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Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will impact the industry. Aside from major US customers with stronger pricing power, the mass production and shipment schedules for new products such as smart glasses and artificial intelligence (AI) servers have been delay

Increasing complexity is limiting the ability of machine learning models to effectively...

AI wealth boom is creating anxiety, layoffs, and identity crisis in Silicon Valley

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD...The article requires paid subscription.Subscribe Now

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD has already handed its 2nm order to Samsung.

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NVIDIA Confirms GeForce NOW Data Breach Affecting Regional Alliance Partner by Paul Lilly — Saturday, May 09, 2026, 08:42 AM EDT Comments Hackers have managed to infiltrate a regional GeForce NOW partner and make off with sensitive user information, including full names, email addresses, and other private data, NVIDIA confirmed. Fortunately, the data breach is limited to one specific region an

Apple quietly pulls high Unified Memory capacity Mac Studios and Mac minis from the Apple store as the memory crunch continues to affect consumer products.

Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs squeeze profitability and cloud order visibility. The company said memory-driven price increases are affecting the broader networking industry, but the impact on its 2026 growth will be limited.

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide. The company said it has secured capacity and diversified sourcing ahead of the second half of 2026, signaling potential relief from first-half 2026 constraints for global customers and partners.