Samsung’s HBM Comeback is Real, and It’s Overtaking Micron
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.
Category: Semiconductors
Samsung’s Exynos 2600 leak shows a 2nm beast with AMD power
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.
AI Demand Is Making Your RAM Upgrade Way More Expensive
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.
Chinese AI Chip IPOs Are Going Bananas. Can They Really Beat Nvidia?
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 $73 Billion Profit Forecast? It’s All About Memory
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.
Nvidia May Boost H200 Chip Output for China, But It’s Complicated
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
Cornell’s new transistor cuts gallium use, targets 6G and defense
Cornell University has developed a new high-power transistor architecture designed for 5G, 6G, and defense radar. The key innovation is building it on a single-crystal aluminum nitride substrate, which drastically reduces the need for imported gallium.
Trump Reverses Course, Lets Nvidia Sell H200 Chips to China
The Trump administration has agreed to let Nvidia sell its H200 AI chips to approved customers in China. The deal includes a 25% U.S. cut of sales and a mandatory security review. The move follows intense lobbying by Nvidia and its allies.
Trump’s 25% Chip Deal: A Short-Term Fix for a Long-Term War
In a surprising move, the US will allow Nvidia to sell its H200 AI chips to approved customers in China, but only if it pays a 25% cut of the profits. President Trump announced the deal on December 8, saying the same terms will apply to AMD and Intel. It’s a temporary truce in a much bigger tech war
NVIDIA Finally Cuts Off Driver Support for Older GPUs
NVIDIA has officially moved its older GPU architectures to legacy status. The new GeForce 590 drivers mark the end of game-ready driver updates for cards like the GTX 1080 Ti. Owners will now only receive critical security patches.