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

Computer — Business News — September 29th, 2025

Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips — companies tread carefully to avoid surprising Nvidia, says report
The quiet deference to Nvidia's CEO reveals how much power the company still holds over AI's most ambitious companies.
September 29, 2025 — Source

AMD Expands Global Collaboration with Cohere to Accelerate Enterprise AI Adoption
AMD announced a significant expansion of its global partnership with Cohere, a security-first enterprise AI company, further strengthening its position in the rapidly evolving enterprise AI landscape. The collaboration ensures that Cohere's entire portfolio, including Command A, Command A Vision, Command A Translate, and North, is now available on AMD Instinct GPU-powered infrastructure, delivering performance, scalability, and cost efficiency to enterprise and public sector customers.
September 29, 2025 — Source

EU member states pile pressure on Brussels for Chips Act rethink
Semicon Coalition presses European Commission for stronger funding, strategy, and skills drive
September 29, 2025 — Source

EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders
A group of countries pressed the EU to quadruple spending on semiconductors.
September 29, 2025 — Source

Glass Substrates Are Beginning to Draw Big Tech Interest, With Apple and Tesla Reportedly Lining Up for Adoption in Next-Gen Chips
Glass substrates have finally started to be recognized by tech giants, as a new report claims that both Apple and Tesla are looking to adopt the technology.
September 29, 2025 — Source or Watch Video

Trump Tariffs on Chips Could Soon Target Foreign Electronics
President Trump is weighing new tariffs on foreign electronics based on the number of chips inside, a move that could extend beyond smartphones to everyday smart devices. The administration is also considering a 1:1 production rule requiring chipmakers to match imports with domestic output, raising questions about feasibility.
September 29, 2025 — Source

TSMC Would Be Wiser to Invest Directly in America, Rather Than Getting Entangled in Partnership With the Likes of Intel, Says Analyst
An analyst suggests TSMC should invest directly in the US chip industry instead of partnering with Intel, citing potential difficulties and political motivations.
September 29, 2025 — Source

TSMC's 3nm & 5nm Nodes Demand Soars in the 2nm Era Thanks to AI
TSMC's 3nm and 5nm chip capacity is expected to be fully booked through 2026 as Apple, NVIDIA, Qualcomm, and AMD secure orders for next-gen processors. Rising AI demand and limited supply may lead to price hikes of up to 20%, keeping 3nm relevant even as 2nm arrives.
September 29, 2025 — Source

Computer — Business News — September 25th, 2025

Beleaguered Intel seeks investment from Apple
Beleaguered Intel has approached Apple about securing an investment, Bloomberg News reports citing "people familiar with the matter." Apple and Intel also have discussed how to work more closely together, said Bloomberg's sources.
September 25, 2025 — Source

Could Intel's latest moves signal a new chapter in its relationship with Apple?
From powering Macs to pleading for backing, Intel's story with Apple comes full circle.
September 25, 2025 — Source

EU rejects Apple demand to scrap landmark tech rules
The European Union rejected a call by Apple to scrap its landmark digital competition law on Thursday, dismissing the US giant's claims that the rules put users' security at risk.
September 25, 2025 — Source

Intel turns to Apple for potential investment as it looks to rebuild chip business
Apple and Intel share a long, uneven history of collaboration and tension
September 25, 2025 — Source or Source or Source or Source

Tech Moves: Yoodli, A-Alpha Bio, MoxiWorks add execs, TiE Seattle names president
Larson previously served as CFO for freight industry company Logixboard, recruiting startup Jobalign, and others. He joined financial company Remitly as CFO shortly after it launched, and later established its London operations.
September 25, 2025 — Source

Computer — Business News — September 22nd, 2025

Apple turns positive for 2025 as rebounding stock nears all-time record
Apple stock turned positive for the year on Monday, marking a significant milestone in their rally, bringing the company close to record highs. The stock has surged over 45% from a low during peak tariff-related uncertainty in April, when it was down more than 30% year-to-date.
September 22, 2025 — Source

EU moving to block Big Tech from new data system
The European Union is making moves to exclude major US tech companies like Meta, Apple, Google, and Amazon from a new financial data sharing system under the European Union's Financial Data Access Regulation (FiDA) regulation. The decision is being supported by Germany and marks a significant political defeat for the lobbying efforts of Big Tech in Brussels.
September 22, 2025 — Source

Half of Taiwanese Surveyed Reportedly Believe TSMC Is Already Becoming a U.S. Foundry After Major Investments Under the Trump Administration
It seems that the people of Taiwan are indeed worried about TSMC's investments in the US, as they believe that it has already laid the foundation for a "US-SMC."
September 22, 2025 — Source or Source

MSI Unveils Next-Gen AI Products at TGS 2025
As a global leader in gaming and high-performance computing, MSI will showcase its latest AI-powered product lineup at Tokyo Game Show (TGS) 2025. The portfolio spans gaming laptops, desktops, monitors, graphics cards, motherboards, components, and peripherals—delivering breakthroughs in performance, design, and cross-cultural innovation.
September 22, 2025 — Source

Nvidia and Intel's collaborative PC chips might not happen for years
It now appears that it could be a while before we hear what the Intel-Nvidia partnership will actually produce.
September 22, 2025 — Source

Samsung is next to hike prices on memory and storage devices
Expect price increases on DRAM memory and NAND storage sometime before the end of the year.
September 22, 2025 — Source

Trump renews push to end quarterly reporting. Here's what that would mean
Quarterly reporting is the practice by which publicly traded companies provide financial updates every three months. These reports are meant to give investors, regulators and other stakeholders information about a company's financial performance.
September 22, 2025 — Source

Trump Slaps $100,000 Fee on H-1B Visas Used Widely by Tech Employers
President Donald Trump has signed a measure requiring such a payment with every H-1B visa application.
September 22, 2025 — Source

TSMC's 2nm Pricing Rumored to Rise by a Whopping 50%, Potentially Driving Up Consumer Product Costs Significantly
TSMC's 2nm node is expected to be costly for firms like NVIDIA and Apple, as the generational price increase is rumored to be massive.
September 22, 2025 — Source

Why packaging is a huge part of Nvidia's $5B Intel deal — Foveros could speed up market delivery
Foveros and EMIB are doing more than stacking dies; they're accelerating Nvidia's roadmap.
September 22, 2025 — Source

Computer — Business News — September 19th, 2025

GPU sales skyrocketed 27% last quarter — tariff jitters sparked an odd gaming hardware spending surge in Q2 '25
Unfortunately, we live in interesting times, and the sales data reflects that.
September 19, 2025 — Source

STMicroelectronics to Advance Next-Gen Chip Manufacturing Technology with New PLP Pilot Line in France
STMicroelectronics, a global semiconductor leader serving customers across the spectrum of electronics applications, today announced new details regarding the development of the next generations of Panel-Level Packaging (PLP) technology through a pilot line in its Tours site, France, which is expected to be operational in Q3 2026.
September 19, 2025 — Source

Computer — Business News — September 16th, 2025

IonQ's CEO Claims That Their Quantum Chips Will Make Classical GPUs Like NVIDIA's 'Blackwell' Look Outdated By 2027
The quantum computing narrative is definitely ramping up, and in the midst of it, IonQ's CEO claims that the firm's quantum chips will 'wipe out' the competition from NVIDIA and AMD.
September 16, 2025 — Source

LG Display to expand the production capacity of its 6-Gen production line in Paju as demand from Apple increases
LGD's E6 fab in Paju has the capacity to produce 45,000 monthly substrates. LG Display is interesting in expanding the capacity to 60,000 substrates. Mass production will begin in 2026, and LGD hopes that it will be able to supply AMOLED displays to Apple's iPhone 18 in the new line. The company will finalize equipment orders next month. A few months ago LG Display announced a $925 million investment plan, and most of these funds will be allocated to this fab expansion project.
September 16, 2025 — Source

MediaTek Tapes Out Flagship SoC Using TSMC's 2nm Process, Mass Production & Availability By End of 2026
MediaTek Leverages TSMC's Latest 2nm Process Node For Its Next-Gen Flagship SoC, Mass Production & Availability Expected By End of 2026
September 16, 2025 — Source or Source

MediaTek's Dimensity 9500 Drops Sept. 22 — Gunning for Snapdragon's Crown
MediaTek has officially confirmed its new flagship chip, the Dimensity 9500, which will launch on September 22 in China. Expected to debut in the upcoming Vivo X300 series next month, the processor reportedly uses a 1+3+4 CPU setup with Arm's latest X9 and updated A7 cores, plus a Mali-G1 Ultra MC12 GPU that could bring over 40% gains in efficiency and ray tracing. With support for UFS 4.1 storage and LPDDR5X RAM, the Dimensity 9500 looks set to rival Qualcomm's Snapdragon 8 Elite Gen 5 chip, building on the strong performance of last year's Dimensity 9400 lineup.
September 16, 2025 — Source or Source

Nvidia says complies with law after China antitrust finding
US chip giant Nvidia said Tuesday it follows all laws after a Chinese investigation found it had breached antitrust rules, the latest development in a fierce tech battle between Beijing and Washington.
September 16, 2025 — Source

Study Claims Over Half of Tech Firms Are Considering 'Restructuring,' Thanks to AI
AI is truly shaking things up.
September 16, 2025 — Source

TSMC's 2nm Process Is Expected to Witness Massive Demand, Higher Than 3nm, Leading To a Much Faster Production Ramp-Up
TSMC's N2 processes are expected to see huge demand from the industry, even higher than 3nm, as customers are reportedly finding 2nm a 'cost-efficient' product.
September 16, 2025 — Source

TSMC's first 2 nm Node Customers are Apple, AMD, NVIDIA, and MediaTek; Intel Missing
TrendForce compiled a brief list of the first customers of TSMC's 2 nm N2 foundry node. Perhaps the biggest customer is Apple, with its upcoming A20 chip powering next-generation iPhones, the M6 line of processors powering its Macs, and the Vision Pro R2 chip powering its next-gen AR wearable, with mass-production expected to commence in 2026. AMD and MediaTek will be among the first customers implementing N2.
September 16, 2025 — Source

Computer — Business News — September 9th, 2025

AMD's CEO Lisa Su to Make a CES 2026 Comeback After Three Years, Unveiling 'Bold' Plans for Next-Gen Ryzen CPUs, Radeon GPUs, and AI Computing
AMD's CEO Lisa Su is set to return to the CES showfloor next year, as Team Red will announce the next generation of consumer and AI computing products.
September 9, 2025 — Source

Apple Dips During Apple's 'awe Dropping' Event -- What Spooked Wall Street
Apple threw its fall party today and Wall Street yawned. As the lights dimmed and the sizzle reels rolled, AAPL did what Apple often forces it to do on event day: it slipped. Not because the products were duds -far from it -- but because the Street had already placed its bets. After weeks of rumor-fueled anticipation, traders saw a polished keynote that mostly confirmed expectations and they did what fast money does: sold the news.
September 9, 2025 — Source

