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2025-11-07

[News] Samsung Vice Chairman Chung Hyun-ho Retires; Permanent Business Support Office Replaces TF

Major leadership changes have been announced at Samsung. According to Chosun Daily, Vice Chairman Chung Hyun-ho, often described as Samsung Electronics’ “second-in-command,” has stepped down as head of the Business Support Task Force (TF) and retired from frontline management. The report adds ...

2025-11-07

[News] AMD Flags Intel–NVIDIA Deal Risks; Key Team Blue AI Executive Reportedly Moves to Rival

NVIDIA’s plan to co-develop chips for PCs and data centers with Intel has raised questions about the impact on longtime rival AMD. According to CRN, AMD noted in a recent SEC filing that Intel’s partnership with NVIDIA could “increase competition and adversely affect its business.” The repor...

2025-11-07

[News] SanDisk: NAND Undersupply Extends Beyond 2026 as Customers Seek 2027 Supply

As hyperscalers shift from AI training to inference workloads, the need for high-capacity memory is surging. While HBM benefits, NAND is also in high demand. SanDisk reports an undersupplied NAND market through the end of 2026, with customer conversations now pointing to tight supply extending into ...

2025-11-07

[News] Google Unveils 7th-Gen TPU Ironwood with 9,216-Chip Superpod, Taking Aim at NVIDIA

Google is advancing its lead in the custom silicon race with its Tensor Processing Units (TPUs). According to CNBC, the company’s seventh-generation TPU, known as Ironwood, is set to hit the market for public use in the coming weeks. In its press release, Google said Ironwood is designed to handle...

2025-11-07

[News] TSMC Reportedly Notifies Clients of 8–10% Sub-5nm Hike in 2026, Apple A- & M-Chips Affected

Amid growing speculation that TSMC has begun alerting clients to a 2026 price hike, new reports are adding fuel to the fire. According to a Naver post by leaker yeux1122, cited by MacRumors and Wccftech, the foundry giant has notified key customers—including Apple—of upcoming price increases for...

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