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DRAM and NAND costs reportedly reached ~90% of smartphone prices, squeezing low-end handset profitability.
Bernstein estimated Tesla's Terafab semiconductor project could cost up to US$5T.
SK hynix will keep HBM shipments steady and targets HBM4E sampling this year.
PC makers report Intel and AMD CPU shortages with lead times stretching up to six months amid AI-driven demand.
Arm's self-developed chip move is creating ecosystem friction, with TSMC-backed GUC highlighted as potentially impacted.
Analysis notes Tesla's Terafab being near Samsung's Taylor fab, signaling tighter semiconductor ecosystem clustering.
Nanya Technology secured a major private placement involving Kioxia and SanDisk.
Samsung and SK hynix increased investment in their China fabs in 2025 amid a memory demand surge.
Siemens EDA showcased agentic AI aimed at cutting chip design cycles significantly.
Intel released Xeon 600 chips and announced new vPro Panther Lake CPUs, positioning the vPro platform around AI features.
SK hynix placed a record US$8B order for ASML EUV machines (up to ~30 tools) for HBM and advanced DRAM over two years.
Vera Rubin NVL72 rack prices reportedly rose to as much as US$8.8M each while server makers' margins remain tight as Nvidia moves toward shipping full-scale…
Denso proposed acquiring Rohm to strengthen automotive and power control.
Samsung's 2nm yield reportedly surpassed 60% after tripling over six months.
Arm launched its first data center CPU silicon, a 136-core chip targeting AI infrastructure, with Meta as lead partner.
Semianalysis argues Nvidia is expanding its dominance in inference, extending its platform footprint.
Alibaba unveiled XuanTie C950 and C925, advancing RISC-V into AI and edge computing.
Explainer: why Nvidia's Groq LPU runs on Samsung silicon, tied to scale and inference strategy.
Samsung is reportedly in talks with Google and Microsoft on long-term memory supply agreements.
Nvidia opens server racks to rival chips, expanding its cloud infrastructure systems role.
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance.
AMD outlined its enterprise CPU and GPU roadmap including Venice, Verano, Zen 6, Helios, and CDNA updates.
Digitimes reports Nvidia is pushing deeper into AI inference to counter custom chip rivals.
SK hynix plans to adopt TSMC 3nm for HBM4E to gain an edge over Samsung.
Elon Musk formally launched a US$20B TeraFab chip project aiming to make chips, memory, and package processors under one roof, targeting a terawatt of annual…
Digitimes projects China's AI GPU self-sufficiency could reach 80% by 2030, increasing challenges for Nvidia.
HiSilicon unveiled a self-developed CIS chip, potentially disrupting the global image sensor supply chain.
A report claims Tesla is snubbing TSMC while building a more sovereign chip supply chain.
Digitimes reports Samsung secured an OpenAI HBM4 supply deal and is shifting foundry capacity accordingly.
TrendForce forecasts 24.8% growth in foundry revenue in 2026, with selective price increases emerging.
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