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| DDR4 Prices Jump 10% in One Week |
1/16/2026 |
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. Some Buyers Are Even Looking at DDR3. TrendForce notes a 12% increase in some 8GB DDR4 memory kits and an 8% rise in the cost of 16GB kits over the past week.
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| TSMC to hike US investment to $465bn |
1/15/2026 |
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Taiwan Semiconductor Manufacturing Co. plans to build five more fabs in Arizona under a US-Taiwan trade deal, raising its investment from $165 billion to $465 billion, according to reports. The deal also includes two packaging plants and a research and development center in Arizona. In exchange, the US will lower its tariff on Taiwanese exports to 15%.
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| Micron signals extended DRAM shortage |
1/13/2026 |
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Micron Technology has responded to criticism about discontinuing its consumer brand Crucial, emphasizing its ongoing support for consumers through partnerships with original equipment manufacturers. Micron also warns that improvements in DRAM supply will not occur until at least 2028, as new facilities become fully operational.
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| Arm launches 'Physical AI' unit, joining rush to robotics by tech and automakers |
1/12/2026 |
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The decision to create a unit that specializes in robotics arrives amid a flurry of announcements and activity at CES around humanoid robots. At the sprawling Las Vegas trade show, large and small companies demonstrated robots that could help build cars, clean toilets and deal games of poker - at a glacial pace.
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| Global semiconductor sales set a record in Nov. |
1/12/2026 |
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Global semiconductor revenue for November reached a record $75.3 billion, a 29.8% increase from a year ago, according to the Semiconductor Industry Association. Sales were up across major product categories and regions, except for Japan, where sales decreased 8.9%.
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