-strike and Hyundai's Atlas robot rollout as warnings.
May 23rd, 2026 — Source

TSMC Employees Are Exploding With Rage Over Rumored Bonus Cuts Despite A 58% Profit Jump, And Are Coalescing Around Samsung-Style Strikes
The seemingly never-ending bonus-related saga at Samsung is now spurring a chain reaction across Asia's industrial heartland, with some TSMC employees now actively advocating for the tactics employed by Samsung's unions in recent days to counter the management's penny-pinching ways.
May 23rd, 2026 — Source

Computer — Business News — May 22nd, 2026

Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027
Nvidia's x86 CPU success rests on vertical integration.
May 22nd, 2026 — Source

As memory prices squeeze enterprise buyers, Lenovo laughs all the way to the bank
Switch to premium devices pays off as PC giant post record record, just don't ask about cheap laptops
May 22nd, 2026 — Source

Lenovo Delivers Exceptional Fourth Quarter Results
Lenovo Group Limited, together with its subsidiaries, today reported fourth quarter and full year results for fiscal year 2025/26, marking an exceptional Q4 and the strongest year in the Group's history. During the quarter, overall Group revenue reached an all-time fourth quarter high of US$21.6 billion, up 27% year-on-year, marking the highest year-on-year growth rate in five years, with adjusted net income doubling year-on-year to US$559 million. AI-related revenue stood out as a leading growth engine, growing 84% year-on-year to account for 38% of total Group revenue in Q4.
May 22nd, 2026 — Source

Lenovo Q4 revenue tops estimates on strong PC sales, shares jump 15%
$21.6bn quarter, AI revenue nearly doubles, full year crowned the best in the company's history.
May 22nd, 2026 — Source

Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips
Relief for consumers or just another pipe dream?
May 22nd, 2026 — Source

Micron Advances Made-in-America Memory with Manufacturing Expansion in Virginia
Micron Technology, Inc. (Nasdaq: MU) today is celebrating the start of 1α (1-alpha) DRAM manufacturing at its Manassas, Virginia, fab, an important step in the company's efforts to significantly expand U.S. memory manufacturing. As the only United States manufacturer of memory, Micron is uniquely positioned to strengthen America's domestic memory supply. The 1α DRAM node, the most advanced memory technology ever produced in the United States, is well suited to long-lifecycle memory for critical applications, including DDR4 and LP4 products.
May 22nd, 2026 — Source

Microsoft's consumer marketing chief to leave next year
Yusuf Mehdi has worked on Windows, Internet Explorer, Bing, and Xbox One throughout his 35-year career.
May 22nd, 2026 — Source

NVIDIA Rolls GeForce Gaming Products into "Edge Computing" Category for Financials, Now Attributes to Less than 8% of Overall Revenue
NVIDIA has officially moved its GeForce Graphics card division into another category within its latest financial reports. It's been a spell since NVIDIA introduced its first consumer-grade PC gaming graphics cards in the late 1990s and to say that the GPU market has changed since then would be a vast understatment. From competitors and partners that have fallen to the wayside to the rise of the AI boom, which is now consuming both natural and manufacturing resources, the chip manufacturer has weathered many a storm, including those it helped create. That being said, the gaming community has criticized NVIDIA for seeming to step back from releasing consumer products in recent years, and this latest change in fiscal reporting appears to align with that perception.
May 22nd, 2026 — Source

Samsung's memory chip employees negotiated $340,000 bonuses this year
But the deal may still be a win for Samsung, with smaller payouts than at local rival SK Hynix.
May 22nd, 2026 — Source

Tech layoffs have already passed 100,000 in 2026 as the industry cuts jobs to fund AI
Meta, Cisco, Intuit, and PayPal lead a wave -- 2026 is shaping up to be brutal
May 22nd, 2026 — Source

The US government is spending $2 billion on quantum computing, while taking stock in the companies it funds
IBM gets $1 billion, with the rest spread across eight firms under the Chips Act
May 22nd, 2026 — Source

Wingtech sues Nexperia in Chinese court over Dutch government's semiconductor seizure
The Chinese parent company is seeking at least 8 billion yuan in damages and invoking China's Anti-Foreign Sanctions Law, turning a chip dispute into a geopolitical test case
May 22nd, 2026 — Source

Computer — Business News — May 21st, 2026

AMD Announces More Than $10 Billion in Taiwan Ecosystem Investments to Accelerate AI Infrastructure
To meet the growing demand for AI infrastructure, AMD today announced more than $10 billion in investments across the Taiwan ecosystem to expand strategic partnerships and scale advanced packaging manufacturing for next-generation AI infrastructure. Working with strategic partners in Taiwan and globally, AMD is advancing leading-edge silicon, packaging and manufacturing technologies that enable higher performance, greater efficiency and faster deployment of AI systems.
May 21st, 2026 — Source

AMD EPYC Venice Enters Production on TSMC 2nm Process
AMD has announced that its next-generation EPYC processor, codenamed Venice, is ramping production in Taiwan on TSMC's advanced 2nm process technology. The company also plans to ramp production at TSMC's Arizona fabrication facility at a later stage, giving the platform a broader advanced manufacturing footprint. Venice is the next major step in AMD's data center CPU roadmap and is aimed at cloud, enterprise, HPC, and AI infrastructure.
May 21st, 2026 — Source

AMD Ramps 2nm EPYC Venice CPUs on TSMC as Intel Teases 10A and Beyond
AMD announced it has begun ramping production of its 6th Gen EPYC processors, codenamed Venice, on TSMC's 2-nanometer manufacturing process. Initially being made in Taiwan, AMD says it will later shift some production to the TSMC's expanding Arizona fab site. Meanwhile, Intel CEO Lip-Bu Tan is teasing its own future roadmap that includes its 10A and 7A nodes. Folks, the chip wars are heating up.
May 21st, 2026 — Source

AMD's EPYC Venice Becomes Industry's First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership
AMD's EPYC Venice CPUs have entered volume production, making them the first HPC product to achieve the milestone on TSMC's 2nm process tech.
May 21st, 2026 — Source

ASML CEO says Elon Musk is 'very serious' about TeraFab chipmaking megaproject, confirms direct talks — Musk targets $119 billion Texas semiconductor facility
First High NA EUV chips expected within months.
May 21st, 2026 — Source

China blocks NVIDIA's RTX 5090D V2 imports while Jensen Huang was in Beijing
The ban on the China-only Blackwell card landed during the Trump delegation's state visit, on which the Nvidia CEO was a late addition. Chinese AI buyers had been using the 5090D V2 as a workaround for the H200 procurement vacuum.
May 21st, 2026 — Source

Fraunhofer IPMS Develops High-Density Chiplet Systems at the Wafer Level
Breakthrough in chip manufacturing: As part of the European APECS pilot line, researchers at Fraunhofer Institute for Photonic Microsystems IPMS have developed a method that allows different chip components to be fused almost seamlessly into a single unit. By precisely embedding small chiplets into specially structured silicon pockets, Fraunhofer IPMS succeeded in combining the advantages of a compact single chip with the flexibility of modular systems for the first time. This achievement demonstrates the feasibility of quasi-monolithic integration (QMI) and bridges the gap between traditional chip packaging and cutting-edge semiconductor manufacturing.
May 21st, 2026 — Source

IBM and U.S. Department of Commerce Announce America's First Purpose-Built Quantum Foundry
Today, IBM and the U.S. Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This initiative represents one of the most significant commitments by the U.S. Government to date in quantum R&D to position the United States to manufacture most of the world's quantum wafers.
May 21st, 2026 — Source

Intuit cuts 3,000 jobs as it refocuses on AI, but says layoffs are "not about AI"
The cuts affect thousands of workers across the TurboTax, Mailchimp, and Credit Karma parent
May 21st, 2026 — Source

NVIDIA Guides for Massive $91B Q2 as AI Factory Era Fuels Record Earnings
We're starting to sound like a broken record when writing about NVIDIA's earnings, but that's only because NVIDIA keeps breaking records, as it has done once again. The company beat out Wall Street estimates yet again, this time by posting $81.6 billion for the first quarter of its fiscal 2027 period (versus the $78.8 billion consensus), which is up 20% from the previous quarter and up a massive 85% year-over-year.
May 21st, 2026 — Source

Nvidia no longer reports gaming GPU sales as a separate segment — posts eye-watering $81.6 billion Q1 profit thanks to AI boom
But sales of graphics hardware continue to set records for Nvidia.
May 21st, 2026 — Source

NVIDIA puts PCs and game consoles under Edge Computing in latest financial results
NVIDIA no longer reports gaming as separate revenue line as PCs and consoles move under Edge Computing
May 21st, 2026 — Source

NVIDIA's CPU Sales Could Make It One of the Biggest CPU Makers This Year
Earlier this year, we learned that NVIDIA began selling its "Vera" CPU generation as a standalone solution, offering hyperscalers and cloud providers a CPU ready for the agentic AI era. It appears that the "Vera" CPU generation could propel NVIDIA to become one of the largest CPU makers, just behind AMD and Intel in their own game. According to the company's own estimates, NVIDIA is projected to sell about $20 billion worth of "Vera" and "Grace" CPUs, unlocking a $200 billion Total Addressable Market (TAM) with its standalone offerings. As NVIDIA partners with every major hyperscaler to supply "Vera" CPU racks, we are starting to see many deployments across infrastructure providers for their own use cases and offering it to third-party customers.
May 21st, 2026 — Source

Samsung chip workers offered a $340,000 average bonus as union pushes toward $1m and an 18-day strike
Leaked transcripts show memory-line staff offered up to 607% bonuses worth $477,000, while logic-chip employees get as little as 50%. The 45,000-person walkout, if it lands, would be the largest in semiconductor-industry history.
May 21st, 2026 — Source

Samsung reportedly set to distribute up to $26.6 billion to staff in AI-driven semiconductor bonuses after last-minute union deal — average payouts could approach $400,000 per chip employee
Employees to receive bonuses in stock and cash
May 21st, 2026 — Source

Samsung Shareholders Up In Arms Over The "Illegal" Incentives Deal That Will See Each Memory Division Worker Take Home ~$400,000 In Bonuses
Not all is well at Samsung after agreeing to a new incentives deal, with the South Korean tech behemoth now having to contend with not only intra-divisional resentments due to the massive difference in the implied incentives of the semiconductor division and its Device Experience (DX) counterpart, but also shareholder wrath, with one group of shareholders going so far as to unabashedly term the still-fledgling deal "illegal."
May 21st, 2026 — Source

Taiwan moves to detain three over alleged illegal high-end AI server exports to China
The investigation is the island's first formal semiconductor-smuggling crackdown and ties back to the wider Supermicro-linked diversion network that has been routing Nvidia Hopper systems into Chinese customers through Hong Kong and third-country relays.
May 21st, 2026 — Source

Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case
Getting banned Hopper or Blackwell chips into mainland data centers just became exponentially more fraught.
May 21st, 2026 — Source

US government takes $2 billion equity stake in nine quantum computing firms
Beneficiaries include startup backed by firm with links to the Trump family.
May 21st, 2026 — Source or Source

Computer — Business News — May 18th, 2026

Android Chipset Makers Are Losing Millions Of Dollars By Failing To Adopt An Apple Strategy Practiced Since The Original iPad Launch
The rising cost of memory is putting a massive dent in the earnings of Android chipset manufacturers like Qualcomm and MediaTek, and even though these companies have managed to address the lower-tier end of the smartphone market through less capable SoCs, they continue to avoid a practice that Apple has adopted since the latter introduced the original iPad in 2010. Through chip binning, the California-based giant has managed to keep its chip production costs down by re-purposing them in non-flagship products and maximizing profits.
May 18th, 2026 — Source

DDR5 Memory Continues To Sell At A Whopping 400%+ Premium In Germany As The Market Sees No Relief
The upward pricing trend for the DDR5 memory continues in Germany, and even though it seems stabilized, it's the worst time to buy a memory kit.
May 18th, 2026 — Source

Ex-Samsung Chip Boss Says China's DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year
With the memory chip market being significantly disrupted due to high demand from the artificial intelligence market, advisor to Samsung Electronics, Kye-hyun Kyung, believes that prices will come down in the second half of next year. Kyung previously served as the head of Samsung's Device Solutions (DS) group, which is the firm's chip and display manufacturing business division. The former executive believes that high investment by China in the memory market will be responsible for the lower prices and adds that Korea needs to expand its presence in the global fabless chip fabrication market in order to remain competitive with the US and China.
May 18th, 2026 — Source

Intel is reportedly boosting its profits by selling 'scrap'-quality CPUs
Intel has reported its first-quarter 2026 earnings, showing that the chipmaker earned $13.6 billion in revenue, a 7% increase year-over-year. Intel also notes that this is the sixth consecutive quarter where it has seen revenue above the company's expectations. As is normal for these earnings reports, there's a lot of corporate speak and business jargon to sift through. But the key takeaway is that Intel has been gradually repositioning itself to take advantage of the AI boom and the insatiable demand for silicon the world over — and it's paying off.
May 18th, 2026 — Source

Samsung avoids worst-case strike scenario as court restricts union action
The ruling limits disruption at Samsung's chip plants as 45,000 workers prepare for a walkout
May 18th, 2026 — Source

Samsung granted court injunction against imminent strike action in last-minute reprieve — talks resume as unions barred from occupying or locking facilities, obstructing workers
A court also ruled that staffing was required for safety and to prevent facility damage
May 18th, 2026 — Source

Samsung injunction partially blocks looming worker strike. But it's not over.
Over one third of Samsung workers in South Korea may strike this week, with significant implications for the country's economy.
May 18th, 2026 — Source

Samsung meeting transcripts show memory workers offered incredible 607% bonus worth $477,000, while logic chip staff get as little as 50% — union says misbalance 'creates a retention crisis the company cannot afford'
Internal Samsung wage negotiation transcripts obtained by Reuters show the company proposed bonuses of 607% of annual salary for its memory chip division in March, while offering workers in its loss-making foundry and System LSI businesses between 50% and 100%. The documents, part of hundreds of pages of meeting minutes, offer a detailed look at the internal fractures driving Samsung toward what would be the largest strike in its history, scheduled to begin on Thursday.
May 18th, 2026 — Source

TSMC Goes Full Throttle On Ultra-Advanced Nodes, Leaving Samsung In The Dust As It Begins Plans For 1nm Production
The first wave of 2nm chipsets is scheduled to launch this year, with the majority of companies sticking with TSMC's N2 and N2P node, but this is just the start of these intricate manufacturing processes because the Taiwanese semiconductor giant has reportedly laid out plans to go beyond the sub-2nm ceiling as it begins groundwork for 1nm production. In short, Samsung and its own cutting-edge nodes are going to feel the pressure.
May 18th, 2026 — Source

TSMC Reports Record Q1 Profits for Arizona Fab
According to news out of Taiwan, TSMC has had higher profits during the first quarter of this year, compared to all of 2025 from Fab 21 in Arizona. TSMC Arizona's profit in 2025 was NT$16.14 billion (around US$510 million) and for Q1 of this year NT$18.8 billion (around US$595 million). In Q1 of 2025 the same fab only had a profit of NT$496 million or US$15.6 million and the good news for TSMC doesn't stop here.
May 18th, 2026 — Source

Computer — Business News — May 17th, 2026

ASML to equip India's first commercial chip fab — $11 billion Dholera project targets 50,000 wafers a month
The new Dholera facility will produce chips for automotive, mobile, and AI.
May 17th, 2026 — Source

Jay Forrester filed the first practical computer RAM patent 75 years ago this week — his Magnetic Core Memory patent would be granted five years later
75 years ago this week, on May 11th, 1951, MIT electrical engineer Jay Forrester filed the patent application for coincident-current magnetic core memory, a technology that became the dominant form of random-access storage in digital computers for two decades.
May 17th, 2026 — Source

How workplace infrastructure supports business performance
Workplace infrastructure covers everything from office environments and collaboration tools to wellness programs and talent development. Even small investments, like centralizing communication or improving hydration, can measurably lift productivity, and ignoring any link in the chain risks becoming the bottleneck.
May 17th, 2026 — Source

Samsung and its union meet Monday in a last attempt to prevent an 18-day chip factory strike
Samsung faces an 18-day chip strike from May 21. The PM has warned of $668M daily losses and hinted at emergency powers.
May 17th, 2026 — Source

Russia's Mikron is selling framed test wafers with up to 120,000 processors as souvenirs — 12 designs, priced around $170 each, sold alongside $2 vials of cleanroom air
These are 200mm wafers, packing between 30 to 120,000 chips, depending on the product.
May 17th, 2026 — Source

US FTC reportedly launches antitrust probe into Arm following its launch of its own AGI CPU — regulators investigate if chip designer is restricting architecture access to rivals
The company's expansion from design to manufacturing has got some of its customers worried.
May 17th, 2026 — Source

Computer — Business News — May 16th, 2026

Asus enters the RAM market during the largest memory shortage in history, 48GB kit lands at $880 — brand's first DDR5 kit makes the RTX 5070 Ti look like a bargain
Asus has memory to spare.
May 16th, 2026 — Source

Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near Samsung, SK Hynix & Micron Levels
Chinese DRAM and memory makers are accelerating their DDR5 development to tackle the growing needs of AI, Enterprise, and Consumer segments.
May 16th, 2026 — Source

Computer — Business News — May 15th, 2026

AMD keeps gaining on Intel in servers, but desktop PCs tell a different story
Server gains helped AMD reach a new x86 milestone, but desktops were a rare weak spot
May 15th, 2026 — Source

Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead — Musk readies unified Blackwell-only Colossus 2 for frontier training and potential IPO
Musk turns Grok's original AI cluster into a revenue machine.
May 15th, 2026 — Source

Samsung starts winding down chip production six days before planned 18-day strike — company enters 'emergency management mode,' daily losses could hit $2 billion
Ahead of industrial action by disgruntled employees over bonuses, Samsung has reportedly begun throttling semiconductor output by cutting new wafer input and placing lithography, etching, and cleaning equipment on standby, according to a report from both the Korea Herald and Seoul Economic Daily.
May 15th, 2026 — Source or Source

SK hynix Workers Become The Hottest Commodity In South Korea's Marriage Mart After A $2.5 Billion Bonus Pool Hits Their Bank Accounts
At a time when Samsung employees are on the verge of initiating a debilitating union-authorized strike to secure fair compensation, SK hynix employees are apparently living the high life, so much so that they are now attracting laser-focused attention from within South Korea's very competitive marriage mart, all thanks to SK hynix's generous, operating profit-based bonuses.
May 15th, 2026 — Source

The PC hardware slump is real. So is the reason to keep caring
PC building isn't dead yet. It's just stuck in a very expensive waiting room.
May 15th, 2026 — Source

Thermal Grizzly has expanded its TG Delidded processor range with a pre-delidded Intel Core Ultra 7 270K Plus. The new model joins the already available delidded Intel Core Ultra 9 285K, giving overclockers and direct-die cooling users a second Arrow Lake-based option. The Core Ultra 7 270K Plus is a 24-core desktop processor with 8 Performance cores and 16 Efficient cores, 24 threads, up to 5.5 GHz boost, 36 MB Intel Smart Cache, 40 MB L2 cache, 125 W base power, and 250 W maximum turbo power.
07.13.2013
May 15th, 2026 — Source

TSMC's AI Dominance Isn't Under Threat By Intel Due To Key Raw Material Production, Says Citi
The Taiwan Semiconductor Manufacturing Company (TSMC) is unlikely to experience significant competitive pressures to its advanced packaging and chip manufacturing technologies, says a research report from Citibank. In its coverage, the bank's analyst points out that the capacity for TSMC's advanced CoWoS packaging technology could grow significantly due to tailwinds from AI in 2026 and 2027, with other technologies such as system on integrated chips (SoIC) and chip-on-panel-on-substrate (CoPoS) can drive demand in the coming years.
May 15th, 2026 — Source

TSMC's AI Windfall Is Pushing Apple Out, And Cupertino Is Turning To Intel's 18A-P Before It Loses Bargaining Power
The boom in AI processors and the demand for NVIDIA's high-end chips and the GPU designer's rise to become the most valuable company in the world have forced consumer electronics giant Apple to reshape its semiconductor procurement strategy, according to analyst Ming-Chi Kuo. Apple's purported deal with Intel to procure chips for its products has been reported several times in the media, and Kuo believes that it is a bid by the firm to create leverage over TSMC before the highly profitable high-performance computing (HPC) chips become the contract chip manufacturer's mainstay for revenue.
May 15th, 2026 — Source

Trump says China is blocking Nvidia H200 purchases despite US approval — says country 'chose not to' sanction purchases, pushing homegrown chips instead
10 Chinese firms have U.S. approval to buy H200s, but Beijing won't let them.
May 15th, 2026 — Source

Computer — Business News — May 14th, 2026

AMD EPYC Server Revenue Share Hits Record 46.2% as EPYC Gains on Intel Xeon
Coming off a blowout quarter in which AMD reported $10.25 billion in Q1 revenue driven by major gains in the data center, newly released figures by Mercury Research indicate those gains translated to a record 46.2% server revenue share on strong EPYC adoption across cloud and enterprise segments. That's up from 39.5% in the same quarter from a year ago.
May 14th, 2026 — Source

Apple assembler Foxconn reports forecast-beating 19% jump in Q1 profit
Taiwan's Foxconn, the world's largest contract electronics maker and Apple's top iPhone assembler, reported on Thursday a 19% rise in first-quarter profit from a year earlier, beating expectations thanks to strong global demand for AI products.
May 14th, 2026 — Source

Chinese Display Makers Are Pushing Their Production Schedule To Timely Equip MacBook Pro Rivals With Next-Generation OLEDs To Take On Samsung
Apple has been reported to finally ditch mini-LED technology and transition to tandem OLED with its next 14-inch and 16-inch MacBook Pro lineup, with Samsung helping its client make the switch, as it's currently the company's sole supplier of these high-end panels. However, Chinese manufacturer BOE is also concocting plans to ensure that Apple's rivals have access to the same technology to allow for better product variety in the market, as it's reportedly commencing mass production ahead of schedule.
May 14th, 2026 — Source

Cisco cuts nearly 4,000 jobs to spend more on AI, reports 'record quarterly revenue'
Technology giant Cisco is cutting nearly 4,000 jobs, or around 5% of its workforce, despite reporting better-than-expected profit and revenue in its fiscal third quarter.
May 14th, 2026 — Source

Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC — plant to fill missing chemical link to scale EUV materials
The last of Japan's big three EUV resist suppliers closes a gap its rivals filled years ago.
May 14th, 2026 — Source

Leading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond
2nm is here, so what's next?
May 14th, 2026 — Source

LinkedIn Cuts Jobs Despite Revenue Growth as Tech Layoffs Keep Spreading
LinkedIn is cutting jobs and trimming spending across major teams despite revenue growth, as the Microsoft-owned company refocuses priorities.
May 14th, 2026 — Source

Other World Computing (OWC) Expands UK Channel with M2M Direct Distribution Partnership
Other World Computing (OWC), a trusted leader in high-performance storage, memory, connectivity, software, and accessories that empower creative and business professionals to maximize performance, enhance reliability, and streamline workflows, today announced the appointment of M2M Direct as a UK distribution partner. Effective April 6, 2026, the agreement expands OWC's reach across the UK, making its full portfolio more accessible to specialist retailers, value-added resellers, system integrators, and e-commerce channels as part of the company's broader European growth strategy.
May 14th, 2026 — Source

Qualcomm & MediaTek Have A Stronger 2nm Base To Beat Apple This Year, But Architectural Improvements Will Also Decide The Outcome
To obtain an edge over Apple, Qualcomm and MediaTek have been reported on multiple occasions to gravitate to TSMC's slightly improved 2nm 'N2P' process, which promises a 5 percent performance and efficiency improvement over N2 while utilizing the same surface area. On paper, the Snapdragon 8 Elite Gen 6 Pro and Dimensity 9600 can potentially surpass the A20 and A20 Pro this year, making it quite the feat for both Qualcomm and MediaTek, but a tipster claims that architectural improvements will also determine whether a victory materializes or not.
May 14th, 2026 — Source

Samsung wants its union back at the table. The union wants the bonus formula in writing.
A week after Samsung Electronics passed $1tn in market value, its largest union is preparing an 18-day strike that could disrupt the AI memory chips inside that valuation. The wage gap with SK Hynix is the spark. The bonus formula is the fight.
May 14th, 2026 — Source

SK Hynix is about $50bn away from being a trillion-dollar company
Two AI memory rallies, one country, and a market cap chart that has gone up 9x in two years. If SK Hynix crosses the threshold, South Korea becomes the first country outside the US to host two trillion-dollar companies at the same time.
May 14th, 2026 — Source

This memory chip works at 700 degrees Celsius. The startup behind it is already building AI chips that compute where GPUs cannot.
USC researchers built a memristor that operates at 700 degrees Celsius, hotter than molten lava and far beyond Venus surface temperatures, while TetraMem, the startup commercialising the technology, has already moved its room-temperature AI inference chips to 300mm production wafers with SK hynix and CHIPS Act support.
May 14th, 2026 — Source

US reportedly allows 10 Chinese companies to buy NVIDIA's coveted H200 AI chips
In December 2025, the US government allowed NVIDIA to sell H200 processors to approved customers in China, after blocking its sales due to concerns that it would aid the development of the country's military technologies. China agreed to import several hundred thousand H200 chips in January, Reuters reported at the time, with the first shipments being meant for three unnamed Chinese internet companies.
May 14th, 2026 — Source or Source

Computer — Business News — May 11th, 2026

A data center used 29 million gallons of water without a bill, while residents complained about low water pressure
The county issued a $147,474 back-bill and waived all penalties
May 11th, 2026 — Source

Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as Samsung and SK Hynix Run Dry
Chinese DRAM makers have sped up their memory production capabilities, with another company now mass-producing DDR5 RDIMMs for servers.
May 11th, 2026 — Source

Apple Strikes Deal with Intel Foundry Services for Chip Production in the U.S.
Apple and Intel Foundry Services have reached a preliminary agreement to onboard Apple as a foundry customer for manufacturing of Apple Silicon on its latest foundry nodes, according to a Wall Street Journal report. The move could see Apple end its near-total reliance on TSMC for production of its chips. Apple is looking to leverage the Intel 18A foundry node that offers comparable transistor densities and electric characteristics as TSMC's 2 nm-class nodes.
May 11th, 2026 — Source

Apple, Intel Reportedly Near Chip Deal That Could Reduce TSMC Reliance
Apple and Intel reportedly reached an early chip manufacturing agreement that could reduce Apple's TSMC reliance and boost Intel's foundry ambitions.
May 11th, 2026 — Source

Applied Materials and TSMC Partner at the EPIC Center to Accelerate Semiconductor Technologies
Building on more than 30 years of collaboration, Applied Materials, Inc. today announced a new innovation partnership with TSMC to accelerate the development and commercialization of semiconductor technologies required for the next era of AI. Working together at Applied's EPIC Center in Silicon Valley, the companies will co-innovate to advance materials engineering, equipment innovation, and process integration technologies designed to deliver energy-efficient performance from the data center to the edge.
May 11th, 2026 — Source

Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027
Orders have doubled since launch in late March.
May 11th, 2026 — Source

Europe is moving to block Microsoft, Amazon, and Google from handling government health, financial, and legal data
The latest move in a widening standoff over who controls Europe's digital infrastructure -- but private companies are exempt
May 11th, 2026 — Source

Europe wants out from under US tech -- but first it has to find the exits
Report maps the weak points in cloud, identity, and public sector procurement
May 11th, 2026 — Source

Intel CEO Confirms Ongoing Product Collaboration with NVIDIA
Intel's CEO, Lip-Bu Tan, has confirmed that the collaboration with NVIDIA is ongoing, and we are about to see the results of the partnership announced late last year. Yesterday, Carnegie Mellon University awarded an Honorary Doctorate in Science and Technology to NVIDIA CEO Jensen Huang for his outstanding contributions to the fields of accelerated computing and AI. Intel's Lip-Bu Tan had the honor of placing the doctoral hood on him. In a post on X, the Intel CEO confirmed that Intel and NVIDIA are still working together to "develop exciting new products," indicating that the long-promised integration of NVIDIA GeForce RTX GPUs within Intel SoCs is still in progress.
May 11th, 2026 — Source

Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration
SK hynix is said to be testing Intel's 2.5D packaging for HBM integration.
May 11th, 2026 — Source

Loongson Targets Intel 12th Gen and Radeon RX 550 Performance With 3B6600 CPUs and 9A1000 GPUs Launching Next Year
Loongson's latest 3B6600 CPU & 9A1000 GPU won't arrive until next year, and feature performance on par with years-old hardware.
May 11th, 2026 — Source

Microsoft's Voluntary Retirement Offer: New Details Reveal Who Qualifies
Microsoft is offering longtime US employees severance, healthcare, and stock vesting through its first voluntary retirement program.
May 11th, 2026 — Source

MSG Maker, Ajinomoto, To Raise Prices By 30% As ABF Substrate Supply-Demand Gap Extends To 2027 Due To AI Supercycle
ABF substrates are the core component of next-generation AI servers, and heightened demand is going to see their prices bumped by up to 30%.
May 11th, 2026 — Source

Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production
A deal could cut Samsung's annual operating profit by up to 12%.
May 11th, 2026 — Source

SK hynix Turns to Intel's EMIB Packaging as TSMC CoWoS Bottlenecks Squeeze the AI Supply Chain
As the race for the AI buildout continues to intensify, a shortage in the packaging industry has led memory manufacturer SK hynix to team up with Intel for chip packaging technology. After a strong comeback under CEO Lip-Bu Tan, Intel is now aiming to expand its presence in the packaging industry. The firm and SK hynix are collaborating on 2.5D packaging technology and Intel's Embedded Multi-die Interconnect Bridge (EMIB) technology as shortages create tightness in the current packaging supply chain.
May 11th, 2026 — Source

SoftBank bets on battery building to back bit barns
Tech investment giant wants batteries for its own AI datacenters, and lots of them
May 11th, 2026 — Source

Startup building portable AI data centers for remote operations grows Seattle-area hub to 120 people
A heavily-funded San Francisco-based startup by the name of Armada is quietly building a major engineering presence in Bellevue, Wash., as demand surges for AI infrastructure that can operate beyond the walls of traditional data centers.
May 11th, 2026 — Source

Computer — Business News — May 10th, 2026

Nvidia Rubin Faces Problems as AMD MI500 Gets Ready for 2027
According to recent reports, the company has been forced to change some of the original specifications because of design and production issues, especially involving HBM4 and HBM4E memory and the packaging of multiple chiplets.
May 10th, 2026 — Source

NVIDIA tops $40bn in AI equity bets in 2026, anchored by $30bn OpenAI investment
$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questions.
May 10th, 2026 — Source

