Semiconductors

AI Chips Nvidia Graphics Processing Units Chip Design Memory Chips Chip Manufacturing Chips Intel NVIDIA GPUs

Samsung Says Memory Shortages Will Worsen in 2027 as Capacity Shifts to AI Customers

Multi‑year deals from AI and data center buyers are taking the bulk of wafer output and leaving fewer chips for consumer memory and storage, keeping prices high.

3 ARTICLES

2w ago

Japan Awards Noetra Big-Machine AI Factory Built With Nvidia Vera Rubin Hardware

24 ARTICLES

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Apple Skips High-End M6 Chips to Fast-Track AI-First M7 Roadmap

9 ARTICLES

last mo.

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

3 ARTICLES

last mo.

Marvell Wins Wall Street Backing as Custom AI‑Chip Partners Gain Ground

6 ARTICLES

last mo.

Samsung Reportedly Developing 4nm Arm AI Accelerator 'Gaia' for PCs

10 ARTICLES

last mo.

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

9 ARTICLES

last mo.

Oxmiq Raises $35M to License a CUDA‑Compatible GPU Architecture

7 ARTICLES

last mo.

Leaked Tips Name Two 2nm Snapdragon 8 Elite Chips and Several 3nm Variants

4 ARTICLES

2mo ago

Nvidia’s Data‑Center Boom Fuels Massive Buyback as Supply Tightness and New Chips Loom

3 ARTICLES

2mo ago

Google Reportedly in Talks With Samsung to Build Part of Its Next TPU

8 ARTICLES

2mo ago

Industry Declares 2026 'Year of Agents' as Chips, PCs and Data Centers Shift

4 ARTICLES

2mo ago

Nvidia Unveils RTX Spark Superchip for AI PCs

13 ARTICLES

2mo ago

Samsung Ships World’s First 12‑Layer HBM4E Samples

4 ARTICLES

2mo ago

AMD's Push to Lead AI Infrastructure Faces Packaging and Memory Limits

11 ARTICLES

3mo ago

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

Semiconductors

Samsung Says Memory Shortages Will Worsen in 2027 as Capacity Shifts to AI Customers

Nvidia Stock Rises on AI-Server Demand and Large Bookings Backlog

Taiwan Detains Nvidia Employee in Probe of Alleged Supermicro AI‑Chip Smuggling

Intel’s Strong Q2 Shows Revenue and Margin Recovery

Etched Raises $300 Million at $10.3 Billion Valuation

Japan Awards Noetra Big-Machine AI Factory Built With Nvidia Vera Rubin Hardware

Apple Skips High-End M6 Chips to Fast-Track AI-First M7 Roadmap

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

Marvell Wins Wall Street Backing as Custom AI‑Chip Partners Gain Ground

Samsung Reportedly Developing 4nm Arm AI Accelerator 'Gaia' for PCs

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Semiconductors

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

Oxmiq Raises $35M to License a CUDA‑Compatible GPU Architecture

Leaked Tips Name Two 2nm Snapdragon 8 Elite Chips and Several 3nm Variants

Nvidia’s Data‑Center Boom Fuels Massive Buyback as Supply Tightness and New Chips Loom

Google Reportedly in Talks With Samsung to Build Part of Its Next TPU

Industry Declares 2026 'Year of Agents' as Chips, PCs and Data Centers Shift

Nvidia Unveils RTX Spark Superchip for AI PCs

Samsung Ships World’s First 12‑Layer HBM4E Samples

AMD's Push to Lead AI Infrastructure Faces Packaging and Memory Limits

Cerebras Stock Fueled by Institutional Buys and Fast‑Track S&P Inclusion After Volatile IPO

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Semiconductors