According to TrendForce's latest memory spot price trend report, regarding DRAM, module sellers have mostly halted quote offerings for now, with DDR4 supply scarcity being the most pronounced. The spot market overall shows a widespread reluctance to sell. Meanwhile, in NAND, prices continue to climb...

After unveiling its first major in-house 18A product, Panther Lake, last week, Intel is renewing its push into the AI chip market following the limited success of its earlier Gaudi series. As announced at the OCP 2025 Global Summit and reported by Tom’s Hardware and Reuters, the company’s next-g...

According to Reuters, sources say that Renesas Electronics is exploring the sale of its timing division in a deal that could value the business at nearly $2 billion. The company is reportedly working with investment bankers at JPMorgan on the potential divestment, which is still in its early stages....

While NVIDIA flexed its muscle with giga-scale AI data center solutions and an expanding NVLink Fusion ecosystem, rival AMD took the stage at the 2025 OCP Global Summit with a slightly different approach. According to TechNews, CTO and EVP Mark Papermaster, speaking on “A Fully Open and Collaborat...

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...