Samsung’s Memory Gamble Pays Off Big in Q4 2025
While competitors cut production, Samsung appears to have held the line on DRAM manufacturing. This strategic move, coupled with high demand for HBM, led to massive profits in the last quarter of 2025.
Category: Semiconductors
The Real AI Boom Isn’t Nvidia. It’s the Boring Chips.
The AI hype is focused on data center giants like Nvidia. But the real signal that AI is changing the world will come from a surge in demand for cheap, simple chips that go into robots and factory equipment. That’s when the bubble talk ends.
Intel’s Panther Lake Chips Are Coming, And Linux Is Already Prepping
Intel is quietly laying the groundwork for its next-generation Panther Lake laptop processors on Linux. The early driver work suggests a sprawling lineup of up to 13 different high-performance mobile chips.
TSMC Reportedly Shifts Japan Fab to 2nm, Eyeing Rapidus
In a major strategic shift, TSMC is reportedly planning to produce cutting-edge 2nm semiconductors at its second Kumamoto plant in Japan. This move, likely accelerated by competition from Japan’s Rapidus, would position the fab to meet future AI chip demand from clients like NVIDIA. The Japanese gov
YouTube’s Podcast Boom is All About the Living Room
YouTube’s podcast audience has exploded, reaching a billion monthly viewers. The real story is the massive growth happening on living room TVs, not phones.
DOE’s Genesis AI Mission Signs Up Tech’s Biggest Names
The Department of Energy has signed agreements with 24 major tech organizations for its Genesis Mission, a Trump-era AI initiative for scientific discovery. The list includes AI developers, cloud giants, and chipmakers, though the deals are non-binding MOUs for now.
TSMC’s US Factories Will Always Be Two Generations Behind Taiwan
Taiwan has officially confirmed its “N-2” policy, mandating that TSMC’s US fabs will always be two chip generations behind its domestic production. This casts major doubt on efforts to build a resilient, cutting-edge semiconductor supply chain in America. The situation could create a massive opening
Apple’s Big Bet: Making iPhone Chips in India
Apple is exploring a significant new step in its India manufacturing push: chip assembly. The company is in early talks with local firms like CG Semi to handle display driver chips, a first for the country.
Nvidia Buys Slurm’s Creator to Supercharge Its Open-Source Game
Nvidia is acquiring SchedMD, the company behind the widely-used Slurm workload scheduler. The move is a major play to strengthen Nvidia’s open-source software credentials in high-performance computing and AI.
Chip Costs Could Tank Smartphone Sales in 2026
Rising memory chip costs are set to disrupt the global smartphone market in 2026. Analysts predict shipment declines and price hikes, with low-end models facing the most severe impact.