Apple Hits Record $9B in India Sales
With iPhones doing the heavy lifting and MacBook demand also surging, India has become the new growth engine in the world's most populous nation.
September 9, 2025 — Source

HP upends Apple as the most preferred PC; Microsoft, Acer plunge
The 2025 edition of the American Customer Satisfaction Survey says consumers are turning more negative about their PC experiences.
September 9, 2025 — Source

Intel could sell up to 49% of foundry business under US restrictions, but full spinoff or IPO is off the table
Co-investment deals raise funds but leave Intel juggling complex ownership structures
September 9, 2025 — Source

Intel names Jim Johnson to lead Client Computing Group, Michelle Johnston to depart
Jim Johnson who we recently saw at the Acer IFA 2025 conference, is now confirmed to be leading Intel's Client Computing Group. Intel today announced the appointment of Jim Johnson as senior vice president and general manager of the Client Computing Group (CCG), the company's largest business unit. Johnson, a 40-year Intel veteran, will lead strategy, engineering, and execution across Intel's client PC portfolio.
September 9, 2025 — Source

Computer — Business News — September 5th, 2025

Lenovo ThinkCentre neo Ultra 2 compact desktop PC combines Intel Arrow Lake and NVIDIA RTX 5060
The Lenovo ThinkCentre neo Ultra 2 is a small desktop PC that measures 191 x 195 x 111mm (7.52″ x 7.68″ x 4.37″). While that makes it bigger than many mini PCs on the market, it is still far smaller than a typical desktop computer... but packs the kind of horsepower you'd expect from a larger system.
September 5, 2025 — Source

Lenovo ThinkCenter Neo Ultra 2 gets Core Ultra 9 285 and desktop RTX 5060 GPU
Lenovo makes 'Apple at home' with Intel Arrow Lake and NVIDIA Blackwell
September 5, 2025 — Source

Nvidia Offers New RTX 5080 Tier for GeForce Now With 5K 120 FPS Support
GeForce Now becomes even more attractive for gamers who crave affordable, high-fidelity PC gaming.
September 5, 2025 — Source

Nvidia signs $1.5 billion deal with cloud startup Lambda to rent back its own AI chips — 18,000 GPUs will be leased over 4 years, as Lambda gears up for its IPO
Nvidia, the company powering essentially the entire AI boom, is now looking to rent back its own chips. According to The Information, Nvidia has now signed a deal with Lambda, a cloud service provider in which it has already invested, to lease back some of its own GPUs over a period of time.
September 5, 2025 — Source

Trump tells Big Tech: Your power woes? Totally fixable
White House hosts back-slapping dinner for Tim Apple and co, datacenter grid connection relief promised by US Prez
September 5, 2025 — Source

Trump Wants Semiconductor Tariffs to Bring Back US Jobs
President Donald Trump has warned chipmakers that they could face steep tariffs on semiconductors if they fail to invest in US manufacturing. The move aims to pressure companies like TSMC, Samsung, and Apple into expanding their stateside operations while boosting American firms like Intel.
September 5, 2025 — Source

Trump warns that he will soon announce 'fairly substantial' chip tariffs — chip companies investing in the US will be spared the brunt of the tariffs
Tariffs on imported chips to come "very shortly," but with exemptions for Apple.
September 5, 2025 — Source

Computer — Business News — September 4th, 2025

China Reportedly Advances to 5nm AI Chips as Domestic Firms Tape Out Two New Solutions For Model Training & AI PC Workloads
China is reportedly advancing towards 5nm AI GPUs, as a new report claims that domestic firms are set to tape out new chips that will bring new levels of performance.
September 4, 2025 — Source

Cloud computing giant Oracle lays off more Seattle workers
Cloud computing giant Oracle is laying off 101 employees in Seattle, less than a month after reducing its local workforce.
September 4, 2025 — Source

'Doomer science fiction': Nvidia criticizes proposed US bill designed to give American buyers 'first option' in AI GPU purchases before selling chips to other countries — GAIN AI Act debuts in defense spending bill
American buyers should be prioritized ahead of others, according to U.S. legislators
September 4, 2025 — Source

Senate bill aims to restrict advanced AI GPU exports, prioritize US buyers
"Doomer science fiction"
September 4, 2025 — Source

The Next Two Weeks Could Redefine Tech
Wall Street is nervously watching the next 14 trading sessions to see if they wind up on the bull or bear side of the street.
September 4, 2025 — Source

US Tightens Chip Controls, Revokes TSMC's China Export Privileges
The US has removed TSMC's Nanjing waiver, requiring new export licenses. Delays may hit output as Washington tightens controls on China's chip supply.
September 4, 2025 — Source

Computer — Business News — September 1st, 2025

2Q25 Foundry Revenue Surges 14.6% to Record High, TSMC's Market Share Hits 70%
TrendForce's latest investigations reveal that global foundry revenue in 2Q25 reached a record US$41.7 billion, up 14.6% QoQ, thanks to China's consumer subsidy program spurring early stocking, along with upcoming demand for new smartphones, notebooks/PCs, and servers launching in the second half of the year. Both capacity utilization and wafer shipments improved significantly across the top ten foundries.
September 1, 2025 — Source or Source

TSMC chips are going to be even more expensive due to US tariffs
The tariffs imposed by the Trump administration were intended to encourage manufacturing to return to the United States. In the case of chips and advanced semiconductors, Washington aims to reduce reliance on Taiwan amid geopolitical tensions with China and to strengthen domestic production in order to prevent potential market disruptions. At the same time, however, these tariffs mean you end up paying more for your next smartphone.
September 1, 2025 — Source

Computer — Business News — August 29th, 2025

Dell Technologies Delivers Second Quarter Fiscal 2026 Financial Results
Dell Technologies announces financial results for its fiscal 2026-second quarter. The company also provides guidance for its fiscal 2026 third quarter and full year.
August 29, 2025 — Source

HP bottom line fattens up on a diet of AI PCs and Windows 11
Nobody knows why they need one, but folk seem to be buying them
August 29, 2025 — Source

TSMC reportedly cuts Chinese chipmaking tools from 2nm fabs as suppliers face scrutiny due to emerging new US restrictions
Excluding Chinese gear is only half the story.
August 29, 2025 — Source

Vocal Image is using AI to help people communicate better
With 4 million app downloads, Estonia-based startup Vocal Image aims to help people improve their voice and communication skills with AI-powered coaching. But out of its 160,000 active users, it may be its CEO, Nick Lahoika, who best embodies its mission.
August 29, 2025 — Source

U.S. revokes Samsung's and Intel's approval to export chipmaking tools to China
The U.S. is back again with its moves against China as part of the ongoing trade war, this time making it harder for Samsung, Intel, and SK hynix to keep making chips there. The U.S. government has announced [PDF] via the US Federal Register that it is removing special permissions that let these companies export American chipmaking tools without individual licenses to their factories in China. Now, it would be a stricter case-by-case approval system that will start 120 days after the rule is formally published, and is scheduled for September 2, 2025.
August 29, 2025 — Source

Computer — Business News — August 25th, 2025

After 10% Intel equity deal, President Trump says he'll make deals like it 'all day long'
President Donald Trump on Monday supported America's 10% stake in Intel, criticizing detractors of the deal in a morning post on Truth Social.
August 25, 2025 — Source

Intel CEO says the company doesn't need US government grants
After the US government took a 10 percent stake in Intel in exchange for the funds provided under the CHIPS Act, Intel CEO Lip-Bu Tan warned that the move could jeopardize the company's sales in international markets and negatively impact investors and employees.
August 25, 2025 — Source

Intel Collaborates with LG Innotek to Implement an AI-powered Smart Factory
In the world of precision component manufacturing - think of the tiny parts inside modern cellphones, automotive car displays and other smart devices - being able to replicate the same part hundreds of thousands of times with perfect accuracy and zero defects has been a moonshot goal. Like many electronic component makers, LG Innotek, a South Korea-based global leader in materials and component manufacturing, aims to reach that goal with the help of innovative technology.
August 25, 2025 — Source

TSMC Skips Chinese Equipment for New Chip Production
The Chip EQUIP bill hasn't passed, but it's already making waves.
August 25, 2025 — Source

Computer — Business News — August 22nd, 2025

Cisco lays off 221 people despite revenue surge and CEO's claim AI wouldn't cost jobs
"I don't want to get rid of a bunch of people right now"
August 22, 2025 — Source

How the AI revolution is triggering a hardware arms race and pushing up prices
The generative AI revolution is creating new bottlenecks for hyperscalers
August 22, 2025 — Source

Intel Stock Surges & Leads Chip Sector In Valuation Gains After Fed Chair Hints At Rate Cut
Chipmaker Intel Corporation's stock led the semiconductor sector after Federal Reserve Chairman Jerome Powell indicated that conditions were softening for potential interest rate cuts. The rise in Intel's shares came after a disappointing couple of days as investors struggled to reconcile equity investments in the firm with potential equity dilution and continued analyst pessimism about the firm. Joining Intel were other chip designers such as Qualcomm, AMD and Broadcom, all of whose shares jumped by more than 2% while NVIDIA struggled as reports continued to assert that the Chinese government was discouraging local firms from buying its H20 GPUs.
August 22, 2025 — Source

Intel won't Abandon Glass Substrates, will License Tech to Externals
According to a report by South Korean outlet ETNews, cited by TrendForce, Intel has begun licensing its semiconductor glass substrate technology to external companies, marking a notable change in its business approach. As we reported this July, Intel had already signaled a retreat from producing glass substrates in-house, preferring instead to source finished solutions from specialized vendors. Intel is now reportedly in discussions with glass substrate makers, materials suppliers, and equipment providers about granting usage rights under defined terms in exchange for royalties.
August 22, 2025 — Source

NIMBYs threaten to sink Project Sail, a $17B datacenter development in Georgia
Coweta County stalls bit barn vote as residents revolt
August 22, 2025 — Source

NVIDIA "Rubin" Platform Enters Trial Production at TSMC, CEO Jensen Huang Confirms
NVIDIA confirmed today that it has taped out six distinct "Rubin" chips, which signals something more than a typical product refresh. Company CEO Jensen Huang, speaking during a visit to Taiwan, said NVIDIA already handed multiple Rubin designs to TSMC and that those dies are now entering fab qualification ahead of trial production. Rubin is intended to be a platform-level upgrade, rather than a simple GPU update, with changes extending across processors, networking gear, and interconnect silicon. Customers and cloud operators will be watching closely as NVIDIA prepares what it describes as the next major compute platform.
August 22, 2025 — Source

Trump Weighs Using CHIPS Act Funding for Critical Minerals
According to Reuters, President Trump is considering diverting CHIPS Act funding toward critical minerals like lithium, gallium, and indium. The move would support US self-reliance in semiconductor manufacturing and cut dependence on China's refining industry.
August 22, 2025 — Source

