Please note that this article cites information from ijiwei, Nikkei, and TechNews. Following the memory price surge, price hikes are now spreading to the analog chip segment. According to ijiwei, sources say STMicroelectronics has sent a price increase letter to customers, stating that prices ac...

Please note that this article cites information from Samsung, Chosun Biz, and Yonhap News. AMD has secured HBM4 supply from Samsung, but the deal reportedly includes a key condition that could benefit Samsung’s foundry business. Samsung is expected to supply HBM4 for AMD’s Instinct MI455X GPU...

Amid uncertainty surrounding exports of NVIDIA’s H200 GPU to China, U.S. officials are reportedly weighing a new framework to tighten oversight of AI chip shipments. According to Reuters, Washington is considering rules that could require foreign governments to commit to investing in U.S. AI data ...

Rising memory prices have triggered a series of unusual phenomena across the industry. According to a column by Zhu Xi on TechNews, prices have been climbing since last year, driven by strong demand from AI servers and data centers. Beyond the expected drag on PC shipments this year, the near-runawa...

As leading chipmakers led by NVIDIA continue to ride the AI boom and press suppliers such as TSMC for more capacity, AMD struck a more cautious tone. At its Feb. 3 earnings call, the company forecast a modest decline in first-quarter revenue, even as stronger-than-expected AI chip shipments to China...