SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat

cnbc - South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, to beat estimates.

Back to Top / Wednesday, January 28, 2026, 3:20 am / permalink 18475 / 12 stories in 5 wks

Apple Plans to Keep iPhone 18 Prices Steady Despite Rising Component Costs [Kuo]

iclarified - Apple is facing a significant increase in component costs, particularly for memory, but the company reportedly plans to absorb those expenses rather than pass them on to consumers with the iPhone 18. TF International Securities analyst Ming-Chi Kuo says A…

Back to Top / Tuesday, January 27, 2026, 8:21 pm / permalink 18470 / 8 stories in 5 wks

Micron builds $24 bn Singapore chip fab as AI demand soars

techxplore - US chip firm Micron said Tuesday it was building a $24 billion plant in Singapore to help meet soaring AI-driven demand that has caused a global shortage of memory components.

Back to Top / Tuesday, January 27, 2026, 4:21 am / permalink 18430 / 9 stories in 5 wks

Ricursive Intelligence nabs $300M to speed up chip design with AI

Maria Deutscher / siliconangle - Ricursive Intelligence Inc., a startup that plans to use artificial intelligence to speed up chip development, has raised $300 million in funding at a $4 billion valuation. Lightspeed led the Series A investment. Recursive disclosed in its funding announc…

Back to Top / Monday, January 26, 2026, 10:21 pm / permalink 18429 / 5 stories in 5 wks

AMD's 9850X3D locks in the $499 sweet spot for gaming CPUs

techspot - That price puts the new chip $20 above the original launch price of the Ryzen 7 9800X3D and roughly $30 higher than many current listings, leaving AMD with a modest premium for what it describes as a small uplift in frame rates rather than a generational …

Back to Top / Friday, January 23, 2026, 3:20 pm / permalink 18343 / 6 stories in 6 wks

Apple May Soon Revive Intel Partnership

Usman Qureshi / iphoneincanada - Apple is reportedly planning to partner with Intel to manufacture iPhone chips by 2028, moving some production to the U.S. to diversify its supply chain.The post Apple May Soon Revive Intel Partnership first appeared on iPhone in Canada.

Back to Top / Friday, January 23, 2026, 12:20 pm / permalink 18335 / 6 stories in 6 wks

Intel (INTC) Stock Falls After Missing Q1 Revenue and Earnings Guidance

Trader Edge / parameter - TLDR Intel stock collapsed 13% after hours following weaker-than-expected Q1 revenue and earnings guidance The chipmaker can’t produce enough AI server chips to meet customer demand due to manufacturing issues First-quarter revenue outlook of $11.7-12.7 b…

Back to Top / Friday, January 23, 2026, 9:21 am / permalink 18332 / 9 stories in 6 wks

Nvidia (NVDA) Stock Jumps as China Just Unlocked $30 Billion in H200 Chip Sales

Trader Edge / parameter - TLDR Nvidia shares rose 1.5% Friday after China reportedly gave preliminary clearance for H200 chip orders Alibaba, Tencent, and ByteDance received authorization to discuss specific purchase quantities Potential deal could generate $30 billion in revenue …

Back to Top / Friday, January 23, 2026, 9:21 am / permalink 18331 / 5 stories in 6 wks

Asus announces 'immediate internal review' of 800-series motherboards following string of 9800X3D failures — users report multiple chip failures in recent days

tomshardware - Asus says it is investigating reports concerning its 800-series motherboards and 9800X3D processors following user complaints of hardware failures.

Back to Top / Friday, January 23, 2026, 7:21 am / permalink 18325 / 4 stories in 6 wks

Alibaba Preparing IPO for AI Chip Unit T-head Amid Chinese Semiconductor Listing Boom

Markus Kasanmascheff / winbuzzer - Alibaba reportedly wants to spin off and list its AI chip unit T-Head following employee restructuring, adding to a wave of Chinese semiconductor IPOsThe post Alibaba Preparing IPO for AI Chip Unit T-head Amid Chinese Semiconductor Listing Boom appeared f…

Back to Top / Thursday, January 22, 2026, 12:20 pm / permalink 18290 / 4 stories in 6 wks

