Nvidia, Samsung team up to develop next-gen NAND memory chips: report

Samsung Electronics is collaborating with Nvidia (NVDA) to accelerate the development of next-generation NAND flash memory ...
The Diplomat

Moving Up, Locked In: The Hidden Costs of ASEAN’s Semiconductor Push

As the region moves up the chip value chain – toward AI development, advanced logic, and high-bandwidth memory – U.S. regulatory pressures increase.

AI is gobbling up the world’s memory chips, sending smartphone prices to record highs, report says

A global shortage in memory chips sparked by artificial intelligence has dealt a “tsunami-like shock” to the smartphone industry, pushing prices to all-time highs, according to a new report.

Apple Reportedly Agrees to 100% Price Hike on Samsung Memory Chips

Apple has agreed to pay Samsung twice as much for the LPDDR5X memory chips that it needs for ongoing iPhone 17 production, claims a report from Korean outlet Dealsite. According to the report's ...
Semiconductor Engineering

AI Energy Gap And Chiplets: Why Data Movement Matters

Panelists repeatedly highlighted that AI compute scaling is dramatically outpacing traditional Moore’s Law transistor efficiency improvements. As compute density increases, energy consumed in data ...
Forbes

2026 Is The Year Of Semiconductor Capacity Constraints

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Hand holding ram memory chips inside gaming pc, symbolizing hardware shortages and rising ...
The New York Times

How China Built a Chip Industry, and Why It’s Still Not Enough

More than a decade into Beijing’s push for self sufficiency, Chinese firms are producing fewer, lower-performing chips than their foreign competitors. By Meaghan Tobin Reporting from Taipei, Taiwan At ...
Digi Times

Global semiconductor industry, 2026

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026. Abstract DIGITIMES estimates ...
Purdue University

Purdue leads nationwide initiative tackling semiconductor talent shortage

WEST LAFAYETTE, Ind. — Purdue University’s Chipshub is leading the charge to bolster available workforce talent for the semiconductor industry by providing free online access to cutting-edge ...
Network World

Intel teams with SoftBank to develop new memory type

Four years after killing off its Optane memory products, Intel is getting back into the memory business by partnering with a SoftBank subsidiary to launch a new “ZAM” memory technology. ZAM, or ...
The Motley Fool

Why the iShares Semiconductor ETF Rallied 12% in January

The AI buildout continues to boost chip stocks. However, January's winners were not uniform, as other parts of the sector are now getting a boost besides Nvidia GPUs. And yet, it was likely the ...