As the AI boom fuels capacity expansion across logic and memory, silicon wafers are emerging as another key beneficiary, with tightening 12-inch supply driving prices higher. According to Commercial Times, new LTA prices in 2027 could rise 15%–25% for 12-inch epitaxial (epi) wafers and more than 4...

Rare earths are set to be a key focus of the upcoming meeting between U.S. President Donald Trump and Chinese President Xi Jinping. According to Reuters, the U.S. is expected to remain dependent on China for rare earths well into the 2030s despite rapidly expanding domestic mining and processing cap...

China’s two major memory chipmakers are accelerating capacity expansion. According to Commercial Times, CXMT’s monthly DRAM capacity is expected to rise from around 320,000 wafers currently to 420,000 wafers by 2027, while YMTC’s third Wuhan fab is set to begin operations by the end of 2026 an...

Meta is expanding its hardware push beyond smart glasses with new AI and VR devices. According to Reuters, Meta CEO Mark Zuckerberg unveiled Meta Charm, a small handheld device designed for the company’s new Muse AI assistant. About the size of an Apple AirPods case, it features a roughly 2-inch t...

As memory supply tightens and major chipmakers prioritize long-term contracts and higher-end products, Micron is reportedly phasing out its 2 GB GDDR7 chips used in several NVIDIA GeForce RTX 50-series graphics cards. TechPowerUp and Gazlog, citing UNIKO's Hardware, report that the products have rea...