Please note that this article cites information from EBN News,  ZDNet, Micron, and News Tomato. Memory giants are reportedly moving toward multi-year supply agreements to enhance stability, with potential deal structures and prospective customers beginning to take shape. According to EBN News, i...

While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Mic...

Microsoft unveiled its latest in-house AI chip, Maia 200, marking a further push into custom silicon for data-center AI workloads. According to the company’s press release, the chip is fabricated on TSMC’s 3nm process and features native FP8 and FP4 tensor cores designed to enhance performance a...

Memory prices are climbing, reportedly affecting the product planning of major game console makers. According to ITHome, citing Insider Gaming, sources say console manufacturers Sony and Microsoft are weighing whether to delay the next generation of consoles beyond their originally targeted 2027–2...

As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...