Computer — Business News — May 9th, 2026

200MW of US-UAE's Jointly Planned 5GW AI Campus Is Coming Online Soon, Powered by 1000s of Next-Gen Chips
UAE has just announced that its AI Campus, being built with the United States, is coming online soon, housing a total AI compute capacity of 5 Gigawatts through next-gen chips.
May 9th, 2026 — Source

Apple and Intel are reportedly working on a chip manufacturing deal
TSMC capacity is tightening under AI demand -- and the US government has been quietly pushing Apple toward Intel for months
May 9th, 2026 — Source

Goldman Sachs Bets Big On Agentic AI Boom By 2040, But Warns Bad Data Could Leave A Bad Taste
As agentic AI now dominates the conversation when it comes to AI computing, investment bank Goldman Sachs is out with a report that agentic computing will drive a jump in token consumption. The bank believes that token consumption will grow 24 times by 2030 compared to 2026's figures as AI queries jump from five billion to 23 billion, driven particularly by non-human agents.
May 9th, 2026 — Source

Intel roadmap leak reveals Nova Lake, Razor Lake, Titan Lake, and Moon Lake through 2028 with Nvidia RTX GPU tile integration
Nova Lake comes first with 52 cores on TSMC's N2 node
May 9th, 2026 — Source

Intel's Computex Keynote is June 2 and "Silicon Innovation" is On The Agenda
Intel has confirmed the details of its Computex 2026 presence, and one phrase in the official announcement is doing a lot of work. CEO Lip-Bu Tan will deliver Intel's Computex keynote on June 2 at 1:30 PM (Ed: Shouldn't you tell the readers that's 1:30AM Eastern US time?) Taiwan local time, with a livestream available through Intel's Computex event page and its YouTube channel. The formal announcement is, as expected, heavy on AI: AI PCs, AI at the edge, AI in the data center, the "enduring role of x86 as a foundational architecture for AI," and so on. Standard boilerplate for 2026. What stands out is a phrase Intel has not used in previous Computex communications this cycle: "silicon innovation."
May 9th, 2026 — Source

Nvidia has already committed $40B to equity AI deals this year
Nvidia continues to be a major investor in the AI ecosystem, committing more than $40 billion to equity investments in AI companies — and that's just in these early months of 2026, according to CNBC.
May 9th, 2026 — Source

NVIDIA Rubin & Rubin Ultra Platforms Facing Design/Spec Issues As Per Rumors While AMD MI500 Positioned For 2H 2027 Launch
NVIDIA's Rubin platforms are rumoredly facing design/spec issues, making way for the competition, such as AMD MI500, to get the headstart with HBM4E in 2027.
May 9th, 2026 — Source

NVIDIA's AI Chips Reached China's Alibaba Through Thailand, As US Indicts Supermicro Execs In $2.5 Billion Smuggling Ring
NVIDIA's AI chips have once again bypassed barriers and landed at Alibaba in China, as the US suspects Supermicro's role in smuggling through Thailand.
May 9th, 2026 — Source

Qualcomm To Have A Stacked Chipset Lineup This Year, Offering Both Flagship 2nm And Lower-Tier 3nm Options To Offer Device Diversification
The industry's first 2nm chipsets are launching later this year, with Qualcomm's Snapdragon 8 Elite Gen 6 and Snapdragon 8 Elite Gen 6 Pro rumored on multiple occasions to take advantage of TSMC's next-generation lithography. As expected, this manufacturing process is costly, with phone makers likely adopting these solutions in their absolute top-tier offerings, and in the middle of a DRAM crisis, their margins will be drastically affected.
May 9th, 2026 — Source

Supermicro-tied execs used Thailand government entity to ship Nvidia AI GPUs to China — report alleges Chinese web giant Alibaba received restricted servers
A Bloomberg investigation on Friday shed some additional light on the indictment of Supermicro executives and employees tied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used a Thailand-based government-related entity to route restricted Nvidia AI GPUs to none other than Alibaba itself, whose AI ambitions can easily absorb hardware worth far more than a couple of billion dollars.
May 9th, 2026 — Source

The University of Michigan invested 20 million dollars in OpenAI before ChatGPT existed. Court documents show the stake is now worth two billion.
Court documents from the Musk v. Altman trial revealed that the University of Michigan invested 20 million dollars in OpenAI before ChatGPT existed. The stake is now worth two billion dollars.
May 9th, 2026 — Source

Trump Touted The "Tens Of Billions Of Dollars" The Government Has Made From Intel, While Selling A Deal To Apple That Undercuts TSMC By 25% On Wafer Pricing
Whatever else one might think of President Trump, it is plain as day that he is a connoisseur at shaping narratives. And, apparently, the President seems to have played a material role in selling an Intel deal to Apple, one that might accrue sizable short- and long-term benefits to the Cupertino-based tech giant.
May 9th, 2026 — Source

Computer — Business News — May 8th, 2026

Acer Announces April Revenues at NT$31.31 Billion, a Record Month in 12 Years, up 68.4% Year-on-year
Acer Inc. announced its consolidated revenues for April at NT$31.31 billion, a record month in 12 years, with growth of 68.4% year-on-year and 4.7% month-on-month. Consolidated revenues for year-to-April reached NT$103.74 billion, a record high in 13 years for the same period, with 29.7% growth YoY.
May 8th, 2026 — Source

AMD Finally Overtakes Intel in Q1 Data Center Revenue as Agentic AI Forces Hyperscalers to Hoard CPUs Over GPUs
As Agentic AI Rages On & CPUs Become The New Favorite, Both AMD & Intel Are Seeing Big Successes Due To Overwhelming Demand
May 8th, 2026 — Source

ASUS Republic of Gamers to Celebrate 20 Years of Gaming Innovation at Computex 2026
ASUS Republic of Gamers (ROG) today announced its upcoming ROG Press Event and Party at Computex 2026, marking its 20th anniversary and ushering in a new era of gaming innovation. Taking place on June 1 from 5.00-10.00 p.m. (GMT+8) at Syntrend Creative Park in Taipei, the event will bring together media, fans, and the gaming community for an evening inspired by the Dare to Innovate ethos, returning the celebration to a location closely tied to ROG's early journey. Located in the vibrant Guanghua commercial district, Syntrend Creative Park has long been a key hub for Taiwan's PC-building community and tech enthusiasts.
May 8th, 2026 — Source

Desperate SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the tune of hundreds of millions of dollars
Available capacity is "essentially zero," source says.
May 8th, 2026 — Source

Intel's stock tripled under Lip-Bu Tan. He still has not told most employees the plan.
Intel's stock has tripled under Lip-Bu Tan, who has won over Trump, partnered with Musk, and attracted Apple's interest. The question is whether the relationships will produce the manufacturing execution that Intel has failed to deliver for a decade.
May 8th, 2026 — Source

Iran war hits datacenter building supply chains, upping costs
BCS says builders face up to 20% material hikes and patchy deliveries
May 8th, 2026 — Source

Minisforum MS-02 Ultra 285HX running Linux -- Introduction
The Minisforum MS-02 Ultra 285HX targets users who want a compact but highly expandable workstation or mini server. It's aimed at professional creators, AI developers, engineers, homelab users, small-business IT teams, and power users who need far more expansion than a typical mini PC offers.
May 8th, 2026 — Source

Motherboard sales are collapsing because AI data centers made RAM too expensive to buy
Asus, Asrock, Gigabyte, and MSI are all slashing 2026 motherboard forecasts
May 8th, 2026 — Source

North Korean fake remote worker scam lands two Americans 18-month prison sentences for hosting laptops — US firms unknowingly shipped laptops to "employees" who secretly worked from overseas via remote desktop, generating $1.2 million for Pyongyang
Department of Justice records eight sentences in just five months for the same crime
May 8th, 2026 — Source

NVIDIA confirms GeForce NOW data breach affecting Armenian users
NVIDIA has confirmed in a statement for BleepingComputer that GeForce NOW user information has been exposed in a data breach.
May 8th, 2026 — Source

Samsung offered chip workers a $340,000 bonus to avoid a strike. They want it every year
An 18-day strike could cost Samsung up to $11.7 billion, workers demand a bigger share of the AI windfall
May 8th, 2026 — Source

Sony forecasts 11% profit lift and $3.2bn buyback as music and sensors offset PS5 memory shock
Sony Group on Friday set out FY26 guidance the market had largely priced in: operating profit of ¥1.6 trillion for the year through March 2027, an 11% lift on the prior twelve months, and a share buyback of up to ¥500bn (about $3.2bn). Shares moved in line with expectations in Tokyo trading.
May 8th, 2026 — Source

Trump's H-1B proposal would push entry-level tech salary floor near $162,000
The same role in Dallas would jump to about $113,000; in New York, $132,000. The increases run nearly 30% above the current minimums in each city.
May 8th, 2026 — Source

Computer — Business News — May 7th, 2026

AMD Eyes Samsung 2nm Tech As Alternative In Tackling Wafer Supply Constraints With Talks In "Advanced Stages"
AMD is in advanced talks with Samsung to utilize the company's 2nm technology to produce its next-gen AI CPUs and accelerators.
May 7th, 2026 — Source

NVIDIA Aims To Expand Manufacturing Capacity In The US By 10x Through Corning Partnership, Mainly Focusing on Optical Connectivity
NVIDIA and Corning Incorporated today announced a multiyear commercial and technology partnership to dramatically expand U.S.-based manufacturing of the advanced optical connectivity solutions needed to power next-generation AI infrastructure.
May 7th, 2026 — Source

Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000 — workers want share of AI windfall, impending 18-day strike could cost Samsung up to $11.7 billion
Samsung semiconductor workers want a bigger slice of the AI pie.
May 7th, 2026 — Source

U.S. Supreme Court declines to pause order holding Apple in contempt in Epic Games lawsuit
The U.S. Supreme Court on Wednesday rejected Apple's request to temporarily block a court order requiring major changes to its App Store. The order stems from an antitrust lawsuit filed by Epic Games, the maker of Fortnite, which found Apple in violation of previously mandated reforms to its highly profitable App Store policies.
May 7th, 2026 — Source

Computer — Business News — May 4th, 2026

AI data center boom is leaving consumer electronics short of chips—even though they don't use the same kinds
The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having trouble acquiring enough chips.
May 4th, 2026 — Source or Watch Video

ASML's roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyond
The machines that print every advanced chip are becoming larger, more expensive, and increasingly difficult to build.
May 4th, 2026 — Source

Asustor at Computex 2026 - Local AI, USB4 Networking, Expansion Units and 24 Bays
Asustor Inc. today is announcing that it will unveil a range of new products at Computex 2026 in Taipei, to showcase its superior network storage prowress with numerous models in addition to its award winning lineup of network storage solutions.
May 4th, 2026 — Source

Crushing shortages have pushed long-term supply agreements for SSDs and HDDs to record five years — large customers are signing large contracts
Companies sign on the dotted line.
May 4th, 2026 — Source

Exynos 2700 Can Turn Around Samsung's Non-Memory & Semiconductor Business, But It All Depends On The SoC's Adoption And Performance
Samsung continues to improve its 2nm GAA process with its second iteration, which will be utilized for the Exynos 2700, enabling the company to introduce the direct successor to the Exynos 2600. While the upcoming chipset's release will serve to reduce the Korean giant's dependency on Qualcomm and lower its expenditure on outsourced silicon, it can also help restore its non-memory and semiconductor businesses, which are currently facing a 1 trillion won deficit ($679.21 million).
May 4th, 2026 — Source

Intel Appoints Qualcomm's Alex Katouzian to Lead Client Computing and Physical AI as Lip-Bu Tan Reshapes Top Ranks
Intel has made two big changes: the appointment of Alex Katouzian from Qualcomm in the Client Computing & AI segment, along with Purskar Randae as CTO.
May 4th, 2026 — Source or Source

Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'
Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%. The drop is staggering, given that the company owned the lion's share of China's AI accelerator market just two years ago.
May 4th, 2026 — Source

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure
Memory shortages are killing off older Jetson modules while newer ones compete for the same constrained supply.
May 4th, 2026 — Source

Palantir's earnings test arrives in the middle of an AI software sell-off
After a 30% year-to-date drawdown, Monday's Q1 results are Palantir's first chance to argue, not assume, that it does not belong in the broader AI software multiple compression.
May 4th, 2026 — Source

Samsung appoints new head to lead its Visual Display (VD) Business
Samsung's new head of the Visual Display (VD) business is President Won-Jin Lee, who helped establish the company's TV and mobile service businesses.
May 4th, 2026 — Source

SK Hynix jumps 12% as Big Tech doubles down on AI memory
A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand.
May 4th, 2026 — Source

Computer — Business News — April 27th, 2026

Apple set to overtake Dell as MacBook shipments rise against market decline
Apple could become the world's third-largest laptop maker
April 27th, 2026 — Source

ASML plans to build at least 60 EUV machines this year as AI chip demand surges
That is 36% above 2025 sales, with more cleanroom capacity and supplier scaling needed to keep pace
April 27th, 2026 — Source

Complex that supplies 70% of global critical PCB base targeted in Iranian strike — attack could fracture the already disrupted electronics supply chain
A single military strike may increase the cost of your next gadget.
April 27th, 2026 — Source

Intel Arc Desktop GPU Roadmap Faces Uncertainty
Intel's discrete gaming GPU roadmap appears increasingly fragmented, with recent reports indicating internal reshuffling and deprioritization of upcoming desktop Arc launches. The current generation, based on the Xe2 "Battlemage" architecture, remains limited in scope, with the mid-range Arc B580 positioned as the primary gaming offering. Higher-tier configurations exist, but they are largely confined to professional segments rather than consumer gaming. According to known leaker Jaykihn, there are no imminent plans for gaming-focused GPUs based on Xe3 "Celestial" or its derivative Xe3P "Crescent Island".
April 27th, 2026 — Source

Lenovo Completes Acquisition of Phoenix Technologies' Firmware Business
Lenovo Group Limited today announced it has completed the acquisition of Phoenix Technologies' firmware (BIOS) technology business registered in Dublin, Ireland, including its related intellectual property and expertise. The acquisition brings firmware development and additional core software expertise in‑house, enhancing Lenovo's ability to manage critical firmware across its entire PC portfolio and, over time, across other AI‑enabled devices.
April 27th, 2026 — Source

Samsung 18-Day Strike Could Cut-Off DRAM & NAND Output By Up To 4%, & Recovery Will Take 2-3 Weeks
A major DRAM & NAND crisis is impending as Samsung faces an 18-day strike in May, which could disrupt the global supply chain.
April 27th, 2026 — Source

Supermicro Adds Largest Silicon Valley Campus - New DCBBS Facility to Advance the Delivery of Next-Generation AI Data Centers
The latest addition—spanning approximately 32.8 acres and more than 714,000 square feet—marks Supermicro's fourth Bay Area site and brings its regional footprint to nearly 4 million square feet. The facilities will support a full range of domestic operations, including advanced system design, manufacturing, testing, and service, as well as global distribution of the company's DCBBS for AI infrastructure.
April 27th, 2026 — Source

Computer — Business News — April 26th, 2026

Apple Set to Become Third-Biggest Laptop Maker This Year
Apple is reportedly set to become the third-largest laptop vendor by the end of 2026, according to market research firm Sigmaintell. Their projections indicate that Apple-made laptops will surpass the industry staple Dell, securing the third spot. This is a remarkable achievement for Apple, which will capture significant unit sales with its newly released, affordable MacBook Neo. According to the market research, the largest vendor by unit sales in 2026 is expected to be Lenovo with 43 million units, followed by HP with 39 million units.
April 24th, 2026 — Source

Disabled gamer prototypes true one-handed keyboard-and-mouse controller, device nominated for award — maker inspired to build device after losing right arm in an accident
This is could finally let single-handed people enjoy games and even play competitively.
April 24th, 2026 — Source

Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value
Taiwan's stock market is now valued at $4.3 trillion, driven by AI.
April 24th, 2026 — Source

Computer — Business News — April 24th, 2026

ASUS warns former customer care provider employee tried to obtain card details from users
ASUS Spain sends a notice notice
April 24th, 2026 — Source

NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative
Next-gen memory designed as a lower-cost, lower-power HBM alternative for AI workloads
April 24th, 2026 — Source

The RAM shortage could get even worse if Samsung labor protests cut production
Samsung foundry workers are threatening to strike next month, demanding higher pay.
April 24th, 2026 — Source

Computer — Business News — April 23rd, 2026

AMD deploys "war room" to monitor our website for leaks
AMD, please stop scraping our website
April 23rd, 2026 — Source

AMD Ryzen CPU Prices Increase Over 50% In Japan As DIY PC Market Continues To Face AI Shocks
The prices of AMD's Ryzen CPUs have increased by more than 50%, signaling a panic in the DIY market amid heightened AI demand.
April 23rd, 2026 — Source

AMD Stock Hits Record High Above $300 as AI Optimism Fuels Rally
AMD's stock has been experiencing a significant rise over the past few months, with the company's share price reaching a record $303.46 at the time of writing and a market capitalization of nearly half a trillion USD, precisely $494.74 billion. Historically, AMD's stock has struggled to match the levels of NVIDIA and, to some extent, Intel. However, the company has seen a massive turnaround with the expansion of AI data centers. AMD has been performing well in the data center space with its EPYC processors and Instinct MI accelerators, and the stock price has followed this upward trajectory.
April 23rd, 2026 — Source

Apple was ready for the RAM crisis
While PC makers have raised prices and struggled to meet demand due to exploding memory costs, Apple has leveraged its greatest asset to stem the tide.
April 23rd, 2026 — Source

Everyone Thought Google's TurboQuant Would Solve The Memory Crisis, But SK Hynix Says It Will Only Make It Worse
Google TurboQuant was seen as a savior to the memory crisis; unfortunately, things will remain the same or get even worse from here.
April 23rd, 2026 — Source

Intel shutters open-source evangelism program and archives key community projects — closures point to significant shift in open-source leadership
The latest round of GitHub closures underscores a broader pullback in Intel's open-source footprint amid ongoing restructuring.
April 23rd, 2026 — Source

Labor unrest at Samsung may worsen memory chip supply issues
Tens of thousands of Samsung Electronics workers held a rally at the company's Pyeongtaek campus in South Korea on Thursday to signal they are prepared to walk off the job for an 18-day strike next month. The dispute, at its core, is over money.
April 23rd, 2026 — Source

LG Display Reports First Quarter 2026 Results
LG Display today reported unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending March 31, 2026.
April 23rd, 2026 — Source

Microsoft offers buyout for up to 7% of US employees
According to an internal memo, employees will be eligible if their years of work at Microsoft plus their age totals 70 or more, with some exceptions. So if someone who is 52 years old has 18 years of service at Microsoft, they could qualify for the buyout.
April 23rd, 2026 — Source

More than 30,000 Samsung union members take to the streets to demand an average bonus of $400,000 per worker — May 21 strike date looms, union points to rival SK hynix granting higher bonuses to its employees
Samsung chip fab workers want a slice of the company's massive AI-driven profits.
April 23rd, 2026 — Source

NEO Semiconductor Demonstrates 3D X-DRAM Proof-of-Concept
NEO Semiconductor, a leading innovator in advanced AI and memory technologies, today announced successful proof-of-concept (POC) results for its 3D X-DRAM technology, marking a major milestone toward next-generation, high-density memory solutions for AI and data-centric systems.
April 23rd, 2026 — Source

SpaceX may build its own GPUs to reduce chip supply risks
The company warned investors about supply constraints and rising compute costs
April 23rd, 2026 — Source

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry
Nvidia says it's received orders for the H200 from Chinese companies, however.
April 23rd, 2026 — Source

Computer — Business News — April 21st, 2026

AI boom drives SK Hynix to pay $477,000 bonus per employee
Not everyone in South Korea is happy, though
April 21st, 2026 — Source

Lenovo Brings Production-Scale AI to Hannover Messe 2026
Manufacturers are under increasing pressure to improve efficiency, resilience, and responsiveness in the face of ongoing supply chain volatility and rising operational complexity. In this environment, AI is no longer a future ambition but an operational necessity. With 94% planning to increase AI investment in 2026 and an expected $2.86 return for every dollar spent, the priority has shifted from experimentation to execution.
April 21st, 2026 — Source

NZXT customer to sue after AIO leak damages Asus RTX 5090, payout won't cover replacement costs
NZXT acknowledged a manufacturing defect, but its settlement offer falls far short of current replacement cost
April 21st, 2026 — Source

OrangeQS raises €15M and brings hardware makers into the solution
The Dutch startup, the only company offering a dedicated commercial solution for quantum chip testing, raised a €3M extension to its June 2025 seed round from the European Innovation Council Fund.
April 21st, 2026 — Source

TSMC Is Pouring $56 Billion Into New Fabs, Yet CEO Wei Admits Shortages Will Drag Into 2027 and Beyond
The massive AI cycle has prompted semiconductor giants such as TSMC to invest billions into infrastructure, but even that won't be enough to keep up with demand.
April 21st, 2026 — Source

Computer — Business News — April 17th, 2026

AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights
Nvidia still dominates, but AI demand is lifting the rest of the chip market
April 17th, 2026 — Source

AMD Could Resurrect the 5800X3D for a Special AM4 10th Anniversary Edition
Considering the ongoing shortages, any new AM4 chips are very welcome.
April 17th, 2026 — Source

China's YMTC & CXMT Are Doubling Wafer Output in an 'Epic Expansion,' Yet Buyers Are Scrambling to Prepay for Memory Supply
Big Chinese manufacturers such as YMTC & CXMT have started what they are referring to as "Epic Expansion" to address memory supply constraints in the DRAM & NAND segments.
April 17th, 2026 — Source

Intel's PC Business Survival Hinges on 18A As Shortages Drive AMD & Intel CPU Costs Up By 15%
Intel & AMD are facing severe shortages of CPUs, prompting a global disruption in PC and industrial segments, driving costs further up.
April 17th, 2026 — Source

Jensen Huang Warns You Won't Lose Your Job to AI, But You Might Lose It to Someone Who Uses AI
NVIDIA CEO has said that the AI era will lead to the creation of more jobs, highlighting AI as the new job platform rather than a replacement for mankind.
April 17th, 2026 — Source

Loop raises $95M to build supply chain AI that predicts disruptions
Supply chains are messy. San Francisco-based startup Loop isn't content helping companies merely clean up their supply chains. Instead, the startup is using AI to offer companies predictive, and even prescriptive, remedies — almost like an ideal healthcare provider.
April 17th, 2026 — Source

Samsung Leaves Customers High And Dry By Halting LPDDR4 Production, As Memory Crisis Forces A Shift Towards The Profitable LPDDR5 RAM
Older-generation LPDDR4 and LPDDR4X memory chips have been in production for about 8 to 10 years, but Samsung is reportedly pulling the plug on manufacturing, likely because it wants to focus more on maximizing profits by supplying LPDDR5 and LPDDR5X RAM chips.
April 17th, 2026 — Source

Tech industry sees over 39,000 layoffs due to AI
Amid widespread concern about the effect AI has on the jobs market you might expect that the tech sector -- being at the heart of the revolution -- might be relatively immune. However, new data from finance research platform TradingPlatforms shows that 39,088 tech sector layoffs recorded worldwide since the start of 2026 have been directly linked to AI implementation.
April 17th, 2026 — Source

US lawmakers amend new restrictions on Chinese chipmakers — MATCH Act's blanket restrictions removed from select chipmaking tools
U.S. lawmakers have revised the MATCH Act to narrow its scope after industry pushback and removed one of the most sweeping provisions that prohibited sales of cryogenic etching tools to chipmakers in the countries of concern (most notably China), reports Reuters. Yet Chinese chipmakers were not allowed to obtain these tools anyway due to existing export controls, which makes the alterations somewhat cosmetic.
April 17th, 2026 — Source

Computer — Business News — April 14th, 2026

Amazon Tripled Its CPU Servers and Still Ran Out as Agentic AI Gobbles Up Every Available Processor in the Cloud
Well, first it was GPUs, then it was memory, and now it is CPUs, which are being affected by severe shortages due to the Agentic AI boom.
April 14th, 2026 — Source

China has spent 3.6 times more than the US on chipmaking subsidies over the past decade — $142 billion and counting, easily outweighs CHIPS Act
A new study describes the outcome of Beijing's $142 billion drive as a "disruptive failure" at the leading edge.
April 14th, 2026 — Source

IBM becomes first company to pay up under Trump administration's diversity blitz
Didn't admit liability, will cough $17M, still fighting age discrimination cases
April 14th, 2026 — Source

Investigation: Even USB flash drives and SD cards are becoming unaffordable
Over the last year, USB drives, SD, and MicroSD storage cards have shot up in price, just like RAM and SSDs.
April 14th, 2026 — Source

"It will reshape the PC landscape": A new rumor says NVIDIA is entering final negotiations to buy a large PC company — Dell and HP stocks jump in the wake, but I'm not so sure
There's definitely more than a 0% chance NVIDIA could be working on acquiring a large company in the PC and server market.
April 14th, 2026 — Source

NVIDIA Drops F-Bomb In Response To PC Maker Acquisition Rumor
Despite a bombshell report making the rounds, the answer is no, NVIDIA is not planning to scoop up Dell, HP, or any other major (or minor) PC maker. Or at least that is the official messaging from NVIDIA, with a spokesperson calling the report "false." What, were you expecting a different F-bomb?
April 14th, 2026 — Source

Nvidia says AI cuts 10-month, eight-engineer GPU design task to overnight job — company is still 'a long way' from AI designing chips without human input
Nvidia reveals how AI speeds up its chip design process.
April 14th, 2026 — Source

Small Missouri town ousts half its city council after $6 billion AI data center approval — petition calls for mayor's removal as frustration (and violence) over AI data centers mounts
A lawsuit is also seeking to undo the project's approval.
April 14th, 2026 — Source

Computer — Business News — April 13th, 2026

Approvals for Nvidia and AMD AI chip exports to China stall under government bottleneck — 20% staff turnover hobbles Bureau of Industry and Security
Under Secretary Jeffrey Kessler is personally signing off on nearly every license.
April 13th, 2026 — Source

Atomos Acquires Flanders Scientific, Among the Most Trusted Reference Monitor Brands
Atomos has acquired Flanders Scientific, a major name in the professional reference monitor space.
April 13th, 2026 — Source

Three-quarters of marketing professionals use GenAI every day
A new survey of 112 marketing professionals conducted at the RSAC cybersecurity conference last month finds that 75.9 percent are using GenAI daily in their work.
April 13th, 2026 — Source

Computer — Business News — April 12th, 2026

China's Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It
China's semiconductor industry could witness a potential shock, as US lawmakers are now moving towards banning the export of critical ASML equipment to the region.
April 12th, 2026 — Source

Google's TurboQuant Made The Memory Industry Fear The Boom Was Over; Even The Researcher Behind It Is Shocked By The Reaction
The memory industry saw a rollercoaster ride in the past few weeks following the debut of Google's TurboQuant, but the idea of shortages being over is seen as a "misinterpretation", to say the least.
April 12th, 2026 — Source

Computer — Business News — April 11th, 2026

Chinese Nvidia Cloud Partner procured 300 servers with banned AI GPUs worth $92 million — shares of data center supplier Sharetronic plummet following Super Micro smuggling arrest
It's unclear how it was able to get its hands on these servers.
April 11th, 2026 — Source

IBM settles its DEI lawsuit with the DOJ for $17 million
The corporation still denied the Department of Justice's accusations of illegal DEI practices in the settlement.
April 11th, 2026 — Source

Micro Center now sells 128GB DDR5 memory for $4,200 while shelves remain full
Full shelves, high price tags
April 11th, 2026 — Source

Nvidia-backed SiFive hits $3.65B valuation for open AI chips
SiFive, a company founded in 2015 by the UC Berkeley engineers who created an open source chip design, has landed a $400 million oversubscribed round that values the company at $3.65 billion.
April 11th, 2026 — Source

Samsung's Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race
While memory shortages have been a problem for almost everyone, Samsung and other businesses have started to see revenue figures that would've never been anticipated a few years ago.
April 11th, 2026 — Source

Computer — Business News — April 9th, 2026

Acer Announces March Revenues at NT$29.90 Billion, a Record High for March Post Pandemic, up 39.3% Month-on-month
Acer Inc. announced its consolidated revenues for March at NT$29.90 billion, up 2.1% year-on-year and 39.3% month-on-month. Preliminary consolidated revenues for Q1'26 reached NT$72.43 billion with 18.1% growth YoY. In the U.S., Acer retained its No. 5 rank for total PCs in Q1'26.
April 9th, 2026 — Source

Acer Veriton GN100 to Power The Spark Hack Series -- New York with New Capabilities
Featuring recently-launched NVIDIA NemoClaw reference stack for autonomous agent development, plus new Acer Sense Pro platform
April 9th, 2026 — Source

Amazon's chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally
In short: Andy Jassy's annual letter to shareholders, published on 9 April 2026, reveals that Amazon's custom chip business, covering Graviton, Trainium, and Nitro, generates more than $20 billion in annualised revenue growing at triple-digit rates year-on-year. If sold on the open market like Nvidia, Jassy says, the business would be worth roughly $50 billion a year. He also signals that Amazon may begin selling those chips directly to third parties, and defends the company's $200 billion capital expenditure plan for 2026 as grounded in committed customer demand rather than speculation.
April 9th, 2026 — Source

BILL lets enterprise suppliers collect from any SMB, even ones not on its platform
In short: BILL has expanded its Supplier Payments Plus product to let large enterprise suppliers accept card and ACH payments from any SMB customer, including those with no BILL account, converting paper checks into digital transactions automatically and depositing card payments directly into supplier accounts. The company says the changes can shorten collection times by up to approximately seven days.
April 9th, 2026 — Source

Dell CEO Says AI Memory Demand Will Explode To 'Unimaginable Levels' By 2028, Leaving No Option For Buyers Other Than Paying Whatever's Demanded
Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years.
April 9th, 2026 — Source

Global PC Shipments Grew 3% in 1Q26 as Supply Chain Impacts Emerged
According to the latest research from Omdia, total shipments of desktops, notebooks, and workstations in 1Q26 increased by 3.2% year-over-year to 64.8 million units. Notebooks (including mobile workstations) saw a modest year-over-year increase of 2.6% in Q1 to 50.8 million units. Meanwhile, desktops (including desktop workstations) performed slightly better, up 5.4% to 14.0 million units.
April 9th, 2026 — Source

Google wants more Intel inside ... its datacenters, taps Chipzilla for more SmartNICs
Custom ASIC biz now running at a $1B annual pace for Intel
April 9th, 2026 — Source

