With Micron, SanDisk, and Samsung already raising prices, SK hynix is now the latest memory giant to jump on the bandwagon. According to China’s Wallstreetcn, citing supply chain sources, SK hynix has increased its consumer DRAM chip/die prices by 12%. According to No Cut News, SK hynix said at...

NVIDIA CEO Jensen Huang visited China in mid-April, just days after the U.S. government imposed new restrictions on the company’s H20 AI chips—models specifically developed for the Chinese market. According to Reuters, citing The Information, NVIDIA has reportedly notified key Chinese customers�...

As the U.S. tightens export controls on NVIDIA’s H20 chips, Huawei is stepping up with a broader ambition in semiconductors. According to the Financial Times, the company is swiftly building an advanced chip production line in Shenzhen to manufacture 7nm smartphone and Ascend AI processors, implyi...

Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...