CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Thursday 20 November 2025
A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound
The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory...
Thursday 20 November 2025
Intel details early development lead of 14A process and Nvidia collaboration at TIMT Conference
At the 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications (TIMT) Conference on November 18, Intel vice president John Pitzer outlined significant progress...
Thursday 20 November 2025
Rising memory prices put consumer electronics on edge

The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based AI...

Thursday 20 November 2025
Jensen Huang explains why Nvidia is building an AI empire, not just faster chips
Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026...
Thursday 20 November 2025
Netherlands pauses Nexperia order after China talks, easing auto-chip strain—but not the hard questions
The Netherlands has suspended its ministerial order under the Goods Availability Act concerning Nexperia, signaling a potential easing of tensions with China. The move carries implications...
Thursday 20 November 2025
Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter
Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...
Thursday 20 November 2025
Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
Thursday 20 November 2025
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe...
Thursday 20 November 2025
Samsung's leadership shift sparks fresh scrutiny of its finance-first management model
Chung Hyun-ho, long regarded as Samsung Electronics' "second-in-command," stepped down from his frontline role on November 7, prompting renewed scrutiny of potential changes within...
Thursday 20 November 2025
Edom says memory price hikes impact demand, but high-value-added products are less affected
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Thursday 20 November 2025
How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth
GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends,...
Thursday 20 November 2025
Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time
Huawei is accelerating acquisitions, factory builds, and investment across China's semiconductor sector, advancing a multi-year effort to establish a self-reliant supply chain for...
Wednesday 19 November 2025
Global semiconductor IDM investment in ASEAN

Introduction