Samsung is reportedly set to begin mass production of its sixth-generation high-bandwidth memory (HBM4) chips in February 2026. These chips, which passed Nvidia’s quality tests, are destined for the upcoming Vera Rubin AI accelerator system launching in late 2026. The move is a strategic play to sec
2025 was a tale of two chip giants. Nvidia rode the AI wave to a $5 trillion peak, while Intel cut 24,500 jobs and saw key leaders depart. Their paths highlight a massive industry shift.
In a move that’s more warning than weapon, the US will impose tariffs on semiconductors from China starting in 2027. The initial rate, however, is set at zero percent, turning the policy into a long-term bargaining chip.
SK hynix and Nvidia are developing a specialized AI SSD that could be ten times faster than current drives. The proof-of-concept, targeting a 2026 prototype, aims to smash data bottlenecks in AI inferencing workloads.
Samsung’s high-bandwidth memory business is staging a major recovery. After a rough start to 2025, the company has now surpassed Micron in quarterly market share thanks to key customer wins.
Key specs for Samsung’s next flagship chip have surfaced online. The Exynos 2600 is tipped to use a cutting-edge 2nm manufacturing process and a 10-core CPU design paired with an AMD GPU, potentially for the Galaxy S26 series.
G.Skill has confirmed that AI companies are buying up the vast majority of DRAM supply, causing severe shortages and skyrocketing prices. With shortages expected to last until at least 2028, the cost of building or upgrading a PC is set to soar.
Two Chinese AI chipmakers, MetaX Integrated Circuits and Moore Threads, have seen their shares skyrocket in recent Shanghai IPOs. This investor frenzy highlights China’s intense push to build a domestic semiconductor ecosystem and challenge Nvidia’s dominance, especially under U.S. export restrictio
Samsung’s business is set for a massive turnaround. After a tough few years, analysts now project a $73 billion operating profit for 2026, driven by surging memory prices and key foundry wins.
According to CNBC, Nvidia is evaluating adding production capacity for its H200 AI chips after orders from Chinese clients exceeded current output. This follows a U.S. decision to allow H200 exports to China with a 25% fee. However, the Chinese government has yet to approve any purchases, holding em