Fueled by Musk's TeraFab tie-in, Intel's market cap hits highest level in 25 years — tops $300 billion on CPU, AI, and foundry momentum
With production of Core Ultra 300 'Panther Lake' and Xeon 6+ 'Clearwater Forest' ramping at Intel's fab in Arizona, Intel is seemingly on the right track to recovery in the coming years. While it's not out of the woods yet, Intel's market capitalization on Thursday was its highest in over 25 years, or since the dot-com boom went bust, according to CompaniesMarketCap.com.
April 9th, 2026 — Source

Intel and Google announce multi-year chip deal — Google will deploy Intel Xeon with custom IPUs for next-gen AI, cloud infrastructure
Intel and Google on Thursday announced a multi-year collaboration under which Google will continue deploying Intel Xeon platforms for its next generation of AI and cloud infrastructure. These platforms will rely not only on Intel's upcoming Xeon CPUs, but also on custom infrastructure processing units (IPUs) co-designed by Intel and Google. The announcement comes amid the accelerating adoption of custom Arm-based processors for AI workloads.
April 9th, 2026 — Source

Intel Foundry Combines GaN and Silicon Semiconductors on a Single Thin Chip
Intel Foundry has been delivering some interesting research lately, and the newest installment is the world's thinnest gallium nitride (GaN) chiplet, with the base silicon measuring just 19 micrometers in thickness. The company manufactured a 300-millimeter GaN-on-silicon wafer, which is one of the first combinations of GaN with traditional silicon logic on a single chip. In traditional manufacturing setups, GaN is reserved for power electronics and is not mixed with silicon-based computational logic. However, Intel has managed to combine GaN semiconductors for power delivery with silicon-based compute logic, meaning that power chips can now perform basic computations and actions on their own, without needing a separate chip to dictate behavior.
April 9th, 2026 — Source

Korean government to take action over soaring DRAM costs, including monitoring markets and pricing — internet data plans to be restructured and recycled PCs to be distributed to vulnerable groups
Subsidies for students are also being increased
April 9th, 2026 — Source

'Not on a hunch': Andy Jassy defends Amazon's $200B spending spree
Andy Jassy's new letter to Amazon shareholders is a data-heavy defense of the tech giant's biggest bets — from AI and custom chips to satellite internet and 20-minute delivery.
April 9th, 2026 — Source

Omdia: PC shipments grew slightly in early 2026, but rising costs could slow things down
New research from Omdia shows global PC shipments increased modestly in the first quarter of 2026, although rising component costs are expected to create pressure later in the year. Total shipments of desktops, notebooks, and workstations reached 64.8 million units, marking a 3.2 percent increase compared with the same period a year earlier.
April 9th, 2026 — Source

Oracle appoints Hilary Maxson as CFO to manage its $50 billion AI data centre push
In short: Oracle has appointed Hilary Maxson, former executive vice president and group chief financial officer at Schneider Electric, as its new chief financial officer, effective 6 April 2026. Maxson reports to chief executive Clay Magouyrk and takes on the role at a moment when Oracle is committing $50 billion in capital expenditure for its current fiscal year, has laid off up to 30,000 employees, and operates as a central partner in the Stargate AI data centre joint venture with OpenAI and SoftBank.
April 9th, 2026 — Source

UK.gov's top tech jobs pay more than prime minister earns
DSIT hiring directors general with packages reaching £260K plus pension
April 9th, 2026 — Source

Computer — Business News — April 8th, 2026

Bain Capital's data center unit removes disgraced tenant suspected of smuggling Nvidia GPUs to China — Megaspeed previously alleged to have spent roughly $2 billion on AI processors for illicit distribution
The operator informed lenders in February via a memo tied to a recently arranged $2.8 billion credit line that the Singapore-based cloud provider Megaspeed would no longer occupy space at the campus, according to people familiar with the matter cited by Bloomberg. Instead, the U.S.-based Zenplayer will assume the 64.8 MW power allocation originally reserved for Megaspeed. The communication did not specify any reason for the tenant change, but it was distributed to financial institutions backing the loan, which might indicate that BDC wanted to communicate that it does not work with companies suspected of illegal activity.
April 8th, 2026 — Source

China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment
If you can't develop your own semiconductor prowess, maybe stealing is an option
April 8th, 2026 — Source

Intel is in talks with Google and Amazon to power AI chips with new packaging tech
The company is betting advanced packaging, not process nodes, will drive its foundry comeback
April 8th, 2026 — Source

Intel--SambaNova Collaboration Is One Answer to NVIDIA's Groq Partnership, After It Became Clear GPUs Alone Can't Dominate Inference
Inference is the next area of focus for compute providers, and after the NVIDIA-Groq partnership, the AI industry has realized it needs far more than just GPUs. This has led to a new pair emerging: Intel and SambaNova.
April 8th, 2026 — Source

Investors are going nuclear to keep UK's AI datacenters fed
Market watcher says money is pouring into British atomic and fusion startups amid massive energy demand
April 8th, 2026 — Source

Microsoft's executive shake-up continues as developer division chief resigns
Veteran Microsoft executive Julia Liuson is leaving after 34 years.
April 8th, 2026 — Source

Samsung Will Soon Become More Profitable Than NVIDIA, And It Just Clinched An Exclusive 3-Year Display Contract From Apple
Samsung is on a seemingly endless winning streak these days, clinching one laurel after another in its quest to become the most profitable company in the world. And, akin to the saying 'when it rains, it pours,' Samsung has just obtained a very lucrative 3-year exclusive contract from Apple to supply foldable displays.
April 8th, 2026 — Source

Supermicro launches probe after staff charged with China export violations
Board-led inquiry follows indictment of two employees and a contractor over alleged diversion of Nvidia GPU servers
April 8th, 2026 — Source

Taiwanese chip makers call on government to stockpile helium, liquid natural gas — TSIA pleads for strategic supplies as US and Iran sign ceasefire in Middle East
The U.S.-Iran conflict revealed the fragility of the Taiwan's semiconductor supply chain.
April 8th, 2026 — Source

Tech industry lays off nearly 80,000 employees in the first quarter of 2026 — almost 50% of affected positions cut due to AI
Some experts argue that AI was just used as an excuse for poor business decisions.
April 8th, 2026 — Source

Why Google's TurboQuant Algorithm is Disrupting the AI Memory Chip Market
Google's TurboQuant is making waves in the AI hardware sector by addressing long-standing challenges in memory usage and processing efficiency. Developed with components like the Quantized Johnson-Lindenstrauss Algorithm, TurboQuant achieves up to sixfold reductions in memory requirements while preserving model accuracy. This compression algorithm also accelerates processing speeds by as much as eight times, allowing faster and more cost-effective deployment of large language models (LLMs). As Wes Roth explains, these advancements are reshaping how enterprises approach AI infrastructure, with significant implications for both operational efficiency and the broader hardware market.
April 8th, 2026 — Source

Computer — Business News — April 6th, 2026

DRAM Prices Rise Again as Samsung Adds 30% Increase
Samsung has reportedly applied another average 30% increase in the price of its DRAM products for the second quarter of 2026, according to a report published by ETNews. This move comes after a sharp price rise earlier this year and suggests that major memory makers are not, at least for now, buying into the idea of a broad market collapse.
April 6th, 2026 — Source

Intel's Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC's CoWoS
Intel's advanced packaging services have been a significant opportunity for the foundry division in recent times, and now it seems customer interest is flowing in.
April 6th, 2026 — Source

Japan's Rapidus ramps up 2nm chip plans while eyeing factories on the Moon
With working prototypes, fresh funding, and IBM support, the company is aiming for mass production by 2027
April 6th, 2026 — Source

Samsung pushes DDR5 and HBM prices higher (30%) as AI demand persists
Samsung is reportedly increasing DRAM pricing once again, with new reports indicating an average 30 percent rise for the second quarter of 2026 across both DDR5 and HBM memory products. That follows a strong first quarter in which memory prices had already moved substantially higher compared to the same period a year ago. The latest adjustment is notable because it is not limited to one niche category. It affects commodity DDR5 used in mainstream PCs, notebooks, and servers, while also covering high-bandwidth memory deployed in AI accelerators and data center hardware.
April 6th, 2026 — Source

TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy
TSMC's earnings call is scheduled for April 16, and one of the key factors the industry is watching is the potential consequence of supply chain disruptions, amid the Middle East crisis.
April 6th, 2026 — Source

Computer — Business News — April 3rd, 2026

Apple may be stockpiling mobile DRAM to outmaneuver rivals in a tight market
Apple is reportedly paying premium prices for memory and absorbing the cost to secure supply and pressure rivals
April 3rd, 2026 — Source

Chip foundry market hit $320 billion in 2025, driven by AI demand
TSMC is cashing in on the AI boom like no one else
April 3rd, 2026 — Source

Colorado's landmark right-to-repair law faces pushback from tech giants
A new bill could create a major loophole
April 3rd, 2026 — Source

How NinjaOne went from scrappy startup to $5B challenger in the race to unify IT operations
Sal Sferlazza has a habit of building companies that get acquired. Before NinjaOne, the serial founder sold four startups in succession: a gaming studio to NCSoft, a data-protection firm to SonicWall, a network management company to Quest Software, and a file-sync service to eFolder. Each one solved a narrow IT problem. Each one got swallowed by a larger platform. By the time Sferlazza and his long-time co-founder Chris Matarese started NinjaRMM in 2013 (later rebranded to NinjaOne), the pair had learned something about the IT tools market: point solutions are a trap, for buyers and sellers alike.
April 3rd, 2026 — Source

Hyperscalers Are 'Scratching Their Heads' with Rising Memory Costs, But NVIDIA Might Be the Only One Smiling
The rising cost of memory has started to bite into the CapEx of major hyperscalers and their infrastructure buildouts, but NVIDIA enjoys an exclusive position in the supply chain.
April 3rd, 2026 — Source

IBM Announces Strategic Collaboration with Arm
IBM today announced a strategic collaboration with Arm to develop new dual‑architecture hardware that helps enterprises run future AI and data intensive workloads with greater flexibility, reliability, and security.
April 3rd, 2026 — Source

Intel May Raise Consumer CPU Prices by Up to 30% in 2026
Intel could raise the prices of its consumer processors by as much as 30% during 2026, according to new information coming from the supply chain. If confirmed, this would be bad news for the PC gaming market, and especially for Intel, which had started to regain some interest with its new Core Ultra 200S Plus chips and the growing expectations around Arrow Lake Refresh.
April 3rd, 2026 — Source or Source

PC Makers Have Apparently Cracked the Code on Supply Shortages: Stop Making Hardware Regular Gamers Can Afford
PC manufacturers have started exploring workarounds amid ongoing shortages, and one method is likely to target gamers with more money.
April 3rd, 2026 — Source

Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond
Trial is set for November 2 in Manhattan federal court.
April 3rd, 2026 — Source

TSMC May Build 12 Arizona Chip Fabs And 4 Packaging Plants In Major US Expansion
More details are emerging about TSMC's massive investment in chip manufacturing on U.S. soil, which now reportedly includes a dozen fabs and four advanced chip packaging plants in Arizona, according to Digitimes. Previously, TSMC had committed to six wafer fabs and two advanced packaging plants in The Grand Canyon State.
April 3rd, 2026 — Source

TSMC Reportedly Converting Its 4nm Node Capacity Into 3nm Chip Production Lines As Demand From Entry-Level And Mid-Tier Smartphones Faces Utter Decimation
If you want to gauge just how desolate the smartphone landscape has turned over the past few months, look no further than TSMC, which is now moving its increasingly idle 4nm capacity into still-constrained 3nm chip production lines as smartphone-led demand for the more mature nodes faces utter decimation.
April 3rd, 2026 — Source

Computer — Business News — April 2nd, 2026

China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill crucial market gap
When the GPU cat is away, the mice will play.
April 2nd, 2026 — Source

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead
TSMC grew 36% while most of the foundry market managed 8%.
April 2nd, 2026 — Source

IBM And Arm Join Forces To Develop Dual Architecture Hardware For The AI Era
IBM and Arm are teaming up to develop new dual-architecture hardware for next-generation AI and data intensive workloads, the companies jointly announced today. It comes on the heels of Arm entering the merchant silicon market with an AI data center CPU to challenge x86. That said, it sounds like this collaboration is mostly focused getting Arm software to run on IBM's mainframes and hardware platforms, with three main goals.
April 2nd, 2026 — Source or Source

IBM wants Arm software on its mainframes to better support AI
Tie-up aims to widen Big Blue's access to power-efficient compute
April 2nd, 2026 — Source

Intel Appoints Aparna Bawa as Executive Vice President and Chief Legal & People Officer
Intel Corporation today announced the appointment of Aparna Bawa as EVP, chief legal & people officer. Bawa will report directly to CEO Lip-Bu Tan and will lead Intel's global legal, ethics, compliance, people, and culture organizations as the company accelerates its transformation and execution agenda.
April 2nd, 2026 — Source

Intel Regains Full Control Of Fab 34 Ireland Factory In $14.2 Billion Chip Deal
Intel is making another major chip manufacturing investment, this time by buying back the 49% equity stake in its Fab 34 site in Ireland that it sold to Apollo in 2024. The $14.2 billion repurchase agreement will give Intel full control of the fab site once the deal is complete, and it comes at a time when AI is driving a big uptick in chip demand.
April 2nd, 2026 — Source

Memory spiked first, CPUs followed, now PCBs could be the next victim of the AI boom
AI demand and global tensions are pushing component costs higher
April 2nd, 2026 — Source

Nexperia's China unit nears fully local production of chips: company sources
The domestic unit of the Chinese-owned, Dutch-headquartered chipmaker Nexperia will soon be able to produce semiconductors locally within China, according to two company sources.
April 2nd, 2026 — Source

Samsung Retains No. 1 Position in Global Gaming Monitor Market for Seventh Year
Samsung Electronics today announced it has retained its position as the world's No. 1 gaming monitor brand for the seventh consecutive year, continuing a run that started in 2019.
April 2nd, 2026 — Source

Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in
NVLink Fusion is starting to look like a tax on custom ASICs.
April 2nd, 2026 — Source

Computer — Business News — April 1st, 2026

AMD confirms Advancing AI 2026 event is set for July 22-23
We have not seen Lisa Su speak about consumer products as much as we would like to see, but there is a chance she could return for an event around Computex, though that is not confirmed. What AMD has confirmed is an AI-focused event about a month later, which suggests the company's priority is...
April 1st, 2026 — Source

Arm to sell its new AGI CPU in China — 'we would expect the demand for this product to be just as strong in China as it is in the rest of the world'
Despite sanctions that limit IP licensing.
April 1st, 2026 — Source

China's third-largest chip foundry just filed for a Hong Kong listing. The real story is the $5 billion fab behind it.
Nexchip Semiconductor filed for a listing on the Hong Kong Stock Exchange on Tuesday, joining a stampede of Chinese chip companies turning to the city's capital markets as Beijing pours resources into building a domestic semiconductor supply chain that can withstand American export controls. The Hefei-based foundry, China's third largest behind SMIC and Hua Hong Semiconductor, is seeking a dual listing alongside its existing Shanghai shares, a move designed to tap international capital for what amounts to an industrial expansion of extraordinary scale.
April 1st, 2026 — Source

Cognichip wants AI to design the chips that power AI, and just raised $60M to try
The most advanced silicon chips have accelerated the development of artificial intelligence. Now can AI return the favor?
April 1st, 2026 — Source

DRAM prices predicted to jump 63% in Q2, NAND up to 75% — follows 95% jumps in Q1, Trendforce says AI server demand keeps supply tight
NAND Flash contract prices are now rising faster than DRAM.
April 1st, 2026 — Source

France buys nuclear supercomputing spinoff Bull from Atos for €404M
Paris makes sovereignty play as it becomes sole shareholder
April 1st, 2026 — Source

Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture
Intel Corporation and Apollo (NYSE: APO) today announced a definitive agreement for Intel to repurchase the 49% equity interest in the joint venture related to Intel's Fab 34 in Ireland not held by Intel for $14.2 billion. The agreement reflects Intel's continued business momentum underpinned by the growing and essential role CPUs play in the era of AI, a significantly strengthened balance sheet and the strong partnership between Intel and Apollo.
April 1st, 2026 — Source

Iran Threatens to Attack Apple, Google, and Other US Tech Firms in Middle East
Iran has threatened multiple US tech giants in the Middle East, escalating tensions and raising fears of AI-driven warfare turning physical.
April 1st, 2026 — Source

NVIDIA Invests $2 Billion in Marvell and Expanded NVLink Fusion Partnership
NVIDIA and Marvell Technology, Inc. today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion offering customers building on NVIDIA architectures greater choice and flexibility in developing next-generation infrastructure. The companies will also collaborate on silicon photonics technology.
April 1st, 2026 — Source

Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chips
Chinese semiconductor firms have taken a big chunk of the domestic market, claiming 41% of the local AI server market and delivering 1.65 million AI GPUs out of a total of 4 million units in 2025. IDC numbers reported by Reuters claim that Nvidia still leads with a 55% market share, shipping an estimated 2.2 million cards, but this is a major contraction compared to the company's claimed 95% market share before sanctions.
April 1st, 2026 — Source

Oracle layoffs could reach 30,000 as company doubles down on AI
Job cuts follow massive investment in AI data centers and automation initiatives
April 1st, 2026 — Source

PC makers report surging prices across different components — increasing costs are going beyond memory chip and processors, now affecting PCBs, plastic materials, and more
The PC supply chain is being pummeled from every angle as the AI infrastructure build out, limited production capacity, the Chinese export controls on rare earths, and the U.S.-Iran War combine to create the perfect storm of increasing costs. According to Nikkei Asia, procurement managers from different PC manufacturers have been hit with multiple price hike notices and supply constraints from various suppliers across the globe.
April 1st, 2026 — Source

SEMI Projects Double-Digit Growth in Global 300 mm Fab Equipment Spending for 2026 and 2027
Worldwide 300 mm fab equipment spending is expected to increase 18% to $133 billion in 2026 and 14% to $151 billion in 2027, SEMI reported today in its latest 300 mm Fab Outlook. This strong growth reflects surging AI chip demand for data centers and edge devices, as well as the growing commitment to semiconductor self-sufficiency across key regions through localized industrial ecosystems and supply chain restructuring. Looking further out, the report projects investment will continue to increase 3% to $155 billion in 2028 and another 11% to $172 billion in 2029, respectively.
April 1st, 2026 — Source

The RAM pricing crisis continues to attack affordable computing with more (and significant) hikes on Raspberry Pi but there are "there are some brighter spots in the picture"
Raspberry Pi has always been a poster child for cheap computing, but thanks to the situation out of their control, that's not looking so good anymore.
April 1st, 2026 — Source

We know what day it is but these Raspberry Pi price hikes are no joke
Hot DRAM! Who is going to drop nearly $400 on an underpowered Linux computer?
April 1st, 2026 — Source

Computer — Business News — March 31st, 2026

Intel puts its data center performance knowledge on GitHub
Intel engineers have published a centralized repository of data center performance knowledge on GitHub, giving practitioners direct access to tuning guides, configuration recommendations, and optimization recipes that previously required hunting across forums and scattered documentation.
March 31st, 2026 — Source

Memory prices are finally falling, DDR4 sticks drop by $14 in a single day in China
So, Micron, was it worth it?
March 31st, 2026 — Source

Microsoft commits $1 billion to Thailand for cloud and AI infrastructure
Brad Smith met Prime Minister Anutin Charnvirakul in Bangkok to announce the 2026-2028 investment spanning data centre infrastructure, cybersecurity, sovereign technology, and AI skills training for millions of Thai workers.
March 31st, 2026 — Source

Oracle is cutting up to 30,000 employees to pay for AI data centres
And it started with a 6 AM email.
March 31st, 2026 — Source

Raspberry Pi leans into semiconductors as sales climb -- especially in US and China
Raspberry Pi leans into semiconductors as sales climb -- especially in US and China
March 31st, 2026 — Source

Sony Suspends SD and CFexpress Memory Cards Production
Sony suspended orders for almost its entire lineup of SD and CFexpress memory cards. The company is citing the global semiconductor shortage that has made it impossible to meet demand. The move, announced by Sony Japan and spotted by PetaPixel, effectively pauses shipments to both partners and direct customers starting March 27. The suspension covers nearly the company's entire lineup, including CFexpress Type A and Type B cards, as well as higher-end SD offerings such as TOUGH-branded models.
March 31st, 2026 — Source

US PC sales grow by 3% in late 2025 as companies and consumers scrambled to replace Windows 10 — 2026 forecast sees 13% drop as storage and memory prices expected to climb another 60%
US PC sales grow by 3% in late 2025 as companies and consumers scrambled to replace Windows 10 — 2026 forecast sees 13% drop as storage and memory prices expected to climb another 60%
March 31st, 2026 — Source

Computer — Business News — March 24th, 2026

Agile Robots becomes the latest robotics company to partner with Google DeepMind
Agile Robots has landed a partnership with Google DeepMind to develop robots with the artificial intelligence research lab, the latest in a string of robotics companies to do so.
March 24th, 2026 — Source

ASUS warns Taiwan PC prices may climb 25% to 30% next quarter
ASUS links Taiwan PC price hikes to memory, SSD, and CPU shortages
March 24th, 2026 — Source

Broadcom sounds the alarm as chip demand is pushing TSMC to its limits
From wafers to lasers and PCBs, Broadcom highlights a widening shortage across the semiconductor ecosystem
March 24th, 2026 — Source

Elon Musk's 'TeraFab' Quest Has Begun, as Tesla Poaches Taiwanese Engineers for What Could Be a Whopping $5 Trillion Project
The TeraFab project unveiled by Tesla's CEO is one of the most ambitious ventures in the semiconductor industry, and interestingly, Musk is now looking towards Taiwan for his talent base.
March 24th, 2026 — Source

Microsoft-backed start-up raises $40 million for helium atom beam lithography that could print chips at atomic resolution — 0.1nm beam is 135 times narrower than ASML's EUV light
Lace Lithography is a Norwegian outfit targeting 2029 for testing deployment
March 24th, 2026 — Source

NVIDIA CEO Doesn't Believe in "Succession Plans," Says He Operates in a Way That Doesn't Make His Company a One-Man Show
NVIDIA has become the largest business entity and the driving force in the AI world, yet CEO Jensen Huang has no succession plans in sight, suggesting he doesn't need one.
March 24th, 2026 — Source

Pentagon formalizes Palantir's Maven AI as a core military system with multi-year funding — platform's investment grows to $13 billion from $480 million in 2024
The Pentagon is spending $13.4 billion on AI this year alone.
March 24th, 2026 — Source

Phison Expands Pascari Ecosystem in the EU to Accelerate AI Infrastructure
Phison Electronics, a global leader in NAND flash controllers and storage solutions, today announced its expansion of Pascari portfolio offerings across the European Union (EU), to be showcased at CloudFest 2026 from March 24-26, 2026 in booth G25. The company's reinforced commitment to the region comes with expanded partner engagement, distribution alignment and regional investment.
March 24th, 2026 — Source

Samsung Reaches Meaningful Progress With Its 2nm GAA Process With 60% Yields, Up From 50%, But Latest Report Says The Figure Has Climbed By More Than 3x
A combination of 2nm GAA orders from various companies, including Samsung's own LSI division, has enabled the Korean giant to improve the yields of its cutting-edge lithography to 60 percent, making it a small but notable bump over the previous 50 percent figure that was reported in January. However, the latest details have likely kept a different record of Samsung's 2nm GAA progress because it mentions that the yields have increased by more than three times.
March 24th, 2026 — Source

Team Group Showcases at Japan IT Week Advancing Sustainable Supply Chains for Japanese Clients with chemSHERPA
Team Group Inc. today announced its participation in Japan IT Week, taking place from April 8 to 10 at Tokyo Big Sight. Under the theme of "Military," the exhibit highlights rugged solutions tailored for defense, security, and military computing applications. The showcase will feature high-reliability DRAM and NAND flash storage solutions with wide-temperature support, as well as data protection technologies that meet stringent military-grade requirements, demonstrating Team Group's strong R&D capabilities in industrial storage and data security. Among the highlights is the Team Group INDUSTRIAL P250Q-M80 M.2 PCIe SSD, featuring a one-click data destruction function that delivers intuitive and irreversible data protection for highly sensitive environments.
March 24th, 2026 — Source

Trump administration targets $4 trillion Pax Silica investment fund for semiconductors — the US will start with a $250 million investment for global consortium
The U.S. is putting in $250 million of its own money toward the initiative's ambitious goal.
March 24th, 2026 — Source

TSMC Accelerates Fab 21 Expansion, 3nm Production Set for 2027
TSMC is accelerating the rollout of its second-phase semiconductor fabrication facility, bringing forward timelines for advanced node production. The expansion at Fab 21 is now expected to begin equipment installation in October 2026, with initial production lines coming online in the first half of 2027. Mass production of 3nm chips is targeted for the second half of 2027, moving ahead of earlier projections that placed the milestone in 2028. The revised schedule reflects broader improvements in TSMC's ability to execute large-scale projects outside its home base in Taiwan.
March 24th, 2026 — Source

US senators want to suspend Nvidia AI chip export licenses to China and its intermediaries — bipartisan letter to Commerce Dept says that Huang's claims of no chip diversion 'were contradicted by reporting available'
These senators don't believe Jensen's words.
March 24th, 2026 — Source

Computer — Business News — March 22nd, 2026

Elon Musk unveils $20 billion 'TeraFab' chip project to make chips, memory, and package processors all under one roof — targets a terawatt of annual compute
The joint Tesla-SpaceX fab will make both terrestrial inference chips and space-hardened processors.
March 22nd, 2026 — Source

Middle East Conflict Could Trigger a 'Black Swan' For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI
The conflict in the Middle East is now posing serious risks to the AI supply chain, particularly the semiconductor industry; the effects could be devastating.
March 22nd, 2026 — Source

Computer — Business News — March 20th, 2026

Nvidia CEO's Defense Of DLSS 5 Gets Contradicted By One Of His Employees
New comments from a 'GeForce evangelist' suggest the much-hyped technology basically does just slap an AI filter over a 2D image
March 20th, 2026 — Source

Nvidia GTC 2026: 5 Biggest Takeaways From Jensen Huang's Biggest Show Yet
Nvidia GTC 2026 revealed agentic AI, desk supercomputers, and space-based computing, signaling a major shift in how AI is built and deployed.
March 20th, 2026 — Source

SuperMicro Allegedly Smuggled $2.5B in NVIDIA Chips to China With Fake Servers, and Somehow Thought Nobody Was Watching
SuperMicro, a leading AI infrastructure provider, has reportedly been charged by the Justice Department for smuggling NVIDIA's servers to China, but the way they did it is a lot more surprising.
March 20th, 2026 — Source

Supermicro co-founder arrested, charged over $2.5B Nvidia GPU sales to China
Indictment claims dummy servers and bogus docs used to slip past US export controls
March 20th, 2026 — Source

Three people have been charged with illegally exporting NVIDIA GPUs to China
The GPUs were placed in servers that were supposed to be shipped from Taiwan to companies in Southeast Asia.
March 20th, 2026 — Source

What happened at Nvidia GTC: NemoClaw, Robot Olaf, and a $1 trillion bet
CEO Jensen Huang took the stage at Nvidia's GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an "OpenClaw strategy," and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks.
March 20th, 2026 — Source

Computer — Business News — March 18th, 2026

AMD Condemns Chuwi Ryzen Laptop Processor Mislabeling, Reserves Legal Action
AMD has issued an official response to the Chuwi processor mislabeling controversy in China, taking a firm stance against the reported practice of presenting older Ryzen mobile chips as newer models. The statement follows allegations that Chuwi sold notebooks built around the Ryzen 5 5500U while modifying BIOS processor identification strings so the systems appeared to use the Ryzen 5 7430U instead. The issue reportedly extended beyond firmware reporting and into product marketing, including Ryzen 7000 series branding on the notebook chassis.
March 18th, 2026 — Source

AMD Releases Statement on Chuwi's Ryzen Processor Mislabeling Scandal
AMD today released a statement in China on the scandal involving Chinese notebook OEM Chuwi mislabeling Ryzen 5000 series mobile processor models as Ryzen 7000 series. You can read all about the scandal in our older article, but to summarize, the company was found selling notebooks with cheap Zen 2 Ryzen 5 5500U processors with the processor name strings modified in the BIOS to falsely show Ryzen 5 7430U, a Zen 3 chip released almost three years later. This attempt at deception also covered product marketing, and Ryzen 7000 series case badges on the notebook chassis.
March 18th, 2026 — Source

IBM CEO pay pack jumps 51% for 2025 in target smash and grab
Median employee increase? 2.1%. And shareholders urged to vote against a request for AI bias reporting
March 18th, 2026 — Source

Intel Advanced Packaging Complex in Malaysia to Go Live Later This Year
Intel is accelerating its advanced packaging push with a major move in Malaysia. According to reports from The Edge Malaysia, the company's new complex there, part of Project Pelican, is now 99% complete and set for full operations later this year. Malaysian Prime Minister Datuk Seri Anwar Ibrahim confirmed he met with Intel CEO Tan Lip-Bu and executives to review the project progress. The first phase will launch assembly and testing capabilities for advanced packaging, marking a key step in Intel's foundry expansion strategy.
March 18th, 2026 — Source

Nvidia says restarting production of China-bound chips
Nvidia chief Jensen Huang on Tuesday said the AI technology powerhouse is restarting production of its high-performance chips for clients in China.
March 18th, 2026 — Source

NVIDIA's China Exile Might Finally Be Over, as H200 Comes Back Into Production and a Groq-Based Solution Heads to Market
NVIDIA's CEO recently revealed that the company has witnessed a breakthrough in its business in China, and following that, the firm has begun preparing for a new Groq solution as well.
March 18th, 2026 — Source

Computer — Business News — March 16th, 2026

Micron Completes Acquisition of PSMC's Tongluo P5 Site in Taiwan
Micron Technology, Inc. today announced it has completed the acquisition and assumed ownership of Powerchip Semiconductor Manufacturing Corporation's (PSMC) P5 site in Tongluo, Miaoli County, Taiwan, under the acquisition agreement previously announced on January 17, 2026.
March 16th, 2026 — Source

Mindfactory Reports AMD Radeon RX 9070 XT Still Tops Sales Charts but GPU Sales Plummet
German retailer Mindfactory indicates that AMD's Radeon RX 9070 XT is its top-selling GPU for weeks 9-11 of 2026 (meaning March 1-15), although it also indicated that there is a dramatic decrease in GPU sales during the same time period. According to the retailer data (shared by TechEpiphanyYT on X), AMD made up 55.6% of the outlet's sales for that time period, with the AMD Radeon RX 9070 XT in the lead as top seller with 25.6% market share and the RX 9060 XT following that up with 20.3%.
March 16th, 2026 — Source

