AI systems are consuming massive amounts of NAND storage, causing prices to skyrocket. The TLC 1TB NAND price jumped from $4.80 in July to $10.70 in October. Companies may respond by reducing storage capacities in future devices.
Intel’s chief technology and AI officer Sachin Katti is leaving for OpenAI after just six months in the role. This marks the second time this year Intel has lost a top AI executive as the company struggles to compete with Nvidia and AMD. CEO Lip-Bu Tan will now take over Katti’s responsibilities.
Nvidia CEO Jensen Huang says there are no active discussions about selling Blackwell accelerators to China. The announcement comes as both US restrictions and Chinese domestic pressure create a perfect storm for the chipmaker.
German car parts supplier Aumovio confirms Nexperia chip exports from China have resumed following Beijing’s export ban. The month-long stoppage occurred after the Dutch government seized control of the Netherlands-based chipmaker. While exports are flowing again, automotive supply chains face signi
SoftBank Group was reportedly in talks to acquire chipmaker Marvell Technology earlier this year. The deal would have been the semiconductor industry’s largest-ever acquisition. Talks ultimately collapsed over disagreement on terms.
Qualcomm’s management revealed during their Q4 2025 earnings call that they expect to supply 75% of chips for Samsung’s upcoming Galaxy S26 series. This represents a significant shift from the 100% share they currently hold with the Galaxy S25. The remaining 25% will go to Samsung’s in-house Exynos
Intel is preparing initial support for its Crescent Island platform in the upcoming Linux 6.19 kernel. This continues Intel’s pattern of early open-source enablement for future hardware. The move ensures Linux compatibility when the hardware eventually launches.
AMD is facing a patent lawsuit from Adeia over its 3D V-Cache technology used in Ryzen X3D processors. The company has a history of similar lawsuits against major tech firms. This looks like textbook patent trolling behavior.
AMD has disclosed a high-severity security vulnerability affecting its Zen 5 processors that compromises hardware-based random number generation. The flaw could lead to predictable encryption keys and affects Ryzen 9000 series, Threadripper 9000, and Epyc Turin chips. Mitigations are rolling out now
IP licensing firm Adeia has filed two patent infringement lawsuits against AMD, targeting the hybrid bonding technology behind AMD’s successful 3D V-Cache processors. The legal battle could force AMD to pay significant licensing fees and potentially impact future product roadmaps in the competitive
