Korean chip manufacturer SK hynix had been planning to double its memory production capacity by 2030 and 2031 from current levels, even before a request from NVIDIA CEO Jensen Huang, suggests a report from the Korean media. The NVIDIA CEO wrote "please make more" on a hynix wafer at the Computex conference in Taiwan, and supply chain sources suggest that the memory manufacturer plans to expand its DRAM wafer input capacity to one million per month by 2030. SK hynix's Chinese Production Facilities To Play Key Role In Memory Production Capacity Expansion, Says Report With the passage of time, as […]

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While China develops workarounds to US sanctions of high-end extreme ultraviolet (EUV) machines, the shortage in the memory industry due to high demand from AI chips has created an opportunity for Chinese firms to gain market share, suggests a report from the Korean media. The aggressive approach, led by the Chinese government, has narrowed down the gap between China and Korea for HBM memory to three years, says the report. At the center of the rapid gain is China's CXMT, which also plans to issue its shares through an IPO in order to raise capital. China's CXMT Expected To Hit […]

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Higher memory prices are expected to make their impact on the PC and server markets in the second half of this year and the first quarter of 2027, says investment bank UBS. The bank discussed computer hardware firm Dell in an investment note where it bumped the share price target to $440 from $243 and lifted the firm's earnings estimates for the fiscal years 2027 and 2028. UBS' coverage came after Dell's fiscal first quarter earnings report saw it post an 88% annual revenue growth on the back of a 757% AI server revenue bump. Memory Pressure On Dell's Server […]

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After Huawei made a big announcement earlier this week about its Tau scaling technology, through which it aims to achieve a transistor density similar to the 14 Angstrom (14A) manufacturing process technologies from leading chip manufacturers such as TSMC and Intel, semiconductor analyst Dr. Ian Cutress believes that the announcement compares unrelated aspects of a chip's performance specifications. He discussed the announcement in detail in the TechTechPotato podcast and added that the firm's research paper outlining its Tau scaling technology appeared to be written with AI. Huawei's Tau Scaling Technology Has Been Researched For Decades, Says Chip Expert Cutress started […]

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US memory giant Micron believes that the shortage in the memory market when it comes to HBM, NAND and DRAM products will last well beyond calendar year 2026. Micron's thoughts were shared by JPMorgan in an investment note where the bank shared insights that the firm's management shared at the 54th J.P. Morgan Annual Global Technology, Media and Communications (TMC) Conference held in Boston, Massachusetts. JPMorgan Convinced About Multi-Year AI Memory Bull Case Following Micron's Presentation In its coverage, JPMorgan outlines that at the TMC Conference, Micron remarked that it expects tightness in the memory market to continue beyond calendar […]

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NVIDIA CFO Collette Kress blames other firms for suffering in the ongoing memory shortage. In an interview with Tae Kim, Kress shared how her firm had ordered memory in advance as it understood that a price surge was imminent. The surge in memory prices due to high demand from AI chip companies has transformed the industry, with workers at companies such as SK hynix receiving hefty bonuses and those at Samsung protesting. Others Should Have Ordered Memory A Long Time Ago, Says NVIDIA CFO The high-performance requirements of AI GPUs have led to significant turmoil in both the high bandwidth […]

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With the Computex 2026 trade show in Taiwan coming up, analysts from GF Securities are confident that NVIDIA will address the latest trend in the AI computing industry at the event. Following Intel's first-quarter earnings, the industry's shift towards CPUs for agentic AI computing has generated speculation that the role that GPUs play within an AI cluster could drop. However, GF Securities believes that NVIDIA will showcase the advantages of its Vera CPUs at Computex and claim that they offer as much as 1.5 times the computing performance over x86 rivals from AMD and Intel. NVIDIA Will Make Significant CPU […]

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While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which products to use. Power Consumption & Cooling Are Important For NVIDIA's AI Chip Costs, […]

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In a fresh interview, Intel's CEO Lip-Bu Tan candidly discussed his firm's current market position and the mistakes made under the previous position. Tan, whose tenure at Intel has seen the firm manage to turn around its dismal share price performance, is one of the most experienced executives in the industry. During Intel's latest earnings call, he shifted the narrative around the AI buildout and asserted that agentic AI would make CPUs relevant in the ongoing multi-billion-dollar buildout. In his interview, he admitted that the currently high demand for CPUs could only grow in the future and added that his […]

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Investment bank Morgan Stanley believes that even though building a data center with NVIDIA's Blackwell GPUs costs twice as much as building one with AI application-specific integrated circuits (ASICs), the computing power efficiency of the NVIDIA chips is significantly greater than the custom chips as well. The high costs of NVIDIA's latest AI GPUs are a hot-button market topic, with CEO Jensen Huang having asserted on multiple occasions that even though his chips are pricey, they offer greater returns over the long term. NVIDIA's Compute Performance Per Watt Is Up to 8x Ahead Of Custom AI Chips, Says Morgan Stanley […]