MSI plans 30% gaming product price hike as memory and GPU shortages bite — 'This year is the most severe year since the company was founded'
The company's co-founder called 2026 the hardest year in MSI's history.
March 16th, 2026 — Source

NVIDIA GTC 2026 opens today
NVIDIA's GTC 2026 opens in San Jose today with 30,000 attendees, a keynote at the SAP Center, and announcements that could reshape the next two years of AI infrastructure, from Vera Rubin deep-dives to an enterprise agent platform and a gigawatt deal with Mira Murati's startup.
March 16th, 2026 — Source

Computer — Business News — March 13th, 2026

2026 PC shipment forecast slashed amid memory shortages — IDC says total PC market value to nonetheless increase to $274 billion due to ongoing price hikes
The Middle East conflict is not yet taken into account in the forecasts.
March 13th, 2026 — Source

After Apple, Google, Meta, and Microsoft, the EU Now Probes NVIDIA
The European Union is expanding its regulatory crosshairs. After years of heavily scrutinizing software and platform giants like Apple, Google, Meta, and Microsoft, European antitrust regulators are now turning their attention toward the hardware sector. The new focus is the booming artificial intelligence chip market, with NVIDIA sitting right at the center of the inquiry.
March 13th, 2026 — Source

ByteDance will reportedly buy NVIDIA's latest AI chips to use outside of China
The high-end B200 processors are restricted for export to the country.
March 13th, 2026 — Source

Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth
The widespread adoption of AI inference workloads in 4Q25 significantly raised requirements for data storage systems, according to TrendForce's latest findings on the enterprise SSD market. Meanwhile, enterprises accelerated upgrades to their general-purpose servers, while shortages in HDD supply pushed some demand toward SSD solutions. These factors together drove combined revenue for the world's top five enterprise SSD vendors up 51.7% QoQ to more than US$9.9 billion.
March 13th, 2026 — Source

TechEx North America 2026 comes to San Jose for your annual enterprise technology intelligence briefing
TechEx North America will take place on May 18--19, 2026, at the San Jose McEnery Convention Center, bringing together seven co-located enterprise technology events under one roof to tackle the real questions enterprise leaders are asking right now.
March 13th, 2026 — Source

The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages — and with no timeline for re-opening, supply chains face significant challenges
If you can't make the chips and you can't run the turbines, you can't run an industry.
March 13th, 2026 — Source

Turtle Beach Corporation Announces Fourth Quarter and Full Year 2025 Results
Turtle Beach Corporation, a leading gaming accessories brand, today reported financial results for the fourth quarter and full year ended December 31, 2025 and provided full year 2026 guidance for net revenue and Adjusted EBITDA.
March 13th, 2026 — Source

Computer — Business News — March 12th, 2026

Acer Reports FY2025 Consolidated Revenue of NT$275.63 Billion, Net Income of NT$3.78 Billion and NT$1.3 Cash Dividend Per Share
TAIPEI (March 12, 2026) Acer Inc. announced its financial results for the fourth quarter of 2025 and fiscal 2025 ended December 31. In the fourth quarter, Acer reported consolidated revenues of NT$74.36 billion, up 12.6% YoY; gross profits of NT$8.59 billion, up 23.6% year-on-year (YoY) with 11.6% margin; operating income of NT$1.87 billion, up 82.3% YoY with 2.5% margin; and net income of NT$1.07 billion with earning-per-share (EPS) of NT$0.36.
March 12, 2026 — Source or Source

AI Demand Drives 4Q25 Global Top 10 Foundries Revenue Up 2.6% QoQ; Samsung Gains Share and Tower Moves Up in Rankings
TrendForce's latest research on the semiconductor foundry industry reveals that advanced-node demand remained strong in 4Q25, driven by the tight supply of AI server GPUs and Google TPUs. Furthermore, the launch of new smartphones boosted wafer orders for mobile application processors (APs), supporting solid shipment performance.
March 12, 2026 — Source

AMD FSR Diamond
Everything You Need To Know About The Next-Gen Tech For PCs & Consoles
March 12, 2026 — Source

Microsoft's head of experiences and devices is retiring, triggering a shakeup
The leaders of Windows and Office are now getting promoted and report directly to Satya Nadella.
March 12, 2026 — Source

IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV — Albany lab to pioneer dry resist process integration
The collaboration targets high-NA EUV dry resist process integration at IBM's Albany research facility.
March 12, 2026 — Source

Imec Launches University Consortium Around Next Generation of Chips
Imec, a world-leading research and innovation hub in advanced semiconductor technologies, has launched a first of its kind consortium with 26 European university groups that will jointly work on the technology roadmap beyond CMOS scaling (CMOS 2.0). This initiative will focus on design automation and chip architecture research for the next generation of chips. The consortium will benefit from the NanoIC pilot line, turning academic insights into industry-focused innovations. In the future, similar consortia will be set up around advanced materials and alternative compute systems.
March 12, 2026 — Source

Is Microsoft's recent return-to-office policy ruining Seattle's traffic? Highway travel speeds slow to a crawl during rush hour
Microsoft's RTO policy seems to align with Seattle's gridlocked traffic, as commuters struggle with congestion.
March 12, 2026 — Source

Jensen Huang says GeForce led to CUDA, AI, and "today" in GeForce 3 anniversary remarks
Huang says GeForce 3 helped turn NVIDIA from graphics company into computing company, drinks to that
March 12, 2026 — Source

"No GeForce, No AI," Declares NVIDIA's Jensen Huang, as He Celebrates 25 Years of GeForce 3, the GPU That Started Everything
NVIDIA's CEO sat down with senior members of the GeForce team to celebrate the 25th anniversary of the launch of the GeForce 3 GPU, which, according to Jensen, marked the beginning of the AI revolution.
March 12, 2026 — Source

Phison Warns NAND Prices Surged 50% as AI Demand Tightens Supply
Phison has issued another warning sign for the storage industry, and this time the message is hard to ignore. CEO Khein-seng Pua says some NAND flash suppliers pushed through price increases of around 50% almost overnight, reflecting a market under heavy strain. The company links the situation directly to AI infrastructure expansion, where hyperscale and cloud operators continue to consume large amounts of memory and storage capacity as they build out new data center platforms. That demand is changing Phison's business mix. The company says it is now shipping more products directly to cloud service providers and AI-focused hyperscalers, with enterprise SSD solutions accounting for roughly 30% of its related revenue.
March 12, 2026 — Source

Samsung Mobile Executives Barred From Travelling In Business Class As The Memory Crisis Bites
Samsung's labyrinthine corporate structure means that one segment's gains can indeed translate into another's losses. As a case in point, look no further than the South Korean behemoth's mobile-centric MX division, which has been forced to embark on a series of belt-tightening measures after it failed to win a reprieve on memory prices from Samsung DS. And, some of these new frugal measures now include a ban on traveling in business class.
March 12, 2026 — Source

Synopsys Introduces Software-Defined Hardware-Assisted Verification to Enable AI Proliferation
Synopsys, Inc. today announced advancements across its leading hardware-assisted verification (HAV) portfolio, including new hardware platforms and capabilities to support the ever-expanding demand for AI chip verification from the data center to the edge. Synopsys HAV platforms, powered by the company's unique software-defined capabilities, set new performance, scalability, and use case benchmarks for verifying the world's most sophisticated multi-die and AI chips amidst compounding design complexity and time-to-market requirements.
March 12, 2026 — Source

Computer — Business News — March 11th, 2026

AMD's Lisa Su Flies to South Korea Next Week to Secure Memory in a Market Where NVIDIA's CEO Calls Scarcity "Fantastic"
AMD's CEO, Lisa Su, is reportedly flying to South Korea next week to meet with executives to discuss memory and supply chain matters.
March 11, 2026 — Source

Biostar Showcases IPC and Edge AI Computing Solutions at Embedded World 2026
BIOSTAR, a leading manufacturer of edge computing solutions, industrial motherboards, graphics cards, and storage devices, is showcasing its latest IPC and edge AI computing solutions at Embedded World 2026, currently taking place from March 10 to 12 at NürnbergMesse in Germany. Visitors can explore BIOSTAR's newest industrial computing platforms, including edge AI systems powered by Intel Core Ultra processors, NVIDIA Jetson-based AI solutions, and advanced industrial networking technologies. Built to support high-performance edge processing and reliable industrial deployment, these platforms enable intelligent computing for applications such as smart manufacturing, smart cities, and smart retail. Attendees can experience BIOSTAR's latest innovations at Hall 3, Booth 3-456.
March 11, 2026 — Source

Framework raises RAM and storage prices again
The modular PC company says this month's price increase is 'smaller,' but warns CPU shortages could be coming.
March 11, 2026 — Source

GIGABYTE Intros Z890 AORUS Elite WiFi7 Plus and Z890 Eagle WiFi7 Plus Motherboards
GIGABYTE over the weekend introduced the Z890 AORUS Elite WiFi7 Plus and Z890 Eagle WiFi7 Plus motherboards. The two boards are timed to launch alongside Intel's new Core Ultra 5 250K Plus and Core Ultra 7 270K Plus "Arrow Lake-S" processors later this month, and come with out-of-the-box support for the new chips. Both boards come with GIGABYTE's Ultra Turbo Mode automated boost frequency and voltage offsets that are applied on top of Intel 200S Boost, on Core Ultra Series 2 "K" and "KF" unlocked processors.
March 11, 2026 — Source

Japan aims to sell eight times more chips in 2040 as in 2020
Japan has set a new sales target for domestically produced microchips, with the country aiming for an eightfold increase by 2040 compared with 2020 levels.
March 11, 2026 — Source

Nexperia China begins making its own chips after split with Dutch parent
Small-batch production of power and protection chips begins using 12-inch wafers
March 11, 2026 — Source

Nvidia Reportedly Preps NemoClaw as Open-Source Enterprise AI Agent Rival
Nvidia is reportedly preparing a new entry into the AI agent market, with Wired claiming the company is building an open-source platform called NemoClaw aimed squarely at enterprise deployments. The reported project would place Nvidia in more direct competition with OpenClaw, the fast-rising open-source agent framework that helped push autonomous AI tools into the mainstream discussion over the past few months. What makes the report notable is the way NemoClaw is said to be positioned. Rather than focusing on consumers or hobbyist experimentation, Nvidia appears to be targeting business users that want stronger privacy, security, and governance around AI-driven automation.
March 11, 2026 — Source

Tech worker confidence falls faster than any other industry, survey finds
Fears over layoffs and automation are dragging confidence down
March 11, 2026 — Source

Computer — Business News — March 5th, 2026

China seeks to enhance rare earth advantages, take 'extraordinary measures' to achieve semiconductor breakthroughs — new five-year plan marks doubling down on technological self-reliance
This document will set the pace for Beijing's tech policies in the next five years.
March 5, 2026 — Source

Hardware testing startup Nominal hits $1B valuation, raises $155M in 10 months
Nominal on Thursday announced a fresh $80 million Series B extension round at a $1 billion valuation, led by Founders Fund. This followed the company's $75 million Series B round led by Sequoia in September.
March 5, 2026 — Source

Intel CEO embraces its 18A node for external customers as 18A-P gets 'inbound interest' — company cites increasing yields
But Intel is not out of the woods with its 18A node.
March 5, 2026 — Source

Market research shows GPU market shrank in Q4 2025
The global PC-based GPU market reached a massive 756 million units in the fourth quarter of 2025, even as the industry prepares for what analysts describe as "rough sailing" in the year ahead. While the total installed base is projected to grow to 2,867 million units by 2029, the current climate is marked by significant volatility. Year-to-year total GPU shipments across all platforms decreased by 3.3%, with the notebook segment taking the hardest hit, down 5.2%. On the other hand, desktop graphics saw a modest 1.1% increase.
March 5, 2026 — Source

Spiralling memory spot prices could trigger 'industry cycle collapse,' report warns — NAND wafer costs surge 25% in a single month
DDR5 and NAND posted the sharpest monthly gains, with contract price forecasts pointing to further increases ahead.
March 5, 2026 — Source

The 10 Tech Jobs Growing Fastest in 2026 (and the Skills They Require)
LinkedIn's latest report highlights the 10 fastest-growing tech jobs in 2026, including AI engineers, consultants, and data center technicians.
March 5, 2026 — Source

US gov't preps sweeping export controls for Nvidia, AMD AI hardware — worldwide licensing system would give Trump admin broad authority to block global sales
Worse than Biden's AI Diffusion Rule?
March 5, 2026 — Source

Computer — Business News — March 3rd, 2026

2026 will bring sharpest PC declines in over a decade — PC shipments to fall 10.4%
Gartner and IDC both project sharp 2026 contractions, with sub-$500 PCs on track to vanish by 2028.
March 3, 2026 — Source

AMD @ MWC 2026
At MWC 2026 in Barcelona, AMD presented a clear and focused message: AI in telecom must move beyond experimentation and into real-world production.
March 3, 2026 — Source

Are consumers doomed to pay more for electricity due to data center buildouts?
Data center operators to sign pledge to supply their own power instead of relying on grid.
March 4, 2026 — Source

Arm's $250 million deal with Malaysia probed by anti-corruption authorities — $1.27 million seized from safehouse of prominent politician, former army chief arrested
Semiconductor and software design company Arm Holdings signed a deal with the Malaysian government in March 2025, wherein the latter would pay US$250 million to the former over ten years for the provision of licenses and technical know-how to local companies. However, three non-government organizations have alleged that there was financial misconduct relating to the agreement, with the Malaysian Anti-Corruption Commission (MACC) seizing MYR 5 million or around US$1.27 million from a safehouse owned by a major political figure, according to Digitimes.
March 4, 2026 — Source

ASML looks beyond EUV, plans new tools for larger chips and 3D packaging
The company is exploring technologies to stack, bond, and scale chips beyond two-dimensional limits
March 3, 2026 — Source

ASUS Reportedly Implements A Price Hike For RTX 50 Series In China, But No Changes For AMD GPUs
ASUS Reportedly Implements A Price Hike For RTX 50 Series In China, But No Changes For AMD GPUs
March 4, 2026 — Source

ASUS reportedly raises GeForce RTX 50 GPU pricing in China, Radeon pricing unchanged
Only Radeon and RTX 5060 Ti price 8GB remains unchangedUS
March 4, 2026 — Source

Charter's Cox deal approved: Higher broadband prices could follow as FCC clears $34.5B merger
The merger would vault Charter ahead of Comcast while erasing one of the few remaining independent cable players
March 3, 2026 — Source

CXMT & YMT, Pentagon's List, & A Memory War
Two of China's most important memory makers, ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corporation (YMTC), briefly appeared to have been removed from the Pentagon's Section 1260H "Chinese Military Companies" list, potentially clearing a political roadblock that has long hindered their global expansion.
March 3, 2026 — Source

Intel Board Chair Frank Yeary Steps Down, Craig Barratt Takes Over
Intel Corporation today announced that its board of directors has elected Dr. Craig H. Barratt as independent chair, effective following the company's Annual Stockholders' Meeting on May 13, 2026. Barratt will succeed Frank D. Yeary, who is retiring from the board and will not stand for reelection at the Annual Meeting. Yeary has served as a director since 2009 and as chair since 2023.
March 3, 2026 — Source

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge
Intel's CFO, David Zinsner, took the stage at the Morgan Stanley conference, and based on his comments on the foundry front, Team Blue looks a lot more confident about division breakeven.
March 4, 2026 — Source

Frank Yeary, the Intel Board Chair Who Pushed the Foundry Spin-Off and Orchestrated Pat Gelsinger's Exit, Is Retiring This Year
Intel's board chair, Frank Yeary, is retiring from his current position, according to the latest announcement, and the industry has responded with mixed reactions.
March 4, 2026 — Source

NIMBY pushback begins to bite US datacenter buildout
New capacity under construction falls for first time since 2020 as permitting, zoning, and power hurdles mount
March 4, 2026 — Source

Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains — Lumentum and Coherent investment to fund U.S. R&D and manufacturing facilities, supports capacity rights and future access
Into the photonic future.
March 4, 2026 — Source

SK Telecom and Panmnesia to Develop Next-Gen CXL-Based Data Center Architecture
Panmnesia, an AI infrastructure link solution provider, today announced the signing of a strategic Memorandum of Understanding (MOU) with SK Telecom, South Korea's largest telco and a leading AI company. The agreement, signed at MWC26 in Barcelona, aims to jointly develop a CXL-based next-generation AI data center architecture.
March 4, 2026 — Source

Taiwan expects power demand to increase by more than 5GW by 2030, enough to power nearly 4 million homes — rise in electricity consumption driven by semiconductor manufacturing and AI data center deployments
Taiwan expects power demand to increase by more than 5GW by 2030, enough to power nearly 4 million homes — rise in electricity consumption driven by semiconductor manufacturing and AI data center deployments
March 4, 2026 — Source

Trump summons tech giants to White House to pledge power payment commitments — 'ratepayer protection plan' will make data center operators negotiate discrete payment structure for electricity use
The White House wants tech giants to promise that they'll "pay their own way."
March 4, 2026 — Source

Computer — Business News — March 2nd, 2026

Charter gets FCC permission to buy Cox and become largest ISP in the US
FCC rejects protests because Charter and Cox don't compete directly in most places.
March 2, 2026 — Source

Entry Level PC Market Predicted To Totally Vanish By 2028
Holy Houdini, if the latest market projections from analyst firm Gartner prove correct, we're only two years away from sub-$500 PCs vanishing from the market entirely. The reason, as you may have already surmised, is a continued strain on memory and storage that will drive up prices even further, which in turn will send PC worldwide PC shipments plummeting.
March 2, 2026 — Source or Source or Source

Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500% Over Six Months
As NAND Flash pricing has skyrocketed, reaching nearly a 500% increase over the past six months, Phison has reportedly started requiring some customers to make prepayments to control the supply. This means that customers who haven't even started a Phison order will need to send funds as a form of credit to purchase a set amount of Phison controllers, SSDs, or any other storage products. According to a notice to its customers, Phison has stated that the rapid increase in NAND Flash demand has driven various parts of the storage supply chain to seek alternative payment methods, with a focus on quicker settlements.
March 2, 2026 — Source

Phison Shifts NAND Supply to 'Prepayment' Model to Make Sure It Secures the Cash Before Allocating Any Supply to Customers
Phison's model, with NAND market supply, has now shifted to securing capital upfront from customers as the company navigates a seller's market.
March 2, 2026 — Source

Computer — Business News — February 24th, 2026

AMD copy-pastes 6 GW chips-for-stock deal in new Meta agreement
The House of Zen signed a nearly identical deal with OpenAI last fall
February 24, 2026 — Source

Anthropic's new AI tool can write 67-year-old COBOL code, sending 115-year-old IBM's stock tumbling by 13% — IBM stock has worst day in 26 years, down 25% MoM and counting
Ancient language is still the bread-and-butter of mainframe systems
February 24, 2026 — Source

ASML makes breakthrough in EUV chipmaking tech, plans to increase speed by 50% by 2030 — new 1,000-watt light source fires three lasers at 100,000 tin droplets every second
Technology breakthroughs involved.
February 24, 2026 — Source

Meta and AMD Partner for Longterm AI Infrastructure Agreement
At Meta, we're working to build the next generation of AI and enable personal superintelligence for all. To do this, we need massive, scalable compute power that can handle the growing demands of our AI workloads. Our partnership with AMD, which builds on our existing collaboration, will help us meet those needs.
February 24, 2026 — Source

Meta may trade AI chips for shares in its latest AMD deal
Meta agreed to acquire 6 gigawatts worth of chips and could end up owning 10 percent of AMD.
February 24, 2026 — Source

Nvidia's Q4 results could make or break confidence in the AI hardware market
Nvidia has become shorthand for the AI market itself. In the years since generative models reshaped computing, the company's GPUs have powered everything from large-scale training clusters to real-time inference infrastructure.
February 24, 2026 — Source

Quesma Releases OTelBench to Evaluate OpenTelemetry Infrastructure and AI Performance
Quesma has launched OTelBench, an open-source benchmarking suite designed to measure the performance of OpenTelemetry pipelines and the effectiveness of AI agents in implementing and maintaining observability configuration.
February 24, 2026 — Source

Qualcomm's 2019-vintage AI100 chip finally scores a major deployment — Saudi Arabia's Humain takes delivery of 1,024 systems
Better late than never, we suppose.
February 24, 2026 — Source

Computer — Business News — February 17th, 2026

DRAM & NAND Shortages Will Extend Beyond 2030, Warns Phison CEO, Citing an Industry 'Structural Shift' That Will Destroy Consumer Businesses
Phison's CEO has discussed the future of the consumer tech market, claiming that, amid shortages, several businesses dependent on DRAM will be destroyed.
February 17, 2026 — Source

MediaTek To Hand Out A 15% Bonus Reduction To Employees For H2 2025 Compared To The First Half, As It Prepares For A Potential Chipset Shipments Decline
An estimated 12,000 MediaTek employees will be eligible for bonuses for the second half of 2025. According to the latest report, the cumulative amount comes to NT$11.4 billion, or $363 million, with each employee receiving an average of NT$950,000, or $30,247.74 for H2 2025. The interesting bit about these figures is that the bonus handed to workers is said to be 15.7 percent lower than what they received in the first half of 2025, indicating that MediaTek could be preparing for a crunch period where it anticipates fewer chipset shipments due to the ongoing DRAM crisis.
February 17, 2026 — Source

New report shows RAM prices are continuing to fall in Germany, US trends less certain — SSDs and HDDs are more expensive than ever in the States
All thanks to the AI boom.
February 17, 2026 — Source

Phison CEO Says DRAM and NAND Flash Shortage Will Shut Down Many Consumer Electronics Companies in 2026
The acute shortage of DRAM and NAND flash memory could shut down many consumer electronics companies by the end of 2026, Phison CEO Chien Chen Pang warned in an interview with Chen Ning Kuan of Taiwan's Era News. The Phison CEO warns of a "massive die-off" among consumer electronics companies designing cost-effective products that use even the smallest amounts of DRAM and NAND flash components (think TV set-top boxes, Wi-Fi routers, smart TVs, etc).
February 17, 2026 — Source

Phison warns 2026 DRAM and NAND crunch could wipe out budget brands
Phison CEO Khein-Seng Pua is sounding the alarm on the knock-on effects of the DRAM and NAND flash shortage, arguing that the most vulnerable part of the market isn't high-end PC hardware—it's the sea of low-cost consumer devices that live and die by razor-thin margins. In remarks reported from a Taiwan media interview, Pua's message is that the situation is no longer a simple up-and-down memory cycle. Instead, it's starting to look like a supply structure that favors large buyers and higher-margin segments, leaving smaller consumer electronics companies exposed as 2026 progresses.
February 17, 2026 — Source

SoftBank and AMD Validate GPU Partitioning for AI Workloads Using Instinct GPUs
SoftBank and AMD have started joint validation of AMD Instinct GPUs for next-generation AI infrastructure by focusing on a GPU partitioning mechanism that lets a single GPU handle multiple AI workloads simultaneously. SoftBank developed an Orchestrator system that divides AMD Instinct GPU resources based on workload requirements: model size, number of concurrent executions, and memory needs.
February 17, 2026 — Source

Wi-Fi routers are expected to explode in price due to RAM shortage
Memory now accounts for 20 percent of the total cost of a Wi-Fi router, up from 3 percent. Market analysts think that number will keep rising.
February 17, 2026 — Source

Computer — Business News — February 14th, 2026

Acer Announces A Price Hike For Its Products, Starting February 20
Due to rising costs of memory and SSDs, Acer has also announced a price hike for its products.
February 14, 2026 — Source

Acer Japan says its official online store will increase PC prices on February 20, 2026
Acer: PC pricing on the official online store will be revised on February 20
February 14, 2026 — Source

Intel fined $3 million by India's antitrust regulator over discriminatory CPU warranty policy — says Intel abused its dominant position in the boxed processor market.
The Competition Commission of India alleges Intel abused its dominant position in the boxed processor market.
February 14, 2026 — Source or Source

The Latest US-Taiwan Trade Agreement Boosts Investment Climate for America's Chip Supply Chain, Protecting TSMC & Others From Tariff Risks
The US and Taiwan have now agreed on an extensive trade framework, and by the looks of it, one of the major aspects of the agreement is to bolster supply chain expansion measures in America.
February 14, 2026 — Source

Computer — Business News — February 13th, 2026

European Chip Startup Pulls Off Working RISC-V Solution on the Intel 3 Node, Marking One 'Small' Step Towards Having Sovereign Infrastructure
A European chip lab based in Barcelona has developed a computing architecture featuring RISC-V and an Intel process, marking it the first step towards "sovereign infrastructure".
February 13, 2026 — Source

Exynos 2700 Launch In Q4 2026 Estimated To Boost Samsung's Non-Memory Operating Profit, As New SF2P Process Promises More Advantages
Samsung and its next-generation chipset, the Exynos 2700, have started to get included in a lot of reports, hinting at its development under the Korean giant's second-generation 2nm GAA process, also known as SF2P. Where the Exynos 2600 provided the necessary stepping-stones, its successor will take the reins and solidify Samsung's position as a worthy player in the chipset space, but more importantly, the silicon's arrival is expected to boost the firm financially too. According to the latest report, the company's non-memory business will receive a nice bump with the Exynos 2700's launch.
February 13, 2026 — Source

Former AMD President and Xilinx CEO Victor Peng Joins Rambus Board of Directors
Rambus Inc., a premier chip and silicon IP provider making data faster and safer, today announced the appointment of Victor Peng to its Board of Directors, effective Thursday, February 12, 2026.
February 13, 2026 — Source

Intel Fined $30 Million In India For Illegal Warranty Policy It Practiced For 8 Years
Intel gets in trouble as CCI fines it heavily for failing to honor the warranty for CPUs that were bought from abroad.
February 13, 2026 — Source

Lenovo stockpiled enough RAM for 2026. It's still raising PC prices
The company's CEO said that it will have to bring prices up because of the RAM crunch, even though a few months ago another executive said the company has enough for 2026.
February 13, 2026 — Source

The RAM crisis is reshaping who gets to build PCs
Some developments sound good. Others may hurt.
February 13, 2026 — Source

US Government Reportedly Removed CXMT & YMTC from Restricted Chinese Tech Firm List
Last May, insiders alleged that the US Government Bureau of Industry and Security (BIS) was eyeing up a handful of Chinese tech companies. At the time, ChangXin Memory Technologies (CXMT) was considered for inclusion within an extensive "export blacklist." With the regional exit of more mainstream computer memory manufacturing companies, the likes of CXMT and Yangtze Memory Technologies Corporation (YMTC) are being tracked as the native Chinese industry's leading lights.
February 13, 2026 — Source

Computer — Business News — February 12th, 2026

U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips
The exception being those that Chinese companies can make domestically.
February 12, 2026 — Source

Computer — Business News — February 11th, 2026

G.SKILL settles U.S. lawsuit over RAM speed labels and XMP for 2.4 Million USD
A U.S. class-action lawsuit challenging how G.SKILL advertises desktop memory speeds has been resolved through a settlement that combines a cash fund with changes to future packaging language. The dispute centers on a long-running PC industry convention: memory kits are commonly marketed using their validated XMP or EXPO profile rating, while many systems default to a lower JEDEC baseline on first boot until the user enables the profile in firmware.
February 11, 2026 — Source

Rapidus Accelerates 2nm Push and Plans Dramatic Production Expansion, Setting the Stage for a Foundry Showdown in Japan with TSMC
Rapidus, one of Japan's biggest native chipmakers, now plans to take its 2nm production ambitions to new heights, aiming to reach a respectable production capacity by 2028.
February 11, 2026 — Source

RTX 5090 kicks off the Chinese New Year early with fireworks — $3,299 dream GPU upgrade becomes a fiery nightmare
2026 is the Year of the Horse, and there is already a smell of burning hay.
February 11, 2026 — Source

Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers — both companies now at 40-50% operating margins
Rising prices are prompting memory makers to abandon long-term fixed deals in favor of shorter contracts and post-settlement pricing.
February 11, 2026 — Source

Sony to exit the recordable Blu-ray market this month in another blow to physical media
Sony confirms there will be no successor models
February 11, 2026 — Source

U.S. government plans tariff exemptions for TSMC, if it follows through on American investment — $165 billion already pledged to increase production capacity, but details of the deal are still murky
The scale of the tariff exemptions will be tied to the scale of the investment, too.
February 11, 2026 — Source

Computer — Business News — February 6th, 2026

Amazon's European data centers challenged by grid delays — up to seven year waits for new connections
Seven-year grid connection queues in parts of Europe are outlasting construction timelines.
February 6, 2026 — Source

Big Tech stocks take a $1 trillion tumble as projected AI spending continues to outweigh revenue — investors are antsy about long-term planning becoming never-ending spending
Meanwhile, Apple is happy sitting this one out.
February 6, 2026 — Source

DRAM Memory Shortage Crisis Explained: When Will Memory Prices Calm After the AI Surge
What happens when the backbone of modern technology, memory, becomes a scarce resource? The global DRAM shortage isn't just a supply chain hiccup; it's a full-blown crisis reshaping industries from AI development to consumer electronics. Prices for memory products have skyrocketed by as much as 300%, leaving businesses and individuals scrambling to adapt. In this breakdown, Caleb Writes Code walks through how the convergence of surging AI demands, production bottlenecks, and geopolitical tensions has created a perfect storm for the memory market.
February 6, 2026 — Source

Intel and AMD Warn of Server CPU Shortages in China, Prices Rise Over 10%
Intel and AMD have reportedly warned customers in China about tightening server CPU supplies, with delivery times stretching significantly and prices already moving higher. According to Reuters, average prices for Intel server processors in China have increased by more than 10%, depending on contract terms, while delivery times for some Xeon models have extended to as much as six months. The situation appears most severe for Intel's fourth and fifth-generation Xeon processors, where backlogs are reportedly building fast.
February 6, 2026 — Source

Nvidia is reportedly skipping consumer GPUs in 2026. Thanks, AI
Plans for new gaming GPUs are being put on hold as the company prioritizes its resources to meet sky-high demand for AI chips.
February 6, 2026 — Source

NVIDIA to Use SK hynix and Samsung HBM4 for "Vera Rubin" Without Micron
NVIDIA's upcoming "Vera Rubin" AI systems are scheduled for late summer shipping in the form of VR200 NVL72 rack-scale solutions that will power the next generation of AI models. However, not every memory maker of HBM4 qualified for a design win, as Micron has reportedly fallen out of the equation, with only Samsung and SK hynix left to supply the precious HBM4 memory. According to leaked institutional notes from SemiAnalysis, which tracks the supply chain in great detail, SK Hynix will represent about 70% of the HBM4 supply for VR200 NVL72 systems, with Samsung getting the remaining 30% of the supply.
February 6, 2026 — Source

