Memory is not the only segment seeing price momentum. China’s leading foundry, SMIC, has increased prices for certain production lines by around 10%, according to local outlet Security Times. Notably, while the increases are expected to take effect shortly, some sources cited by the report note...

Intel is reportedly rethinking its CPU architecture, with leaks pointing to notable changes across upcoming processors. According to NotebookCheck, citing YouTube leaker RedGamingTech, Intel is planning an ambitious future CPU lineup that could involve major architectural shifts, including a possibl...

As memory prices surge, PC makers are moving to pass costs onto consumers while scrambling to secure chip supply ahead of potentially larger price swings in the market by mid-2026. Yicai Global reports that a top-tier PC company recently made intensive visits to major memory suppliers—including Sa...

Following reports that NVIDIA is set to start shipping H200 chips to China by mid-February next year, the country’s top tech firms appear to be accelerating their AI investments. The Financial Times reports that ByteDance, TikTok’s parent company, is preparing to boost its AI spending in 2026, w...

Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. This would mark the first tim...