Micron Technology’s latest earnings reveal an AI-driven memory crunch. The company is sold out of high-bandwidth memory and sees the market exploding to $100 billion within a few years, fueling a major stock rally.
Samsung has officially denied rumors it was ending production of SATA SSDs. This is good news for a market facing a massive memory shortage, but significant price hikes are still expected due to AI demand.
A new forecast warns that soaring memory chip costs will likely cause a global smartphone shipment decline in 2026. The low-end market is facing the most severe pressure, forcing manufacturers to make tough choices.
The AI infrastructure arms race just got another huge data point. Broadcom has confirmed that AI lab Anthropic is the mystery customer behind a massive $10 billion custom chip order.
Nintendo’s market value has plummeted by $14 billion as fears over memory chip shortages intensify. The cost of key components for the Switch 2 has skyrocketed, putting future console pricing in serious doubt.
Empower Semiconductor is scaling up its operations to support its AI power platform. The company has opened a new headquarters in Milpitas, California, and an R&D center in Munich, Germany.
The U.S. Department of Justice has detained two men accused of running a smuggling network to ship Nvidia’s advanced AI chips to China. The scheme allegedly involved relabeling the restricted H100 and H200 GPUs. A third defendant has already pleaded guilty.
NVIDIA has a path to resume H200 chip sales in China under a new Trump-era export framework. The catch? A quarter of all revenue from those sales goes directly to the U.S. Treasury. It’s a creative, but highly unusual, workaround to strict tech controls.
Broadcom shares surged to an all-time high Monday on reports Microsoft may move its custom chip business from Marvell Technology to Broadcom. This follows news Amazon might also shift future Trainium chip development away from Marvell.
TSMC’s advanced chip packaging lines are completely maxed out, forcing the giant to outsource orders for the first time. This is a direct result of insatiable demand from AI players like NVIDIA and AMD. The move could ease bottlenecks but also boosts competitors.
