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Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China's top chipmaker points to supply chain pressures squeezing out consumers

Rising DRAM and NAND prices driven by AI megatrend and amplified by memory overbooking are hitting sales of inexpensive consumer electronics and smartphones, which affects orders of entry-level processors to foundries, according to SMIC.

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Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

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Samsung's Taylor, Texas fab could herald a breakthrough for the chipmaker, company plans 2026 risk production — new production flows, pellicles for EUV patterning as site targets 50,000 WSPM

Samsung's Fab in Taylor, Texas, set to start trial production sometimes in the second half of 2026 with mass production slated for 2027. With pellicles finally implemented for 2nm-class flows, Samsung could finally offer consistent yields and performance.

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Bill Gates-backed silicon photonics startup develops optical transistors 10,000x smaller than current tech — optical chip can process 1,000 x 1,000 multiplication matrices

Neurophos built a silicon photonics chip that's 10,000 smaller than current tech and could potentially deliver 10x the performance of Nivida's Vera Rubin GPUs using the same amount of power and available chip fab technologies.

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