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With the memory chip market being significantly disrupted due to high demand from the artificial intelligence market, advisor to Samsung Electronics, Kye-hyun Kyung, believes that prices will come down in the second half of next year. Kyung previously served as the head of Samsung's Device Solutions (DS) group, which is the firm's chip and display manufacturing business division. The former executive believes that high investment by China in the memory market will be responsible for the lower prices and adds that Korea needs to expand its presence in the global fabless chip fabrication market in order to remain competitive with […]

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As multiple reports claim that Intel is aggressively marketing its EMIB-T packaging technology to AI chip designers in order to shape itself as an alternative to TSMC's CoWoS packaging technology, another customer that it might land could be NVIDIA, according to UBS. The details suggest that a 4-chip variant of the Rubin chip could use Intel's EMIB-T packaging process instead and provide the chip manufacturer with an important role in NVIDIA's and the artificial intelligence supply chain. Intel Purportedly Manages To Rein In NVIDIA As Key Customer For EMIB-T Packaging One of the key advantages of the EMIB packaging technology […]

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The Taiwan Semiconductor Manufacturing Company (TSMC) is unlikely to experience significant competitive pressures to its advanced packaging and chip manufacturing technologies, says a research report from Citibank. In its coverage, the bank's analyst points out that the capacity for TSMC's advanced CoWoS packaging technology could grow significantly due to tailwinds from AI in 2026 and 2027, with other technologies such as system on integrated chips (SoIC) and chip-on-panel-on-substrate (CoPoS) can drive demand in the coming years. Intel's EMIB-T Packaging's Success Is Dependent On ABF Substrate, Says Analyst Over the past couple of weeks, multiple reports have suggested that not only […]

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The boom in AI processors and the demand for NVIDIA's high-end chips and the GPU designer's rise to become the most valuable company in the world have forced consumer electronics giant Apple to reshape its semiconductor procurement strategy, according to analyst Ming-Chi Kuo. Apple's purported deal with Intel to procure chips for its products has been reported several times in the media, and Kuo believes that it is a bid by the firm to create leverage over TSMC before the highly profitable high-performance computing (HPC) chips become the contract chip manufacturer's mainstay for revenue. Apple's Intel Orders Spread Across The […]

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As President Trump, NVIDIA CEO Jensen Huang, and other executives make their way to China, the US has purportedly decided to ease restrictions on the sales of NVIDIA's older AI GPUs to China. With reports suggesting that the H200 chips are now available for order for several Chinese companies, a storefront on the Chinese retailer JD surfaced with more advanced chips available for sale. This page showed slots open for the RTX 5090 32G Turbo Edition, which is one of the most advanced GPUs available in the market and is still officially subject to sanctions. US' China Chip Sanctions Reports […]

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The rise in demand for CPUs for agentic AI computing appears to be affecting the substrate supply chain as well. Media and analyst attention shifted to CPUs following Intel's earnings report earlier this year, which saw the firm claim that the requirements of agentic AI computing would reinvigorate the focus of AI companies on CPUs. Now, data from Japanese printed circuit board (PCB) manufacturer Ibiden's data shows that the impact of this demand is already being felt upstream in the supply chain as the firm forecasts a bump in demand for its general-purpose server products in 2026. Evolution In AI […]

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As agentic AI now dominates the conversation when it comes to AI computing, investment bank Goldman Sachs is out with a report that agentic computing will drive a jump in token consumption. The bank believes that token consumption will grow 24 times by 2030 compared to 2026's figures as AI queries jump from five billion to 23 billion, driven particularly by non-human agents. Goldman Sachs Out With Optimistic Report About Agentic AI The central theme in Goldman Sachs' report concerns a rapid growth in the use of agentic AI. Agentic AI involves the use of software bots that compute through […]

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As memory prices surge, employees at Samsung's Memory division have made progress with their negotiations with management. Troubles at Samsung were thrust into the limelight in April when employees took to the streets to demand 15% of the firm's operating profit as a bonus. The union members threatened a general strike lasting for 18 days and starting on May 21st if their demands were left unmet. Now, it appears that management has acquiesced to some of their demands and agreed to a 10% bonus. Samsung's Management & Workers Make Headway In Negotiations For Bonus According to members of the union […]

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Samsung and SK hynix are using two different approaches to manufacture next generation DRAM memory chips, suggest industry insiders. The boom in demand for computing products ushered in by AI data center buildouts has strained the memory market led to a tightness in the markets for HBM, DRAM and other chips since all of these rely on the same raw materials for production. As part of its efforts to manufacture next generation chips, the sources suggest that Samsung is interested in using the gate-all-around FET (GAAFET) fabrication technology for its next generation DRAM chips. Samsung Seeking To Apply NAND Manufacturing […]

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