TSMC Reportedly Mulls Returning U.S. CHIPS Act Grants, Signaling President Trump's 'Subsidy-for-Equity' Model Isn't Worth the Trade
The Taiwan chip giant is reportedly considering handing its CHIPS Act grants back to the US administration, given their pursuit of getting equity in the company.
August 22, 2025 — Source

TSMC to Exit 6-Inch Wafer Production, Pushing Customers Toward Gigafabs
Taiwan Semiconductor Manufacturing Company (TSMC) is phasing out its smallest wafer production line, marking the end of its 6-inch (150 mm) fabs within the next two years. The company confirmed that its Fab 2 in Hsinchu will stop regular production by 2027, as part of a strategy to streamline operations and consolidate resources around larger wafers.
August 22, 2025 — Source

Computer — Business News — August 21st, 2025

BofA: Intel Faces Stock Dilution And Chinese Pushback Risks From A US Government Stake
As the fluidity around a possible US government stake in Intel has declined in recent days with the advent of much more clarity as to how a possible transaction would be structured, Wall Street analysts are beginning to nibble at the conundrum that this idiosyncratic development poses to Intel's bottom line.
August 21, 2025 — Source

China's Policymakers Are Reportedly Pushing to Completely Ban NVIDIA's AI Chips in the Country, But Weak Domestic Alternatives Are Holding Them Back
It seems that Beijing is now concerned with the domestic industry's reliance on American AI technology and is exploring newer options.
August 21, 2025 — Source

Intel Should Just Give Up Latest Chip Making Tech For Its Foundry Business, Says JPMorgan
Investment bank JPMorgan believes that the risks to TSMC from Intel reviving its foundry business are minimal. Intel's foundry business is under scrutiny once again as the Trump administration reportedly takes a stake in the firm and encourages investment. JPMorgan believes a revived Intel foundry might be beneficial for TSMC, too, as it is likely to shield the Taiwanese firm from government scrutiny due to its dominant position in the global contract chip manufacturing industry. The bank adds that Intel should focus on older nodes to set up a solid base with its foundry business and convince firms such as NVIDIA and Apple about its viability in generating stable orders.
August 21, 2025 — Source

Samsung Seeking To Woo Trump Administration By Investing In Intel After Softbank, Says Report
Korean technology giant Samsung is reportedly considering making an equity investment in Intel as part of President Trump's efforts to shore up support for the embattled American chip manufacturer. Intel is appearing to play a key role in the Trump administration's efforts to shore up domestic chip production, as it is the only domestic company capable of operating at the high end of the chip production spectrum.
August 21, 2025 — Source

South Korea says there are no plans for the U.S. to acquire Samsung shares — denial comes amid talks about Washington acquiring a 10% equity stake in Intel for CHIPS Act funds
South Korea's political and business scenes are being shaken up by the thought of a U.S. stake in Samsung.
August 21, 2025 — Source

TSMC Caught in the Crossfire as U.S. Officials Weigh Stakes in CHIPS Act Beneficiaries; Domestic Media Calls It 'Highway Robbery'
The Trump administration might decide to acquire a stake in all CHIPS Act beneficiaries, which would put TSMC in a challenging position when it comes to the firm's autonomy.
August 21, 2025 — Source

Computer — Business News — August 19th, 2025

Asetek Reports Q2 2025 Financial Results
Asetek reported second-quarter revenue of $11.2 million compared with $12.7 million in the same period of 2024. First-half 2025 revenue was $21.0 million compared with $24.9 million in the first half of 2024. The change in both periods mainly reflects fewer shipments of liquid cooling products. Gross margin was level at 45% for both the second quarter and first half of 2025 and the respective periods of 2024.
August 19, 2025 — Source

Intel Secures $2 Billion US Investment from Softbank Amid Chip Push
Softbank has announced a $2 billion investment in Intel, giving the struggling chipmaker a much-needed boost as US trade policies push for domestic semiconductor production. The move follows reports that the Trump administration may also take a stake in Intel to strengthen US chipmaking efforts.
August 19, 2025 — Source or Source

Intel Share Price Is Being Dragged To Mid $20s Due To Former CEO Gelsinger's Multi-Billion Dollar "Smart Capital" Investments, Says Investment Bank
Chipmaker Intel's shares could be worth $40 if its chip manufacturing business is valued in comparison to global peers, believes investment bank UBS. Intel's shares have gained 4% in premarket trading after Japanese investment conglomerate Softbank announced a $2 billion investment in the firm yesterday by purchasing the firm's common stock. Intel has been at the center of considerable attention in the technology industry as it battles to turn around its business after new CEO Lip-Bu Tan took over the helm earlier this year.
August 19, 2025 — Source

Omdia expects foldable OLED shipments to grow to 124.6 million by 2032
Omdia says that foldable OLED panel shipments are expected to continue growing in the future, to reach 124.6 million units in 2032. In 2024, the market grew 6.5% (to 23.1 million units), driven by 20 new foldable model launches. In 2025, the grow will slow to 1.6% (23.5 million units).
August 19, 2025 — Source

US Treasury Secretary: "There's No Talk Of Forcing Companies To Buy From Intel," Says The US Government Won't Run The Struggling Chipmaker
It is Intel season these days, with news pouring in hard and fast from every feasible quarter. While SoftBank's new minority stake in Intel captured the narrative overnight, this morning appears to be all about US Treasury Secretary, Scott Bessent, and his insightful comments around a potential US government stake in the struggling chipmaker.
August 19, 2025 — Source

Computer — Business News — August 17th, 2025

SK Hynix Has Managed to End Samsung's Three-Decade-Long Dominance in the DRAM Industry, as the Latter Witnesses Its Biggest-Ever Drop in Market Share This Year
Well, Samsung has lost its long-standing dominance in the DRAM segment, as according to newer statistics, SK hynix is now holding the lion's share.
August 17, 2025 — Source

Computer — Business News — August 16th, 2025

Former Intel Engineer Sentenced For Trade Secret Theft Will Now Work In French Winemaking Industry
A former Intel employee who relied on the firm's internal documents to bargain with it during negotiations while working for Microsoft has been sentenced to two years' probation. Varun Gupta, who had worked for ten years at Intel, was sued by the firm in 2021 for transferring internal documents to Microsoft. He had agreed to a confidential settlement back then after being caught a year after starting to work for Microsoft. The former Microsoft and Intel employee has shifted his family to France and now plans to work in the wine industry.
August 16, 2025 — Source

Computer — Business News — August 11th, 2025

Intel CEO Lip-Bu Tan expected to visit Trump to address China links — duo tipped to have 'wide-ranging' conversation to address national security concerns
Tan was just appointed CEO in March.
August 11, 2025 — Source

Samsung Bets Big on US Chips to Dodge Trump's 100% Tariffs
Samsung is reportedly increasing its US chip investments to around $50 billion, adding new 2nm production and advanced packaging facilities. The move positions Samsung to better compete with TSMC while sidestepping potential 100% tariffs on imported semiconductors.
August 11, 2025 — Source

Trump Wants Intel's CEO Gone — Here's How He Responded
Intel CEO Lip-Bu Tan has published a letter responding to Trump's demand for his resignation, defending his decades-long career and commitment to ethical leadership. The controversy stems from reports of Tan's investments in Chinese tech firms, some allegedly linked to the People's Liberation Army.
August 11, 2025 — Source

Computer — Business News — August 10th, 2025

China state media says Nvidia H20 GPUs are unsafe and outdated, urges Chinese companies to avoid them — says chip is 'neither environmentally friendly, nor advanced, nor safe'
State media wants Chinese companies to avoid Nvidia chips.
August 10, 2025 — Source or Source

Intel's 18A Chip Reportedly Delayed Until 2026 Amid Low Yield Rates Making Large-Scale Production Economically Unviable, But There's a Strategic Upside Behind the Move
Intel's highly anticipated 18A process is under uncertainty right now, as a new rumor claims that HVM is pushed ahead into next year, following poor yield rates.
August 10, 2025 — Source

Nvidia Just Dodged an $8 Billion Bullet, Thanks to Donald Trump
After months of high-stakes diplomacy and a personal plea to the president, the AI giant has secured a crucial license to sell its specialized chips in China.
August 10, 2025 — Source

Computer — Business News — August 8th, 2025

$15M Truckload Of Apple Products And AMD Chips Stolen In Brazen Heist
A semi-trailer loaded with an estimated $15 million in electronics was driven off from an unsecured lot in Reno, Nevada in yet another daring and well-organized theft. Much of the property stolen in the July 3rd heist was AMD and Apple merchandise intended for retail store shelves.
August 8, 2025 — Source

Acer Reports Revenues for July at NT$22.06 Billion, and Year-to-July at NT$149.93 Billion
Acer Inc. announced its consolidated revenues for July at NT$22.06 billion, down 5.9% year-on-year (YoY) due to foreign exchange factors (up 4.8% YoY in USD). Year-to-July consolidated revenues reached NT$149.93 billion with flattish growth. Highlights include revenues from gaming-related products and businesses which grew 56.0% YoY in July, and Chromebook revenues grew 7.8% YoY for year-to-July.
August 8, 2025 — Source

Apple and TSMC Secure Exemptions from Trump's 100% Chip Tariff
Apple and Taiwan Semiconductor Manufacturing Co. (TSMC) will not face the 100% import tariff on semiconductors announced by President Donald Trump. Both companies secured exemptions after reaffirming or expanding their manufacturing investments in the United States. Trump confirmed Apple's exemption after the company committed an additional $100 billion to US-based manufacturing and presented him with a token of appreciation.
August 8, 2025 — Source

Apple Commits an Additional $100 Billion to U.S. Investment, Reaching $600 Billion Total
Apple has unveiled its ambitious American Manufacturing Program (AMP), a cornerstone of its $100 billion investment in the United States. This initiative aims to strengthen domestic manufacturing, create jobs, and establish a robust supply chain for critical components used in Apple products. By partnering with leading U.S.-based companies, Apple is not only accelerating innovation but also ensuring that the U.S. remains a global leader in advanced manufacturing and technology.
August 8, 2025 — Source or Source

Intel CEO Lip Bu Tan Fought Chairman Frank Yeary To Save Firm's Chip Manufacturing Business As He Argued For US Manufacturing Security, Says Report
Intel CEO Lip-Bu Tan is at odds with the firm's chairman Frank Yeary when it comes to the future of the firm's chip manufacturing business, reports the Wall Street Journal. Tan, who took over the helm at Intel earlier this year, started his tenure right at the time when the market was rife with rumors of either a spinoff of its manufacturing business or an investment or a joint venture with the Taiwan Semiconductor Manufacturing Company (TSMC). As per the Journal, the spinoff was being pushed by Intel chairman Frank Yeary, who continues to be at odds with Tan regarding the future of Intel's manufacturing business.
August 8, 2025 — Source

