YMTC is accelerating its largest-ever project, a $3 billion fab in Wuhan, to start mass-producing advanced NAND memory by the second half of 2026. The move is a direct play to capture a piece of the exploding AI storage market, currently dominated by Samsung and SK Hynix.
Samsung just posted a massive quarterly profit, but it’s a story of two halves. While AI memory chips are selling out through 2026, its consumer electronics divisions are facing weak demand and pricing pressure.
Nvidia is making a massive $2 billion follow-on investment in cloud provider CoreWeave. The deal aims to accelerate the build-out of over 5 gigawatts of AI computing capacity by 2030, even as CoreWeave carries nearly $19 billion in debt.
According to analyst estimates and CEO Jensen Huang, Nvidia is set to become TSMC’s largest customer this year, overtaking Apple. This reflects the overwhelming financial force of the AI boom, with Nvidia’s AI chips driving a massive transformation in TSMC’s business and investments. The shift chang
A new report suggests Qualcomm is considering Samsung Foundry to manufacture its upcoming flagship chip. This would mark a major return to Samsung’s production lines after relying solely on TSMC since 2021.
According to hedge fund manager Eric Jackson, the biggest news from Nvidia CEO Jensen Huang’s CES keynote wasn’t the new Rubin AI platform. It was the revelation that AI factories are now being planned like long-term utilities, changing the entire investment landscape.
Soitec has named Laurent Remont, a senior VP from Infineon, as its new chief executive. The move comes as the company’s share price has collapsed more than 80% under the outgoing CEO. Investors welcomed the appointment of an executive with strong semiconductor industry pedigree.
Intel has stealthily launched its third-generation Core processor family, codenamed Wildcat Lake. It’s a six-core chip built for efficiency and small form factors, not raw speed.
In a major strategic shift, Qualcomm is reportedly in talks for Samsung to manufacture its next flagship mobile chip. The Snapdragon 8 Elite Gen 5 would be built on Samsung’s cutting-edge 2nm GAA process, marking a return to their partnership after five years.
Intel is developing a custom “Panther Lake” CPU specifically for Windows gaming handhelds. This move puts them in direct competition with Qualcomm and AMD, who are also targeting this fast-growing niche.
