Semiconductors
Ongoing coverage on Semiconductors.
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Nvidia and SK Group have entered into a $500 billion partnership aimed at enhancing AI infrastructure. This collaboration will focus on next-generation memory and the development of large-scale AI factories.
The fourth biggest memory manufacturer could break into America soon, and chances are you've never heard of it
Chinese memory manufacturer ChangXin Memory Technologies (CXMT) is planning to enter the US market, aiming to become the fourth-largest memory producer globally. Despite facing competition from Micron and potential trade restrictions, CXMT has seen significant revenue growth and a successful IPO, supported by state-backed investment.
Intel (INTC) Q2 2026 earnings results beat revenue and EPS expectations
Intel exceeded expectations for its Q2 2026 earnings report, with revenue reaching $16.1 billion and earnings per share at $0.42. The company attributed its record sales growth to the increasing demand for AI-driven compute power. Intel CEO Lip-Bu Tan expressed confidence in the company's position to capture sustainable growth across its various product lines.
'There are limits to how much prices can be raised' says SK hynix chairman about memory crisis but I'm…
SK hynix group chairman Chey Tae-won acknowledged that current memory prices are "abnormally high" and stated there are limits to how much they can be raised, especially for PC and smartphone manufacturers whose customers cannot absorb increased costs. He suggested increasing supply, potentially through a new US factory, to lower prices and prevent "chipflation," emphasizing that market sustainability requires growth and preventing shrinkage, even if it means reduced profit margins.
Morning Tech Bits
Intel is reportedly planning to launch its 28-core Nova Lake S processor before a 52-core version. Meanwhile, US lawmakers are urging the government to ban Chinese memory chips, even those within allied supply chains, due to perceived risks.
Evening Tech Bits
Elon Musk has reportedly purchased a gas turbine company, while Nvidia's Jensen Huang assures that the company's roadmap remains intact despite supply chain or production challenges. Nvidia is committed to delivering significant amounts of its products.
Report suggests the US gov may have 'urged' Apple into Intel chipmaking deal to avoid tariffs, at almost the same time it took a $9 billion stake in blue team stock
A report suggests the US government, under Donald Trump, urged Apple to use Intel's manufacturing plants for its chips to avoid tariffs. This occurred around the same time the government took a significant stake in Intel. Apple reportedly committed to investing $100 billion in US manufacturing and secured an exemption from semiconductor tariffs.
SK Hynix (SKHYV) ADR closes first day of American trading up 13%
SK Hynix's American Depositary Receipts (ADRs) closed their first day of trading up 13%, reaching $168.31 per share. The memory chip manufacturer has seen a surge in demand for its DRAM and flash memory products, driven by the booming AI sector and increased spending on data center components. This growth contributed to SK Hynix reaching a $1 trillion valuation in May 2026.
Samsung may be developing an ARM-based 'AI PC' chip
Samsung is reportedly developing an ARM-based "AI PC chip" codenamed 'GAIA' in collaboration with ARM Holdings. The chip is expected to be available in new PCs as early as 2027, marking Samsung's deeper entry into the PC chip market beyond its current focus on memory components.
Evening Tech Bits
China is reportedly considering reversing its ban on NVIDIA chips, potentially allowing companies like Alibaba and ByteDance to purchase H200 chips. Separately, Linus Torvalds commented on his current programming tools, stating he is no longer a programmer in the traditional sense.
Apple reportedly testing RAM chips from US-blocked Chinese company
Apple is reportedly testing devices that use DRAM chips manufactured by CXMT, a Chinese company with alleged ties to the People's Liberation Army. This testing involves components from a company that is currently subject to US restrictions.
Evening Tech Bits
South Korea's ambitious $880 billion plan for semiconductors and artificial intelligence faces significant hurdles related to power and water resources. A single large-scale cluster could demand a quarter of Seoul's total electricity supply, highlighting potential infrastructure challenges for the initiative.
Evening Tech Bits
Apple is reportedly using its political influence in Washington to secure memory chip purchases from Chinese companies CXMT and YMTC. However, the article suggests that these deals are unlikely to result in any cost savings for US consumers.
The largest RAM and storage component manufacturers are being sued for alleged price fixing and stoking "supracompetitive prices"
Samsung, SK Hynix, and Micron, the world's largest RAM and storage manufacturers, are facing a class-action lawsuit alleging price-fixing and intentional supply limitations. The suit claims these actions have led to 'supracompetitive prices' for consumers, impacting devices from PCs and consoles to AI data centers. This is not the first time these companies have faced such accusations, with past incidents involving DRAM price-fixing leading to significant fines.
South Korea's president declares that it will invest over $580 billion in its AI chip industry, with Samsung and SK…
South Korea, through President Lee Jae Myung's declaration, plans to invest approximately 900 trillion won ($583 billion) in its AI chip industry over the next decade. The majority of this investment, 800 trillion won, will come from major companies Samsung and SK hynix, aiming to secure the nation's position in AI hardware manufacturing.
US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply
Samsung, SK Hynix, and Micron are facing a US class-action lawsuit accusing them of fixing RAM prices and supply, thereby worsening the global memory crisis. The lawsuit alleges the companies colluded to shift production from consumer RAM to High Bandwidth Memory for AI data centers, reducing overall supply and driving up prices since 2022. Micron has stated they disagree with the allegations and will defend themselves.
Morning Tech Bits
Apple has announced significant price increases across its product lines, with some items seeing premiums of up to $1,300. Separately, IBM claims to have developed the world's first sub-nanometer chip, while ASUS is releasing beta BIOS updates.
Micron (MU) Q3 FY26 earnings results beat EPS and revenue expectations
Micron reported its Q3 FY26 earnings, exceeding analyst expectations for both revenue and earnings-per-share. The company's strong performance is attributed to high demand for its memory and storage components, driven by AI development and the gaming industry. Micron's stock saw an increase in after-hours trading following the announcement.
AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained…
AMD is reportedly in discussions with Samsung to manufacture some of its future chips, potentially starting in 2028. This move is reportedly driven by capacity constraints at TSMC, AMD's primary chip manufacturer. The talks could involve various chip types, including future CPUs and APUs, with Samsung's process nodes being considered as an alternative to TSMC's.
Morning Tech Bits
Chinese memory brands are shifting away from Samsung and Micron, opting for domestic silicon from CXMT and YMTC. Companies like Corsair, HP, and Dell are already integrating these China-produced DDR5 chips into their products.