“Like Selling Nuclear Weapons to North Korea”: Anthropic CEO Dario Amodei Blasts U.S. Decision to Approve NVIDIA’s H200 AI Chip Exports to China

Muhammad Zuhair / wccftech - Anthropic's CEO Dario Amodei has spoken once again about selling NVIDIA's AI chips to China, claiming that the U.S. is providing Beijing with the weapon to get ahead in the AI race. Anthropic's Amodei Argues that China Has Remained Behind in the AI Race D…

Back to Top / Tuesday, January 20, 2026, 10:21 am / permalink 18203 / 10 stories in 6 wks

Raana Semiconductors Raises $3M in Seed Funding

FinSMEs / finsmes - Raana Semiconductors, a Tamil Nadu, India based-developer of Czochralski-based crystal growth systems, raised $3m in seed funding. The round was led by Equirus Innovatex Fund and Artha Venture Fund, with participation from IvyCap Ventures, PointOne Capita…

Back to Top / Tuesday, January 20, 2026, 10:20 am / permalink 18201 / 3 stories in 6 wks

Laptops featuring Nvidia’s ARM-based chips may finally hit stores near you in Q1 2026

digitaltrends - Supply chain sources have revealed that Nvidia could debut the first laptops featuring its ARM-based N1 and N1X chips in Q1 2026.The post Laptops featuring Nvidia’s ARM-based chips may finally hit stores near you in Q1 2026 appeared first on Digital Trend…

Back to Top / Tuesday, January 20, 2026, 4:21 am / permalink 18185 / 5 stories in 6 wks

Tesla Completes AI5 Chip, Revives Dojo 3 with Intel Packaging Deal

techpowerup - Tesla has finalized the development of its AI5 automotive processor, allowing for production at TSMC and Samsung facilities. This advancement also revives the previously halted Dojo 3 supercomputer project. CEO Elon Musk announced that the AI5 chip will o…

Back to Top / Monday, January 19, 2026, 2:21 pm / permalink 18173 / 11 stories in 6 wks

Micron (MU) Stock: Edges Lower on Warning of Prolonged HBM and DRAM Shortages

Newton Kitonga / parameter - TLDRs; Micron says AI-driven memory shortages could last well beyond 2026, pressuring near-term sentiment. High-bandwidth memory demand is crowding out supply for PCs, smartphones, and automakers. Massive US and Asia investments aim to rebalance DRAM and …

Back to Top / Monday, January 19, 2026, 1:20 am / permalink 18151 / 12 stories in 6 wks

AMD Expected To Focus More On RX 9070 XT Than Its Non-XT Variant As It Needs Less Price Adjustments

Sarfraz Khan / wccftech - Similar to NVIDIA, AMD may prioritize some RDNA 4 GPU models over others to reduce the impact of high DRAM sourcing costs. AMD is Reportedly in a Difficult Position and May Not Sustain a Good Supply for Radeon RX 9070 as the XT Variant is Easier for Price…

Back to Top / Saturday, January 17, 2026, 8:20 pm / permalink 18139 / 12 stories in 6 wks

Intel's upcoming Core Ultra 9 mobile CPU outperforms most desktop counterparts in new benchmark — Core Ultra 9 290HX Plus nearly matches flagship Core Ultra 9 285K in single-threaded performance

tomshardware - Intel's mainstream Arrow Lake lineup is due for a refresh later this year, and while we've already seen a lot about the desktop parts, the first mobile SKU has just appeared on PassMark with some impressive scores to boot. It beats every x86 laptop proces…

Back to Top / Saturday, January 17, 2026, 12:20 pm / permalink 18130 / 6 stories in 6 wks

Micron (MU) Stock: Soars 7% as $100B NY Megafab Breaks Ground and Sparks U.S. Chip Revival

Yasmin Werner / parameter - TLDR Micron stock jumped nearly 8% after breaking ground on its $100B New York chip site The Syracuse-area megafab will host four plants, with first production targeted for 2030 Federal and state incentives helped anchor one of the largest U.S. chip proje…

Back to Top / Friday, January 16, 2026, 6:21 pm / permalink 18090 / 5 stories in 7 wks