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DDR5 memory prices are declining across major retailers after months of increases, signaling a potential short-term market correction. The shift may be influenced by Google’s TurboQuant technology, wh...
NVIDIA is entering the laptop chip market to compete with Intel and AMD, aiming to capitalize on the growing AI PC trend. By combining its hardware and AI software ecosystem, NVIDIA is positioning its...
Helium shortage driven by Middle East tensions is starting to disrupt chip production, forcing companies to cut output and seek alternative supply sources.
AI is shifting the bottleneck from compute to memory, driving soaring demand for HBM and DDR5 and triggering a new memory price supercycle.
SK hynix is investing nearly $8 billion in EUV technology to accelerate its transition to next-generation DRAM and strengthen its leadership in the rapidly growing AI memory market.
TSMC is accelerating its U.S. expansion with 3nm production in Arizona potentially starting in 2H27, as strong demand and geopolitical factors drive customers to secure capacity early.
AMD’s HBM4 deal with Samsung signals a strategic shift to diversify beyond TSMC, as Samsung leverages memory supply to potentially draw AMD into its foundry ecosystem amid intensifying AI competition.
SK hynix is reportedly considering TSMC’s 3nm node for HBM4E logic dies to outperform Samsung, signaling a shift toward advanced nodes and customized HBM designs for next-gen AI chips.
Samsung is reportedly considering shifting to 3–5 year memory contracts to stabilize supply amid booming AI demand, signaling a major change in strategy that could reshape pricing dynamics across the...
Samsung is accelerating its AI memory strategy by advancing to 2nm-based HBM5, scaling HBM output, and expanding its role beyond memory into chip manufacturing within the NVIDIA ecosystem.
Despite surging DRAM prices and strong AI-driven demand, Samsung and SK hynix are cautiously limiting capacity expansion to avoid another oversupply cycle, targeting a market rebalance around 2028.
Micron Technology is moving forward with its $1.8 billion acquisition of the Tongluo P5 fab from Powerchip Semiconductor Manufacturing Corp., with a tool move-in ceremony scheduled for March 26 markin...
