After 60 years in her home, 91-year-old Azalia King is being forced out to make way for Micron’s $100 billion chip plant. The deal comes after intense negotiations and legal threats, with the project already years behind schedule.
India’s semiconductor ambitions are gaining serious momentum with multiple major announcements. Fujifilm is building a materials factory, the government approved $810 million in component projects, and domestic companies are pushing homegrown AI solutions.
Samsung has retaken the number one position in global DRAM market share after trailing SK Hynix earlier this year. The company posted $13.942 billion in Q3 2025 revenue, a nearly 30% quarterly jump. This intense competition comes amid soaring AI chip demand driving memory prices higher.
The Chinese manufacturer behind most global Bitcoin mining machines is under federal investigation for potential national security threats. Bitmain’s equipment near US military installations raised alarms about remote manipulation vulnerabilities from China.
Nvidia just reported staggering Q3 results with $57 billion revenue and 73.4% gross margins. The AI arms dealer continues to dominate, but there are warning signs beneath the surface that suggest this party might not last forever.
Intel is preparing its 14A manufacturing process to be entirely focused on external customers rather than internal products. This strategic shift would require massive capital expenditure increases and push the company’s foundry breakeven timeline to late 2027. Company leadership believes investors
Peter Thiel’s hedge fund sold its entire Nvidia position worth about $100 million during the third quarter. This follows SoftBank’s massive $5.8 billion divestment from the chipmaker. Both sales come as investors grow increasingly wary of an AI bubble.
Amazon has reportedly joined Microsoft in backing the GAIN AI Act, which would require chipmakers to prioritize U.S. orders for advanced AI processors. The legislation is part of the National Defense Authorization Act and has drawn opposition from Nvidia.
Nvidia and Samsung are collaborating on a massive AI factory powered by over 50,000 Nvidia GPUs. The project will integrate Samsung’s semiconductor technologies with Nvidia’s platforms to create autonomous manufacturing environments. The partnership aims to revolutionize chip production through digi
Qualcomm delivered better-than-expected quarterly results with $11.27 billion in revenue and strong guidance. Despite the positive numbers, shares dropped 2% as analysts remain divided about the company’s future without Apple’s modem business. The chipmaker faces a complete phase-out of Apple modem
