Surging AI demand and mining disruptions in Africa are putting the EV industry at risk of a tantalum capacitor supply crunch in 2026. TrendForce notes that as of August 11, tantalum ingot prices had jumped from RMB 2,600/kg at the end of 2025 to RMB 6,650/kg, nearly tripling. While upstream smelters...

At Hot Chips 2026, Micron highlighted the growing “memory wall” challenge as AI compute advances outpace memory improvements. As noted by Maeil Business Newspaper, Micron Fellow Raghu Sriramaneni, who specializes in HBM design architecture, warned that the gap may be worsening in the AI era. He ...

Xiaomi has unveiled the long-awaited XRINGO3 on August 24. According to EE Times China and IT Home, the 3nm chip is the world’s first mobile processor to support LPDDR6, delivering speeds of up to 10,667Mbps and memory bandwidth of 113.8GB/s, a 48% increase over the XRING O1. Jiemien News adds ...

Following CXMT’s IPO, Yangtze Memory Technologies (YMTC) has also had its STAR Market IPO application accepted. According to 21jingji, YMTC plans to raise RMB 33 billion. Of the proceeds, RMB 20.8 billion will be invested in upgrading its mass-production lines to optimize existing manufacturing pr...

NVIDIA is reportedly moving to raise prices across its AI server ecosystem. According to Bloomberg, sources say prices for servers powered by NVIDIA’s AI chips will increase by more than 15% for some of its biggest customers. The hikes will apply to systems shipped early next year, including those...