With memory prices climbing at an unprecedented pace, PC and smartphone makers are feeling the strain, and the impact may extend even further. According to NotebookCheck, citing South Korean outlet Hankyung, NVIDIA and AMD are reportedly considering phasing out mid- to low-end gaming graphics cards,...

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...

NVIDIA’s plan to co-develop chips for PCs and data centers with Intel has raised questions about the impact on longtime rival AMD. According to CRN, AMD noted in a recent SEC filing that Intel’s partnership with NVIDIA could “increase competition and adversely affect its business.” The repor...

Shortly after announcing its “AI Megafactory” partnership with NVIDIA, where over 50,000 Team Green’s GPUs will drive chip production, Samsung is reportedly racing to clear NVIDIA’s HBM4 qualification. According to DealSite, the South Korean memory giant aims for final certification in early...