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2025-12-05

[Exclusive] Memory Crunch Hits PCs: Dell Hikes Prices 15-20% Mid-December, Lenovo from January 2026

Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze. Industry sources revealed today that Lenovo has begun notifying clients of coming price hikes, with adjustments set to take effect in early 2026 as market pressures mount. ...

2025-12-05

[News] US Lawmakers Seek 30-Month Ban on Advanced AI Chips to China, Hitting NVIDIA H200 and Blackwell

The U.S. is moving to tighten its grip on AI-related technologies, with lawmakers pushing to block China’s access to advanced American AI capabilities. According to Financial Times, a newly introduced bipartisan bill would bar NVIDIA from supplying China with its high-end H200 and Blackwell proces...

2025-12-05

[News] Inside Huawei’s Patent Playbook: GPU Dominance and Sub-2nm Ambitions Under Sanctions

As China accelerates its push for semiconductor self-sufficiency, all eyes are on how leading tech firms are advancing cutting-edge technologies under U.S. sanctions, with Huawei clearly at the forefront. According to Nikkei, the Chinese chip giant has dramatically ramped up GPU-related patent filin...

2025-12-05

[News] UMC Teams With Polar to Boost 8-Inch Output, Accelerating U.S. Manufacturing After Intel Partnership

Taiwan’s UMC is pushing into “Made in America.” On the 4th, the company announced that it has signed an MOU with U.S. foundry Polar Semiconductor to explore collaboration opportunities in 8-inch wafer manufacturing in the U.S.. According to Economic Daily News, UMC emphasized that this partner...

2025-12-05

[News] Intel Eyes EMIB to Ramp up in 2H26; 18A‑P/18A‑PT Moves Toward External Adoption

As interest around Intel’s EMIB (Embedded Multi-die Interconnect Bridge) continues to build—including reports linking it to a Google-MediaTek TPU—the industry is watching closely for signs of a real ramp. According to Intel’s Corporate Vice President John Pitzer, the technology is expected t...

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