PCs Now Sold Without RAM to Avoid Memory Price Hikes
Bring-your-own RAM is becoming more common among PC system builders as they look to avoid the constant price tag churn driven by ever-rising memory prices. PCWorld reports that both Maingear and Paradox Customs are now selling RAMless PCs, giving buyers the option of paying less for a system, and perhaps re-using memory they already have.
February 6, 2026 — Source

Samsung Targets Massive 130% Chip Orders Boost in 2026
Samsung is reportedly aiming for a whopping 130% growth in 2nm GAA orders for 2026, backed by the improved yield rate. The company is apparently targeting major clients beyond Tesla, further intensifying the competition by taking advantage of TSMC's supply issues.
February 6, 2026 — Source

Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025
Driven by AI and elevated prices, of course.
February 6, 2026 — Source

TSMC is on track to have more employees than Intel for the first time in history — TSMC's explosive growth stands in contrast to Intel's rapid contraction
Does not spend that much on semiconductor R&D as well.
February 6, 2026 — Source

Computer — Business News — February 4th, 2026

AMD graphics cards could face another price hike and a bigger push for 8GB GPU sales
2021 called, it wants its GPU prices back
February 4, 2026 — Source

AMD Posts Record Revenue As Data Center AI Demand Surges 39%
Big tech is currently enjoying a virtual license to print money thanks to booming artificial intelligence (AI) demand, with record earnings becoming the norm as of late (though not always). AMD is no exception—the chip designer reported a record $10.3 billion in fourth quarter earnings, with the strong finish accelerating AMD's bottom line for the full year to an also-record high at $34.6 billion. Cue the GIF of Scrooge McDuck swimming in a vault of coins.
February 4, 2026 — Source

AMD Prepares to Battle PC Market Uncertainty, But CEO Lisa Su Says the Focus Will Stay on "Enterprise" as the Client Segment's Future Comes Into Question
AMD's CEO, Lisa Su, has given her outlook on the PC industry, and it appears Team Red isn't very confident about the client segment's growth this year.
February 4, 2026 — Source

AMD reports record 2025 revenues, driven by strong demand for Epyc and Ryzen CPUs
AMD had impressive growth in both client and enterprise segments
February 4, 2026 — Source

China's CXMT and YMTC to increase memory output — two new fabs could close the gap with the 'big three'
CXMT and YMTC are scaling fab capacity as AI demand strains global supply.
February 4, 2026 — Source

Exclusive: Positron raises $230M Series B to take on Nvidia's AI chips
Semiconductor startup Positron has secured $230 million in Series B funding, TechCrunch has exclusively learned. The outfit plans to use the capital to speed up deployment of its high-speed memory chips, a critical component for the chips used for AI workloads, sources familiar with the matter told TechCrunch.
February 4, 2026 — Source

Intel Commits To Future GPU Releases With Latest Hire, But What About Gaming?
Rumors of the demise of Intel's GPU business have been greatly exaggerated. Even before the launch of the first Alchemist-based Intel Arc GPUs, naysayers were insisting that Intel would kill the brand, kill the project, or cut the whole team. Intel has done some restructuring, to be sure, but the company's GPUs are not going anywhere. And that's clearer than ever now, thanks to recent comments from Intel CEO Lip-Bu Tan.
February 4, 2026 — Source

PC vendor warns of upcoming price hikes due to SSD and memory volatility — PowerGPU to pass costs to customers once existing inventory depletes
PowerGPU, a system integrator known for its high-performance gaming PCs, just issued a devastating price warning on social media. The company said on its X account that costs of SSDs and other parts have gone up, and that it expects to increase prices soon. This is catastrophic news for gamers and enthusiasts who have been suffering from continuous prices increases on memory and storage since late last year, which has been brought by the incessant demand for memory and storage chips for AI data centers.
February 4, 2026 — Source

Pinterest Reportedly Fires Employees Who Built a Tool to Track Layoffs
Pinterest says the internal layoff-tracking tool built by company engineers violated company policy.
February 4, 2026 — Source

Texas Instruments to Acquire Silicon Labs
Texas Instruments, a global semiconductor company that designs, manufactures and sells analog and embedded processing chips, and Silicon Labs, a leader in secure, intelligent wireless technology, today announced they have signed a definitive agreement under which Texas Instruments will acquire Silicon Labs for $231.00 per share in an all-cash transaction, representing a total enterprise value of approximately $7.5 billion.
February 4, 2026 — Source

Texas Instruments to buy chip designer Silicon Labs in $7.5 bn deal
US chipmaker Texas Instruments has signed a deal to acquire chip designer Silicon Labs, both companies said Wednesday, in a transaction worth around $7.5 billion.
February 4, 2026 — Source

Was NVIDIA's $100 Billion Investment In OpenAI's AI A Hallucination?
Our least favourite RAM devourer announced a $100 billion investment deal with NVIDIA last September, but no money or products have changed hands as far as Ars Technica or anyone else can tell. NVIDIA have gone on record stating the $100 billion figure was never committed to, it was more of an aspiration or rough estimate. There are likely several reasons for the delay, not least of which is the power required to expand OpenAI's infrastructure with the new NVIDIA hardware.
February 4, 2026 — Source

Computer — Business News — February 2nd, 2026

After 12 years with TSMC, Apple explores new partners for chip manufacturing
Intel and other manufacturers may get a role as Nvidia's AI appetite strains capacity
February 2, 2026 — Source or Source

Former Google engineer convicted of trade secret theft and China-linked economic espionage
Linwei "Leon" Ding faces decades behind bars
February 2, 2026 — Source

NVIDIA CEO denies reports he was 'unhappy' with OpenAI — reiterates plans for a "huge investment," but how much will it be?
NVIDIA CEO Jensen Huang joins in with other companies floating investment to save OpenAI from imploding.
February 2, 2026 — Source

Smart ways to help your PC survive through the PC component pricing apocalypse — check temps, replace old AIOs and PSUs, keep an eye on your boot drive's TBW, and more
If you're lucky enough to own a PC that's good enough for now, here's how to help make sure it lasts.
February 2, 2026 — Source

Computer — Business News — February 1st, 2026

Former Google engineer convicted of stealing GPU and TPU trade secrets for 'Chinese interests' — tried to raise funding for his own start-up
Linwei Ding faces up to 10 years in prison for each count of economic espionage.
February 1, 2026 — Source

This Could Save Laptop Makers From The Global RAM Shortage
If you are an avid PC builder, a tech enthusiast, or someone just tracking laptop and computer prices, you may have noticed the steep increase in the prices of RAM modules over the past several months. These spikes are eerily similar to those experienced by GPUs during the crypto mining boom. It's just that in this instance, they are driven by a massive surge in demand for memory chips used in AI data centers. The biggest gainers from these price hikes are memory makers, who are reaping handsome profits. The average consumer, on the other hand, is the worst affected of the lot.
February 1, 2026 — Source

Computer — Business News — January 31st, 2026

NVIDIA Actually Has a Major Release Planned for Gamers This Year as Jensen Huang Confirms the 'AI PC' Chip Will Debut With Low-Power, High-Compute
NVIDIA's Jensen Huang discussed the upcoming AI PC chip during his recent visit to Taiwan, reiterating the collaboration with MediaTek on it.
January 31, 2026 — Source

Nvidia CEO pushes back against report that his company's $100B OpenAI investment has stalled
Nvidia CEO Jensen Huang said Saturday that a recent report of friction between his company and OpenAI was "nonsense."
January 31, 2026 — Source

Nvidia's plan to invest $100 billion in OpenAI appears unlikely — Jensen reportedly criticizing OpenAI's business decisions in private discussions
Nvidia is having second thoughts about its planned deal with OpenAI.
January 31, 2026 — Source or Source

NVIDIA's 'Trillion-Dollar' Dinner With Taiwanese Partners Shows Us Why Jensen Will Always Remain One Step Ahead in the AI Supply Chain
NVIDIA Stands Unfazed by Shortages With DRAM, NAND, Chips, and Advanced Packaging, Due to the Company's Close Relations with Taiwan
January 31, 2026 — Source

Computer — Business News — January 30th, 2026

Apple buys "Silent Speech" AI startup for $2B, because talking is so 2025
Apple confirmed this week that it has acquired Israeli AI startup Q.ai in a deal valued at close to $2 billion, making it one of the company's largest acquisitions ever, second only to the $3 billion purchase of Beats in 2014.
January 30, 2026 — Source

Apple chasing memory supply to meet high customer demand — CEO Tim Cook says shortage will have a greater impact on its Q2 earnings
Tim Cook said that Apple has a low supply of memory chips following the increased demand for the latest iPhones. Cook said in his response to a question about the memory shortage's impact on the company during its 1Q26 earnings call that Apple does not keep these chips in stock, and that it's currently scrambling to find sources because of the iPhone's strong sales in December.
January 30, 2026 — Source or Watch Video

China's YMTC Plans to Fast-Track NAND Production at Wuhan Fab, as the Manufacturer Looks to Capitalize on the Gigantic "Gold Rush" in AI Storage
China's YMTC is expanding its NAND production capabilities and aiming to compete with Samsung and SK Hynix in a highly profitable market.
January 30, 2026 — Source

Chinese AI Giants Are Now Getting the "Green Light" to Buy NVIDIA's H200 AI Chips, as Jensen's Diplomatic Gamble Begins to Bear Fruit
Major Chinese AI labs and hyperscalers are now obtaining the required license to purchase NVIDIA's H200 AI chips, indicating that Jensen's recent visit to Beijing has borne fruit.
January 30, 2026 — Source

Kioxia and Sandisk extend Yokkaichi NAND joint venture through 2034
Kioxia and Sandisk have agreed to extend their long-running joint venture arrangements at Kioxia's Yokkaichi Plant, pushing the end date out to December 31, 2034. The previous expiration date was December 31, 2029, so the update adds another five years to a manufacturing partnership that has already been in place for more than 25 years. While this isn't a new product announcement, it's the kind of structural decision that can influence NAND supply stability, cost planning, and how aggressively both companies can ramp future 3D flash generations.
January 30, 2026 — Source

Qualcomm Will Likely Not Adopt Apple's Unified RAM Architecture For Snapdragon Chipsets Universally Because Of Its 'Middle Man' Position With Notebook Partners
Apple's unified RAM architecture may not be perfect from a consumer's point of view, but no one can deny the benefits that come with the 'on-package' design that allows the memory to operate at incredibly high speeds with near-zero latency. Qualcomm might have already recognized this approach as superior, but then, if it did, why has the company only adopted this architecture for the Snapdragon X2 Elite Extreme?
January 30, 2026 — Source

RAM Revolt: High prices have driven people to steal from Costco display PCs
Costco is reportedly now dealing with theft of RAM from its display gaming PCs, and to prevent repeat offenses, is said to be removing RAM from the units so there's nothing to steal.
January 30, 2026 — Source

Reid Hoffman urges Silicon Valley leaders to stop bending the knee to President Trump
Billionaire tech mogul Reid Hoffman is urging his fellow tech moguls in Silicon Valley to not just condemn the killings of two American citizens at the hands of Border Patrol agents, but to stop pacifying President Trump.
January 30, 2026 — Source

Report Suggests Intel Foundry Could Land Apple and Nvidia in 2028
Geopolitics could give the company a boost.
January 30, 2026 — Source

TSMC Founder Morris Chang Makes a Rare Public Appearance as the 94-Year-Old 'Semiconductor Titan' Meets NVIDIA CEO at a Local Taiwanese Restaurant
TSMC's founder, Morris Chang, who is reportedly in ailing condition, managed to meet NVIDIA's Jensen Huang during his latest visit to Taiwan.
January 30, 2026 — Source

Will Bitcoin prices continue to drop Friday? What we know so far.
Billions of dollars in assets were liquidated just yesterday.
January 30, 2026 — Source

Computer — Business News — January 19th, 2026

Samsung's U.S. Taylor Facility Reportedly Becomes Top Choice for Customers Looking Beyond TSMC, as Intel Struggles with "Execution Challenges"
Samsung's chip operations in the US are now gaining the spotlight, as a report reveals the Korean giant is attracting massive interest from fabless customers.
January 19, 2026 — Source

Tesla Completes AI5 Chip, Revives Dojo 3 with Intel Packaging Deal
Tesla has finalized the development of its AI5 automotive processor, allowing for production at TSMC and Samsung facilities. This advancement also revives the previously halted Dojo 3 supercomputer project. CEO Elon Musk announced that the AI5 chip will offer performance on par with NVIDIA's "Hopper" architecture, with two AI5 units equaling the power of a single "Blackwell" processor.
January 19, 2026 — Source

Computer — Business News — January 15th, 2026

MediaTek Dimensity 9500s: The New "Flagship Killer" Chip Is Here
MediaTek has unveiled the Dimensity 9500s, a slightly toned-down version of its flagship Dimensity 9500 designed to deliver strong performance at a lower cost. The new chip could help manufacturers launch more affordable flagship-style phones as component prices continue to rise.
January 15, 2026 — Source

MediaTek Just Dropped Two New Chips That Could Give Qualcomm a Run for Its Money
MediaTek unveiled the Dimensity 9500s and Dimensity 8500 processors, taking direct aim at Qualcomm's dominance in the flagship Android space. The 3nm Dimensity 9500s packs a Cortex-X925 ultra core at 3.73GHz, Immortalis-G925 GPU with ray tracing, and a flagship NPU for on-device generative AI.
January 15, 2026 — Source

Samsung Hits 50% Yield for 2nm Exynos 2600 Chip, But Is It Enough?
Samsung's 2nm Exynos 2600 chip has reached a 50% yield milestone, which is a big improvement over the last few months. The Galaxy S26 series will still rely heavily on Qualcomm's Snapdragon (which powers about 75% of the units), but this better yield means that Samsung can safely use its own chip in multiple markets.
January 15, 2026 — Source

Xiaomi XRING O2 chipset won't threaten Qualcomm despite Xiaomi's custom silicon push
Xiaomi is reportedly developing its XRING O2 chipset, but it's unlikely to pose real competition to Qualcomm due to its use of an older 3nm process. Instead, the chip appears aimed at reducing Xiaomi's reliance on third-party suppliers and expanding custom silicon across its broader ecosystem beyond smartphones.
January 15, 2026 — Source

Computer — Business News — January 14th, 2026

Acer Slaps AT&T, T-Mobile And Verizon With Lawsuit Over 4G/5G Wireless Patents
Acer has filed individual lawsuits against all three major wireless carriers in the United States, including AT&T, T-Mobile, and Verizon. According to Acer, the three carriers collectively infringed on half a dozen U.S. patents "covering key advancements in cellular networking," and now it's taken them to court after failing to reach a licensing agreement.
January 14, 2026 — Source

U.S. House passes bill to stop Chinese companies from accessing export-controlled American AI chips using offshore rental loophole — Remote Access Security Act effectively extends export controls to the cloud
"The CCP's AI ambitions are being fueled by its access to American chips housed in data centers located outside of China"
January 14, 2026 — Source

Computer — Business News — January 9th, 2026

CES 2026: Everything revealed, from Nvidia's debuts to AMD's new chips to Razer's AI oddities
CES 2026 is winding down in Las Vegas, as the consumer tech industry and everyone swarming around it begin their return flights home. Over the past few days, we saw a slew of announcements from mainstays like Nvidia, Sony, and AMD, along with smaller companies and startups vying for attention through the Unveiled event (CES's showcase for new products) and across the show floor.
January 9, 2026 — Source or Watch Video

Nvidia hires first-ever CMO, snatches former Google exec for the tough job of helping sell more chips — Alison Wagonfield spent nearly 10 years at Google building its Cloud project
Nvidia's marketing and PR strategies and campaigns have always been second to none, but ironically, the company has never had a dedicated chief marketing officer (CMO), as people who were in appropriate teams have reported to vice presidents of marketing. Instead of training a special AI model for the job, Nvidia has recruited former Google executive Alison Wagonfeld as its first CMO, reports the Wall Street Journal.
January 9, 2026 — Source

Nvidia refutes reports of HBM4 mass production delay, production 'on track' for the second half of 2025 — report suggested timeline shift to late Q126 due to revised spec
Nvidia has refuted recent reports suggesting a delay in the mass production of HBM4 memory, asserting that production remains "on track" for the second half of 2025. The initial report from TrendForce indicated a potential shift to late Q1 2026 due to revised specifications. While Nvidia maintains the timeline, the potential delay may stem from two factors: Nvidia's request for higher memory requirements for its upcoming Rubin GPU platform and a strategy to extend shipments of its current Blackwell architecture. This has reportedly required all three major HBM suppliers -- Samsung, SK hynix, and Micron -- to redesign their HBM4 products, potentially pushing back manufacturing by a quarter
January 9, 2026 — Source

RAM Shortages May Lead To More Expensive TVs And Devices, Warns Samsung
Your smartphones may not be the only consumer products that see a price hike over RAM shortages.
January 9, 2026 — Source

Computer — Business News — January 8th, 2026

AMD talks FSR 'Redstone' plans, Linux support, and AI bundle
We sat with the Senior VP of Software Development at AMD to talk about the future of Adrenalin software features.
January 8, 2026 — Source

Amid Memory Crisis, AMD Considers AM4 Zen 3 Revival
An elevation of computer memory prices—throughout late 2025 and early 2026—has prompted revisits of older generation hardware. After all, cheaper DDR4 memory offers an alternative route in the current climate. Prime examples turned up last week, when Gigabyte unveiled and launched four new AM4 socket-based motherboard models. At the end of December, ASUS was reportedly engaged in a bolstering of its AM4 motherboard production lines. Pleasingly, AMD seems to considering similar steps with its compatible Ryzen desktop processor families. Tom's Hardware gathered relevant information during a pre-CES 2026 round-table discussion.
January 8, 2026 — Source

Apple And NVIDIA To Turn Into Rivals Over TSMC Advanced Packaging With The M5 Ultra Or M6 Ultra Chip
Up until recently, Apple and NVIDIA maintained neat and clearly delineated orbits within TSMC's sprawling fabs, with the former leveraging the fab giant's leading-edge process and Integrated Fan-Out (InFO) packaging tech for its A-series processors, while the latter continued to utilize TSMC's older-gen process alongside Chip-on-Wafer-on-Substrate (CoWoS) packaging technology for its GPUs.
January 8, 2026 — Source

Boxes of 100 server-grade DDR5 memory now cost as much as property in Shanghai in China spot market — single 256GB server sticks now over $5,700
Sky-high quotes collide with fading demand as China's memory market tightens further.
January 8, 2026 — Source

Chase to become the new issuer for Apple Card
Apple and JPMorgan Chase have announced that Chase will become the new issuer of the Apple Card, giving the bank access to a credit card portfolio estimated at over $20 billion in balances. The transition to Chase will take around 24 months to finalize, pending regulatory approvals.
January 8, 2026 — Source or Source

China expected to approve H200 imports in early 2026, report claims — tech giants Alibaba and ByteDance reportedly ready to order over 200,000 Nvidia chips each if green-lit by Beijing
Nvidia is about to go big in China again.
January 8, 2026 — Source

Dell admits customers are not buying PCs based on AI
Virtual reality, 8K gaming, cryptocurrency, NFTs, and AI. The PC market has been through a lot of unexpectedly popular trends that did not always reflect what users actually needed. Dell seems to be one of the first companies to admit that leading with AI is not the best approach for 2026.
January 8, 2026 — Source

Dell Pulls Back "AI-First" Push After Admitting Customers Aren't Interested
While most PC manufacturers have leaned heavily into AI marketing, Dell is the first to come out and publicly admit that it will scale back the AI-focused strategy.
January 8, 2026 — Source

Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds
NVIDIA Wants to "Hedge" Against Uncertainity In the China Business, By Getting Order Payments Upfront
January 8, 2026 — Source

Former Bolt CEO Maju Kuruvilla's startup triples to $100M valuation
Spangle, an AI e-commerce startup founded by former Bolt CEO Maju Kuruvilla, has raised $15 million in a new funding round, valuing the company at $100 million after the investment.
January 8, 2026 — Source

Here's How You Could Afford a House in Shanghai Using DDR5 Modules, as Prices Have Reached Astronomical Levels in the Region
DDR5 prices have reached a point where you could actually afford a house in Shanghai by acquiring a few modules, highlighting the severity of DRAM shortages.
January 8, 2026 — Source

High RAM prices mean record-setting profits for Samsung and other memory makers
Supply shortages and big price increases for RAM and storage have been a major drag for enthusiasts and PC builders in recent months. And while we haven't yet seen large, widespread price increases for memory-dependent products like pre-built laptop PCs, smartphones, and graphics cards, most companies expect that to change this year if shortages continue.
January 8, 2026 — Source

Micron to begin work on $100 billion New York 'megafab' imminently — landmark site to produce 40% of company's overall DRAM output in the U.S. by the 2040s
Fab to finally break ground next week.
January 8, 2026 — Source

Pay and pray: Nvidia reportedly wants money up front for Chinese H200 orders
Beijing could green-light sales to select customers as soon as this quarter
January 8, 2026 — Source

Qualcomm Teams Up With Google To Expand Snapdragon Digital Chassis & Android Integration
Chip giant Qualcomm and Google have deepened their partnership to develop smart vehicles after the pair announced plans to collaborate with the Android and Snapdragon Digital Chassis platforms earlier this week. The partnership will focus on using Google's Gemini AI platform to create what Qualcomm refers to as an "Automotive AI Agent (AAA)." The pair had previously announced their partnership to accelerate the deployment of agentic AI in vehicles in September, and the latest announcement covers the integration of vehicles with the cloud to customize the driving experience for individual users.
January 8, 2026 — Source

Samsung Reaps Memory Dividends As Operating Profits Surge By ~3x
Samsung is out with its preliminary quarterly results today, disclosing an astounding surge in revenue and operating profits as the AI-driven memory boom yields lucrative dividends.
January 8, 2026 — Source

The PC market braces for an AI-driven storm
The PC market braces for an AI-driven stormBuilding a PC or buying one is about to get even pricier.
January 8, 2026 — Source

Xiaomi Outlines 2026 Strategy: In-House Chip Design & OS Control
Xiaomi used an internal awards event to highlight its record innovations. The company further outlines its plans to unify its self-developed chip, OS, and AI by 2026 through massive long-term investment across products globally.
January 8, 2026 — Source

Computer — Business News — January 7th, 2026

AI Cost Increase Allegedly Behind Microsoft's Rumored New Massive Round of Job Cuts
Microsoft's Communications Lead Frank Shaw commented on the original rumor as being '100% made up/speculative/wrong'. Here's hoping there will be no layoffs, of course.
January 7, 2026 — Source

Ancient skeletons reveal viruses embedded in human DNA
Scientists have found ancient herpesviruses hidden in human DNA, proving these infections have been evolving with us since the Iron Age.
January 7, 2026 — Source

ASRock Presents New DeskSlim, DeskMini, & Box PC Systems at CES 2026
Earlier today, ASRock granted TechPowerUp access to its mostly new product laden Las Vegas hotel suite, where several brand-new mini PC systems immediately drew the eye. The Taiwanese manufacturer's DeskSlim B760 is already a somewhat known property, but over a month later, it is encouraging to examine a demonstration unit in-person. ASRock's demo example was already opened up when TPU turned up on the scene; clearly showing Intel hardware-based innards.
January 7, 2026 — Source

Barclays Enters Stablecoin Space With First-Ever Investment
UK bank has now become a stakeholder in Ubyx, a US startup creating clearing infrastructure for digital currencies.
January 7, 2026 — Source

Beijing tells companies to pause H200 purchases — China govt deliberating terms for letting local tech companies buy US chips while still growing homegrown semiconductors
This is seemingly a temporary halt to H200 orders.
January 7, 2026 — Source

California's New Billionaire's Tax Just Cost the State Larry Page's Business
Google co-founder Larry Page has reportedly relocated his family office and several businesses outside California ahead of a proposed billionaire's tax. The move highlights growing concerns that the tax could drive wealthy individuals and major taxpayers out of the state.
January 7, 2026 — Source

CES 2026: ASUS opens door for next-gen, high-performance systems
During the European Hardware Association Tech Tour, KitGuru was invited to ASUS headquarters in Taipei for an early look at a wide range of hardware planned for 2026. Rather than focusing on individual launches, the briefings were structured around broader design themes -- power delivery, thermal density, system integration and the growing need to treat modern PCs as complete platforms rather than collections of parts.
January 7, 2026 — Source

CES 2026: Corsair unveils new peripherals for the enthusiast segment
Corsair has arrived at CES 2026 with a clear focus on the upper echelons of competitive play, unveiling a refreshed peripheral lineup that prioritises new materials and rapid‑response Hall Effect technology. For mice, Corsair is introducing two iterations of the Sabre V2 Pro wireless mouse: one built from carbon fibre and the other from magnesium alloy. As for keyboards, the company has revealed the Makr Pro 75, an enthusiast‑grade mechanical keyboard that brings magnetic switch functionality to the Makr platform.
January 7, 2026 — Source

Crypto Hardware Wallet Maker Ledger Impacted by Third-Party Data Breach
Crypto wasn't stolen this time, but data was leaked with the potential to lead to thefts later on.
January 7, 2026 — Source

Dell admits that PC buyers don't actually care about AI
AI has been a huge buzzword at Apple and other tech companies for years. But Dell just admitted that PC buyers don't actually care about AI—at least not yet.
January 7, 2026 — Source

Elon Musk wants to build a dirty 2nm chipmaking fab that you can smoke and eat cheeseburgers in — bets that Tesla will turn the concept of cleanrooms upside down
That is, if Tesla has its own fab.
January 7, 2026 — Source

Elon Musk's xAI raises $20 billion as Grok is investigated for deepfakes
Investors seemingly didn't mind those sexualized deepfakes.
January 7, 2026 — Source

Larry Page leaves California to protect $12.5 billion from proposed wealth tax
Larry Page, the co-founder of Google and the world's second-richest person, has cut his business and residency ties with California to avoid a billionaire wealth tax. A proposed ballot measure in the state would see billionaires be taxed 5% of their wealth if they have more than $1 billion.
January 7, 2026 — Source

Micron Announces Groundbreaking for Historic New York Megafab
Micron Announces Groundbreaking for Historic New York Megafab
January 7, 2026 — Source

MLC NAND Flash Shifts to a Niche Market as Major Suppliers Exit, Reshaping the Supply Chain
TrendForce's recent research indicates that as major international NAND Flash producers reduce or halt MLC NAND Flash output and redirect their capital and R&D investments toward advanced process tech, the worldwide MLC NAND Flash capacity is expected to decrease by 41.7% YOY in 2026, leading to increased supply-demand discrepancies.
January 7, 2026 — Source

NVIDIA CEO Doesn't Rule Out 'Rubin' for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease
NVIDIA's China business has been booming recently following the H200 export approval, and now Jensen says there's a prospect of introducing Rubin chips in the region as well.
January 7, 2026 — Source

Nvidia CEO praises robots as 'AI immigrants'
Nvidia chief executive Jensen Huang described robots as "AI immigrants" on Tuesday, arguing they could solve a global labor shortage that is hampering manufacturing.
January 7, 2026 — Source

PC-Canada cites "Market volatility" and requests more money from customer for a RAM order
A PC-Canada customer says an already-placed RAM order turned into a pay-more-or-cancel email. The retailer asked for explicit approval of a higher price before shipping.
January 7, 2026 — Source

RPA Validation in Life Sciences: 5 Pitfalls and How to Avoid Them
RPA in life sciences isn't just about reducing costs or manual effort. It is about building bots that are up to regulations and scale globally.
January 7, 2026 — Source

Samsung says RAM costs will likely lead to price hikes soon
"It's going to affect everyone," Samsung's marketing leader said.
January 7, 2026 — Source

Samsung Wins Back Qualcomm for Next-Gen 2nm Flagship Chips
Qualcomm has already finished designing its next-generation 2nm Snapdragon chips and is now talking to Samsung Foundry about making them. Samsung is making a big comeback in the high-end semiconductor market with this partnership, thanks to technical improvements and a big deal with Tesla. The move lets Qualcomm get parts from two different sources, which makes it less dependent on TSMC and encourages competition.
January 7, 2026 — Source

The best budgeting apps for 2026
Now that Mint has been shut down, here are the best budgeting apps to help you spend and save wisely.
January 7, 2026 — Source

Virginia's datacenter tax breaks cost state $1.6B in 2025
Trillion-dollar internet giants don't need freebies, watchdog warns, as giveaways double in a year
January 7, 2026 — Source

Computer — Business News — January 6th, 2026

AMD bets big on AI with tons of new software
At the ongoing CES 2026 tech extravaganza this year, AMD announced a bunch of new hardware while also touting superior performance and AI capabilities. Among these reveals were the latest Ryzen 400 AI series, new Max+ processors that are seemingly miles ahead of the competition in terms of benchmarks, the Ryzen 7 9850X3D as the "world's fastest gaming processor", and a major update to its Radeon Open Compute (ROCm) software stack.
January 6, 2026 — Source

AMD to Report Fiscal Fourth Quarter and Full Year 2025 Financial Results
AMD announced today that it will report fiscal fourth quarter and full year 2025 financial results on Tuesday, Feb. 3, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. EST / 2:00 p.m. PST. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com.
January 6, 2026 — Source

CES 2026 Day 0 Round-Up: There's A Whole Lot And We Haven't Even Started
The Consumer Electronics Show in Las Vegas, Nevada, is always a great way to kick off the new year, and this year looks to be no exception. I'm here on the ground tracking down the coolest tech I can find during my short stay here. Speaking of which, hat tip to Qualcomm, who is sponsoring my travel, lodgings, and food for my time here.
January 6, 2026 — Source

CES 2026 day 0: The biggest news you missed from the show's Monday press conferences
CES 2026 press day was all about AI, silicon and setting expectations early.
January 6, 2026 — Source

CES 2026: ASUS Republic of Gamers Celebrates It's 20th Anniversary
The ASUS Republic of Gamers have now been with us for two decades and they're celebrating by releasing a wide variety of peripherals at CES 2026. The partnership with Kojima Productions includes the ROG Delta II-KJP headset, ROG Keris II Origin-KJP mouse and ROG Scabbard II XXL-KJP mouse pad. The details of these products aren't available at the moment as the provided links are dead but we do know the headset has 50mm titanium-plated drivers and a 10mm super-wideband microphone, the mouse uses a 42,000dpi ROG AimPoint Pro optical sensor and the mouse pad, as well as the previous two peripherals feature a hand-drawn Ludens art by Yoji Shinkawa.
January 6, 2026 — Source

