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for: Friday, January 16, 2026



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…

#semiconductors #chips #stockmarket #business #supplychain #us #economy #manufacturing #technology #memory

The Global Memory-Chip Shortage Will Cost Us All

7 wks / wsj / Christopher Mims

Chip maker Micron’s stunning stock gains are encapsulated by this milestone

7 wks / x / @MarketWatch

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

7 wks / parameter / Yasmin Werner

Micron breaks ground on humungous NY DRAM fab after beating bats and tree huggers

7 wks / theregister / O'Ryan Johnson

Memory Prices Soar by 50% in Q4, Rally to Continue in 2026

7 wks / reddit / /u/FragmentedChicken

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


TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings

BeauHD / slashdot - An anonymous reader quotes a report from Ars Technica: On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei t…

#ai #semiconductors #chips #tsmc #earnings #business #supplychain #asia #technology

TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings

7 wks / slashdot / BeauHD

TSMC says AI demand is “endless” after record Q4 earnings

7 wks / arstechnica / Benj Edwards

Back to Top / Friday, January 16, 2026, 5:20 pm / permalink 18084 / 2 stories in 7 wks


Samsung Reportedly Ahead of Schedule with M6 MacBook Pro/Max OLED Panel Production

techpowerup - Samsung Display's "Cinematic Experience" OLED experience could make its way to premium Apple laptop pastures. According to fresh inside track info—courtesy of a yeux1122 blog post—the South Korean behemoth's Asan site-based 8.6-generation OLED production …

#hardware #apple #samsung #business #supplychain #manufacturing #macbook #technology #gadgets #oled

Leak Suggests the OLED MacBook Pro Is on Track for This Fall

7 wks / idropnews / Jesse Hollington

Samsung Reportedly Ahead of Schedule with M6 MacBook Pro/Max OLED Panel Production

7 wks / techpowerup

OLED MacBook Pro displays may already be in production ahead of rumored 2026 launch

7 wks / digitaltrends

Back to Top / Friday, January 16, 2026, 3:20 pm / permalink 18071 / 3 stories in 7 wks


Under $35,000? What the New Canada-China EV Deal Means for Your Next Car Purchase

Austin Blake / iphoneincanada - Prime Minister Mark Carney has officially reset Canada’s trade relationship with China, but Ontario Premier Doug Ford is already warning that the deal could be a death blow to the province’s auto sector. The new strategic partnership, signed in Beijing th…

#techpolicy #china #tariffs #government #business #canada #supplychain #economy #automotive #ev

Canada resets relations with China - Policy Alternatives

7 wks / policyalternatives

The country is dropping its import tax from 100% to just 6.1%, with an initial annual cap of 49,000 cars.

7 wks / bsky / @techcrunch.com / techcrunch.com

Doug Ford slams Canada’s 'lopsided' new EV deal with China - CBC

7 wks / cbc

Canada, China slash EV, canola tariffs in reset of ties - Reuters

7 wks / reuters

Doug Ford sounds alarm over China EV deal, calls for federal help for Ontario auto sector - INsauga

7 wks / insauga

Canada cuts tariffs on Chinese EVs as part of new deal

7 wks / engadget / Andre Revilla

Canada, China reach deal to bring in some Chinese EVs

7 wks / mobilesyrup / Matthew Mountjoy

US trade officials warns Canada over China EV partnership - Business Upturn

7 wks / businessupturn

Canada slashes 100% tariffs on Chinese EVs to 6%

7 wks / ycombinator

Canada is going to start importing Chinese EVs — will the US follow?

7 wks / theverge / Andrew J. Hawkins

Under $35,000? What the New Canada-China EV Deal Means for Your Next Car Purchase

7 wks / iphoneincanada / Austin Blake

Chinese EVs inch closer to the US as Canada slashes tariffs

7 wks / techcrunch / Sean O'Kane

Back to Top / Friday, January 16, 2026, 11:21 am / permalink 18038 / 12 stories in 7 wks


China drafts rules to restrict Nvidia H200 AI chip acquisitions

Aytun Çelebi / dataconomy - China is drafting rules to regulate purchases of Nvidia H200 AI chips by local firms, allowing limited sales from foreign makers like Nvidia rather than an outright ban, Nikkei Asia reported on January 15 citing two sources familiar with the matter. The C…

#ai #semiconductors #techpolicy #china #chips #nvidia #government #business #supplychain

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

7 wks / tomshardware

China drafts rules to restrict Nvidia H200 AI chip acquisitions

7 wks / dataconomy / Aytun Çelebi

Back to Top / Friday, January 16, 2026, 11:20 am / permalink 18034 / 2 stories in 7 wks


M6 MacBook Pro OLED Panel Production Underway, With Samsung Initiating The Manufacturing Of These Displays Far Ahead Of Schedule

Omar Sohail / wccftech - Apple will finally introduce a significant redesign to its M6 MacBook Pro, with the company bidding farewell to mini-LED and bringing OLED technology in its place. With Samsung having years of experience under its belt in manufacturing these particular pa…

