Semiconductor News & Analysis Feed
20 articles
2026-08-21
2026-08-12
2026-08-12
finance.yahoo.com
2026-08-12
2026-08-11
www.tomshardware.com
2026-08-11
Nvidia is reportedly testing lower-memory configurations of its upcoming Rubin Ultra accelerator due to ongoing shortages of high-bandwidth memory (HBM). According to The Information, some versions are being tested with as little as 192 GB of memory and are switching from the originally announced HB
2026-08-11
tomshardware.com
2026-08-11
NVIDIA is reportedly testing lower-memory configurations of its upcoming Rubin Ultra accelerator due to a global shortage of high-bandwidth memory (HBM). According to The Information, the company is evaluating versions with 192GB or 256GB of memory, using HBM4 instead of the originally announced HBM
2026-08-08
news.google.com
2026-08-08
2026-08-08
news.google.com
2026-08-08
2026-08-07
2026-08-06
2026-08-06
news.google.com
2026-08-06
2026-08-04
tomshardware.com
2026-08-04
As the global AI-driven memory shortage continues to intensify, PC manufacturers are scrambling to secure supply while managing costs. According to a Nikkei Asia report, major PC makers including HP, Asus, and Acer have begun incorporating limited quantities of Chinese memory chips from CXMT into no
2026-08-01
tomshardware.com
2026-08-01
Microsoft has pledged to optimize Windows 11 for systems with 8GB RAM or more as part of its commitment to improve the operating system by March 2026. While the official minimum requirement is just 4GB, most PC builders recommend at least 16GB for a smooth experience. The ongoing global RAM shortage
2026-07-31
www.igorslab.de
2026-07-31
SK hynix and ADATA have issued warnings about a severe memory shortage expected in 2027, particularly affecting DRAM and HBM (High Bandwidth Memory). This forecast stems from the rapid growth in AI infrastructure demand, which is consuming memory capacity at unprecedented levels. SK hynix CEO Kwak N
2026-07-31
www.tradingkey.com
2026-07-31
Micron Technology surged 18% on Thursday, recovering from a 41% decline from its $1,255 high, driven by Samsung Electronics' Q2 2026 earnings confirming long-term memory chip supply shortages due to AI infrastructure growth. This directly countered bearish narratives about oversupply, Chinese compet
2026-07-31
2026-07-27
2026-07-23
tomshardware.com
2026-07-23
The ongoing shortage of memory chips, driven by the rapid expansion of AI technologies, is now extending its impact beyond the PC and gaming sectors into the automotive industry. Major automakers like General Motors and BYD have already begun raising vehicle prices due to increased component costs,
2026-07-22
videocardz.com
2026-07-22
SK Hynix and ADATA have issued warnings about the global memory market, predicting unprecedented severity of memory shortages in the coming years. SK Hynix forecasts the most severe memory shortage in history by 2027, while ADATA expects this shortage to last for a decade. This prediction reflects t
2026-07-17
2026-07-16
www.barrons.com
2026-07-16