"Everybody's Going to Have to Increase Prices", Says ASUS Ahead of CES 2026
The air at CES 2026 is sure to feel a lot different from that in previous years. Not just because of mass layoffs, or the continued GenAI/AI push from nearly every major tech company. The memory shortage looms over everything, and its impact will continue to be felt worldwide, with prices likely to rise on all the products showcased in Las Vegas this year. It was pretty much all I could think about back on December 9, 2025, when ASUS invited Wccftech and other members of the media to a preview of what the company would be showing at CES 2026 in downtown Toronto.
January 6, 2026 — Source

Microsoft Signals Azure Datacenter Readiness for NVIDIA Rubin Platform
Microsoft said Monday that its Azure datacenters are engineered to support NVIDIA's newly launched Rubin platform, as cloud providers move to deploy the next generation of AI infrastructure.
January 6, 2026 — Source

Samsung Makes Enterprise Debut at CES 2026 With Spatial Signage
Samsung Electronics, a global leader in technology, today announced that Spatial Signage has been recognized by the Consumer Technology Association (CTA)® as part of the CES Innovation Awards® 2026 program. The award marks Samsung's first-ever recognition in the Enterprise Technology category, coinciding with the company's commercial display debut at the show.
January 6, 2026 — Source

Computer — Business News — January 5th, 2026

Apple Executives Are Now Reportedly Booking Extended Hotel Stays To Secure Long-Term Agreements For DRAM Supply For Up To Three Years From Samsung & SK hynix
A Samsung co-CEO recently stated that no entity can escape from the DRAM shortage, and given that Apple's Long-Term Agreements (LTA) for these chips were rumored to expire this month, the technology giant has resorted to other tactics to secure adequate supply for a multitude of products. According to the latest report, the Cupertino firm's executives have booked extended hotel stays in an effort to come to terms with memory manufacturers Samsung and SK hynix and secure a memory supply that will last between two and three years. For a company that ships iPhones in the millions, reaching an agreement is of paramount importance.
January 5, 2026 — Source

CES 2026: HP unites OMEN and HyperX gaming brands for future gaming products
It's been several years since HP acquired HyperX from Kingston. During that time, HP has operated its own gaming brand, OMEN, alongside HyperX. Now, the company is consolidating the two, with OMEN products rebranded under HyperX to unify its gaming portfolio across PCs, displays, peripherals, and software.
January 5, 2026 — Source

Chargeback Management Best Practices: How Businesses Can Reduce Payment Disputes at Scale
Chargebacks aren't just a payments problem. They're an operational signal.
January 5, 2026 — Source

China's top chip foundries move to consolidate as Beijing pushes semiconductor self-sufficiency — SMIC and Hua Hong Semiconductor deals pave the path to unified power
China's leading contract chipmakers are pursuing large domestic acquisitions to expand capacity as Beijing doubles down on semiconductor self-sufficiency.
January 5, 2026 — Source

European Distributor Appears to Stop Some Nvidia RTX 50 Series Sales
If the information is accurate, some distributors are squeezed for GPU stock.
January 5, 2026 — Source

MediaTek Reportedly Prioritizing Development of AI ASICs Over Mobile Chips
MediaTek's growing partnership with Google has reportedly prompted a shift in development priorities; industry insiders propose an ongoing "realignment" of internal resources. The alleged formation of a dedicated ASIC division seems to be draining staff away from the more visible Dimensity mobile chip projects—by previous announcements, a very important aspect of the Taiwanese fabless semiconductor firm's business. Going back to March 2025, MediaTek and Google partnered up on the making of a seventh-gen "Ironwood" Tensor Processing Unit (TPU) design.
January 5, 2026 — Source

Memory Makers Prioritize Server Applications, Driving Across-the-Board Price Increases in 1Q26
TrendForce's latest investigations indicate that DRAM suppliers in 1Q26 will continue to reallocate advanced process nodes and new capacity toward server and HBM products to support rising AI server demand. This shift has significantly limited supply in other markets, causing conventional DRAM contract prices to increase by about 55-60% QoQ. Meanwhile, disciplined capacity management by NAND Flash suppliers, along with robust server demand that is displacing other applications, is likely to increase contract prices across all NAND Flash product categories by 33-38%.
January 5, 2026 — Source

"No One Can Escape Memory Shortages", Says Samsung's co-CEO, Claiming that the Fallout Will Also Reach TVs & Home Appliances
Samsung's co-CEO has given a glimpse of what to expect from memory shortages moving forward, stating that no consumer industry will be immune to them.
January 5, 2026 — Source

Nvidia Just Made a $5B Bet on Intel. Here's Why It Matters
Nvidia finalized a $5B Intel stake after FTC approval, buying 214.7M shares. The move bolsters Intel's foundry push as 18A ramps.
January 5, 2026 — Source

Samsung CEO Says What We Already Know About the Memory Shortage
It's a new year. Start pinching those pennies!
January 5, 2026 — Source

Samsung's boss: "We will apply AI to all products, all functions, and all services"
Not 400, but 800 million phones and tablets will get AI... and it'll be done "as quickly as possible".
January 5, 2026 — Source

TSMC's 2nm Wafer Production To Witness Ambitious Growth, With Monthly Manufacturing Estimated To Reach 140,000 Units Within Just One Year Of Its Inception
The explosive demand for TSMC's 2nm technology means that the semiconductor behemoth will take the next-generation node's production output to new heights. According to the latest report, the maximum monthly output will reach 140,000 units by the end of this year, despite the fact that TSMC was previously reported to be experiencing a tight supply, forcing it to raise the prices of its cutting-edge process for four consecutive years. The company aims to address the surging demand with the construction of three facilities solely focused on 2nm production.
January 5, 2026 — Source

WD Black Drives Now Called SANDISK Optimus
Today at the Consumer Electronics Show (CES 2026), Sandisk announced Sandisk Optimus as the new name for its renowned internal SSD lineup for gamers, creators, and professionals. The new branding for this family of products reflects a focus on performance leadership, engineering excellence, and a heritage of trust in flash memory. The powerful collection of Sandisk Optimus internal storage solutions, encompasses three product lines: Sandisk Optimus, Sandisk Optimus GX, and Sandisk Optimus GX PRO.
January 5, 2026 — Source

Computer — Business News — January 2nd, 2026

A deeper look at the tightened chipmaking supply chain, and where it may be headed in 2026 — "nobody's scaling up," says analyst as industry remains conservative on capacity
We sit down with two high-profile analysts to get some answers about where the chipmaking industry might be headed next.
January 2, 2026 — Source

ADATA Pioneers New Era of AI Innovation at CES 2026
The Everyday Innovation Zone features the industry's first 4-RANK DDR5 CUDIMM memory, sustainable DDR5 memory, external SSDs equipped with USB4 and NFC technology, and embedded storage solutions. In the Gaming Lifestyle Zone, XPG will spotlight its innovative thermal solutions, establishing a high-performance gaming ecosystem with a comprehensive new product lineup. Simultaneously, an online exhibition will launch on January 6, inviting global audiences to witness groundbreaking AI innovations and smart application capabilities.
January 2, 2026 — Source or Source

AI hardware demand could push consumer tech prices up 20% in 2026
AI's appetite for chips is squeezing the market
January 2, 2026 — Source

Apple's A20 Chip To See An 80 Percent Cost Hike To $280 Per Unit
Apple's upcoming A20 chip is all set to leverage TSMC's bleeding-edge 2nm fabrication process, replete with an eye-watering price increase that is likely to end up as Apple's most expensive silicon to date.
January 2, 2026 — Source

Asus blames the AI boom for looming PC hardware price hikes
Absolutely no customers asked for this, and yet here we are
January 2, 2026 — Source

Bad Pre-CES News: Asus Confirms Rising Prices for New Products, Others to Follow
Starting January 5, 2026, just before CES, Asus will raise prices on a number of its product lines. This "AI Tax" is happening because there isn't enough DRAM and storage around the world, and manufacturers are putting AI servers ahead of consumer PCs. As the memory crisis continues to affect the whole industry, shoppers should expect to pay more for gaming laptops and workstations all year long. Dell is already following suit.
January 2, 2026 — Source

Corsair Accused Of Cancelling $3499 PC Order Only To Relist It For $4299
This is a perfectly reasonable explanation, as we expected there would be. Corsair isn't some fly-by-night operation, and it did seem absurd on the face of things. Kudos to Corsair for making things right in this situation.
January 2, 2026 — Source

DRAM Contract Prices Are Projected to Rise By a Whopping 50% In This Quarter, As Shortages Now Appear to Be Out of Control
DRAM shortages are expected to become more aggressive moving forward, and according to a new report, DRAM contract prices could rise by up to 50% in Q1 2026.
January 2, 2026 — Source

LPDDR6 RAM May Only Reach Ultra-Premium Android Phones
Android phones are expected to begin adopting LPDDR6 RAM in 2026, promising higher bandwidth and better energy efficiency. However, rising memory costs and supply constraints could mean that only flagship devices benefit from the upgrade.
January 2, 2026 — Source

Computer — Business News — January 1st, 2026

Chinese Chipmaker, Zhaoxin, Confirms Next-Gen KX-8000 CPUs With 4 GHz Speeds, DDR5 & PCIe 5.0 Support, Competing Against AMD Zen 4
Zhaoxin has confirmed its next-generation KX-8000 consumer CPUs, which will offer significantly improved performance & IO capabilities.
January 1, 2026 — Source

Chinese Government Mandate Local Chipmakers Use 50 Percent Domestic Chip Manufacturing Equipment
News via Reuters is suggesting that the Chinese government has started to mandate that Chinese semiconductor manufacturers have to use at least 50 percent locally produced chipmaking equipment in new or expanded fabs. Reuters claim that there's no official regulation to the matter, but Chinese chipmakers have been informed by local authorities that they need to provide procurement tenders that prove that at least half of the equipment they're buying are from local companies. This has apparently been the case when several different Chinese companies have applied to build new fabs or when they've applied for extensions of current fabs.
January 1, 2026 — Source

GPU Prices May Rise in 2026 as Memory Costs Pressure NVIDIA and AMD
According to a report from South Korea, the graphics card market could be heading toward higher prices in early 2026. Industry sources cited by Newsis claim that both major GPU suppliers are preparing price increases, with AMD expected to move first in January and NVIDIA potentially following in February. The reported strategy involves gradual adjustments over time rather than a single price hike. The driving force behind these expected increases is memory cost.
January 1, 2026 — Source

TSMC Supply Constraints Are Now Forcing Fabless Manufacturers to Look for Alternatives; Samsung Foundry Now a Serious Option
TSMC's 'bottled up' supply lines are now pushing customers to see alternative chip sources, and according to a new report, Samsung Foundry is one of the leading candidates.
January 1, 2026 — Source

TSMC's 2nm Process To Surpass The Company's 3nm & 5nm Technologies In Cumulative Revenue By Q3 2026, Aiming To Become The Most Popular Node Propelled By Explosive AI Growth
The AI boom has caused TSMC some serious problems as it looks to circumvent the tight supply of its 2nm node to meet demand. A price hike of its next-generation manufacturing process has already been reported to take effect starting from January 1, but despite customers having to pay a small premium, there appears to be no slowdown in orders. In fact, according to the latest information, TSMC's 2nm revenue could surpass both 3nm and 5nm technologies' cumulative revenue by the third quarter of 2026.
January 1, 2026 — Source

U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department
The U.S. is playing it safe when it comes to chipmaking tools entering China.
January 1, 2026 — Source

Computer — Business News — December 26th, 2025

Intel displays tech to build extreme multi-chiplet packages 12 times the size of the largest AI processors, beating TSMC's biggest — floorplan the size of a cellphone, armed with HBM5, 14A compute tiles and 18A SRAM
Big things can only get bigger.
December 26, 2025 — Source

No, Asus isn't going into memory manufacturing — Taiwanese tech giant issues statement smashing rumor
It's easy to understand the sentiment behind the story, but it's simply so implausible it veers into 'impossible.'
December 26, 2025 — Source or Source

NVIDIA Buys Groq for $20B: Licensing Pact, Faster Inference Chips & CUDA Support Ahead
What does a $20 billion acquisition mean for the future of AI hardware? That's the question on everyone's mind as NVIDIA, a titan in the tech world, officially acquires Groq, a rising star in AI inference technology. Matthew Berman breaks down how this deal could reshape the competitive landscape, diving into the strategic reasons behind NVIDIA's bold move. Groq's innovative Latency Processing Units (LPUs) are designed to deliver unparalleled speed and efficiency for real-time AI applications, and now they're part of NVIDIA's arsenal.
December 26, 2025 — Source

PC Makers Are Fighting for Memory Capacity as Reports Warn That Postponing Product Launches Might Be the Only Option Left
Despite holding the necessary capital, PC manufacturers are struggling to secure a sufficient memory supply, leaving them with limited options to meet consumer demand.
December 26, 2025 — Source

Ten former Samsung employees charged over DRAM technology leak to China
Investigators say hundreds of 10nm DRAM process steps were copied by hand and funneled through shell companies
December 26, 2025 — Source

Computer — Business News — December 25th, 2025

China chipmaker SMIC raises wafer prices by about 10% as memory demand tightens capacity
Data shows China's largest foundry moving prices higher, led by memory-related production, amid high utilization and shifting global supply dynamics.
December 25, 2025 — Source

Former Chinese gaming company with China govt ties accused of smuggling banned AI GPUs — Nvidia's biggest Southeast Asia customer exposes the limits of U.S. AI export controls
Singapore-based Megaspeed is under the microscope amid concerns that restricted GPUs are winding up in China.
December 25, 2025 — Source

Microsoft Execs Rage And Google Resorts To Firing Its Procurement Head As An All-Out War For Memory Products Breaks Out
The ongoing shortage of memory products is now forcing tech behemoths, including Microsoft, Google, and Meta, to station their procurement executives within South Korea as protracted negotiations with Samsung and SK hynix continue.
December 25, 2025 — Source

Nvidia buys AI chip startup Groq's assets for $20 billion in the company's biggest deal ever — Transaction includes acquihires of key Groq employees, including CEO
GroqCloud will continue operations as is.
December 25, 2025 — Source

Computer — Business News — December 21st, 2025

Digital Storm hints at a next-gen Aventum system for CES 2026
Digital Storm says its next flagship desktop is moving into production ahead of CES 2026. The company describes it as the next generation of Aventum, with an updated chassis and thermal design aimed at sustained performance in real workloads.
December 21, 2025 — Source

IDC expects average PC prices to jump by up to 8% in 2026 due to crushing memory shortages — some vendors already selling pre-builts without RAM
We will be in for a wild ride in 2026.
December 21, 2025 — Source

Samsung Hires Former AMD Vice President John Rayfield To Lead Its Exynos Division And Strengthen Innovation In GPUs, System IP, SoC Architecture And More
The official unveiling of the Exynos 2600 was followed by an announcement by Samsung that could change the tide of the chipset landscape. The company has hired former AMD Vice President John Rayfield as the Senior Vice President of Samsung Austin Research Center (SARC) and Advanced Computing Lab (ACL). With the latest appointment, Rayfield will oversee a specific business unit or research institute, but more importantly, Samsung's objective of bringing a new layer of innovation to its Exynos division is complete because it can now focus on improving the SoC's GPUs, IP, architecture, and other areas.
December 21, 2025 — Source

User accidentally buys GeForce RTX 3080 Ti 20GB engineering samples
GeForce RTX 3080 Ti 20GB engineering sample shows up on Reddit, needs patched drivers to work
December 21, 2025 — Source

Computer — Business News — December 20th, 2025

5 ways Lenovo's AI strategy can deliver real results for you too
Art Hu, Lenovo's global CIO, explains how the tech giant exploits AI effectively. And you can do it, too.
December 20, 2025 — Source

NVIDIA's Dominance Wasn't An Accident
NVIDIA didn't just stumble into AI leadership. Its GPUs, CUDA software ecosystem, networking stack, and developer tools became deeply embedded in AI workloads long before generative AI went mainstream. That early positioning helped turn the company into the backbone of modern data centers, and into the world's most valuable semiconductor company.
December 20, 2025 — Source

RTX 5060 Ti 16GB could face a production pause as GDDR7 supply tightens
Rumor claims GeForce RTX 5060 Ti 16GB could see a temporary production pause amid memory cost pressure
December 20, 2025 — Source

Samsung Will Financially Benefit From The DRAM Shortage, But A Semiconductor Expert Believes That This Isn't Sufficient To Compete With TSMC In The Foundry Business
Memory manufacturers such as Samsung and SK hynix are enjoying lucrative earnings thanks to the DRAM shortage, with the Korean titan's estimated operating profit reaching $73 billion in 2026, but when it comes to boosting the profitability of its entire foundry division, that's another story. Sure, the company has made progress by announcing the world's first 2nm GAA chipset, the Exynos 2600, but experts strongly believe that additional effort from Samsung's end is required if it wants to compete with TSMC.
December 20, 2025 — Source

Why RAM Prices Are Out Of Control In The US
Rising demand for memory chips, driven by AI data centers, is causing significant price increases and supply shortages across consumer electronics, including PCs and smartphones.
December 20, 2025 — Source

You Might Need to Say Goodbye to Affordable PCs; A Price Hike Storm Is Set to Hit in H2 2026 as Memory Shortages & Windows 10 EOL Collide
Getting a new PC next year could prove to be an expensive venture for consumers out there, as IDC estimates that the supply chain will witness a widespread "price hike" wave.
December 20, 2025 — Source

Computer — Business News — December 19th, 2025

Despite TSMC's Gigantic Investments, the U.S. Still Won't Get Its Most Advanced Chips, Casting Doubt on Efforts to Build a Resilient Supply Chain
TSMC has been investing heavily in the US to establish a supply chain; however, laws in Taiwan hinder the chip giant's production of cutting-edge nodes in America.
December 19, 2025 — Source

DOE recruits cloud, chip, and AI giants for Trump's Genesis Mission
The US Department of Energy (DOE) has a Christmas gift for the AI industry in the shape of agreements for collaboration in the Trump administration's Genesis Mission, which aims to use AI to drive scientific discoveries.
December 19, 2025 — Source

Huawei's AI chip capabilities still pale in comparison to American silicon — report from U.S. council details that despite fears, Nvidia continues to lead by a wide margin
New analysis from the Council on Foreign Relations finds Huawei's AI chip output remains far behind Nvidia in performance.
December 19, 2025 — Source

Memory Suppliers Have Become the New "Santa Claus," Selectively Handing Out DRAM Capacity to Customers, Says Taiwan's Etron Chairman
Well, here's an interesting take on the memory shortages, as Etron's Chairman, Lu Chao-Chun, calls DRAM suppliers like Samsung and SK hynix the new 'Santa Claus'.
December 19, 2025 — Source

Micron Warns Memory Shortage Could Stretch Beyond 2026 Amid AI Boom
Micron says the global memory shortage is expected to continue beyond 2026 as manufacturers shift production toward high-bandwidth memory for AI data centers. This could lead to higher prices and reduced RAM in consumer devices, especially in low-end smartphones and PCs.
December 19, 2025 — Source

One Year In: Meta's Richland Parish Data Center Supports Louisiana Economy With $875M In Contracts
It's been one year since we broke ground on our Richland Parish Data Center in Louisiana, which will house our largest multi-gigawatt AI training cluster, Hyperion. Once operational, this data center will play a vital role in supporting our technologies and accelerating our progress toward personal superintelligence. Today, we're excited to share updates on the investments we've made as a positive member of the Richland Parish community.
December 19, 2025 — Source

Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion
07.13.2013
December 19, 2025 — Source

Texas Instruments Fab Begins Production of 300mm Wafers
The plant is the first of four in Sherman, Texas.
December 19, 2025 — Source

TSMC Chips in the US Remain Behind Despite Massive Spending
Despite massive investment by TSMC in the US, Taiwan's regulations ensure that the most advanced chips remain produced domestically. This limits the US' access to cutting-edge nodes and prevent it from getting access to the TSMC's latest advanced chip nodes.
December 19, 2025 — Source

TSMC USA's Access to Cutting-edge Nodes Could be Stymied by Taiwanese Regulations
According to recent reports, TSMC leadership is expediting a major next phase at the Arizona campus—a second fabrication facility could come online by 2027, with a move into mass production of 3 nm (N3) wafers. A fresh news article—published by CNA Taiwan—signals an uncertain technological roadmap for the leading foundry service's North American operations. Taiwanese regulators have reportedly questioned TSMC's commitment to a long-term "N-2" rule.
December 19, 2025 — Source

With AI Data Centers Scooping up RAM, Laptop Prices Could Spike in 2026
Phones and other tech products will be affected by shortages, too—with experts predicting "shrinkflation" in consumer electronics
December 19, 2025 — Source

Computer — Business News — December 15th, 2025

92% of Businesses Using Meta Platforms in India Are MSMEs
92% of businesses using Meta Platforms in India are micro, small, and medium enterprises (MSMEs). To give these businesses a boost, we have launched a new campaign to showcase how small businesses across the country tap into our Platforms to reach new, and more importantly, the right customers for their business.
December 15, 2025 — Source

"Don't Panic. Relax", Says Sapphire's Edward, Claiming the DRAM Situation Should Begin to Stabilize Within Six Months
Sapphire's representative doesn't recommend panic-buying amid the current DRAM situation since he believes the market will stabilize next year.
December 15, 2025 — Source

Filing: Amazon cuts 84 jobs in Washington state, unrelated to broader layoffs
Amazon filed a new notice with Washington state Monday morning signaling that it's cutting 84 jobs, but the individual separations are part of the regular course of business, unrelated to the 14,000 corporate layoffs it announced globally in October.
December 15, 2025 — Source

First Truly 3D Chip Made in U.S.
A team of U.S. researchers has built the first monolithic 3D computer chip manufactured in a commercial American foundry, a breakthrough that could significantly boost AI performance while cutting energy use.
December 15, 2025 — Source

Global Server Market Sets New Revenue Record in Q3 2025 as AI Infrastructure Spending Accelerates
The global server market reached an all-time high in the third quarter of 2025, according to data from the International Data Corporation's (IDC) Worldwide Quarterly Server Tracker. Total worldwide revenue climbed to $112.4 billion for the quarter, marking a 61% increase compared with the same period last year. The latest results extend a trend of strong double-digit growth that has defined the market throughout 2025, primarily fueled by rising investment in artificial intelligence infrastructure and high-density computing environments.
December 15, 2025 — Source

HDD prices spike as AI infrastructure and China's PC push collide — hard drives record biggest price increase in eight quarters, suppliers warn pressure will continue
Hard drives, often treated as a legacy technology, are once again being pulled into the spotlight.
December 15, 2025 — Source

Hyperscalers fuel $112B server spending spree in Q3
IDC's latest tracker numbers were brought to you by the letters A and I
December 15, 2025 — Source

Intel Takes Flak for Testing a Tool From a Sanctioned Company
And its CEO, Lip-Bu Tan, is drawing scrutiny for his investments.
December 15, 2025 — Source

Nvidia reportedly weighs ramping up H200 production to meet surging demand in China
After successfully lobbying the Trump administration to approve the sale of its H200 chips to China, Nvidia is now thinking of ramping up production of the chips as Chinese companies rush to place orders, Reuters reported, citing anonymous sources.
December 15, 2025 — Source

Nvidia Wants To Be Your Open Source Model Provider
AI infrastructure dominance isn't enough. Nvidia wants in on the model world too.
December 15, 2025 — Source

Oracle isn't done with Ampere yet as A4 instances arrive on OCI boasting 96 cores
Big Red said it had sold its stake in its long-time silicon partner last week
December 15, 2025 — Source

The storyteller behind Microsoft's print revival, Steve Clayton, is leaving for Cisco after 28 years
Steve Clayton has emerged as a retro renegade at Microsoft, seeking to show that print books and magazines still matter in the digital age. Now he's turning the page on his own career.
December 15, 2025 — Source

Trump is recruiting Big Tech workers for the government
Months after the administration gutted tech talent, the US Tech Force will hire around 1,000 specialists, including some from Silicon Valley behemoths.
December 15, 2025 — Source or Source

Computer — Business News — December 12th, 2025

1 Step Forward, 2 Backwards: Apple Now Faces A Swiss Antitrust Scrutiny As It Wins Some Reprieve In The US
Every time you think that Apple has reached the proverbial nadir in terms of global antitrust investigations, another emerges akin to a Russian babushka doll.
December 12, 2025 — Source

Cadence Readies First Full eUSB2V2 Demo Targeting Edge AI and AI PCs for CES 2026
Since their debut in 2023, AI PCs have taken the market by storm. Gartner projects that 77 million AI PCs will ship in 2025, representing 31% of the worldwide PC market, and growing to a 55% market share in 2026. Meanwhile, edge AI is multiplying due to a variety of factors, including smaller and more efficient AI algorithms, more powerful AI silicon, and the proliferation of IoT devices.
December 12, 2025 — Source

Cambricon targets 500,000 AI chips in 2026 as China accelerates domestic hardware push — low yields and limited HBM supply could threaten chip ambitions
Low yields at SMIC and limited HBM supply could shape how far the expansion goes.
December 12, 2025 — Source

Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%
TrendForce's latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals. Revenue was primarily driven by advanced processes at 7 nm and below, with support from high-value wafers. Chinese foundries also expanded their business through supply-chain diversification. As a result, total revenue for the top 10 foundries increased by 8.1% QoQ to nearly US$45.1 billion.
December 12, 2025 — Source

First monolithic 3D chip built in U.S. foundry delivers major AI speed gains
A collaborative team has achieved the first monolithic 3D chip built in a U.S. foundry, delivering the densest 3D chip wiring and order-of-magnitude speed gains.
December 12, 2025 — Source

Intel tests chipmaking tools from sanctioned China-focused tool maker, report claims — move could raise political and national security concerns, firm was backed by CEO Lip-Bu Tan's investment firm
https://www.tomshardware.com/tech-industry/semiconductors/intel-tests-chipmaking-tools-from-sanctioned-china-focused-tool-maker-report-claims-move-could-raise-political-and-national-security-concerns-firm-was-backed-by-ceo-lip-bu-tans-investment-firm#:~:text=The%20move%20could%20raise%20eyebrows
December 12, 2025 — Source

Meta to Raise VR Headset Prices Amid Business Model Overhaul
Executives say the company will also ship new hardware at a slower pace to prioritize a high-quality software experience.
December 12, 2025 — Source

Ukrainians sue US chip firms for powering Russian drones, missiles
Lawsuits may force Intel, AMD, and Texas Instruments to do more to control chip supply chains.
December 12, 2025 — Source

Wall Street Sphincters Tighten as Oracle Delays Its OpenAI Data Center Buildout
When the bubble pops, you can't say there weren't signs.
December 12, 2025 — Source

Computer — Business News — December 11th, 2025

Nvidia Denies 'Far-Fetched' Claims as Chip-Smuggling Allegations Target China's DeepSeek
The allegations reveal the failure of physical export controls and open a new front in the battle to end black-market chip sales.
December 11, 2025 — Source

RAMmageddon Memory Crisis May Hit PC And Phone Specs Hard
The ongoing memory shortage and resulting price hikes continue to impact various markets, and according to TrendForce, smartphone, notebook, and console manufacturers, are about to react. The impact won't simply trigger price increases in existing products, either—rather, new devices are expected to compromise on other specifications as well in order to hit target price point. When not possible, or extremely difficult to alter specifications, like with ultrabooks or game consoles using pre-soldered RAM, flat price increases will be more likely.
December 11, 2025 — Source

TSMC Reportedly Weighing Up Upgrade to N4 & N5 Nodes at Phase 2 Japanese Fab
Semiconductor industry insiders reckon that TSMC leadership has revised its production strategies for a Japan-based fabrication site. The Taiwanese foundry business owns a majority stake in Japan Advanced Semiconductor Manufacturing (JASM). This partnership lead to a "Fab 23 phase 1" plant coming online a year ago, in the Kumamoto Prefecture. This factory is tasked with producing past-gen-sized wafers; at best on a 12 nm process node. A neighboring "phase 2" foundry is still under construction, but fresh inside track info proposes that certain activities have been put on hold.
December 11, 2025 — Source or Source

Xanadu & A*STAR Expand Advanced Photonic Quantum Computing Partnership
Xanadu Quantum Technologies Inc., a leading photonic quantum computing company, has announced that it has signed a Memorandum of Understanding ("MoU") with the Agency for Science, Technology and Research ("A*STAR") in Singapore. This agreement builds on Xanadu's existing partnership with (A*STAR IME) and extends to include the A*STAR Institute of High Performance Computing (A*STAR IHPC) and A*STAR Quantum Innovation Centre. Together, Xanadu and A*STAR intend to advance research and development in quantum technologies, with the goal of establishing long-term research collaborations and exploring the potential of creating joint quantum laboratories and operations in Singapore.
December 11, 2025 — Source

Computer — Business News — December 5th, 2025

A $5 Million Gift From Sega Saved Nvidia
The investment would have been worth $1 trillion today, but Sega sold.
December 5, 2025 — Source

AMD and IBM's CEO doesn't see an AI bubble, just $8 trillion in data centers
Lisa Su shrugs off the bubble talk while signing a deal with OpenAI
December 5, 2025 — Source

AMD CEO Lisa Su 'emphatically' rejects talk of an AI bubble — says claims are 'somewhat overstated'
AMD CEO says long-term demand for compute will justify today's rapid data-center buildout.
December 5, 2025 — Source

ASUS IoT and CTHINGS.CO Forge Partnership to Accelerate Scalable Edge AI
ASUS IoT, a global leader in intelligent edge AI and embedded IoT hardware, has entered a strategic partnership with CTHINGS.CO, a Europe-based innovator connecting IoT platforms to industrial applications. The collaboration aims to help businesses extract actionable insights from their processes and assets by combining advanced hardware with AI-driven software for simplified, secure edge IoT deployments.
December 5, 2025 — Source

Another Apple seismic shift: Meta poaches the man who stepped in after Jony Ive's departure
Zuckerberg's company is hiring Apple's Alan Dye.
December 5, 2025 — Source

Blockbuster merger: Netflix acquires Warner Bros. for $82.7 billion
Will regulators play ball?
December 5, 2025 — Source

Brace Yourself: Laptops Prices Are About to Skyrocket
Dell says it will take 'targeted pricing action, when necessary.'
December 5, 2025 — Source

Dell Raises PC Prices 15-20%, Lenovo Follows in January
Industry sources cited by TrendForce say Dell is preparing to implement a 15-20% price hike as early as mid-December. The reason? Obviously, the recent DRAM prices, especially DDR5 that jumped around 70% year-over-year, with certain parts spiking more than 170%. Dell COO Jeff Clarke recently warned that he has "never seen memory-chip costs rise this fast," as component prices surge across the board. The other giant OEM, Lenovo, has begun notifying customers that pricing will rise in early 2026, with all current quotes expiring on January 1 due to accelerating memory shortages and AI-driven demand.
December 5, 2025 — Source

