A wild report from Korea suggests Samsung’s own semiconductor division is refusing to supply its consumer electronics arm with RAM unless it pays sky-high prices. Samsung has flatly denied the internal dispute, but the underlying market chaos is undeniable. AI companies are vacuuming up memory, send
Helium isn’t just for balloons. Its unique properties make it essential for cooling, cleaning, and precision in semiconductor manufacturing. With global supply under pressure, the entire tech world has a problem.
In a major shift, Micron is shutting down its entire Crucial consumer division. The company will stop shipping Crucial-branded SSDs and RAM to retailers by the end of its fiscal Q2 in February 2026. This move underscores the overwhelming pull of AI on memory supply chains.
A new startup called Vinci has come out of stealth with $46M in funding and a bold claim: its AI-powered simulation software runs up to 1000x faster than conventional tools. It’s already being tested by major semiconductor companies.
Marvell Technology is looking to make a massive acquisition to supercharge its AI capabilities. The potential $5+ billion deal for Celestial AI highlights the fierce competition to solve a critical bottleneck.
Intel’s CEO is standing by former TSMC executive Wei-Jen Lo amid allegations of trade secret theft. The executive allegedly took 80 boxes of data and misled TSMC about his post-retirement plans. This marks the second major trade secrets case involving TSMC this year.
Nvidia’s November was anything but smooth. The chip giant saw its stock tumble 11% amid Google competition fears and vocal critics like Michael Burry questioning its AI bubble position. Even record earnings couldn’t fully calm investor nerves.
Michael Burry has disclosed he holds put options against both Nvidia and Palantir, calling Nvidia’s recent memo “disingenuous” and full of “straw man” arguments. The investor, famous for predicting the 2008 housing crash, says AI companies are dangerously extending chip depreciation timelines. His b
TSMC is building three additional 2nm chip production facilities in Taiwan with an initial investment of $28.6 billion. The move comes as existing plants can’t meet overwhelming demand, particularly from Apple which has secured over half the initial supply for iPhone 18 chips. This massive expansion
The Trump administration is quietly debating whether to allow Nvidia to sell its advanced H200 AI chips to Chinese companies. This potential policy shift could dramatically impact both Nvidia’s revenue and China’s domestic chip industry.
