Samsung’s Device Solutions division is rewarding employees with a bonus equal to their full annual salary. The massive payout is driven by a surge in DRAM prices and supplying HBM3E memory to NVIDIA, marking a dramatic recovery for the chip unit.
Samsung’s upcoming Exynos 2600 chip boasts huge performance gains but pairs with an external modem. This design choice could negate its efficiency advantages from a new 2nm manufacturing process. The chip is slated for the Galaxy S26 and Z Flip 8.
Samsung has hired John Rayfield, a former VP at both AMD and Intel, to lead GPU development for its Exynos chips. This is a major talent grab aimed at fixing the performance issues that have plagued Samsung’s in-house processors for years.
Intel’s foundry ambitions might be getting a huge boost. According to a new analysis, both AMD and NVIDIA are considering using Intel’s advanced 14A manufacturing process for their next-generation server offerings. This would mark a significant shift in the semiconductor landscape.
Memory maker G.Skill has officially pointed the finger at the AI industry for skyrocketing DDR5 prices. The company says a severe global shortage, driven by AI demand, has caused procurement costs to skyrocket, leading to a 3 to 4-fold price increase for consumers over the last two months.
Micron Technology reports booming revenue and predicts the industry-wide memory shortage will persist. The AI boom is driving unprecedented demand for high-bandwidth memory, squeezing supply for everything else and pushing prices up.
China has secretly built a massive, working prototype of an extreme ultraviolet (EUV) lithography machine, the heart of advanced chipmaking. The project, led by Huawei and staffed by former ASML engineers, aims for fully Chinese-made advanced chips by 2030.
PC OEMs like Acer and ASUS are feeling the pinch from rising DRAM costs but haven’t changed official prices yet. The real impact on consumer pricing is being delayed by long-term supply agreements, with significant changes expected to hit in mid-2026.
A new report claims Nvidia has secured the vast majority of TSMC’s advanced CoWoS packaging capacity through 2026. This creates a massive supply constraint for competitors like AMD and Broadcom trying to build AI chips. The shortage could last for years.
In a Truth Social post, Donald Trump says he will allow Nvidia to sell its H200 AI chips to China under national security conditions. The deal requires Nvidia to pay 25% of sales revenue from China to the U.S. government. The move still bars the more advanced Blackwell and Rubin chips from being sol
