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2025-11-17

[News] Intel Reportedly Kills Off 8-Channel Diamond Rapids as Server Market Shifts to High-Capacity

According to ijiwei, Intel recently raised prices on legacy PC processors like Alder Lake and Raptor Lake. However, the company seems to be taking a different approach with servers. Team Blue has confirmed that 8-channel Diamond Rapids has been removed from the roadmap, with the focus shifting to 16...

2025-11-17

[News] TSMC Arizona Hit by Q3 Profit Drop; Recovery May Hinge on 2nd Fab 3nm Mass Production in 2027

As TSMC accelerates its expansion in the U.S., the performance of its American operations has drawn heightened attention. According to Commercial Times, TSMC’s U.S. subsidiary recorded NT$41 million in profit for the third quarter, a steep decline from NT$4.232 billion in the previous quarter. ...

2025-11-17

[News] Memory Crunch Ripples Across Chip Supply Chain: SMIC, NVIDIA, Device Makers Feel the Hit

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

2025-11-17

[News] NVIDIA Reportedly Preparing to Sell Full AI Server Systems in 2026, Raising Margin Risks for Partners

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

2025-11-17

[News] Memory Shortage Reportedly Triggers Order Caution from Smartphone Clients, Pressuring SMIC

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC...

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