SK hynix’s newly revealed technology roadmap positions the company to dominate the AI memory market through 2031. Their strategic investments in HBM5, custom memory solutions, and 400+ layer NAND could capture the lion’s share of the booming AI infrastructure market.
AMD has officially confirmed its Zen 6 architecture will power both server and consumer processors starting in 2026. The Venice EPYC and Medusa Ryzen families represent AMD’s most ambitious architectural leap yet, combining cutting-edge process technology with revolutionary firmware approaches.
Wolfspeed has cut its quarterly loss to $85.2 million following Chapter 11 restructuring and capital expenditure reductions. The silicon carbide specialist faces near-term revenue challenges despite progress in power products manufacturing.
NVIDIA’s Blackwell AI chips face explicit export bans to China under President Trump’s new restrictions. The decision extends a revenue crisis that has already reduced NVIDIA’s China earnings to zero.
The NVIDIA-China tech standoff reaches new heights as Beijing rejects the Blackwell B30A chip and President Trump positions as arbitrator. China’s domestic AI chip ecosystem emerges as formidable competition to American technology dominance.
China’s decision to ease restrictions on Nexperia chip exports marks a significant de-escalation in the semiconductor trade war. The move comes after a US-China trade truce and could prevent major auto production shutdowns worldwide.
Automakers are activating emergency “war rooms” as geopolitical tensions threaten semiconductor supplies. Honda has already cut production, while Stellantis and Volkswagen implement crisis management protocols to navigate the latest chip shortage.
Researchers have successfully combined graphene plasmonics with semiconductor lasers to create a new type of far-infrared laser capable of frequency up-conversion. This breakthrough enables generation of higher-frequency light from existing terahertz sources, potentially revolutionizing spectroscopy
Samsung Electronics has reported a stunning 160% quarter-over-quarter profit surge as artificial intelligence demand revitalizes its memory chip business. The recovery marks a dramatic turnaround from the semiconductor slump that plagued the tech giant earlier this year.
South Korean markets are smashing records as AI-driven semiconductor optimism converges with sweeping corporate governance reforms. The Kospi has soared 72% this year, outpacing regional peers and signaling a potential end to the long-standing “Korea discount” that has plagued valuations for decades