Intel CEO Lip-Bu Tan responds to Trump allegations in letter: 'I have always operated within the highest legal and ethical standards'
The letter was sent to all Intel employees and subsequently made available via its newsroom
August 8, 2025 — Source

Intel CEO Tan Addresses US Gov't Allegations, Promising To Address Misinformation
You probably didn't have U.S. President Donald Trump calling for the immediate resignation of Intel CEO Lip-Bu Tan on your 2025 Bingo card, but here we are. Trump's demand sparked a wave of headlines and also resulted in a drop in Intel's share price. By the end of the day, both Intel and Tan issued a response. The question is, will their messaging be enough to placate the president?
August 8, 2025 — Source

Intel defined the PC's past. I'm sad that might be over
Intel defined the PC's past. I'm sad that might be over
August 8, 2025 — Source

Intel's CEO Lip-Bu Tan Responds to Claims Made By President Trump, Reaffirms Commitment to the U.S. Chip Industry & Clears Up the Rumors of Conflict with The Board
Intel's boss has finally responded to all the recent claims made against him and the company and, more importantly, has reiterated his commitment to the US.
August 8, 2025 — Source

Taiwan Is Now Investigating Over A Dozen China-Based Companies For Illicitly Poaching Local Talent
As the ongoing de-coupling between China and the collective West accelerates, Chinese companies are adopting increasingly aggressive strategies to gain any possible advantage, going so far as to use front companies to poach Taiwan's highly prized talent.
August 8, 2025 — Source

Trump Says Intel CEO 'Must Resign Immediately': Here's Why and Lip-Bu Tan's Response
Lip-Bu Tan began working as Intel CEO in March. Since then, he scaled back projects and reduced headcount in efforts to rightsize the chip maker.
August 8, 2025 — Source

Trump's 100% chip tariffs will likely hurt smaller manufacturers, as major companies court exemptions
Samsung, SK Hynix, and TSMC might be safe from steep tariffs, though smaller manufacturers may be vulnerable
August 8, 2025 — Source

Computer — Business News — August 4th, 2025

Osiris International and Notion Systems Announce Merger to Revolutionize Semiconductor Manufacturing
The newly formed entity will integrate Osiris' automation systems and pre- and post-processing capabilities with Notion Systems' modular inkjet platform solutions, delivering an end-to-end, high-performance manufacturing ecosystem. This integration empowers customers with even greater flexibility, throughput, and process control across a wide range of advanced applications.
August 4, 2025 — Source

SK Hynix Dethrones Samsung as the World's Top Memory Maker
SK Hynix dethrones Samsung to become the top memory maker in Q2 2025. The company has posted $9.66 billion in revenue and accounts for 36.2% market share compared to $8.94 billion in revenue and 33.5% market share of Samsung. This marks the first time that SK Hynix has surpassed Samsung since it was founded in 1983.
August 4, 2025 — Source

TSMC Will Have Four 2nm Fabrication Plants Reportedly Working At Full Capacity Next Year, With A Combined Monthly Output Of 60,000 Wafers; Increased Production Will Not Bring Any Relief To Customers
Next year, a ton of companies will introduce the industry's first 2nm chipsets, which only means that TSMC will gradually ramp up production, just a few months after it was reported that the manufacturer started accepting orders from April of this year. To help with this transition, the Taiwanese semiconductor giant will reportedly commence this process at four facilities, with the latest production figure estimated to be 60,000 monthly units.
August 4, 2025 — Source or Source

Computer — Business News — August 3rd, 2025

Hot rumor has TSMC starting 2nm chip production in U.S. earlier than expected
A speculative report says TSMC plans to produce 2nm chips in Arizona by 2026.
August 3, 2025 — Source

Computer — Business News — August 1st, 2025

Acumera Acquires Scale Computing, Creating the Industry's Largest Edge-First Software Company
Acumera has announced the acquisition of Scale Computing, a move that positions the combined entity as the largest software company dedicated to edge computing. The new organization will operate under the Scale Computing brand, signaling a commitment to continuity and innovation for existing customers and partners.
August 1, 2025 — Source

Apple notches largest revenue growth since December 2021; Mac business grew the fastest during the June quarter
Apple announced third-quarter earnings on Thursday, surpassing Wall Street's profit and revenue forecasts. The Mac division led growth among Apple's segments in the June quarter, with iPhone sales rising 13% year-over-year and total revenue increasing 10%, marking the company's strongest quarterly revenue growth since December 2021.
August 1, 2025 — Source

Apple profit beats forecasts on strong iPhone sales
Apple on Thursday reported quarterly profit of $23.4 billion, topping forecasts despite concerns about the effect of US tariffs on its supply chain.
August 1, 2025 — Source

This is the shocking price Apple pays for Trump's tariffs
Apple has already spent hundreds of billions because of the tariffs, but Tim Cook says the bill may only grow in the coming months.
August 1, 2025 — Source

Computer — Business News — July 27th, 2025

HKC decides on two strategies for OLED production: equipment acquisition followed by an eLEAP on IGZO production line
China-based LCD maker HKC aims to become an AMOLED producer, and we now have more details on its strategic plans. In 2023, HKC started a collaboration with JDI to build an eLEAP AMOLED production line in China. These plans were canceled towards the end of 2023, but the company continued to develop its AMOLED technologies, and in early 2025 it acquired Royole's AMOLED production line equipment.
July 27, 2025 — Source

Intel spins off Network and Edge group as standalone business after posting $2.9b loss — seeking investors for NEX division amid massive internal restructuring
On top of layoffs and uncertainty for future nodes.
July 27, 2025 — Source

Computer — Business News — July 26th, 2025

AMD's $500 Billion Prediction
The AI chip race isn't just accelerating, it's entering warp speed. AMD CEO Lisa Su has fired a bold shot across Nvidia's bow, announcing that global demand for AI accelerators could exceed $500 billion within just a few years. And with AMD's latest MI355 chips aiming squarely at Nvidia's crown, the battle for AI supremacy has become a full-on arms race, with geopolitical and economic implications.
July 26, 2025 — Source

Intel Considering Spinning Off its Network and Edge Group
According to a report over at CRN, Intel is looking at spinning off its Network and Edge Group—also known as NEX—and is now looking for investors to take over the business unit. This is according to an internal memo that CRN has been privy to, and it was sent out by the Network and Edge Group lead, Sachin Katti, who has recently been promoted to Chief Technology and AI Officer at Intel.
July 26, 2025 — Source

Intel's Comeback Plan: Panther Lake, Nova Lake, and the Return of High-Performance SMT Chips
After years of falling behind rivals like AMD and Nvidia, Intel is charting a bold new course to regain lost ground in both the consumer desktop and high-performance server markets. In a revealing earnings call, new CEO Lip-Bu Tan laid out the company's roadmap, emphasizing upcoming CPUs built on Intel's next-generation 18A node, significant server architecture changes, and a return to Simultaneous Multithreading (SMT) on performance cores. Here's what it all means—for the market, for Intel, and for you.
July 26, 2025 — Source

Computer — Business News — July 25th, 2025

AMD CEO Explains Why Paying More For US-Made TSMC Chips Makes Sense
TSMC chips have been a hot commodity this decade, and AMD CEO Dr. Lisa Su feels like they're worth a premium price to be made in the USA. This is notable, as a lot of AMD's products, like the Radeon RX 9070 XT, sport chips manufactured on TSCM silicon.
July 25, 2025 — Source

AMD Projects up to 20% Higher Costs for U.S.-Made Chips
Localizing advanced semiconductor production at TSMC's new Arizona plant introduces a price premium for AMD. At a Washington, D.C. event, CEO Lisa Su estimated that chips fabricated in the U.S. carry a production cost increase of up-to 20% compared to those from TSMC's Taiwanese facilities. Despite this additional expense, AMD has streamlined the Arizona fab to achieve yields on par with its Taiwanese counterparts and expects to receive its first shipments by the end of the current calendar year. The rationale for this strategic shift revolves around strengthening supply chain resilience.
July 25, 2025 — Source

Calls to replace Tim Cook as Apple CEO are getting louder every quarter -- analyst
A Wall Street analyst advises caution on Apple stock due to the company's unclear artificial intelligence strategy, particularly in generative AI. Needham's Laura Martin warns that Apple risks lagging behind Big Tech competitors if it doesn't clarify its AI approach, potentially jeopardizing Tim Cook's job.
July 25, 2025 — Source

China sees surge in Nvidia AI chip repair businesses despite export bans
Companies are making a fortune in an industry that shouldn't exist
July 25, 2025 — Source

Intel abandons chip plants in Germany and Poland, confirms more layoffs
CEO Lip-Bu Tan says strategy shift will focus on customer needs, efficiency, and cutting costs
July 25, 2025 — Source

Intel Beats Q2 Earnings Estimates As CEO Promises A More Disciplined Foundry Play
Intel CEO Lip-Bu Tan remained upbeat as the chip maker disclosed a $2.9 billion loss for the second quarter of 2025, compared to a $1.6 billion loss in the same quarter from a year ago. However, Intel generated $12.9 billion revenue for the quarter, up slightly from $12.8 billion a year ago and ahead of what Wall Street was expecting. So from that perspective, Intel sees itself has having posted "solid Q2 financial results."
July 25, 2025 — Source

Intel cuts back spending, workforce as struggling chip maker mounts comeback
Intel Corp. is shedding thousands of workers and cutting expenses as its new CEO works to revive the fortunes of the struggling chipmaker that helped launch Silicon Valley but has fallen behind rivals like Nvidia Corp. and Advanced Micro Devices Inc.
July 25, 2025 — Source

Intel overplayed its hand and now it wants to rebuild
Delays and cuts now could mean more efficient laptops down the line.
July 25, 2025 — Source

Intel Slashes 24,000 Jobs and Kills Offside Projects in Massive Shake-Up
Intel Slashes 24,000 Jobs and Kills Offside Projects in Massive Shake-Up
July 25, 2025 — Source

Intel's 14A chip process in jeopardy, while cutting jobs and pulling back global expansion
Lip-Bu Tan said he will only invest in the 14A process node after confirming strong demand from customers
July 25, 2025 — Source

Intel's Steady Decline Continues With 15% Cut to Staff and Scrapped Factory Plans
The chipmaker is struggling to stay relevant in the AI era.
July 25, 2025 — Source

'What the hell is Nvidia?' said Trump while presenting on AI
President Trump said he wanted to break up the company despite not knowing who CEO Jensen Huang was. He's since changed his mind.
July 25, 2025 — Source

Computer — Business News — July 22nd, 2025

Calibration framework for digital twins improves prediction accuracy
To manage increasingly complex manufacturing systems, involving material flows across numerous transporters, machines, and storage locations, the semiconductors and display fabrication industries have implemented automated material handling systems (AMHSs). AMHSs typically involve complex manufacturing steps and control logic, and digital twin models have emerged as a promising solution to enhance the visibility, predictability, and responsiveness of production and material handling operation systems.
July 22, 2025 — Source

