Apple addressed concerns over potential memory shortages during its earnings call on the 29th, as Samsung and SK hynix are reported to be preparing price hikes for memory used in iPhones. According to ZDNet, Apple CEO Tim Cook said that memory costs had only a limited impact on gross margins in fisc...

As market buzz suggests DeepSeek plans to unveil its next-generation AI model over the Lunar New Year holiday, China has reportedly given the leading startup conditional approval to acquire NVIDIA’s H200 AI chips, though the regulatory terms are still being finalized, Reuters reports. DeepSeek ...

China is rumored to roll out new AI models during the Lunar New Year holiday in February. According to ijiwei, sources say that ByteDance and Alibaba are preparing to launch a new generation of flagship AI models around the period. Previously, EE Times China noted that recent updates to DeepSeek’s...

As Meta lifts its 2026 capital spending to US$115–135 billion—nearly double its 2025 outlay—CNBC reports that the company’s investment push remains in full swing. Commercial Times notes that Meta’s sustained capex momentum is directly driving stronger demand for AI servers and ASICs (appli...

Memory tightness persists. According to Nikkei Asia, sources say the three major memory chipmakers—Micron, SK hynix, and Samsung Electronics—have stepped up scrutiny of customer orders to prevent intentional inventory hoarding. The report adds that the three companies have tightened requirements...