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Intel Foundry wins Fortinet chip deal, challenging TSMC's 72% share

Intel Foundry wins Fortinet chip deal, challenging TSMC's 72% share

Aug 09 2026, 07:01

SK Hynix ex-employee jailed 18 months for China chip leak

SK Hynix ex-employee jailed 18 months for China chip leak

Aug 09 2026, 02:35

Nvidia and Micron earnings reframe the 2027 AI infrastructure trade

Nvidia and Micron earnings reframe the 2027 AI infrastructure trade

Aug 08 2026, 15:01

Musk Says Memory Demand Growing 200% a Year as Supply Lags

Musk Says Memory Demand Growing 200% a Year as Supply Lags

Aug 08 2026, 11:33

Memory LTAs lock in $94 billion, lifting cycle floor above past peaks

Memory LTAs lock in $94 billion, lifting cycle floor above past peaks

Aug 07 2026, 13:40

Optical stocks face China chokepoint as laser shortage runs to 2027

Optical stocks face China chokepoint as laser shortage runs to 2027

Aug 07 2026, 11:31

AMD acquires Taalas, adding 16,000-token inference chip to AI portfolio

AMD acquires Taalas, adding 16,000-token inference chip to AI portfolio

Aug 07 2026, 09:40

SK hynix commits 54 trillion won to two new AI memory fabs

SK hynix commits 54 trillion won to two new AI memory fabs

Aug 07 2026, 08:04

Intel faces steep climb to close TSMC's 70% foundry lead

Intel faces steep climb to close TSMC's 70% foundry lead

Aug 07 2026, 05:03

Memory's 50% system value share signals structural shift for Micron

Memory's 50% system value share signals structural shift for Micron

Aug 07 2026, 01:42

AI supply crunch spreads to wafers, ABF locked through 2028

AI supply crunch spreads to wafers, ABF locked through 2028

Aug 06 2026, 15:24

TSMC pulls 3nm ramp forward 2-3 months to 180,000 wafers

TSMC pulls 3nm ramp forward 2-3 months to 180,000 wafers

Aug 06 2026, 14:41

Tesla's $119B Terafab chip plant lands in Texas with 3,000 jobs

Tesla's $119B Terafab chip plant lands in Texas with 3,000 jobs

Aug 06 2026, 14:24

Asian chip stocks slide 9% as AI spending doubts resurface

Asian chip stocks slide 9% as AI spending doubts resurface

Aug 06 2026, 09:04

NVIDIA targets $200B AI-RAN market with Chinese base station partners

NVIDIA targets $200B AI-RAN market with Chinese base station partners

Aug 06 2026, 05:57

Samsung, Kioxia race to mass-produce PCIe 6.0 NAND for AI

Samsung, Kioxia race to mass-produce PCIe 6.0 NAND for AI

Aug 06 2026, 05:55

Memory makers lock in $93.9 billion as long-term deals reshape pricing

Memory makers lock in $93.9 billion as long-term deals reshape pricing

Aug 06 2026, 03:14

Anthropic confirms in-house chip team with $485K engineer salaries

Anthropic confirms in-house chip team with $485K engineer salaries

Aug 05 2026, 13:18

Netlist, Samsung sign 5-year cross-license pact for AI memory tech

Netlist, Samsung sign 5-year cross-license pact for AI memory tech

Aug 05 2026, 10:22

CXMT rejects Apple's DRAM price cuts, shaking 90% memory trio

CXMT rejects Apple's DRAM price cuts, shaking 90% memory trio

Aug 05 2026, 10:20

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