As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC�...

As South Korean media outlets Business Korea and the Chosun Daily report that Samsung plans to unveil the “Galaxy Z TriFold,” a smartphone that folds twice, on December 5, more details have surfaced about the tech giant’s renewed ambitions in foldables. According to the Chosun Daily, Samsung a...

Chip equipment maker Applied Materials reported its Q4 results this week, with China sales taking center stage as tightening export controls raise questions about the company’s  outlook. According to Reuters, Applied Materials said it expects spending on chipmaking equipment in China to fall in 2...