Intel CEO Lip-Bu Tan Faces A "Catch 22" In His Turnaround Efforts, Declares An Investment Firm
Wall Street analysts had, by and large, welcomed Intel's new CEO, Lip-Bu Tan, with cautious optimism when he first took charge of the struggling behemoth back in March 2025. Since then, however, the commentary around Intel has been somewhat ambivalent, and microdosed with enough qualifiers to suggest a general lack of conviction around Intel's turnaround.
July 22, 2025 — Source

Intel's Desert Gambit: Panther Lake and Foundry Fight Heat Up in Phoenix
Panther Lake debuts, TSMC rivalry intensifies, and Intel's Arizona move sets the stage for a high-stakes semiconductor showdown.
July 22, 2025 — Source

Samsung reportedly rejected joint-foundry proposal from Nvidia in 2018
Back in 2018, Nvidia underwent a big shift towards AI, a bet that has massively paid off in recent years, cementing the company's position at the top of the tech industry. As it turns out, Nvidia CEO, Jensen Huang, may have wanted to bring Samsung along for the ride with a series of rejected proposals.
July 22, 2025 — Source

Semiconductor startup Lumotive boosts Series B round with help from Amazon
Lumotive, a Redmond, Wash.-based startup that manufactures semiconductor chips tailored for 3D sensors, added $14 million to its Series B round. Amazon's Industrial Innovation Fund and ITHCA Group (Oman's sovereign tech fund) invested.
July 22, 2025 — Source

UBI Research says LGD's AMOLED shipments to Apple is set to rise sharply in the second half of 2025
UBI Research says that LGD's AMOLED shipments to Apple are expected to rise 70% in the third quarter to 18.5 million units, as the company starts shipping AMOLED displays for Apple's new iPhone 17 series and its upcoming iPad devices. UBI says that LGD already started mass production for Apple's new devices. In Q3 2025, LGD's shipments to Apple will surpass 25 million units.
July 22, 2025 — Source

Computer — Business News — July 20th, 2025

Intel reveals what's stopping AI PC adoption — and it's not the hardware
AI PCs are becoming the norm, but a lack of trust and understanding could limit their real-world impact.
July 20, 2025 — Source

Computer — Business News — July 19th, 2025

Intel To Lay Off 5,500 Employees Across U.S., With Major Cuts In Oregon, California, And Arizona Amid Mounting Competitive, Financial Pressures
Tech companies are increasingly focused on investing in AI and cutting down on costs, and to do so, many are restructuring their organizations to boost efficiency. In the chip manufacturing industry, Intel has lately been falling behind its rivals such as IBM, Nvidia, and Samsung. While there could be several reasons for the current dynamics in the market, it seems like the company's delay in advancing in chip fabrication technology is mainly leading to the gap. This lag has also been reflected in the company's financial performance, as it suffered financial losses during Q1 2025.
July 19, 2025 — Source

Lenovo Dominates PC Shipments As Market Sees Biggest Growth In 3 Years
Lenovo once again solidified the top spot among PC makers in terms of overall market share, and also managed to increase its lead over second-place finisher HP by a few percentage points, according to the latest market share report by Counterpoint Research. According to the report, just over a quarter of all PCs shipped (25.1%) in the second quarter of 2025 were Lenovo models.
July 19, 2025 — Source

TSMC Eager to Build an Independent Chip Supply Chain in the U.S. Alongside Taiwan, Plans to Produce Over 30% of 2nm and Advanced Chips in Arizona
TSMC has massive plans for the American chip market, which will likely put it in a position of self-reliance, which includes producing cutting-edge nodes in the nation.
July 19, 2025 — Source

Computer — Business News — July 18th, 2025

House CCP Committee's Chair: NVIDIA's H20 Is A "Powerful Chip" That Played "A Significant Role In The Rise Of PRC AI Companies Like DeepSeek"
The abrupt easing of American restrictions on the NVIDIA H20 chip earlier this week is now evincing an entire spectrum of reactions from Washington's policy-making circles, with the Chairman of a CCP-focused House Committee vowing to seek additional clarifications, while the White House AI and Crypto czar defends the move.
July 18, 2025 — Source

HSBC: Apple needs some real AI to sell more hardware
HSBC analysts report that Apple's push to boost hardware upgrades with artificial intelligence has not yet succeeded, emphasizing that the company needs a more compelling AI experience to revitalize iPhone sales. "The iPhone still represents about half of Apple's sales," HSBC stated. However, "initial hopes that AI would accelerate the renewal cycle have been short-lived."
July 18, 2025 — Source

Indian Apple reseller Ample expands presence, expects 35% revenue growth in fiscal year 2026
Ample, an Indian Apple reseller, aims for 35% revenue growth in fiscal year 2026 through store expansion and adding new brands and clients, according to its chief executive.
July 18, 2025 — Source

3

Rapidus Has Reportedly Commenced 2nm GAA Wafer Trial Production In The Hopes Of Catching Up To TSMC & Samsung, Company Just Completed A Production Line Consisting Of 200 Units
Samsung and TSMC are currently the only names in the semiconductor industry that are pursuing the mass production of wafers on the 2nm technology. However, a third entity is also attempting to close that gap, though it will be a whole year behind its competitors. Japanese firm Rapidus was recently reported to have commenced trial production of 2nm GAA wafers, with the latest information mentioning that the company has established a facility where it has installed 200 units.
July 18, 2025 — Source

TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand
Hundreds of billions of dollars to be spent.
July 18, 2025 — Source

Computer — Business News — July 17th, 2025

Apple Teams Up with MP Materials in a $500M Push for American Innovation
Apple has announced its new deal worth $500 million with MP Materials. The firm is now committed to buying materials from the rare-earth producer. Both companies are also joining hands to set up a recycling plant in California.
July 17, 2025 — Source

Intel is laying off thousands of US workers in AI restructuring — CEO Lip-Bu Tan says it's "too late" to catch up with the competition
Around 5,000 "surplus" employees will be cut from positions at Intel across the United States as it focuses on artificial intelligence.
July 17, 2025 — Source or Source

Microsoft is on track to become the second $4 trillion company by market cap, following NVIDIA — and mass layoffs
Microsoft's share price rose over 19% this year so far, vastly outperforming the overall market.
July 17, 2025 — Source

Synopsys acquires simulation specialist Ansys for $35 billion following Chinese regulator approval — Merger to power end-to-end design platform
Synopsys this week received approval from Chinese regulators to complete its $35 billion acquisition of Ansys, removing the final obstacle to closing the deal, which happens July 17. The green light from Beijing follows prior clearances from U.S. and European authorities, but was granted with specific conditions. The combined company — which will retain the Synopsys name — will become a powerhouse offering tools that will span the full design spectrum of both chips and actual devices, which will open a lot of new doors both for Synopsys-Ansys and the industry. However, there may be some ramifications, too.
July 17, 2025 — Source

Taiwan's Chip Industry Reportedly Targeted by China-Linked Hackers Amid Rising U.S. Export Restrictions on Beijing
It seems like Taiwan's semiconductor segment is now getting victim of cybersecurity attacks by Chinese-linked hackers, at a pace that hasn't been seen before.
July 17, 2025 — Source

UAE's deal to buy Nvidia AI chips reportedly on hold
The massive AI deal between the U.S. and the United Arab Emirates (UAE) is reportedly on hold before it can be finalized due to national security reasons.
July 17, 2025 — Source

Computer — Business News — July 14th, 2025

Huawei's New Playbook: Cracking the AI Chip Game and Challenging NVIDIA's Dominance
Faced with U.S. sanctions and a market long loyal to NVIDIA, Huawei is rewriting the rules of AI chip design.
July 14, 2025 — Source

President Trump's New Tariffs Expected to Raise Consumer Electronics Prices by Over 10%, Prompting Shifts in the PC Market
It seems like the threat of President Trump's tariffs still looms over the PC market, as according to a new report, consumers should expect a steady increase in prices.
July 14, 2025 — Source

Computer — Business News — July 13th, 2025

Intel axes thousands of technicians and engineers in sweeping U.S. layoffs — cutting 4,000 positions in the U.S., 2,392 in Oregon
Despite claims that layoffs target mostly mid-level managers.
July 13, 2025 — Source

Intel's "Mega-Plans" for U.S. Chip Production Falter as the Company Prepares for Layoffs 5x Higher Than Expected at Its Oregon Facility
Intel's chipmaking ambitions aren't turning out too well, as according to a new report, the company now plans to lay off thousands of employees at its Oregon facility.
July 13, 2025 — Source

Computer — Business News — July 12th, 2025

NVIDIA's Jensen Huang Says President Trump Is Proud of Its $4 Trillion Valuation, Downplays Tariffs as a 'Transitory Situation'
NVIDIA's CEO, Jensen Huang, has said that President Trump is proud of the company's recent achievements, claiming that Team Green isn't worried about the tariff situation.
July 12, 2025 — Source

Computer — Business News — July 11th, 2025

Ex-ASML employee sentenced to three years' imprisonment for sharing company secrets with Russia
He accessed files beyond the scope of his employment for several years.
July 11, 2025 — Source

Intel CEO Lip-Bu Tan admits company is no longer a top 10 chipmaker
"Those days are over": Intel CEO delivers stark assessment amid massive restructuring and job cuts
July 11, 2025 — Source or Source

Intel CEO Lip-Bu Tan Goes Against Musk As He Spins Off Robotics Business
Chip designer Intel Corporation has decided to spin off its robotics business RealSense, which will raise $50 million in funding. RealSense announced the spinoff earlier today, and the move is part of Intel CEO Lip-Bu Tan's bid to streamline his company and shed weight to allow Intel to compete in the semiconductor manufacturing industry. However, the spinoff of a business that targets the humanoid robot market appears to go against bold predictions made by investment banks and Elon Musk of robots representing a multi-trillion dollar opportunity over the next couple of decades.
July 11, 2025 — Source

Telefónica Germany offloads VMware support to Spinnaker due to high renewal costs
'Our offer from Broadcom was five times higher than we expected'
July 11, 2025 — Source

TSMC Is One of the Biggest Beneficiaries of the AI Hype Right Now, But US Chip Tariffs Could Prove to Be Its "Kryptonite"
There's no doubt that TSMC is experiencing its run with the AI chip markets, primarily due to the massive demand, but US chip tariffs could have devastating effects.
July 11, 2025 — Source

World's most valuable company Nvidia closes above $4 trillion market value
Nvidia's market value surpassed $4 trillion for the first time at Thursday's close, cementing the chipmaker's role not only as the world's most valuable company, but also as a key player in the Generative AI technology race.
July 11, 2025 — Source

Computer — Business News — July 10th, 2025

Intel CEO says it's "too late" for them to catch up with AI competition — reportedly claims Intel has fallen out of the "top 10 semiconductor companies" as the firm lays off thousands across the world
Dark days ahead, or perhaps already here.
July 10, 2025 — Source

