AI industry
Ongoing coverage on AI industry.
Latest coverage
Big chipmakers are already committed to using ASML's next-generation production technology by as soon as 2028
Major chipmakers like Samsung and TSMC are committing to ASML's next-generation High NA EUV lithography technology, with volume manufacturing expected by 2028 and 2030 respectively. This advanced technology, already in limited use by Intel and SK Hynix, promises faster production, higher yields, and more efficient chipmaking, driven by the significant demand from the AI industry.
Browser-based dirt bike game is 'Motocross meets Wall Street,' letting you ride Nvidia and Intel's stock…
StonkRider is a new browser-based game that transforms stock market charts of companies like Nvidia, Intel, and AMD into dirt bike tracks. Players can ride these charts, with controls allowing acceleration, jumping, and trajectory adjustments. The game offers a unique distraction, with over 5,300 rides completed since its launch.
'Feel free to start a laptop company and see what suppliers quote you for GDDR7': Framework vents frustration…
Framework is facing challenges with the pricing and availability of GDDR7 memory for its laptop graphics modules, particularly the Nvidia GeForce RTX 5070. The company's CEO highlighted the impact of the AI industry's demand on memory prices, suggesting that current pricing for components like the 12 GB graphics module, at $1,199, is a reflection of these supply chain issues. Future releases, such as the rumored Nvidia RTX 5050, may also be affected by these trends.
RAM spot prices are down by 5%, though they did spike by well over 2000% this past year
Spot prices for RAM have recently decreased by approximately 5%, following a significant spike of over 2000% in the past year, largely driven by the AI industry's demand. Despite this minor drop, consumer prices are unlikely to fall substantially soon, with projections suggesting affordable RAM might not be available until 2028. Some industry leaders express concern about potential bankruptcies and the future of personal computing due to the ongoing memory crisis.
007 First Light stalls on Switch 2—Bond fans, brace for... | TAG
Several games are experiencing delays, including 007 First Light for Nintendo Switch 2, Borderlands 4, and Disney Dreamlight Valley's update. Meanwhile, rumors suggest a new Star Fox game and a remake of The Legend of Zelda: Ocarina of Time could be announced for the Switch 2. In other news, South Korea is distributing free PCs to combat rising costs, and Spider-Man: Brand New Day is undergoing reshoots for more humor. A report indicates a Sony State of Play is planned for April 16, potentially alongside an Assassin's Creed IV: Black Flag remake announcement, and Pokémon Champions is receiving bug fixes.
Phison CEO says 'both money and inventory are insufficient' as NAND prices continue to climb at an…
Phison Electronics CEO Khein-seng Pua warns that NAND prices are continuing to climb rapidly, driven by high demand from the AI industry and supply constraints. Despite inventory increases, Pua states that both money and inventory are insufficient to meet demand. The company is developing technologies like aiDAPTIV+ to address limited DRAM supply for AI capabilities on PCs.
