Beijing’s latest push for tech self-reliance might be backfiring. After reportedly ordering all state-backed data centers to use only domestic AI chips—effectively shutting out NVIDIA—China could now be facing a deepening chip crunch. According to The Wall Street Journal, the shortage has beco...

DRAM prices are continuing to rise. According to Chosun Biz, industry sources on the 11th said that with a tightening supply of general-purpose DRAM, prices are expected to keep climbing, and SK hynix’s operating margin for this segment is projected to exceed 70%. The report adds that since much o...

According to TrendForce's latest memory spot price trend report, regarding DRAM, while DDR4 and DDR5 spot prices have been climbing due to sellers holding back, quotes for DRAM chips have already surpassed module quotes, signaling a likely short-term surge in module prices. Meanwhile, in NAND, 512Gb...

ASML, the Dutch semiconductor equipment maker that produces machines essential for advanced chip manufacturing, has unveiled a new campus in South Korea. According to ZDNet, ASML held an opening ceremony for its new “Hwaseong Campus” in Gyeonggi Province on the 12th. The report adds that ASML in...

Shortly after reporting record Q3 sales and forecasting even higher Q4 revenue on the AI boom, AMD painted a more bullish, concrete growth picture at its first analyst day in three years, according to Reuters and CNBC. The chipmaker now expects annual data center chip revenue to hit $100 billion wit...