NVIDIA became the first $4 trillion company — here's how the tech giant beat Microsoft and Apple
The AI arms race drove NVIDIA to become a $4 trillion company.
July 10, 2025 — Source

Trump tariffs turn techies topsy-turvy as US braces for PC tax
Shipments in America flat, surge across ROTW ahead of Win 10 support cutoff
July 10, 2025 — Source

TSMC Announces Record Q2-2025 Revenue Amidst Currency and Tariff Slump
Taiwan's premier semiconductor foundry, TSMC, reported a consolidated revenue of NTD $263.709 billion (approximately US$8.11 billion) for June 2025, reflecting a 17.7% decline from May due to the sharp appreciation of the New Taiwan dollar. Despite this, the figure marked a 26.9% YoY increase, setting a new June record. For the second quarter of 2025, TSMC achieved revenue of NTD $933.792 billion, up 11.26% QoQ and 38.65% YoY, hitting the upper end of its April 2025 guidance and establishing a quarterly record.
July 10, 2025 — Source

TSMC's half-year revenue surges 40 percent
Taiwanese chip giant TSMC reported on Thursday a 40% surge in revenue in the first six months on robust demand for AI technology.
July 10, 2025 — Source

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars
28 fabs later
July 10, 2025 — Source

Computer — Business News — July 7th, 2025

One Analyst Asserts Customers Are Only Buying AMD GPUs To "Stimulate Competition And Price-Check NVIDIA," Channel Checks Indicate "Significant" Inventory Build
AMD has had some successes recently in reversing the negative perception around the supposed inferiority of its AI GPU offerings in relation to NVIDIA's, which continue to reign as the industry standard. However, one Wall Street analyst remains decidedly cautious on AMD's near-term prospects, recommending a wait-and-see approach for now.
July 7, 2025 — Source

Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%
TrendForce's latest findings show that the three major DRAM suppliers are shifting capacity toward high-end products and have begun announcing end-of-life (EOL) plans for PC and server-grade DDR4 and mobile LPDDR4X. This has triggered aggressive restocking of legacy-generation products, further fueled by traditional peak-season demand. Consequently, average contact prices for conventional DRAM are projected to rise by 10% to 15% in 3Q25. Including HBM, overall DRAM prices are expected to increase by 15% to 20%.
July 7, 2025 — Source

Trump says he has struck a trade deal with Hanoi — lowers tariffs to 20% for Vietnamese goods, but adds 40% tax on loophole Chinese companies use to circumvent measures
The deal will close a loophole many Chinese companies use to circumvent tariffs.
July 7, 2025 — Source

Trump Signs 'Big Beautiful Bill' With Major Tax Breaks For US Chipmakers
The bill includes a substantial 35% tax credit for semiconductor manufacturers.
July 7, 2025 — Source

TSMC Arizona lawsuit alleges anti-American discrimination, racist remarks, buttock slapping, and Temu safety harnesses
"Americans are lazy, they don't work hard enough, they don't know enough, and they don't know commitment"
July 7, 2025 — Source

TSMC's Under-Construction AI Plant In Taiwan Hit By Typhoon Danas
The Taiwan Semiconductor Manufacturing Company (TSMC)'s new packaging plant, currently under construction in Chiayi, Taiwan, has recently dealt with multiple setbacks. The first setback involved a worker's death due to a falling switchboard. After safety regulators gave the go-ahead to resume work, Typhoon Danas hit Chiayi for the first landfall in the region in 120 years. The Chiayi plant is expected to finish its first CoWoS plant in the current quarter, and the plant's construction was delayed by a month earlier this year after a safety accident in May.
July 7, 2025 — Source

Computer — Business News — July 5th, 2025

Bitcoin investor moves $8 billion worth of crypto after 14 years, originally bought for less than $210,000 — 80,000 BTC transferred from dormant Satoshi-era wallet
HODL to the max.
July 5, 2025 — Source

MediaTek Is The Only Listed Company In Taiwan Whose Annual Salary For Non-Executive-Level Full-Time Employees Exceeds NT$4 Million; Even TSMC Does Not Offer The Same Compensation
TSMC's revenue for the first quarter of 2025 was $25.53 billion, with MediaTek posting some healthy figures at around $4.7 billion, but it is nowhere near close to the semiconductor behemoth's earnings, that has left the competition in the dust and is very close to achieving full-scale production of its 2nm process, which will be utilized by lucrative clients like Apple.
July 5, 2025 — Source

TSMC shifts focus to US, postpones new chip plant in Japan
US tariff threats have reportedly influenced TSMC's Japan project timeline
July 5, 2025 — Source or Source

US reportedly plans to curb sales of AI GPUs to Malaysia and Thailand to prevent smuggling to China
The U.S. government is preparing a new set of export rules that would tighten control over the exports of advanced Nvidia AI GPUs to Malaysia and Thailand, in a bid to prevent the re-export of these components to China amid existing bans, according to Bloomberg.
July 5, 2025 — Source

Computer — Business News — June 30th, 2025

Canada rescinds digital services tax to advance stalled trade talks with President Trump
Canada canceled its digital services tax aimed at American tech companies just hours before its scheduled start on Monday, aiming to restart stalled trade talks with U.S. President Donald Trump.
June 30, 2025 — Source

China to Capture Nearly One‑Third of Global Chip Production by 2030
China is on course to become the world's leading semiconductor manufacturing hub by the end of the decade. Market research firm Yole Group predicts that by 2030, China will account for 30% of global foundry capacity, a sharp increase from its 21% share in 2024. This growth will position China ahead of Taiwan, which currently holds a 23% market share.
June 30, 2025 — Source or Source

Nvidia breakout puts $4 trillion market value within reach
Two years after Nvidia Corp. made history by becoming the first chipmaker to achieve a $1 trillion market capitalization, an even more remarkable milestone is within its grasp: becoming the first company to reach $4 trillion.
June 30, 2025 — Source

Computer — Business News — June 28th, 2025

Ex-Intel CEO Pat Gelsinger gives Japan's new leading-edge chipmaker advice, says Rapidus needs unique tech to compete with TSMC
What could this possibly be?
June 28, 2025 — Source

TSMC Arizona Chips Are Reportedly Being Flown Back to Taiwan For Packaging; U.S. Semiconductor Supply Chain Still Remains Dependent on Taiwan
The US chip supply chain hasn't entirely achieved self-reliance, as according to a new report, chips made by TSMC Arizona are being sent back to Taiwan for packaging to fulfill massive demand coming from the AI markets.
June 28, 2025 — Source

Computer — Business News — June 25th, 2025

Blacklisted Chinese GPU makers line up to file for IPOs as US sanctions and trade war take toll on AI hardware market
Some manufacturers opt to stay private, though.
June 25, 2025 — Source

Samsung Offering As Much As $300k To Sales Executives To Scoop US Chip Orders Away From TSMC
Korean chip manufacturer Samsung is eager to establish a solid footing in the US, according to the firm's job posting on its website. Samsung is currently building a high-end chip plant in Taylor, Texas, where it aims to produce leading-edge chips through advanced technologies such as the 2-nanometer chip manufacturing process.
June 25, 2025 — Source

Xiaomi Trademarks Indicate Plan to Build Apple Silicon-Like Family of Custom Chips
Xiaomi has filed a trademark for a second-generation custom chip called the "XRING 02," signaling that the company is proceeding with its in-house silicon roadmap mirroring Apple's transition to its own custom chips.
June 25, 2025 — Source

Computer — Business News — June 23rd, 2025

Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance
Intel has published a paper about its 18A (1.8nm-class) fabrication process at the VLSI 2025 symposium, consolidating all its information about the manufacturing technology into a single document. The new 18A production node is expected to deliver significant improvements in power, performance, and area over its predecessor, increasing density by 30% while enhancing performance by 25% or reducing power consumption by 36%.
June 23, 2025 — Compass sues Zillow, escalating private listings fight
After relentlessly defending "seller choice," Compass has filed suit against Zillow over private listings, with CEO Robert Reffkin claiming that the home search site is "abusing its monopoly power to ban homeowners and their agents" for marketing homes elsewhere.
June 23, 2025 — Source

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Intel "Nova Lake-HX" Enthusiast Mobile Processor Debuts New BGA2540 Package
Intel's next generation Core Ultra 300-series "Nova Lake-HX" enthusiast mobile processor is expected to debut a new BGA package, the BGA2540. This was sniffed out from shipping manifests of prototype boards of the processor. Although not socketed, mobile processors tend to carry forward package sizes and pin maps across generations, to simplify notebook mainboard and cooling solution designs for OEMs.
June 23, 2025 — Source

Intel Says Its 18A Node is 25% Faster Than Intel 3
Alternatively, it can run up to 36% more efficiently.
June 23, 2025 — Source

Power utility built $95 million 500-megawatt power substation for Intel's $100 billion Ohio fab, but six-year delay leaves substation capable of powering 500,000 homes idle
Quite badly.
June 23, 2025 — Source

Rapidus Announces Collaboration with Siemens for 2 nm Semiconductor Design
Rapidus Corporation, a manufacturer of advanced logic semiconductors, today announced a strategic collaboration with Siemens Digital Industries Software for semiconductor design and manufacturing processes for the 2 nm generation. Rapidus will collaborate with Siemens to jointly develop a process design kit based on the Calibre platform, the industry-standard verification solution that enables highly accurate and efficient physical verification, manufacturing optimization and reliability assessment from semiconductor design through to fabrication, while continuing to further its design and verification ecosystem.
June 23, 2025 — Source

Samsung Expected to Beat TSMC By Becoming the First Foundry to Introduce Cutting-Edge 2nm Process in the US, With Mass Production at Taylor Facility by Q1 2026
The Korean giant plans to increase its influence over the US chip market. According to a new report, Samsung is set to introduce a 2nm process in the region much earlier than TSMC.
June 23, 2025 — Source

TSMC Has Made Buying A House In Taiwan Impossible, Says Social Media User
The Taiwan Semiconductor Manufacturing Company's (TSMC) success in Taiwan is locking locals out of the housing market, according to a post on the social media platform DCard. TSMC is the largest and most valuable company in Taiwan, and its success in the global semiconductor market has made it an indispensable part of the island region's security and geostrategic significance.
June 23, 2025 — Source

TSMC Prepares 2nm Chip Production for Apple's Next-Gen A20
TSMC has built a dedicated production line for Apple's A20 processor, designed for the iPhone 18 Pro. This chip will use TSMC's 2-nanometer process, marking a major leap in Apple's mobile silicon. Production will begin in 2026 at the Chiayi P1 fab in Taiwan.
June 23, 2025 — Source

US Official Claims DeepSeek Aids China's Military, Evaded Controls
A senior US official alleges DeepSeek, a Chinese AI firm, aids China's military and intelligence operations. The company is accused of using Southeast Asian shell companies to evade US export controls for high-end chips like Nvidia H100s, raising significant concerns about tech transfer and national security.
June 23, 2025 — Source

