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Category: Semiconductors

Alibaba Stock Jumps on China’s Nvidia H200 Chip Plans
AIComputingSemiconductors

Alibaba Stock Jumps on China’s Nvidia H200 Chip Plans

Alibaba’s stock climbed as much as 4.8% in Hong Kong, its biggest gain since November 24. The rally follows reports that China plans to approve imports of Nvidia’s H200 AI chips as soon as this quarter, with Alibaba privately expressing interest in over 200,000 units.

by Darren HoltJanuary 9, 2026
Samsung’s Memory Boom Drives Record Profits, But Phones Get Pricier
HardwareManufacturingSemiconductors

Samsung’s Memory Boom Drives Record Profits, But Phones Get Pricier

Samsung’s preliminary results show operating profit surging to around 20 trillion won ($13.78B) in Q4 2025, nearly triple the year-ago figure. The AI-driven memory boom is the clear driver, even as the company considers raising prices for its next flagship smartphones in some markets.

by Darren HoltJanuary 8, 2026
Phlux’s New IR Sensors Promise Big Gains for LiDAR and Fiber Optics
HardwareInnovationSemiconductors

Phlux’s New IR Sensors Promise Big Gains for LiDAR and Fiber Optics

Phlux Technology is showing off its Aura family of “Noiseless” InGaAs APD sensors. The company claims they offer huge sensitivity boosts for applications like LiDAR and fiber optic testing, which could translate into cheaper, smaller systems.

by Leo RenshawJanuary 7, 2026
Intel’s Panther Lake iGPU is shockingly close to an RTX 3060
ComputingHardwareSemiconductors

Intel’s Panther Lake iGPU is shockingly close to an RTX 3060

According to HotHardware, Intel’s upcoming Panther Lake processors with the Arc B390 integrated GPU are posting gaming performance that rivals older discrete graphics cards. In tests, it nearly matched a mobile GeForce RTX 3060 in *Shadow of the Tomb Raider* and came close to a Radeon RX 6800S in ot

by Leo RenshawJanuary 7, 2026
Micron’s New PCIe 5 SSDs Skip the Gamer Brand, Target Budget PCs
ComputingHardwareSemiconductors

Micron’s New PCIe 5 SSDs Skip the Gamer Brand, Target Budget PCs

Micron has announced a new line of affordable PCIe 5 SSDs aimed at OEMs building budget gaming systems. The DRAM-less 3610 drives promise speeds up to 11,000MB/s and will come in 1TB to 4TB capacities. They mark the first consumer-adjacent drives since the Crucial brand was shuttered.

by Leo RenshawJanuary 7, 2026
Nvidia’s New Chips Just Tanked the Cooling Industry
ComputingHardwareSemiconductors

Nvidia’s New Chips Just Tanked the Cooling Industry

Nvidia’s latest AI chip announcement sent shockwaves through the industrial cooling sector. The new Rubin platform’s integrated design could make traditional liquid cooling systems less critical, sparking a major sell-off.

by Darren HoltJanuary 7, 2026
AMD’s 2026 Kickoff: A New Gaming King and an AI Army
ComputingHardwareSemiconductors

AMD’s 2026 Kickoff: A New Gaming King and an AI Army

AMD has unveiled its new flagship gaming CPU, the Ryzen 7 9850X3D, boasting a 5.6 GHz boost clock. Alongside it, the company announced a sprawling lineup of AI-focused mobile and desktop processors, all slated for a Q1 2026 release.

by Mason DraytonJanuary 6, 2026
AMD’s new AI chips are faster, but do we need them?
AIHardwareSemiconductors

AMD’s new AI chips are faster, but do we need them?

AMD is launching its Ryzen AI 400 series processors, featuring more powerful XDNA 2 NPUs and the first Copilot+ chips for desktops. The top model boasts 12 Zen 5 cores and a 60 TOPS NPU, promising significant performance gains. Yet, the real-world need for this AI horsepower remains a big question.

by Mason DraytonJanuary 6, 2026
Nvidia’s Rubin AI Chip Is Here, and It’s a Monster
AIComputingSemiconductors

Nvidia’s Rubin AI Chip Is Here, and It’s a Monster

Nvidia just announced its next-generation Rubin AI accelerator is in production and on track for customer deployment in the second half of the year. The chip promises a 3.5x boost in AI training and a 5x jump in running AI models, with Microsoft among the first to get it.

by Mason DraytonJanuary 6, 2026
AMD’s Ryzen AI 400 Series: A Slight Speed Bump for 2026
ComputingHardwareSemiconductors

AMD’s Ryzen AI 400 Series: A Slight Speed Bump for 2026

AMD has announced its next-generation Ryzen AI 400 series laptop processors, set to arrive in Q1 2026. The chips offer modest clock speed improvements over last year’s models and pack powerful NPUs to handle Windows Copilot+ features and creative apps.

by Leo RenshawJanuary 6, 2026

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