Huawei Ascend NPU roadmap examined — company targets 4 ZettaFLOPS FP4 performance by 2028, amid manufacturing constraints
Huawei eyes up extreme system-level scaling.
December 5, 2025 — Source

I hope Crucial's death isn't a canary in a PC memory coal mine
I'm now wondering what comes next.
December 5, 2025 — Source

iPod's Co-Creator Senses An Opportunity To Dislodge Tim Cook, Starts Promoting Himself As The Next Apple CEO
With Apple's C-suite inhabitants jumping off the proverbial ship in droves, especially over the past few days, some have been quick to interpret this litany of departure announcements as a vote of no confidence in the leadership of Apple's current CEO, Tim Cook.
December 5, 2025 — Source

Logitech CEO Says AI Gadget Makers Are Chasing Problems That Don't Exist
In a refreshing change of pace from current trends, Logitech CEO Hanneke Faber suggests the peripheral maker is taking a more tempered approach to AI features and product launches, and is learning from the mistakes of others. You don't have to look very far to see those mistakes, with products like the Humane AI Pin and Rabbit R1 both flopping.
December 5, 2025 — Source

Samsung versus Samsung: Confusion swirls over alleged RAM supply dispute
The end of the AI bubble cannot come soon enough
December 5, 2025 — Source

TSMC 'Scrambles' to Bring Advanced Packaging to the U.S. as Soaring Demand Reportedly Pushes Clients Toward Rival Foundries
TSMC is now looking to convert a fab site in Arizona into an advanced packaging facility, as the firm witnesses massive demand for CoWoS from US clients.
December 5, 2025 — Source

Why copper markets are feeling the pinch due to aggressive AI data center expansion — expansive buildout to demand 1.1 million tonnes of copper annually by 2030, close to 3% of global demand
Alongside energy, water and computer chips, the supply squeeze is being felt further up the chain, too.
December 5, 2025 — Source

Computer — Business News — December 3rd, 2025

BAE Partners With GlobalFoundries to Build Faster Spacebound Electronics
The technologies combine robust radiation shielding with high-performance, low-latency designs.
December 3, 2025 — Source

ECS Reaches a Major Milestone in Space Electronics
Elitegroup Computer Systems (ECS), a long-established leader in embedded systems and motherboard design, has been actively expanding into aerospace technologies and space electronics in recent years. Since 2023, ECS has collaborated with National Cheng Kung University (NCKU) on CubeSat technologies and jointly participated in the Taiwan Lilium-2 (Lilium-2) and Taiwan Lilium-3 (Lilium-3) missions. The two satellites were successfully launched aboard a SpaceX Falcon 9 rocket from Vandenberg Space Force Base in California at 2:44 a.m. (Taiwan Time), Saturday, November 29, 2025. They enter a 520-km low Earth orbit to perform various technological validations, including Earth surface imaging, real-time object recognition, and inter-satellite communication tests.
December 3, 2025 — Source

Fraunhofer, TSRI Partner on Ferroelectric Transistors for Low-Power Memory ICs
Artificial intelligence works fast, but its energy consumption is growing rapidly. A German-Taiwanese research team is now developing a solution: new memory for leading chip technologies smaller than 3 nm. These innovative nanosheet devices enable computing operations directly in memory, thereby drastically reducing energy consumption. They are based on ferroelectric field-effect transistors (FeMFETs) made from hafnium oxide, which are particularly efficient. With a joint research program, Fraunhofer IPMS, Fraunhofer IMWS, and the Taiwanese research institute TSRI are laying the foundation for the next generation of energy-efficient AI chips - from smartphones and automobiles to medical devices.
December 3, 2025 — Source

Microsoft announces a treat for anyone holding its shares
Microsoft's board of directors just announced a quarterly dividend of $0.91 per share. It will be payable on March 12, 2026, to anyone holding Microsoft stock on February 19, 2026, when the cutoff takes place. Microsoft's stock price currently sits at $490 per share, so if you don't own any yet, it's going to be a bit pricey getting that $0.91, but you're always able to sell the stock again after.
December 3, 2025 — Source

NVIDIA Dismisses ASIC Competition as CFO Says Its AI Stack Is Irreplaceable; Vera Rubin Development Is "Seamless" and On Track for H2 2026
NVIDIA's CFO has provided an outlook on the ongoing matters in the AI industry, commenting on concerns about an AI bubble, rising competition from ASIC, and the progress of the next-generation Rubin architecture.
December 3, 2025 — Source

Nvidia lobbies White House and wins loosened AI GPU export control to China — U.S. lawmakers reportedly reject GAIN AI Act
Yet, there is another bill in the works.
December 3, 2025 — Source

Nvidia's $2B Synopsys stake strengthens its push into AI-accelerated chip design — partnership to bolster GPU-accelerated EDA tools, but a careful balance is required
Nvidia buys a minority position in Synopsys, and the pair announce a new joint effort.
December 3, 2025 — Source

Samsung Has Reportedly Formed A 'Custom SoC Development Team' Within Its Device Solutions Division, Aims To Compete With Apple & Qualcomm With In-House Solutions
Apple and Qualcomm are progressing nicely with their custom SoC designs, while Samsung and MediaTek continue to play catch-up, thanks to relying on ARM's CPU cores for years. Unfortunately, for the Korean giant, that was a necessary transition, as the company was forced to drop its adoption of Mongoose cores after witnessing better results from utilizing Cortex designs. However, a major change might be in order, because a new report states that Samsung has formed a 'Custom SoC Development Team' aimed to boost competition against its rivals by developing an in-house solution from scratch.
December 3, 2025 — Source

Pat Gelsinger's EUV lithography gig gets $150M wink from Uncle Sam
Commerce Department wants equity in xLight as it backs a free-electron laser to challenge ASML
December 3, 2025 — Source

RAM is so expensive, Samsung won't even sell it to Samsung
Due to rising prices from the "AI" bubble, Samsung Semiconductor reportedly refused a RAM order for new Galaxy phones from Samsung Electronics.
December 3, 2025 — Source

Sandisk and Samsung Delay NAND Shipments, Transcend Left Without Supply Since October
Transcend has reportedly issued an internal company notice, shared by @jukan05 on X, indicating that they have recently received a notice from their NAND Flash suppliers, Samsung and Sandisk, about postponed shipments. According to the letter, Transcend has not received a NAND Flash shipment since October, significantly affecting its product availability. Due to the widespread NAND flash shortage impacting the industry, Samsung and Sandisk were unable to supply sufficient NAND chips to storage product manufacturers, affecting both their revenue streams and customer commitments.
December 3, 2025 — Source

Computer — Business News — November 30th, 2025

Samsung's Operating Profit Could Surge To $69 Billion In 2026, A 129% Annual Increase; Researcher Believes Improved 2nm GAA Yields, Rising NAND Prices Will Aid In This Growth
A senior researcher at Kiwoon Securities estimates that Samsung's operating profit next year is expected to reach between 90-100 trillion won ($62-$69 billion), with multiple factors determining the Korean giant's growth. The company has previously been reported to make its foundry business profitable by 2027, meaning that boosting 2nm GAA yields is also its priority, with Samsung's first real test being how its first chipset fabricated on the aforementioned lithography, the Exynos 2600, can perform once it finds its way into the Galaxy S26 series.
November 30, 2025 — Source

Computer — Business News — November 29th, 2025

Former TSMC Executive Reportedly Joins Intel with Sub-2nm Process Data
Former TSMC Senior VP Wei-Jen Lo has reportedly joined Intel as VP of R&D, according to a Liberty Times report cited by TrendForce. Lo is said to have started in late October, a move that has surprised many in the semiconductor industry. The report also claims that before retiring in July, Lo asked subordinates to brief him on and copy internal documents covering TSMC's 2 nm, A16, A14, and other next-generation process technologies.
November 29, 2025 — Source

NVIDIA CEO Makes Unprecedented Visits to Taiwan This Year, Reflecting the High-Stakes Battle for Limited TSMC Chip Capacity
NVIDIA's CEO Jensen Huang has paid his 'fifth' visit to Taiwan this year, right around the Thanksgiving timeline, underscoring the importance of the nation to Team Green.
November 29, 2025 — Source

Thieves are starting to steal RAM now that it's as expensive as gold — a memory kit disappears in the snail mail at four in the morning with a bogus signature
A Reddit user says their new memory kit vanished somewhere between dispatch and delivery.
November 29, 2025 — Source

Computer — Business News — November 26th, 2025

A comprehensive list of 2025 tech layoffs
The tech layoff wave is still kicking in 2025. Last year saw more than 150,000 job cuts across 549 companies, according to independent layoffs tracker Layoffs.fyi. So far this year, more than 22,000 workers have been the victim of reductions across the tech industry, with a staggering 16,084 cuts taking place in February alone.
November 23, 2025 — Source

China's banned memory-maker CXMT unveils surprising new chipmaking capabilities despite crushing US export restrictions — DDR5-8000 and LPDDR5X-10667 displayed
Like many China-based semiconductor producers that have been hit with U.S. export restrictions, CXMT is one of the companies that prefers to fly under the U.S. government's radar, so it rarely shares its achievements publicly. Nonetheless, from time to time, the company has to showcase its latest products to attract potential customers. Recently, the company disclosed that it had developed DDR5-8000 and LPDDR5X-10667 memory devices for PCs and mobile devices, according to @tphuang.
November 23, 2025 — Source

Computer components like RAM are surging in price
Building a computer might be painful on the wallet for a while.
November 23, 2025 — Source

Echelon Iberdrola Digital Infra to Invest $2.3B in Data Centers in Spain
The joint venture's debut project will be Madrid Sur, a 160,000-square-meter data center complex designed to deliver 144 MW of processing capacity.
November 23, 2025 — Source

EUV laser-maker Trumpf explores quantum computing to improve laser tech
Quantum mechanics weds quantum computing.
November 23, 2025 — Source

Exclusive: "Don't Wait on PC Upgrades" as MAINGEAR's CEO Warns Memory Shortages Will Deepen, With the Market Already Preparing for Aggressive Price Hikes
Well, gamers are curious about how to time their 'PC purchases', especially with the ongoing memory shortages, and it appears that the best time would probably be right now.
November 23, 2025 — Source

Foxconn Wisconsin Plant Gets $569 Million Investment Approved
Foxconn's Wisconsin manufacturing hub has received a thumbs up from local government officials; after considering a proposed $569 million investment. Major additional funding will be directed into the expansion of the Taiwanese's giant's Racine County operation. According to a fresh Reuters news article, company officials cited a growing demand for AI server equipment—the facility's upcoming upgrades are deemed necessary to strengthen supply chains in the USA. Foxconn's relationship with the Wisconsin Economic Development Corporation (WEDC) seems to be in a better place nowadays; the two organizations have reportedly tussled over tax credits in the recent past. Within that time frame, the multinational electronics manufacturer has claimed that it has spent roughly $2 billion on upkeep of its Mount Pleasant-based site.
November 23, 2025 — Source

HP Joins List of Tech Companies Cutting Jobs and Pointing to AI
The job market is grim, but experts disagree on whether AI is the culprit or the scapegoat.
November 23, 2025 — Source or Source

Intel Announces "Full Support" for Ex-TSMC Executive in Upcoming Lawsuit, as CEO Lip-Bu Tan Says There's No Merit to Technology Transfer Allegations
Intel has responded to TSMC's official lawsuit against an ex-executive, with CEO Lip-Bu Tan saying that Team Blue "fully supports" the transition of Dr Wei-Jen Lo to his firm.
November 23, 2025 — Source

Lexar Launches Industry's First AI Storage Core SSDs with Hot-Swap Design
As AI computing moves rapidly from the cloud to the edge, devices such as AI PCs, intelligent vehicles, and robotics face mounting storage challenges: real-time multimodal data throughput, extreme random I/O workloads, environmental reliability requirements, and barriers to moving systems and data across devices. Traditional storage methods can no longer keep pace with AI-driven endpoints, making storage bandwidth and responsiveness a critical bottleneck.
November 23, 2025 — Source

PC Prices to Rise as DRAM and NAND Shortages Bite, Says MAINGEAR CEO
MAINGEAR is one of the largest prebuilt PC ODMs, and when the supply chain experiences disruptions, the company is among the first to notice. In an interview with Wccftech, MAINGEAR CEO Wallace Santos shared insights about the current state of the PC market and its near-term future. According to Santos, "prices will continue to rise, and eventually, we will have to increase our lead times as stock and allocation become constrained. However, we are in constant communication with our vendors and will delay these increases for as long as possible."
November 23, 2025 — Source

Rapidus Targets 2029 Production of 1.4 nm Chips, Plant Construction to Begin in 2027
Rapidus, Japan's most ambitious chipmaker, has reportedly planned to begin constructing a second factory in Hokkaido in 2027, with the production of its most advanced 1.4 nm chips expected to start in early 2029. According to Nikkei, this project is a central part of a trillion-yen initiative supported by substantial government funding. The new facility will follow the company's first plant in Chitose, which is on schedule to begin mass production of 2 nm chips by late 2027.
November 23, 2025 — Source

Tech firm's new CTO gets indicted; company then claims he was never CTO
Corvex named Brian Raymond as CTO days before indictment for illegal chip exports.
November 23, 2025 — Source

The U.S. Has Captured Nearly 90% of Semiconductor Investments This Year, Surging Ahead as the Leading Destination for Chip Titans Like TSMC
The US is witnessing a 'semiconductor boom' as we speak, with chip giants like TSMC and Samsung pouring huge foreign investments into the region.
November 23, 2025 — Source

Trump-Backed Crypto Company Promotes 'Shit Piss Skin Can' Coin
"Stop this boring insider trading," one X user complained.
November 23, 2025 — Source

TSMC Acknowledges Power Cut at Arizona Fab, Rumors of Scrapped Wafers Emerge
Earlier this week, Tim Culpan (of Culpium newsletter fame), claimed that TSMC Arizona's flagship Fab 21 production facility experienced a major power cut around mid-September. The Taipei-based journalist has gathered information about this unfortunate incident from unnamed semiconductor industry figures. An unwanted interruption—supposedly caused by an outsourced industrial gas vendor—affected: "the flow of crucial inputs needed for chip making, forcing the facility to shut down for at least a few hours...As a result, the company had to scrap thousands of wafers that were in production for clients at the site which include Apple, NVIDIA, and AMD."
November 23, 2025 — Source

TSMC confirms September power outage at Fab 21 in Arizona — loss of wafers and financial impact unclear
But how significantly?
November 23, 2025 — Source

TSMC Reiterates Node Leadership, Shows Progression from N2 to A14
At the Open Innovation Platform Ecosystem Forum, TSMC outlined its near-term roadmap, highlighting how increasing AI workloads are intensifying the node development and balance between performance and efficiency. The company announced that N2 is now in volume production and expects N2P to ramp up in early 2026. TSMC aims to deliver initial A16 parts, which combine nanosheet transistors with a rear-side Super Power Rail (SPR), by the end of 2026. The progression of nodes moves from N3 to nanosheet-based N2, then to A16 with SPR, and eventually to the more advanced A14 node.
November 23, 2025 — Source

TSMC sues former VP for allegedly taking trade secrets to Intel
TSMC says Wei-Jen Lo never revealed he was joining Intel
November 23, 2025 — Source or Source

Computer — Business News — November 23rd, 2025

ASML allegedly offered to spy on China for the US — company proposed being 'Washington's eyes and ears in China' after breaking gentlemen's agreement on limiting DUV sales to country, says new book
ASML is reportedly willing to spy on its customers to make it right with the U.S.
November 23, 2025 — Source

Computer — Business News — November 22nd, 2025

ASML Opens Its First Training Facility in Arizona to Bolster America's Push for a More Resilient Chip Supply Chain
The Dutch chip giant ASML has opened its first training facility in the US, located in Phoenix, Arizona, with the intention of meeting the growing talent demand of the domestic industry.
November 22, 2025 — Source

Intel CEO Lip-Bu Tan Denies Any Involvement in an Alleged '2nm Leak' From TSMC, While Taiwan Vows to Investigate to Protect Its Chip Technology
Intel's CEO, Lip-Bu Tan, has responded to the claims of a process technology leak involving an ex-TSMC executive joining his firm, stating that Intel respects the intellectual property of others.
November 22, 2025 — Source

Computer — Business News — November 21st, 2025

Federal authorities take down criminal network smuggling Nvidia GPUs to China
Four people have been charged with various federal crimes
November 21, 2025 — Source

Huawei's Ascend AI chip ecosystem scales up as China pushes for semiconductor independence — however, firm lags behind on efficiency and performance
Huawei's AI server hardware, domestic packaging suppliers, and EDA partners now form the backbone of a China-first chip supply chain.
November 21, 2025 — Source

Makers slam Qualcomm for tightening the clamps on Arduino
But the Wiring folks were disenchanted even before Qualcomm swallowed Arduino
November 21, 2025 — Source

Tech company CTO and others indicted for exporting Nvidia chips to China
Four arrested and charged with illegal exports, smuggling, and money laundering.
November 21, 2025 — Source

Computer — Business News — November 20th, 2025

1,500% price increase on some rare earth elements squeezes chipmaking business — Yttrium surge caused by trade war between U.S. and China
Prices have gone through the roof, surging from $8 to $126 per kilogram in under 12 months.
November 20, 2025 — Source

Apple generates $2.4 million per employee but is only third in tech ranking
Given Apple's profitability, it won't come as any surprise to learn that the company generates a huge amount of revenue per employee.
November 20, 2025 — Source

Korea's Fair Trade Commission reportedly raids Arm's Seoul office amid Qualcomm licensing dispute — stems from allegations of unfair market practices
https://www.tomshardware.com/tech-industry/koreas-fair-trade-commission-reportedly-raids-arms-seoul-office-amid-qualcomm-licensing-dispute-stems-from-allegations-of-unfair-market-practices#:~:text=The%20raid%20is%20purportedly%20tied%20to%20Qualcomm%27s%20allegations%20of%20unfair%20market%20practices%20by%20Arm.
November 20, 2025 — Source

Lenovo Delivers Record Quarterly Results, Marking Significant Progress in Hybrid AI
Lenovo Group Limited, together with its subsidiaries, today reported record results for the second quarter of fiscal year 2025/26, with overall group revenue reaching an all-time high of US$20.5 billion, up 15% year-on-year. Adjusted net income grew 25% year-on-year to US$512 million, and adjusted net income margin expanded to 2.5%, driven by higher revenues. Together, these reflect the strength of the Group's operational performance as they exclude the impact of non-cash fair value loss on warrants, notional interest on convertible bonds, and other non-cash items.
November 20, 2025 — Source

Nvidia earnings clear lofty hurdle set by analysts amid fears about an AI bubble
Nvidia reported a 65% year-over-year increase in earnings to $31.9 billion and a 62% rise in revenue to $57 billion, surpassing analyst expectations. The company forecasts next quarter revenue of about $65 billion, indicating sustained high demand for its AI chips. These results reinforce Nvidia's central role in the AI-driven technology sector and broader economy.
November 20, 2025 — Source

Palo Alto Networks paying $3.3B to acquire observability startup Chronosphere, which has roots in Seattle
Cybersecurity giant Palo Alto Networks announced Wednesday it will acquire Chronosphere in a deal valued at $3.35 billion.
November 20, 2025 — Source

Spectra Logic TFinity Plus Chosen to Power Exabyte-Scale Archive for TACC's Horizon Supercomputer
Spectra Logic has been chosen as the tape library provider for a significant new archive deployment at the Texas Advanced Computing Center (TACC) at the University of Texas at Austin. Spectra TFinity Plus tape libraries will form the long-term storage backbone for Ranch, TACC's next-generation archive system that will support Horizon, the center's upcoming NSF Leadership-Class Computing Facility system.
November 20, 2025 — Source

Computer — Business News — November 14th, 2025

BIOSTAR Announces Strategic Partnership with Anewtech to Expand IPC Ecosystem in Southeast Asia
BIOSTAR announced a strategic partnership with Anewtech to expand its IPC ecosystem and distribute industrial-grade hardware throughout Southeast Asia.
November 14, 2025 — Source

TEAMGROUP Wins Five 2026 Taiwan Excellence Awards
Global memory leader Team Group Inc. today announced that five of its products across the T-FORCE, T-CREATE, and TEAMGROUP INDUSTRIAL brands have been honored with the 2026 Taiwan Excellence Awards, standing out among numerous entries and achieving remarkable recognition. The winning products include the T-FORCE DELTA RGB ECO DDR5 Desktop Memory, T-CREATE EXPERT P34F Find My External SSD, T-CREATE EXPERT P35S Destroyed External SSD, T-CREATE CinemaPr P36D Docking External SSD, and the TEAMGROUP INDUSTRIAL P250Q M.2 SSD, showcasing TEAMGROUP's strong innovation and R&D capabilities while setting a new milestone for the brand.
November 14, 2025 — Source

Computer — Business News — November 13th, 2025

DARPA invests $1.4 billion to build experimental Texas foundry for next-generation 3D chips — Austin plant to buck standard fab models to focus on high-mix, low-volume production
A new DARPA- and Texas-backed facility will focus on 3D heterogeneous integration, stacking, and combining multiple materials and chip types to advance U.S. capabilities in defense, AI, and HPC.
November 13, 2025 — Source

Elon Musk's 'Dramatic' Chip Ambitions Have Already Started to Play Out, With an Advanced Packaging Plant Coming to the US by 2026
Elon Musk's recent statements around building up a chip supply were seen as 'ambitious' by analysts out there, but it appears that Tesla already has efforts in place to fulfill the vision of the company's CEO.
November 13, 2025 — Source

Microsoft's plan to fix its chip problem is, partly, to let OpenAI do the heavy lifting
Microsoft is taking a page from OpenAI's playbook, literally. Bloomberg first reported that the tech giant plans to leverage its partner's custom chip development to bolster its own struggling semiconductor efforts, a move that looks increasingly pragmatic given Microsoft's lackluster performance compared to rivals like Google and Amazon.
November 13, 2025 — Source

NVIDIA Reportedly Planning a Major Shift in Its AI Business Model, Moving to Control More of the AI Server Stack to Boost Margins
NVIDIA Reportedly Planning a Major Shift in Its AI Business Model, Moving to Control More of the AI Server Stack to Boost Margins
November 13, 2025 — Source

Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it 'impossible to get a new iPhone for three years'
The global semiconductor supply chain is at serious risk if conflict arises in the Taiwan Strait.
November 13, 2025 — Source

Computer — Business News — November 9th, 2025

Intel Files a Lawsuit Against Former Employee Who Stole "Top-Secret" Data After Being Fired from a Position He Held for More Than a Decade
Intel Files a Lawsuit Against Former Employee Who Stole "Top-Secret" Data After Being Fired from a Position He Held for More Than a Decade
November 9, 2025 — Source

Computer — Business News — November 8th, 2025

Chipmaking industry pushes back on U.S. Patent Office considering imposing annual fee based on assessed value — "tax on innovation" draws strong opposition from Semiconductor Industry Association
The federal government wants a bigger slice of the semiconductor pie through patents.
November 8, 2025 — Source

Japanese PC shops limit SSD, HDD, and RAM purchases to prevent hoarding as storage and memory shortage takes hold — buying a full PC unlocks higher purchase limits
Consumers are in for a shock.
November 8, 2025 — Source

Microsoft Has Reportedly Developed "Toolkits" to Break NVIDIA's CUDA Dominance, Slashing Inference Costs with AMD AI GPUs
Microsoft is exploring ways to leverage the 'stack' of its AMD GPUs for inferencing workloads, as the company develops toolkits that convert NVIDIA CUDA models into ROCm-supported code.
November 8, 2025 — Source

Minisforum Announces Price Hikes For Mini PCs, Citing Higher Manufacturing Costs Due To Expensive Components
The skyrocketing prices of DRAM and NAND are affecting PC hardware costs, and Minisforum is just one manufacturer that has officially announced product price hikes.
November 8, 2025 — Source

"No TSMC, No NVIDIA," Stresses CEO Jensen Huang as He Highlights the Importance of the Taiwan Chip Giant for the AI Industry
NVIDIA's CEO was spotted at TSMC's "Sports Day" today, and while addressing the public, Jensen stated that without TSMC, NVIDIA wouldn't have been in the dominant position it currently is.
November 8, 2025 — Source

TSMC's 3nm Process Has Entered 'Golden Period Of Mass Production,' Estimates State That Monthly Wafer Production Can Reach 160,000 Units By The End Of 2025
The third quarter of TSMC's 2025 revenue period saw the company's 3nm process account for 23 percent of the total, surpassing the 5nm node's ceiling, with this technology cementing its position as the semiconductor giant's 'workhorse.' Despite the manufacturer's 2nm process picking up immense steam with two of its local plants sold out for 2026, a report says that 3nm has entered the golden period of mass production.
November 8, 2025 — Source

Computer — Business News — November 7th, 2025

Acer Reports Revenues for October at NT$21.23 Billion with 12.8% Growth Year-on-year
Acer Inc. announced its consolidated revenues for October at NT$21.23 billion, up 12.8% year-on-year (YoY). Year-to-October consolidated revenues reached NT$222.50 billion with 2.3% growth YoY.
November 7, 2025 — Source

Dutch government allegedly folds to supply chain pressure, will relinquish control of Nexperia in China spat — reports say deal contingent upon China allowing firm to resume chip exports
Nexperia's global presence means that the stakes between the Netherlands and China are growing daily.
November 7, 2025 — Source

NVIDIA CEO Jensen Huang Pushes Back on Elon Musk's 'Bold Plans' to Build a Chip Fab, Saying What TSMC Does Is "Extremely Hard"
NVIDIA's Jensen Huang has responded to Elon's statements about building a chip fab, saying that it's almost impossible to match the work that TSMC does.
November 7, 2025 — Source

October Layoffs Were the Worst in 22 Years and Hit Tech Workers Hard
For coders, October royally sucked.
November 7, 2025 — Source

Computer — Business News — November 6th, 2025

Acer Announces Leadership Transition for Pan America Operations
Company appoints co-presidents, Chris Chiang and Germano Couy, as Gregg Prendergast retires
November 6, 2025 — Source

Acer Announces Operating Income for Q3'25 at NT$1.51 Billion with 105.1% Growth Quarter-on-quarter
Acer Inc. announced its financial results for the third quarter of 2025: consolidated revenues were NT$73.40 billion with 10.3% growth quarter-on-quarter and flattish year-on-year; gross profits reached NT$8.2 billion, up 21.7% QoQ and 6.7% YoY, with 11.2% margin; operating income was NT$1.51 billion, up 105.1% QoQ with 2.1% margin; net income was NT$1.11 billion, up 2.3% QoQ; and earnings per share was NT$0.37.
November 6, 2025 — Source

AMD Has Multiple "OpenAI-Scale" Customers Lined Up for Its AI Chips, Reflecting Massive Interest in the Next-Gen Instinct Lineup
AMD's CEO, Lisa Su, revealed in the company's recent Q3 earnings call that the firm has multiple customers hoping to strike a deal of a similar magnitude to the OpenAI partnership.
November 6, 2025 — Source

Google Scores Big Win as $32 Billion Wiz Deal Gets Approved
The U.S. Department of Justice has approved Google's $32 billion acquisition of cybersecurity firm Wiz, marking the company's largest deal ever. The move strengthens Google Cloud's position against AWS and Microsoft Azure by integrating Wiz's advanced security platform.
November 6, 2025 — Source

Japan Ramps Up Photoresist and MOR Capacity for 2 nm EUV Lithography
As the 2 nm-class nodes are starting to enter volume production, Japanese material suppliers are expanding the capacity of EUV-capable resists and high-purity process chemicals, according to Nikkei. Tokyo Ohka Kogyo (TOK), Adeka, and JSR are building or upgrading fabs for photoresists and metal-oxide resist (MOR) chemistries that improve resolution, line-edge roughness (LER), and etch resistance for extreme ultraviolet patterning.
November 6, 2025 — Source

Nvidia wants China's market share to secure the future of CUDA in the region — America's trade war threatens Huang's influence, and could bolster competition
Misaligned goals put the U.S. and Nvidia at loggerheads.
November 6, 2025 — Source

Senators call on Trump to continue banning Nvidia from selling its best chips in China
A bipartisan resolution urges President Trump to safeguard American AI technology.
November 6, 2025 — Source

US govt committee slams Nvidia over shared campus with banned Huawei affiliate — says China has been in Nvidia's backyard for a decade, literally
The presence of a Huawei affiliate on Nvidia's campus has prompted some U.S. Representatives to ask questions.
November 6, 2025 — Source

Why fears of a trillion-dollar AI bubble are growing
For almost as long as the artificial intelligence boom has been in full swing, there have been warnings of a speculative bubble that could rival the dot-com craze of the late 1990s that ended in a spectacular crash and a wave of bankruptcies.
November 6, 2025 — Source

Computer — Business News — November 5th, 2025

AMD Crushes Earnings With Record Revenue On AI Chip And Gaming Demand
AMD reported record earnings with $9.2 billion in revenue, driven by strong demand for AI chips, gaming products, and Ryzen/Radeon processors. The data center segment grew significantly.
November 5, 2025 — Source

AMD expects record CPU sales to keep growing
Memo to Wall Street: Ryzen isn't chopped liver!
November 5, 2025 — Source

AMD hit with patent lawsuit over hybrid bonding used in its 3D V-Cache processors
Adeia accuses AMD of violating ten patents tied to 3D chip stacking
November 5, 2025 — Source

BIOSTAR Showcase Advanced Edge AI and Industrial Computing Solutions at Embedded World North America 2025
BIOSTAR, a leading manufacturer of edge computing solutions, industrial motherboards, graphics cards, and storage devices, is showcasing its latest innovations at Embedded World North America 2025, currently taking place at the Anaheim Convention Center in Anaheim, California. Visitors can find BIOSTAR's showcase at Hall C, Booth No. 8079, from November 4th to 6th, 2025, featuring key product highlights, including Edge AI systems, embedded motherboards, and next-generation industrial computing platforms.
November 5, 2025 — Source

China bans foreign AI chips from state-funded data centers, report claims — crackdown would include removing Nvidia, AMD, and Intel chips from builds in early stages
Projects using government funds must now deploy only domestic accelerators.
November 5, 2025 — Source

For Amazon, Microsoft and other Seattle tech firms, it's AI and anxiety
In little more than five months, Amazon and Microsoft have announced they're collectively cutting more than 29,000 roles.
November 5, 2025 — Source

IBM cuts thousands of jobs as it pushes deeper into AI and cloud computing
Major tech companies continue to trim corporate headcounts while investing heavily in AI
November 5, 2025 — Source

Layoffs at Microsoft and Amazon spark ethical questions about their impact on Seattle amid AI frenzy
It's clear that Amazon and Microsoft are operating from the same playbook.
November 5, 2025 — Source