Computer — Business News — June 22nd, 2025

Intel to outsource marketing to Accenture and AI, cutting in-house staff
Intel embarks on major marketing overhaul under Lip-Bu Tan
June 22, 2025 — Source

New US restrictions could prevent leading chip manufacturers from installing chipmaking tools in their China fabs — TSMC, Samsung, and SK hynix potentially impacted
Time to get afraid? Not for now.
June 22, 2025 — Source

U.S. Scientists Just Made Gallium Nitride Chips Cheaper — And It Could Change Your Phone, Wi-Fi, and More
A new MIT-led breakthrough could bring military-grade chip power to everyday tech, and even lay the foundations for the future of quantum computing.
June 22, 2025 — Source

Computer — Business News — June 21st, 2025

Chinese researchers invent silicon photonic multiplexer chip that uses light instead of electricity for communication — CCP says China's early steps into light-based chips precede 'major breakthroughs' in three years
Chinese state-run tabloids report a new silicon photonic microchip coming out of research labs
June 21, 2025 — Source

Computer — Business News — June 20th, 2025

Apple & Meta Escape Immediate Fines -- Could Still Face Up to 5% of Global Revenue
In April, Apple and Meta were fined a combined €700 million for failing to comply with the EU's Digital Markets Act (DMA), with a 60-day compliance deadline set to expire on June 26. While both companies claim to have made changes, the EU will conduct a preliminary review before deciding on any further sanctions.
June 20, 2025 — Source

China's 618 shopping festival sees record-breaking sales, stellar performance for Apple
In 2025, China's 618 Shopping Festival, the country's second-largest e-commerce event, shattered records with a staggering gross merchandise value (GMV) of 855.6 billion yuan ($119 billion), a 15.2% increase from the previous year's 742.8 billion yuan. This annual mid-year shopping extravaganza, originally launched by JD.com in 2008 to mark its founding anniversary, has evolved into a month-long retail phenomenon, rivaling Alibaba's Singles' Day in scale and impact.
June 20, 2025 — Source

NVIDIA Could Use Humanoid Robots To Build World's Most Advanced AI Computers In US, Says Report
According to a Reuters report, NVIDIA and its contract manufacturing partner Foxconn are interested in deploying humanoid robots to build servers in the latter's plant in Houston, Texas. NVIDIA CEO Jensen Huang shifted the conversation surrounding his firm's GPUs earlier this year when he pointed out that the latest chips, called Blackwell, are also designed to process data used for humanoid robots to function. Tesla CEO Elon Musk is another humanoid proponent, as he hopes to rely on them to produce cars.
June 20, 2025 — Source or Source

Computer — Business News — June 18th, 2025

ASUS RTX 5090 Dhahab Edition Raises $24,200 in Charity Auction
ASUS has recently held a charity auction with special edition ROG Astral GeForce RTX 5090 Dhahab Edition graphics card signed by NVIDIA's CEO, Jensen Huang. ASUS managed to raise $24,200, which will go to the TZU CHI USA Foundation, a volunteer-based non-governmental organization providing charitable assistance, medical aid, disaster relief, and educational services, and environmental protection programs to those in need.
June 18, 2025 — Source

BCDTek raises $83.5 million in its pre-Series A round
OLED microdisplay developer BCDTek announced that it has raised 600 million Yuan (around $83.5 million USD) in its pre-Series A round. The company aims to finalize the round in the coming months, with plans to raise a total of 1 billion Yuan ($139 million USD).
June 18, 2025 — Source

Imec's next-gen high-speed chip transistor addresses manufacturing concerns — outer wall forksheet design simplifies production, but may sacrifice density
New design could inform CFET transistor production.
June 18, 2025 — Source

Immigration crackdown rattles tech employers and workers amid ICE raids
U.S. immigration crackdowns aimed at undocumented workers in agriculture, construction and elsewhere are having ripple effects in the tech world, which employs thousands of foreign-born workers with highly sought-after computer science skills.
June 18, 2025 — Source

Intel Appoints Sales and Engineering Leaders
Intel today announced a series of leadership appointments aligned with its focus on strengthening customer relationships and becoming a more engineering-focused company. Greg Ernst, a respected sales leader with more than 20 years of Intel experience, has been named chief revenue officer. In addition, Srinivasan Iyengar, Jean-Didier Allegrucci and Shailendra Desai are joining Intel in key engineering leadership roles.
June 18, 2025 — Source

Intel to cut as many as 10,000 factory jobs, one of its largest-ever layoffs
Massive layoffs hit foundry workforce in major restructuring
June 18, 2025 — Source or Relooted Is an Historical Heist with Cultural Weight Behind It
Taking back what is rightfully yours.
June 18, 2025 — Source

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LG Display to Invest Over US$900M Into OLED Technology Differentation
LG Display, the world's leading innovator of display technologies, announced today that it plans to make an investment in new OLED technologies at the trillion-KRW level to enhance its technological competitiveness and growth foundation. The company's board met on June 17 and approved an investment of KRW 1.26 trillion in new OLED technologies to secure a leading position in the display market.
June 18, 2025 — Source

Texas Instruments to Invest More Than $60 Billion Across Seven U.S. Semiconductor Fabs
Texas Instruments (TI) today announced its plans to invest more than $60 billion across seven U.S. semiconductor fabs, making this the largest investment in foundational semiconductor manufacturing in U.S. history. Working with the Trump administration and building on the company's nearly 100-year legacy, TI is expanding its U.S. manufacturing capacity to supply the growing need for semiconductors that will advance critical innovations from vehicles to smartphones to data centers.
June 18, 2025 — Source

TSMC's Foundry Market Share Estimated To Reach 75 Percent In 2026, With A Report Claiming That 2nm Wafer Prices Will Be Slightly Lower Than Previous Figure
Samsung might have ignited its ambitions of keeping pace with TSMC by commencing the prototype mass production of its Exynos 2600 on the 2nm process, but the Taiwanese semiconductor behemoth stands to benefit from its long years of reliably fulfilling orders for the most lucrative clients like Apple. With its platinum-standard reputation and the ability to leave the competition in the dust with its cutting-edge lithography, a new report states that TSMC's estimated foundry market share for 2026 will climb up to 75 percent.
June 18, 2025 — Source

Computer — Business News — June 16th, 2025

China's Chip Race Just Got Even Tougher — Thanks to TSMC
TSMC has placed Huawei and SMIC on its export restriction list, tightening Taiwan's tech trade with China amid ongoing geopolitical tensions. While Huawei continues to face major hurdles due to U.S.-led sanctions, the company is doubling down on domestic innovation to push forward its semiconductor ambitions without relying on Western technology.
June 16, 2025 — Source

Computer — Business News — June 13th, 2025

AMD Transforms Into Fierce Competition for Intel in Data Centers
Epyc server CPUs and Instinct GPUs help AMD reach new heights in the segment.
June 13, 2025 — Source

Nvidia to exclude China from its revenue and profit forecasts
Nvidia doesn't think the U.S. will backpedal its chip export restrictions to China anytime soon.
June 13, 2025 — Source

China's Huawei Can Make 200,000 Advanced AI Chips In 2025 At Most, Says US Official
In a House Foreign Affairs South and Central Asia Subcommittee hearing for the Commerce Department's Bureau for Industry and Security (BIS), Under Secretary of Commerce for Industry and Security Jeffrey Kessler confirmed to the elected officials that China was capable of producing at most 200,000 Huawei Ascend chips. Kessler's hearing revolved around Chinese AI chip production, the efforts the US is making to ensure chips supplied to Gulf countries don't make their way to Chinese companies and ensuring US technology is used worldwide in AI applications.
June 13, 2025 — Source

China's Premier Science Institution Unveils QiMeng, A New System That Uses AI To Accelerate Semiconductor Design, As The U.S. Pushes Forward To End EDA Tool Sales To The Region
The U.S. has brought down the ban hammer once more by preventing the sale of EDA tools for China, which are considered an integral component of semiconductor design. Without this paraphernalia, companies like Xiaomi will be limited to TSMC's 3nm process, with little to no hope of materializing its in-house 2nm SoC. Likely realizing that additional export control rules will be enforced on the region in the future, the Chinese Academy of Sciences (CAS) has successfully unveiled a chip design system called QiMeng that utilizes artificial intelligence to expedite semiconductor development and minimize human involvement.
June 13, 2025 — Source

Robust AI Demand Drives 6% QoQ Growth in Revenue for Top 10 Global IC Design Companies in 1Q25
TrendForce's latest investigations reveal that 1Q25 revenue for the global IC design industry reached US$77.4 billion, marking a 6% QoQ increase and setting a new record high. This growth was fueled by early stocking ahead of new U.S. tariffs on electronics and the ongoing construction of AI data centers around the world, which sustained strong chip demand despite the traditional off-season.
June 13, 2025 — Source

Computer — Business News — June 9th, 2025

Acer Reports May Revenues at NT$19.17 Billion, Up 3.1% Month-on-month
Acer Inc. announced its consolidated revenues for May at NT$19.17 billion with 3.1% growth month-on-month. Consolidated revenues for year-to-May reached NT$99.18 billion with 1.4% growth YoY, while Chromebook revenues grew 24.4%.
June 9, 2025 — Source

Micron balks at court order to share 73 pages of sensitive data with China's banned YMTC chipmaker — Micron strives to protect IP from Chinese chip firm on the entity list
The legal battle between Micron and YMTC has taken a new turn: The US chip giant wants to overturn earlier agreements and court rulings, citing national security concerns.
June 9, 2025 — Source

Omni-Path is back on the AI and HPC menu in a new challenge to Nvidia's InfiniBand
After a five-year hiatus, Cornelis' interconnect returns at 400Gbps, with Ethernet support next
June 9, 2025 — Source

Unemployment is spiking for US IT pros - unless you want to babysit bots
Economic uncertainty and the race to AI are pillaging the IT job market
June 9, 2025 — Source

Computer — Business News — June 6th, 2025

Intel Sets 50% Gross Margin Goal for Every New Product Before Production
Intel's tale of financial difficulties has been told for many quarters now, and the company is slowly paving the way to profitability through workforce reduction, new aggressive product roadmaps, and, as of now, a 50% gross margin requirement before entering production. At Bank of America's global technology conference, Intel Products CEO Michelle Johnston Holthaus noted that CEO Lip-Bu Tan is "laser-focused on the fact that we need to get our gross margins back up above 50%."
June 6, 2025 — Source

Computer — Business News — June 3rd, 2025

DRAM Revenue Drops 5.5% in the First Quarter of 2025; SK hynix Overtakes Samsung for Top Spot
TrendForce's latest findings reveal that global revenue for the DRAM industry reached US$27.01 billion in 1Q25, marking a 5.5% QoQ decline. This downturn was driven by falling contract prices for conventional DRAM and a contraction in HBM shipment volumes. Samsung's redesign of its HBM3e products eased the HBM production squeezes. This prompted downstream players to clear inventories and extended the price declines seen since 4Q24.
June 3, 2025 — Source

