China’s CXMT Says Its Next-Generation Server Memory Is Coming This Year. The Market Sold Off Before Seeing a Single Spec.
CXMT's October 10 claim of 4F² server DRAM by year-end triggered a sharp chip selloff on October 12 and 13.…
Tag: semiconductors
Huawei’s Ren Zhengfei Calls a New Chip-Design Law “the Only Path” Around US Sanctions — and Backs It With a $12 Billion AI Chip Bet
Huawei founder Ren Zhengfei publicly endorsed the company's homegrown "Tau Scaling Law" chip-design approach in July 2026, calling it the…
Jack Ma’s ‘Hard Tech’ Comeback Bet Just Paid Off 20-Fold on China’s Biggest IPO of 2026
A chip investment Jack Ma championed after his 2025 return to public life turned a $1.1 billion Alibaba stake into…
Qualcomm’s Cristiano Amon Says 2026 Is the Year AI Agents Replace the Smartphone
Qualcomm's CEO says the company is developing more than 40 AI gadget designs — from smart jewelry to camera earbuds…
The Chip Shortage Nobody’s Talking About Is About to Show Up in Your Next Phone’s Price Tag
Samsung is warning the entire industry that memory chip supply is breaking down, and the numbers back it up —…
Nvidia Just Spent $3.5 Billion to Make Sure MediaTek Never Becomes a Real Threat
Nvidia bought $3.5B of MediaTek's convertible bonds — 90% of its record offshore bond sale — locking MediaTek's custom AI…
TSMC’s CEO Just Raised Capex to $64 Billion and Promised $100 Billion More for Arizona — While Warning Demand Still Won’t Be Met
TSMC CEO C.C. Wei posted a 77% profit surge in Q2 2026, raised capital spending to as much as $64…
Clark Just Got the Blueprint for Washington’s Anti-China Chip Strategy
The Philippines just got real numbers behind Pax Silica: a 1,620-hectare AI and chip manufacturing zone in Clark, a 30-year…
Memory Chip Prices Just Rose Up to 90% in Three Months. SK Hynix’s Own CEO Says the Shortage Won’t Bottom Out Until 2030.
DRAM prices jumped up to 90% in a single quarter as AI data centers consume an estimated 70% of the…
Intel’s CEO Was Publicly Told to Resign in August. By 2026, He’d Made the US Government Intel’s Third-Largest Shareholder — Sitting on a $27 Billion Gain
Intel CEO Lip-Bu Tan turned a public call for his resignation into a 10% US government stake in Intel now…