Microsoft and NVIDIA launch UK hub to fuel the next wave of autonomous AI startups
The new Agentic Launchpad program offers UK startups Azure credits, NVIDIA tools, and direct engineering support to scale autonomous AI systems.
November 5, 2025 — Source

"Record revenue and profitability" — AMD crushes Q3 expectations, and the biggest money maker might not be what you expect
https://www.windowscentral.com/hardware/amd/amd-q3-financial-results-records#:~:text=Can%20AMD%27s%20consumer%20CPU%20and%20GPU%20markets%20insulate%20against%20a%20potential%20AI%20bubble%3F
November 5, 2025 — Source

Replika founder raises $20M pre-seed for Wabi, the 'YouTube of apps'
Eugenia Kuyda saw the future of consumer AI before most. She founded Replika, the first major AI companion startup, in 2017 — years before ChatGPT launched. Today, it has 35 million users.
November 5, 2025 — Source

Computer — Business News — October 31st, 2025

American startup Substrate promises 2nm-class chipmaking with particle accelerators, at a tenth of the cost of EUV — X-ray lithography system has potential to surpass ASML's EUV scanners
If it can build a fab to match its tool.
October 31, 2025 — Source

Apple's Former GPU Supplier Imagination Tech Shares AI GPU Advantages Over NVIDIA
As AI GPUs continue to dominate the technology conversation, we decided to sit down with Kristof Beets, Vice President of Product Management at Imagination Technologies. Imagination Technologies is one of the oldest GPU intellectual property firms in the world and has been known for previously supplying Apple GPUs for the iPhone and iPad.
October 31, 2025 — Source

MINISFORUM spooks customers with price increase
MINISFORUM has issued a notice confirming a price adjustment effective November 4, 2025. The company cites higher global raw material costs as the reason for the change, which will apply to most products except barebone models or systems without DDR5 memory or SSD storage. While the increase is described as "slight," no specific percentages or affected models have been detailed.
October 31, 2025 — Source

Nvidia expands AI ties with Hyundai, Samsung, SK, Naver
Nvidia CEO Jensen Huang is visiting South Korea for the first time in 15 years to unveil new plans and deepen collaboration with major Korean tech companies — including Hyundai Motor, Samsung, SK, and Naver. During this week's APEC Summit 2025, Nvidia and the South Korean government announced an expanded partnership to boost the country's AI infrastructure and physical AI capabilities.
October 31, 2025 — Source

Nvidia to supply 260,000 cutting-edge chips to South Korea
US tech giant Nvidia said on Friday it will supply 260,000 of its most cutting-edge chips to South Korea, as CEO Jensen Huang met President Lee Jae Myung and the heads of the country's biggest companies on the sidelines of the APEC summit.
October 31, 2025 — Source

Samsung & NVIDIA Join Forces to Build AI 'Super-Chip' Megafactory
Samsung is partnering with NVIDIA to build an AI megafactory equipped with over 50,000 GPUs that will embed AI into every aspect of semiconductor manufacturing, from design to quality control. The facility will use digital twins and advanced automation to make chip production faster and smarter, while also advancing robotics and AI-powered mobile networks.
October 31, 2025 — Source or Source or Source

Sapphire launches Edge AI Mini PC series, featuring Ryzen AI 340/350 and HX 370 variants
Looks like we finally have a new contender in the Mini-PC market. Sapphire has officially launched its EDGE AI series, first shown earlier this year at several trade events. The systems match what was already expected in terms of design and specifications, featuring Ryzen AI 300 processors based on Strix Point or Krackan Point.
October 31, 2025 — Source

SK hynix Showcases Full-Stack AI Memory Portfolio at 2025 OCP Global Summit
SK hynix showcased its full-stack AI memory portfolio for enhancing AI and data center infrastructure at the 2025 OCP Global Summit in San Jose, California from October 13-16. The OCP Global Summit is a conference hosted by the Open Compute Project (OCP), the world's largest open data center technology collaboration community. Held under the theme "Leading the Future of AI", this year's event welcomed experts from leading global companies and developers to share the latest trends in data center and AI infrastructure and discuss developing industry solutions.
October 31, 2025 — Source

VodafoneThree to offshore UK network jobs to India
VodafoneThree to offshore UK network jobs to India
October 31, 2025 — Source

Computer — Business News — October 30th, 2025

AMD openSIL Targets "Zen 6" Support in the First Half of 2027
AMD used the Open Compute Project Global Summit in San Jose to provide an update on openSIL, its initiative to replace the legacy AGESA firmware with an open silicon-initialization stack, with timelines for CPUs based on the "Zen 6" IP. Chief Firmware Architect Raj Kapoor presented the latest developments and confirmed that slides and a video of the talk are now available to the public.
October 30, 2025 — Source

Canonical CEO says no to IPO in current volatile market
'We should be a public company,' Shuttleworth tells The Reg, just not 'with our trousers around our ankles'
October 30, 2025 — Source

LG Display Reports Third Quarter 2025 Results
LG Display today reported unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending September 30, 2025.
October 30, 2025 — Source

Meta stock tumbles on massive tax charge and ballooning AI costs
Adding fuel to growing fears of an AI bubble
October 30, 2025 — Source

NVIDIA hits $5T valuation, teams up with Lilly to build AI supercomputer
Eli Lilly and Company said the partnership will result in the development of the most powerful supercomputer owned by a pharmaceutical company.
October 30, 2025 — Source or Source

NVIDIA's CEO Is Apparently Having a 'Great Time' With Samsung & Hyundai Executives in Korea; Fried Chicken, Beers, and Plenty of Spicy Comments
NVIDIA's Jensen Huang is currently in South Korea for the APEC summit, and it seems he is having a pretty interesting day, spending time with his 'executive friends' at Samsung and Hyundai.
October 30, 2025 — Source

NZXT accused of running a racketeering scheme with its PC Flex subscription program
RICO allegations could have a lasting impact on the manufacturer's reputation
October 30, 2025 — Source

onsemi Unveils Vertical GaN Semiconductors
onsemi's vGaN technology is a breakthrough power semiconductor technology that sets a new benchmark for efficiency, power density and ruggedness for the age of AI and electrification. Developed and manufactured at onsemi's fab in Syracuse, NY, onsemi holds over 130 global patents covering a range of fundamental process, device design, manufacturing and systems innovations for vertical GaN technology.
October 30, 2025 — Source

Samsung Confirms Major Form Factor Innovations Coming in 2026
Samsung has confirmed that it will introduce new "form factor innovations" in 2026, hinting at major changes to its foldable lineup — possibly including the long-rumored tri-fold device.
October 30, 2025 — Source

Samsung Electronics Announces Third Quarter 2025 Results
Quarterly revenue of KRW 86.1 trillion, operating profit at KRW 12.2 trillion
October 30, 2025 — Source or Source

Trump and Xi ease trade tensions, but Nvidia still can't sell Blackwell in China
US President did discuss chip exports with his counterpart, but made no breakthroughs
October 30, 2025 — Source

Trump cuts China tariff that costs Apple billions
The tariff Apple must pay to import iPhones and other products assembled in China will be cut in half — down to 10%. U.S. President Donald Trump announced the change after a meeting with China's President Xi Jinping on Thursday.
October 30, 2025 — Source

TSMC Reportedly Constructing Four Plants For 1.4nm Wafers, Mass Production Happening In H2 2028, A Single Facility Can Bring In $16 Billion Revenue
The Central Taiwan Science Park will hold immense significance in the future because it is where TSMC's new Phase II plant will be constructed. A report states that the company is planning to establish four plants dedicated to 1.4nm production. Although full-scale manufacturing is not expected until the second half of 2028, it will set the stage for chips made on bleeding-edge lithography and also create thousands of jobs in the process.
October 30, 2025 — Source

U.S. and China agree on one-year tariff truce, including semiconductor and rare earth breakthroughs — future of Nvidia AI chip sales to the nation remains murky
"We're not talking about the Blackwell."
October 30, 2025 — Source

Computer — Business News — October 26th, 2025

Intel's Advanced Packaging Could Be America's Answer to Silicon Dominance
Intel might be the key to re-realizing the American dream of advanced chip production and packaging on U.S. soil. Under the Trump administration, the United States has been making significant efforts to establish leading-edge chip manufacturing domestically. Achieving this goal is challenging for several reasons. In the race for the most advanced silicon, only a few major veteran players remain: Intel, Samsung, and TSMC. Among these, Taiwan-based TSMC has consistently overcome obstacles to become the leader in the semiconductor industry.
October 26, 2025 — Source

Nexperia's China parent Wingtech declares cash-flow risk despite massive 280% profit surge - car production shutdowns loom as Dutch state tightens grip
Wingtech flags cash-flow risk despite profit surge as Dutch state tightens grip on Nexperia.
October 26, 2025 — Source

TSMC Says in the 'NVIDIA vs ASIC War', It Will Always Win as Customers From Both Sides Turn to the Chip Giant for Foundry Orders
TSMC is well aware of the growing rivalry between GPU customers and ASICs, but the firm apparently doesn't worry much, as chip orders from both sides come directly to the Taiwan giant.
October 26, 2025 — Source

Computer — Business News — October 25th, 2025

AMD first entered the CPU market with reverse-engineered Intel 8080 clone 50 years ago — the Am9080 cost 50 cents apiece to make, but sold for $700
In 1975, AMD could make these processors for 50 cents and sell them for $700, providing a great financial springboard to establish the company in PC CPU making.
October 25, 2025 — Source

HP is betting on Saudi manufacturing as the kingdom pitches itself as the Middle East's tech factory
A partnership with SAMI Advanced Electronics will produce millions of devices before 2030
October 25, 2025 — Source

Intel's New ASIC Business to "Serve a Broad Range of External Customers", Signaling the Next Big Opportunity for Its Foundry & x86 Ecosystem
Intel has decided to tap into the ASIC and design business as its next major venture, and according to the latest comments by CEO Lip-Bu Tan, the effort will play a crucial role in the firm's operations.
October 25, 2025 — Source

New stablecoin connects crypto investors to real-world Nvidia AI GPUs that earn money by renting out compute power to AI devs — USD.AI lets crypto investors make bank off AI compute rentals
Let's turn your stablecoin into a less-than-stable AI investment.
October 25, 2025 — Source

Samsung Electronics VP Says 'Process Miniaturization Alone Can Only Lead To Improvements Of 10-15%' Emphasizing The Need To Explore New Approaches
The 2nm GAA process offers a significant performance and efficiency boost over Samsung's older manufacturing processes, but the company's Foundry Vice President says that shrinking the nodes only offers minor benefits and believes that there is a requirement to explore other alternatives. For this purpose, the Korean technology behemoth has proposed a 'Design and Process Integration Optimization' (DTCO) method, which researches modifications that can be applied to bolster the prowess of cutting-edge nodes.
October 25, 2025 — Source

Computer — Business News — October 24th, 2025

AMD reportedly establishes $280 million silicon photonics hub in Taiwan — new R&D center could accelerate company's co-packaged optics roadmap
AMD straps in for lightning-fast execution
October 24, 2025 — Source

Apple begins shipping American-made AI servers from Houston plant
Apple announced on Thursday that it has begun shipping AI servers manufactured at its Houston factory, as part of a broader plan to invest $600 billion in America over the coming years.
October 24, 2025 — Source or Source

Intel hamstrung by supply shortages across its business, including production capacity — says it will prioritize data center CPUs over consumer chips, warns of price hikes
Not enough Intel 7 capacity, as it seems.
October 24, 2025 — Source

Intel has cut 35,500 jobs in less than two years — more than 20,000 let go in in recent months as Lip-Bu Tan continues drastic recovery journey
Intel has cut 35,500 jobs in less than two years, including 20,500 in recent months, under CEO Lip-Bu Tan as part of a restructuring effort.
October 24, 2025 — Source

Intel posts return to growth and profitability in Q3 2025, but significant challenges remain — achieves $13.7 billion revenue with $4.1 billion operating profit
Not out of the woods yet, not even close.
October 24, 2025 — Source

Intel Rides AI Wave To Strong Q3 Earnings, Chip Demand To Outpace Supply Into 2026
Intel's continued efforts to right the ship are paying off with another strong quarter in the books, with the company reporting $13.7 billion in revenue in Q3. That's a 3% year-over-year gain and enough to beat Wall Street's estimates. According to Intel CEO Lip-Bu Tan, the latest earnings are a direct reflection of "improved execution" as the company makes progress on its strategic priorities, and increased demand for compute products in the AI era.
October 24, 2025 — Source

Intel's 14A Chip Has Already Outperformed 18A Nearly a Year Ahead of Its Debut, With Potential Customers Participating in Development
Intel's CFO has revealed promising development around the 14A process, which is the firm's chip that will target external customer adoption on a much larger front.
October 24, 2025 — Source

Intel's Chip Supply Will "Be Depleted" by Q1 2026, Reveals CFO David Zinsner, as PC & Server CPU Demand Skyrockets Beyond All Expectations
One of the more important aspects revealed by Intel at the recent earnings call was the massive demand the firm witnesses in both the server and client CPU segments, a trend that is expected to continue next year as well.
October 24, 2025 — Source or Source

Meta openly links fresh layoffs to AI-driven automation
It comes the same week Meta cut 600 jobs from its AI division
October 24, 2025 — Source

Nexperia China snubs Dutch HQ amid spat that threatens automotive production — says order to dismiss executive violates labor laws
Nexperia's China unit has openly rejected an order from its Dutch headquarters in Nijmegen, dismissing John Chang as its vice-president of global sales and marketing. According to the South China Morning Post, such a move would have violated local company and labor laws, rendering the directive unenforceable under Chinese labor law, according to the company. This announcement shows how Nexperia China, which is only a subsidiary of the Europe-based company, is vying for control of the chip maker.
October 24, 2025 — Source

NextSilicon bets on adaptive hardware to outrun traditional CPUs and GPUs
Maverick-2 chip applies adaptive software and real-time hardware reconfiguration to achieve up to tenfold performance gains
October 24, 2025 — Source

Noctua celebrates 20-year anniversary
Noctua is celebrating its 20th anniversary since it launched its very first products. To mark two decades of keeping our CPUs frosty, the company has unveiled a brand-new anniversary desk mat, the NP-DM3, and has completely revamped its official website.
October 24, 2025 — Source

Samsung Electronics and SoftBank Corp. To Collaborate on AI-RAN Technologies for Next-Generation Telecommunications
Samsung Electronics and SoftBank Corp. have signed a Memorandum of Understanding (MOU) for joint research into next-generation communications technologies, including 6G and AI-based radio access network (AI-RAN) innovations.
October 24, 2025 — Source

Samsung Electronics Launches Samsung Week 2025 Across 65 Countries
Now in its sixth year, Samsung Week is the company's largest promotional event — offering customers exclusive offers on a wide range of products through Samsung.com.
October 24, 2025 — Source

TSMC says China's rare-earth export restrictions will have limited short-term impact on company — concern lies in transitioning away from China supply
It's not going to run out of rare-earth supplies anytime soon.
October 24, 2025 — Source

Computer — Business News — October 20th, 2025

Embattled Dutch chipmaker Nexperia blasts ousted CEO over false accusations — claims of unpaid salaries and independent operation in China are 'falsehoods', say company
Dutch administration claims nothing has changed, and it maintains control over its Chinese facility.
October 20, 2025 — Source

NVIDIA's 'Cutting-Edge' Vera Rubin AI Servers Are Already in Development by Foxconn; Mass Production to Begin in H2 2026
NVIDIA and its partners are already preparing for the next-gen Vera Rubin lineup, at the same time when Blackwell Ultra GB300 AI servers have seen prodution ramp up.
October 20, 2025 — Source

NVIDIA's First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness: The U.S. Can Build Chips, But Must Send Them Abroad to Finish the Job
Well, NVIDIA had recently announced the first successful production of Blackwell chip wafers on American soil, but there's still an element of the AI supply chain that is yet to be brought in.
October 20, 2025 — Source

OpenAI big chip orders dwarf its revenues—for now
OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases.
October 20, 2025 — Source

Samsung Art Store Collection Brings Art Basel Paris to Living Rooms
Samsung Electronics, partnering with Art Basel Paris 2025, released a 22-work art collection for its Samsung Art TVs and Samsung Art Store, making current global art accessible in homes with advanced 4K displays like The Frame Pro, effectively transforming interiors into lasting galleries and extending the fair's cultural impact globally.
October 20, 2025 — Source

Samsung Newsroom Relaunches as a Cutting-Edge Visual Communications Platform
Samsung Electronics has unveiled a complete redesign of Samsung Newsroom, its official online communications channel — transforming it into a visually driven platform centered on video, graphics and other types of media.
October 20, 2025 — Source

Supply Chain and Application Breakthroughs to Drive OLEDoS Penetration in VR/MR to 58% by 2030
Apple is making a notable comeback in the VR/MR market with its upgraded Vision Pro, which still uses OLEDoS display panels. The device aims to drive the next generation of head-mounted devices by enhancing computing power and weight distribution.
October 20, 2025 — Source

Computer — Business News — October 15th, 2025

Adata chairman says AI datacenters are gobbling up hard drives, SSDs, and DRAM alike — insatiable upstream demand could soon lead to consumer shortages
The GPU shortage during COVID could soon look like child's play.
October 15, 2025 — Source

Asetek Signs Major Agreement With Returning Customer for Supply of High-End Liquid Cooling Products
Asetek is pleased to announce a long-term agreement with an undisclosed customer for the delivery of high-end liquid cooling solutions based on the Ingrid technology platform, which sets new standards for acoustic and thermal performance. Because of the agreement, the Company has raised the medium-term ambition for the Liquid Cooling segment. The agreement includes a minimum volume commitment estimated at $35 million during the first 2-year term, from start of shipments, but revenues may be higher depending on actual order volumes.
October 15, 2025 — Source

ASML is prepared for China's rare-earth export controls — finance head says company has stock thanks to long lead times
ASML has enough. For now.
October 15, 2025 — Source

ASML Reports €7.5 Billion Total Net Sales and €2.1 Billion Net Income in Q3 2025
Today, ASML Holding NV (ASML) has published its 2025 third-quarter results.
October 15, 2025 — Source

ASML shrugs off China slump with faith in AI-fueled chip demand
Beijing's self-reliance push and US export limits hit orders
October 15, 2025 — Source

ASUS Earns 15 Honors at Good Design Awards 2025
ASUS today announced it received 15 accolades at the Good Design Awards 2025. This allows its winning products to carry the prestigious G Mark symbol bestowed on high-quality, well-designed solutions. ASUS stands out as the Taiwanese brand with the highest number of award-winning products, highlighting its commitment to design excellence and innovation. ASUS also excelled in the ICT Equipment category, boasting the most winning products.
October 15, 2025 — Source

D-Link Expands Its 5G/4G Mobile Access Series
D-Link announced an expanded 5G/4G Mobile Access Series to provide flexible, high-speed connectivity, overcoming fixed-line and Wi-Fi limitations.
October 15, 2025 — Source

Dutch tech giant ASML posts stable profits, warns on China sales
ASML reported stable net profits and sales in the third quarter of 2025, with net sales reaching 7.5 billion euros and net profits at 2.13 billion euros. The company anticipates a significant decline in China sales in 2026 due to export restrictions, despite China accounting for 42% of third-quarter sales. ASML expects total net sales to increase by 15% in 2025 and projects long-term growth driven by AI demand.
October 15, 2025 — Source

Intel and AMD x86 alliance delivers first major update
A year after the two long-standing rivals put their differences aside to form the x86 Ecosystem Advisory Group (EAG), Intel and AMD have just unveiled the first fruits of their collaboration. The companies are working on new hardware-level memory safety features and standardised instruction sets, creating a more uniform development environment for the future.
October 15, 2025 — Source

Maingear's Doom Edition PC Rocks Up To An RTX 5090 To Rain Hellfire On Your Foes
Maingear partnered with HAVN to release a limited edition, custom-themed gaming PC called the Doom Edition, featuring configurations up to an RTX 5090 GPU and costing up to $5,999. Only 50 builds are available.
October 15, 2025 — Source or Watch Video

MSI says pallets of RTX 5090 cards seen in China came from gray market imports
"We strictly comply with international regulations"
October 15, 2025 — Source or Source

Samsung Electronics Ranks 5th in Global Brands for the Sixth Consecutive Year
Samsung Electronics was recognized as the 5th global brand for the sixth consecutive year by Interbrand, with a brand value of $90.5 billion. Its sustained top-five position, unique for an Asian company since 2020, stems from strong AI competitiveness across all divisions, enhanced customer experiences via integration and a customer-centric strategy emphasizing widespread AI accessibility and innovation.
October 15, 2025 — Source

Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — additional Spectrum-X platform to be deployed by Meta and Oracle for data center use
NVLink's reach goes beyond TSMC, deepening Nvidia's control over AI system design.
October 15, 2025 — Source

Samsung Targets 13 Gbps HBM4e, Posts $8.5 Billion Q3 Operating Profit
Samsung more details of its next-generation HBM4e memory at the OCP Global Summit aiming for per-pin speeds above 13 Gbps and a total bandwidth of 3.25 TB/s, roughly 2.5× faster than HBM3e. The company also claims more than double the power efficiency, with energy use dropping below 1.95 pJ/bit, less than half that of HBM3e. According to SeDaily and Tweaktown, the development was driven by NVIDIA's request for higher-speed memory to power its upcoming Vera Rubin AI accelerator.
October 15, 2025 — Source

Silicon Box Ships 100M Units, Proves Advanced Panel-Level Packaging Ready for AI, HPC era
Silicon Box, a global leader in chiplet integration and advanced semiconductor packaging, announced it has shipped 100-million-units from its flagship factory in Singapore's Tampines Wafer Park. The state-of-the-art facility, which began mass production in late 2023, produces advanced panel-level packaging (PLP) exclusively and is the largest of its kind globally in terms of production capacity. Silicon Box's proprietary technology is able to support chiplet integration by addressing challenges in performance, scalability and costs in wafer-level and traditional packaging schemes.
October 15, 2025 — Source

Computer — Business News — October 13th, 2025

Arduino has a new job selling chips for its new owner. Let's not pretend otherwise
Getting swallowed by a whale is a life-changing event no matter what the whale says
October 13, 2025 — Source

China probes Qualcomm with antitrust investigation in the latest asymmetric trade negotiation salvo — Autotalks acquisition risks fouling anti-monopoly laws
Targeting a months-old deal for a company that was thought likely to expand Qualcomm's business, not reinforce it.
October 13, 2025 — Source

Dutch government puts Nexperia on a short leash over chip security fears
Minister invokes powers to stop firm shifting knowledge to China, citing governance shortcomings
October 13, 2025 — Source or Source or Source

Infrastructure is having a moment -- why it's finally getting the spotlight [Q&A]
Recent headlines highlight a renewed focus on tech infrastructure, driven by investments like Alphabet's surprising $85 billion allocation for data centers and servers -- nearly two-thirds of which is dedicated to supporting AI, the cloud, and real-time digital experiences. This shift underscores the critical role of robust infrastructure in enabling advanced technologies to deliver results.
October 13, 2025 — Source

Taiwan says China's latest rare earth export controls won't hurt its chip industry
Some industries are still expected to suffer despite Taiwan's reassurance
October 13, 2025 — Source

TSMC's 2nm Capacity Completely Sold Out At Two Local Plants For 2026, Production Output Target At 100,000 Monthly Wafers By Next Year
As 2025 draws to a close, TSMC is about to press the button on 2nm production, with a myriad of clients just waiting to get their hands on chip designs that have been mass produced on the next-generation lithography. Thanks to incredibly high demand for these wafers, the Taiwanese semiconductor manufacturing giant's two facilities are completely booked for the entirety of 2026, with output slated to reach an impressive 100,000 monthly units next year.
October October 13, 2025 — Source

Computer — Business News — October 10th, 2025

AMD taps TSMC's 2nm node to challenge Nvidia in next-gen AI compute
2nm leap with MI450 chip could reshape competition
October 10, 2025 — Source

Apple Smart Glasses Could Address Meta's Mistakes
Apple reportedly is putting more resources into building smart glasses to compete with Meta's new Ray Ban Display glasses. CNET's Bridget Carey and Scott Stein talk about what it's like using the new display glasses and how Apple could do something different.
October 10, 2025 — Source

China bans research company that helped unearth Huawei's use of TSMC tech despite U.S. bans — TechInsights added to Unreliable Entity List by state authorities
Did TechInsights get banned for looking too deeply into Huawei?
October 10, 2025 — Source

China issues port crackdown on all Nvidia AI chip imports, says report — enforcement teams deployed to quash smuggling and investigate data center hardware, targeting H20 and RTX 6000D shipments
Port inspections mark an escalation in the battle over compute.
October 10, 2025 — Source

China's new rare-earth curbs target chipmaking industry in retaliation to US restrictions — rare earth curbs reach back to older 14nm process tech and 256-layer memory
China's new rare-earth curbs target chipmaking industry in retaliation to US restrictions — rare earth curbs reach back to older 14nm process tech and 256-layer memory
October 10, 2025 — Source

NVIDIA's CoWoS Demand Is Expected to See a Massive Yearly Rise, Driven By Strong Blackwell Orders & Upcoming Rubin AI Lineup
NVIDIA's CoWoS orders at TSMC have reached a new high, according to UBS, driven by current-gen Blackwell AI chips, as well as future Rubin products.
October 10, 2025 — Source or Source

SK hynix Presents Advanced Memory Solutions at Dell Technologies Forum 2025
SK hynix showcased groundbreaking memory solutions tailored for the AI era at Dell Technologies Forum 2025 held on September 17 in Seoul, Korea. Dell Technologies Forum is a series of regional tech conferences linked to the company's annual flagship event Dell Technologies World in Las Vegas. The forum held in Seoul is one of Korea's largest IT conferences, inviting key stakeholders.
October 10, 2025 — Source

Computer — Business News — October 8th, 2025

"Clever, I Guess": NVIDIA CEO Jensen Huang Reacts to AMD's Decision to Offer OpenAI a 10% Ownership Stake For an Unfinished Product
"Clever, I Guess": NVIDIA CEO Jensen Huang Reacts to AMD's Decision to Offer OpenAI a 10% Ownership Stake For an Unfinished Product
October 8, 2025 — Source

"Intel Was on a Mission to Kill Us For 33 Years But We Are Lovers, Not Fighters," Says NVIDIA's CEO Jensen Huang
NVIDIA's CEO shared an interesting memory from the past, where Jensen claims that Intel had been after his company for several decades, but fate had other plans.
October 8, 2025 — Source

Qualcomm acquires Arduino to make AI development more accessible — microcontroller maker's hardware becomes the foundation of mobile tech giant's edge AI stack
Arduino community gets access to Qualcomm hardware and software resources for rich AI projects
October 8, 2025 — Source or Source

Satya Nadella, Jensen Huang, and Michael Dell all urged Trump to keep Intel's Lip-Bu Tan
Tech leaders rallied to defend Intel CEO resulting in surprise White House turnaround
October 8, 2025 — Source

Computer — Business News — October 3rd, 2025

AMD Gains CPU Share as Intel Hits Record Low on Steam September Hardware Survey
A new month has started, meaning that the Steam Hardware and Software Survey has just finished collecting data for September 2025. And there was a subtle, yet clear message about the CPU market: Intel has slipped to its lowest share on record among Steam users, while AMD continues to close the gap. Valve's monthly snapshot shows Intel at about 58.61% and AMD around 41.31%. That shift is the main story this month and suggests a significant change in gamer preferences that warrants a closer examination.
October 3, 2025 — Source

AMD Stands 'Unfazed' By the Intel-NVIDIA Partnership, with Executive Claiming that the Firm Will Continue to Provide 'Disruptive' Technology
AMD has commented on the recent NVIDIA-Intel partnership, claiming that the firm is confident in its roadmap and that great solutions are forthcoming for the PC market.
October 3, 2025 — Source

Apple to release fourth quarter results after market close on October 30th
Apple will release its fourth quarter results after market close on October 30th, right around 1:30pm PDT / 4:30pm EDT.
October 3, 2025 — Source

ASUS Rolls Out ProArt PA401 Wood Edition Beige Cases
ASUS released the ProArt PA401 Wood Edition Beige cases for creator desktops, featuring a Scandinavian design with beige wood slats and powder-coated steel.
October 3, 2025 — Source

Chip designer Jim Keller says Intel still has 'a lot of work to do' — would consider it for Tenstorrent AI chip production, already in talks with TSMC, Rapidus, and Samsung for 2nm tech
Also working with Japanese firm, Rapidus, to get swift access to the smallest process nodes possible.
October 3, 2025 — Source

How Nvidia's deal with Intel has been decades in the making — years of rivalry culminated in an unexpected alliance
Years of rivalry, roadmap drift, and packaging breakthroughs set the stage for one of the most unexpected alliances in the industry
October 3, 2025 — Source

Intel reportedly in talks to manufacture chips for AMD
In what could be one of the most significant shifts in the semiconductor industry in decades, a new report claims that Intel is in early-stage negotiations to manufacture chips for its biggest and longest-standing rival, AMD.
October 3, 2025 — Source

Microsoft wants to ditch NVIDIA and AMD chips for in-house custom silicon
Microsoft intends to use its own AI chips across data centers, potentially moving away from NVIDIA and AMD, to become more self-sufficient in AI.
October 3, 2025 — Source

Nvidia CEO Jensen Huang frustrated by UAE AI chip delay, claims report — White House said to be pressing nation to finalize U.S. investments before chip deliveries are authorized
Nvidia's multi-billion-dollar AI chip deal with the UAE is facing delays as the nation hasn't finalized U.S. investments, frustrating officials and Nvidia.
October 3, 2025 — Source

NVIDIA's 'Ambitious' Plans to Build a Taiwan HQ Reportedly Stalled by Political Disputes & Ownership Concerns
NVIDIA's planned Taiwan headquarters, "Constellation," faces delays due to disputes with an insurance firm and political factors, reportedly stalling construction.
October 3, 2025 — Source

Taiwan proposes strategic tech alliance with the White House — "Taiwan Model" would help companies invest easily in the U.S. to satisfy demands
The U.S. and Taiwan have been engaged in months-long bipartisan trade talks since the Trump administration took over, negotiating largely around the tech both countries hold. According to Bloomberg, the latest progress stemming from these discussions is a potential new high-tech strategic partnership dubbed the "Taiwan Model" by Vice Premier Cheng Li-chiun, that would involve Taiwan striking a balance between domestic importance and foreign soil influence.
October 3, 2025 — Source

TSMC slashes EUV power use nearly in half: without hurting yields
TSMC launched a Dynamic Energy Saving Program to reduce EUV lithography system power use by nearly half, aiming to save 190 million kWh by 2030.
October 3, 2025 — Source

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