#hardware #apple #energy #supplychain #manufacturing #macbook #performance #technology #gadgets #oled

Samsung Begins Mass Production of OLED Panels Rumored for MacBook Pro [Report]

7 wks / iclarified

M6 MacBook Pro OLED Panel Production Underway, With Samsung Initiating The Manufacturing Of These Displays Far Ahead Of Schedule

7 wks / wccftech / Omar Sohail

MacBook Pro OLED screens may have already started production

7 wks / appleinsider

Apple's OLED MacBook Pro Launch Moves Closer With Panel Production

7 wks / macrumors / Tim Hardwick

Back to Top / Friday, January 16, 2026, 9:20 am / permalink 18022 / 4 stories in 7 wks


Hard Drive Prices Have Surged By an Average of 46% Since September

msmash / slashdot - Tom's Hardware: Extensive research into the pricing of some of the best hard drives on the market for large capacity, economical storage indicates that prices are beginning to increase sharply, with some of the most popular models on the market seeing inc…

#hardware #storage #business #supplychain #pricing #economy #manufacturing #technology

Hard Drive Prices Have Surged By an Average of 46% Since September

7 wks / slashdot / msmash

Hard drive prices have surged by an average of 46% since September — iconic 24TB Seagate BarraCuda now $500 as AI claims another victim

7 wks / tomshardware

Back to Top / Friday, January 16, 2026, 9:20 am / permalink 18021 / 2 stories in 7 wks


Gigabyte CEO explains Nvidia's potential GPU supply strategy amid crushing memory shortages — gross revenue per gigabyte of GDDR7 memory could decide what products thrive

tomshardware - Gigabyte CEO Eddie Lin says the revenue contributed per gigabyte of GDDR7 on Nvidia graphics cards will be the key measure for which products thrive and which will be in short supply in 2026.

#hardware #semiconductors #chips #nvidia #gpu #business #supplychain #pricing #technology #memory

NVIDIA’s Strategy Amid GPU Memory Shortages Is to Prioritize “Profit/GB”, Turning 8GB GPUs Into Hot Picks Over Higher-VRAM Models

7 wks / wccftech / Muhammad Zuhair

The ASUS Prime GeForce RTX 5070 Packs Sufficient GPU Horsepower While Being Compact, But Amazon Prime Members Should Hurry Before It Exceeds Its $549.99 MSRP

7 wks / wccftech / Omar Sohail

Gigabyte CEO explains Nvidia's potential GPU supply strategy amid crushing memory shortages — gross revenue per gigabyte of GDDR7 memory could decide what products thrive

7 wks / tomshardware

Back to Top / Friday, January 16, 2026, 7:22 am / permalink 18012 / 3 stories in 7 wks


US, Taiwan Sign $250B AI Chip Deal

eWEEK Staff / eweek - Taiwan has pledged at least $250 billion in direct U.S. investments for semiconductor, energy, and AI productionThe post US, Taiwan Sign $250B AI Chip Deal appeared first on eWEEK.

#ai #semiconductors #techpolicy #chips #tariffs #business #supplychain #us #asia #economy

Taiwan agrees to $250 billion US chip investment as Washington cuts tariffs

7 wks / the-decoder / Maximilian Schreiner

US, Taiwan Sign $250B AI Chip Deal

7 wks / eweek / eWEEK Staff

U.S. slashes Taiwan tariffs in new semiconductor trade deal — Washington to reduce tariffs to 15% in exchange for $500 billion stateside manufacturing investment

7 wks / tomshardware

US, Taiwan agree trade deal in boost to semiconductor industry

7 wks / semafor / Prashant Rao

Back to Top / Friday, January 16, 2026, 7:21 am / permalink 18009 / 4 stories in 7 wks


Memory supply crisis forces ASUS to discontinue RTX 5060 Ti

Emre Çıtak / dataconomy - ASUS has ceased production of NVIDIA RTX 5070 Ti and RTX 5060 Ti 16GB graphics cards due to a memory supply shortage, placing the RTX 5070 Ti into end-of-life status, as reported by YouTube channel Hardware Unboxed. Hardware Unboxed detailed in its latest…

#hardware #gaming #semiconductors #chips #nvidia #gpu #supplychain #technology #asus #memory

ASUS changes mind, will continue selling the RTX 5070 Ti after all

7 wks / engadget / Steve Dent

The Morning After: ASUS stops making some NVIDIA GPUs due to memory supply crunch

7 wks / engadget / Mat Smith

Asus now claims it’s not dropping the RTX 5070 Ti amid memory shortages

7 wks / theverge / Tom Warren

Memory supply crisis forces ASUS to discontinue RTX 5060 Ti

7 wks / dataconomy / Emre Çıtak

Asus denies RTX 5070 Ti and RTX 5060 Ti discontinuation after conflicting end-of-life claims — says it has no plans to stop selling these models, but confirms memory supply has impacted production and restocking

7 wks / tomshardware

Back to Top / Friday, January 16, 2026, 6:20 am / permalink 18003 / 5 stories in 7 wks


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


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