The memory market is in a full-blown melt-up, with SanDisk’s stock rocketing 1,755% since its debut. AI demand is so strong that supply can’t keep up, and the biggest companies are warning the crunch will last for years. For regular consumers, it’s about to get expensive.
A new forecast shows a major shakeup in smartphone chip shipments for 2026. While Samsung is projected to grow, MediaTek could take a massive 8 percentage point hit. The mid-range market slowdown is turning up the heat.
Samsung’s memory division is riding high on the AI boom, posting massive revenue and locking in key HBM4 deals with NVIDIA. However, the success story is tempered by rising costs in its smartphone business, which may lead to price increases for consumers.
Oxford Instruments has signed an equipment supply deal with Applied Optoelectronics (AOI). The agreement will support AOI’s expansion of indium phosphide (InP) optoelectronic device manufacturing in Texas.
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.
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.
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.
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
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.
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.
