As NVIDIA forecasts a 70% surge in FY28 revenue, signaling that AI investment remains robust, the chipmaker is ramping up commitments to secure critical memory supply. According to Investopedia, NVIDIA's supply and capacity commitments, as disclosed in Q2 FY27, jumped to $279 billion from $119 billi...

Apple suppliers in China, Lens Technology and Luxshare, saw their first-half fortunes diverge sharply, as soaring memory prices squeezed the consumer electronics supply chain. According to South China Morning Post, Lens Technology’s net profit nearly halved to RMB 577 million (US$85.8 million) in ...

As substrates, like memory, emerge as a key AI supply-chain bottleneck, South Korean suppliers are ramping up capacity to close the gap with leading Japanese and Taiwanese players. According to Chosun Biz, semiconductor substrate utilization reached 89% at Samsung Electro-Mechanics and 94% at LG Inn...

Samsung is exploring a new approach to boost AI performance and efficiency on PCs. According to ZDNet, Samsung showcased its LPDDR5X-PIM paired with an edge AI accelerator SoC at Hot Chips. The company’s AI PC chipset under development, known as “GAIA,” is expected to incorporate LPDDR5X-PIM, ...

The memory price rally is showing no signs of slowing, with gains far outpacing expectations. According to Chosun Biz, South Korea’s DRAM export prices have surged 12.5-fold from their low three years and seven months ago, with the price per kilogram now 41.7 times that of silver. The report fu...