Major Apple supplier TSMC's American expansion plans advance; CEO cites 'warm' talks with President Trump
Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C. C. Wei reaffirmed TSMC's commitment to spend another $100 billion to ramp up manufacturing in Arizona over the next half-decade and highlighted productive discussions with American President Donald Trump.
June 3, 2025 — Source

Speedata, a chip startup competing with Nvidia, raises a $44M Series B
Speedata, a Tel Aviv-based startup developing an analytics processing unit (APU) designed to accelerate big data analytic and AI workloads, has raised a $44 million Series B funding round, bringing its total capital raised to $114 million.
June 3, 2025 — Source

TSMC Confirms No Middle East Expansion and Anticipates Higher Wafer Costs
TSMC has declared that it has no immediate plans to build fabrication plants in the Middle East, reinforcing its strategy to focus on regions where customer demand is strong. Last week's rumors that TSMC might establish a gigafab in the United Arab Emirates have been dismissed by company executives as baseless.
June 3, 2025 — Source

TSMC forecasts record profit in 2025 on soaring AI demand
Taiwanese chip titan TSMC said Tuesday that it expected to see record earnings this year as it increased semiconductor production capacity to meet soaring demand for AI technology.
June 3, 2025 — Source

TSMC quashes UAE fab rumors, but says AI demand remains fierce in the face of tariff pressures
CEO C.C. Wei says AI demand is consistently outpacing supply
June 3, 2025 — Source

U.S. ban on EDA software hits Chinese tech companies hard — Xiaomi, Lenovo among affected
This will make it harder for Chinese tech companies to design their own chips for manufacturing at TSMC.
June 3, 2025 — Source

U.S. extends China GPU tariff exemption until August 31 — Motherboards also listed in Section 301 exclusion
It's time to buy that GPU that you've always wanted.
June 3, 2025 — Source

Computer — Business News — May 27th, 2025

G.SKILL OC World Cup 2025: CENS Wins Back-to-Back OC Champion Title
At Computex, overclocking gurus gathered to push hardware limits under extreme cooling. Using liquid nitrogen, they tackled a sequence of performance and stability benchmarks on platforms built around Intel Core Ultra 9 285K processors paired with ASUS ROG Maximus Z890 Apex motherboards. Each configuration ran G.SKILL DDR5 memory in 24 GB modules populated with SK hynix ICs.
May 27, 2025 — Source

Computer — Business News — May 23rd, 2025

Broadcom could face EU antitrust fines over 'punitive' VMware contract terms
Report slams Broadcom's unlawful practices after acquiring VMware
May 23, 2025 — Source

BT managers' union mulls options after 'derisory or non-existent' pay rise
Annoyed at poor or missing salary increase offer as Brit telco pays out dividend
May 23, 2025 — Source

Did Apple just buy another Seattle startup? Clues point to secretive acquisition
Apple appears to have made another stealthy startup acquisition in Seattle.
May 23, 2025 — Source

Lenovo thought it could surf geopolitics, until Trump's sudden tariff changes
Worries about uncertainty, even as AI pushes revenue and profit higher
May 23, 2025 — Source

Samsung Electronics Secures Two Leadership Positions in 3GPP
Samsung R&D Institute engineers Rajavelsamy Rajadurai and Lixiang Xu elected to chair and vice-chair positions, respectively.
May 23, 2025 — Source

SK hynix Presents Groundbreaking AI & Server Memory Solutions at DTW 2025
SK hynix presented its leading memory solutions optimized for AI servers and AI PCs at Dell Technologies World (DTW) 2025 in Las Vegas from May 19-22. Hosted by Dell Technologies, DTW is an annual conference which introduces future technology trends. In line with DTW 2025's theme of "Accelerate from Ideas to Innovation," a wide range of products and technologies aimed at driving AI innovation was showcased at the event.
May 23, 2025 — Source

Supermicro (SMCI) CFO Dumps 43 Percent Of His Stock Holdings
Supermicro (SMCI), a prominent player in the GPU-as-a-Service sphere and a leading retailer of liquid-cooled AI racks, is experiencing a veritable onslaught of insider selling at the moment, with the company's CFO becoming the latest officer to dump a significant portion of his holdings.
May 23, 2025 — Source

Synology Announces PAS7700, Active-Active NVMe Storage for Enterprise Applications
Synology today unveiled PAS7700, an active-active NVMe all-flash storage solution engineered to deliver uninterrupted high-performance services for enterprise mission-critical workloads. Combining dual-controllers with 48 NVMe SSD bays in a space-efficient 4U chassis, PAS7700 scales seamlessly to 1.65 PB of raw capacity with the addition of seven expansion units. PAS7700 features comprehensive support for a range of file and block protocols including NVMe-oF.
May 23, 2025 — Source

Computer — Business News — May 22nd, 2025

Alphacool at Computex 2025: High-Performance Waterblocks, Pumps, and Custom Loop Innovations
Alphacool's presentation at Computex 2025 highlighted an extensive suite of water-cooling solutions, each blending premium materials with thoughtful, user-friendly design. Beyond the already known Core 2 Aurora CPU AIO and Core GPU AIO, we saw new Apex-series and Core-series accessories, tubing, fittings, and chassis enhancements.
May 22, 2025 — Source

Apple, Tesla, and Nvidia shares to trade as digital tokens on crypto exchange Kraken
Kraken, a cryptocurrency exchange, intends to offer non-U.S. customers the ability to trade tokenized versions of popular stocks like Apple, Tesla, and Nvidia on a digital ledger. These "tokenized equities" aim to simplify access to U.S. stocks for international investors, enabling 24/7 trading, even outside U.S. stock market hours, similar to bitcoin.
May 22, 2025 — Source

Big tech's privacy paradox: Why regulatory alignment is now a technical imperative
The integration of Meta AI into WhatsApp represents a fascinating case study in how technical capabilities can undermine strategic positioning.
May 22, 2025 — Source

Can Xiaomi's New Xring O1 Chip Compete with Apple Silicon?
Xiaomi has entered the premium chip race. At a tech showcase in Beijing, founder Lei Jun unveiled the Xring O1, a 3-nanometer mobile processor aimed at powering its high-end devices. The chip will debut in three products, including the new Xiaomi Tablet 7 Ultra.
May 22, 2025 — Source

China Warns: Don't Help the US Enforce Huawei Chips Ban
The ongoing US ban on Huawei chips has sparked a new standoff, with China now threatening legal action against any entity that helps enforce US export restrictions, putting global tech companies in a bind. Despite these pressures, US bans have unintentionally strengthened Huawei's position in China's AI chip market, accelerating its comeback and innovation efforts even as it works to catch up with global semiconductor leaders.
May 22, 2025 — Source

Gigabyte showcases Project Stealth motherboards and graphics cards
At Computex this week, Leo catches up with the team at Gigabyte to get the rundown on new Project Stealth motherboards and graphics cards, new laptops, OLED gaming monitors and more.
May 22, 2025 — Source or Watch Video

I tried to sell my old tech at a PayMore store — here's the reality check I walked out withSource
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May 22, 2025 — Source

Lenovo Releases Fiscal Year 2024/25 Earnings Report
Lenovo Group Limited, together with its subsidiaries ('the Group'), today announced Q4 and full year results for the fiscal year 2024/25, reporting significant increases in overall group revenue and profit. For the full year, revenue grew 21% year-on-year to US$69.1 billion, marking the Group's second-highest annual revenue in its history.
May 22, 2025 — Source

Mass Production Of Apple's Large 18.8-Inch Foldable Mac Expected In 2027 Amid Amazon's Ambitions To Launch A Competitive Device With The Same Form Factor
Apple is planning to enter the foldable market as soon as next year with the iPhone Fold, and even though concrete details are not available, the company's ambitions stretch far beyond standard smartphones. It was previously reported that the company is working on a large 18.8-inch tablet, which could be a Mac or an iPad, depending on the operating system.
May 22, 2025 — Source

Palit Showcases Pandora NXNano with 157 AI TOPS at Computex 2025
At Computex 2025, Palit showed off its latest Pandora NXNano mini PC, bringing the power of NVIDIA Jetson Orin NX Super to a truly pocket-sized AI platform. At its heart sits an eight-core Arm Cortex-A78AE CPU paired with a 1,024-core Ampere-architecture GPU (32 Tensor Cores), delivering up to 157 TOPS of sparse AI throughput and 78 TOPS dense performance. Up to 16 GB of LPDDR5 memory (102.4 GB/s bandwidth) and a pre-installed 128 GB PCIe Gen 4 SSD ensure both data-intensive models and large datasets run smoothly.
May 22, 2025 — Source

Trump Administration Won't Back Down On AI Chip Restrictions On China At All, Denies "Easing" Request By NVIDIA's Jensen Huang
The US administration doesn't plan to stop AI curbs on China, even after the request of the nation's largest AI chip manufacturer, NVIDIA.
May 22, 2025 — Source

TSMC calls on Washington to drop tariffs on semiconductors made outside the U.S.
TSMC, Dell, and HP all say it's bad for business.
May 22, 2025 — Source or Source or Source

Computer — Business News — May 13th, 2025

AMD and HUMAIN Form Strategic, $10B Collaboration to Advance Global AI
Multi-year collaboration will deploy up to 500 megawatts of AI infrastructure, powered by the full spectrum of AMD compute and enabled by AMD ROCm Open Software Ecosystem.
May 13, 2025 — Source

Customers Show Little Interest in AMD Instinct MI325X Accelerators
AMD's Instinct MI325X accelerator has struggled to gain traction with large customers, according to extensive data from SemiAnalysis. Launched in Q2 2025, the MI325X arrived roughly nine months after NVIDIA's H200 and concurrently with NVIDIA's "Blackwell" mass-production roll-out. That timing proved unfavourable, as many buyers opted instead for Blackwell's superior cost-per-performance ratio.
May 13, 2025 — Source

NVIDIA And AMD Partner With A Saudi PIF Subsidiary To Build AI Factories With "Several Hundred Thousand Of NVIDIA's Most Advanced GPUs," AMD And HUMAIN To Invest $10 Billion
Now that the trade war 2.0 has seemingly fizzled, and the Biden-era AI diffusion rules are on their way out, much of the overhang surrounding NVIDIA shares in recent weeks and months has evaporated, leaving prospects for unbridled growth in its wake. Today, we've received the first inkling as to this oncoming explosive growth phase, courtesy of an agreement between NVIDIA and HUMAIN, the AI-focused subsidiary of Saudi Arabia's Public Investment Fund (PIF).
May 13, 2025 — Source or Source or Source

President Biden's rule restricting US AI chip exports has been rescinded
A replacement policy may become tied to ongoing tariff negotiations.
May 13, 2025 — Source

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