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
Early specs for AMD’s next-gen mobile platform, codenamed Medusa Point, have surfaced. The Zen 6-based APUs will come in 28W and 45W configurations, aiming for a broad range of notebooks with a focus on efficiency and AI.
Samsung has developed new GDDR7 memory modules running at 40 Gbps per pin. With 3GB per chip, this tech could enable GPUs with massive VRAM without complex board designs.
A new analyst note suggests Apple might use Intel’s 18A-P process for non-Pro iPhones in 2028. This follows Ming-Chi Kuo’s report of an NDA and sample procurement. But shifting core silicon away from TSMC is a monumental risk.
