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Price Rally Drives 4Q 2025 DRAM Revenue Up 30% 3/9/2026 Aggressive additional orders have driven a sharp increase in conventional DRAM contract prices, lifting total DRAM industry revenue to $53.58 billion in 4Q 2025. Prices surge to highest level since 2022 as Middle East conflict escalates: PMI 3/9/2026 U.S. manufacturing activity expanded for the second month in a row, driven by new orders and backlog growth, as tariffs and rising oil prices inject uncertainty. Manufacturing lost 12,000 jobs in February 3/9/2026 The plastics and rubber product and transportation equipment sectors lost the most jobs last month at approximately 4,200 and 4,000, respectively, the Bureau of Labor Statistics reported Friday. SK hynix showcases advanced AI memory solutions at MWC 2026 3/9/2026 During the event, the Korean chipmaker displayed its latest products targeting the AI industry, including the sixth-generation high bandwidth memory, or HBM4, along with LPDDR6, the latest product in its LPDDR lineup. Micron Opens Semiconductor Assembly and Test Facility in Gujarat 3/6/2026 Micron's semiconductor assembly and test facility in Sanand marks a significant step in advancing India's semiconductor ecosystem. Honeywell takes next step in aerospace spinoff 3/6/2026 The Honeywell Aerospace offshoot is expected to become a publicly traded company in the third quarter of 2026. Nvidia reportedly working on RTX 5050 with 9GB of VRAM on a 96-bit bus, featuring 28 Gbps GDDR7 modules 3/6/2026 Memory and chip constraints are leading the company to think of interesting new products — a new RTX 5050 with 9GB of VRAM seems to be in the works, according to leaker @Zed__Wang. Rambus Intros Industry’s Fastest HBM4E Memory Controller: 60% Faster Vs HBM4 at 4.1 TB/s Per IC 3/6/2026 Rambus has introduced a memory controller based on the HBM4E standard, offering transfer speeds of up to 16 gigabits per second per pin and bandwidth of 4.1 terabytes per second per module. The controller, which is available for licensing, is expected to be used in Nvidia Rubin Ultra graphics processing units and Advanced Micro Devices MI500 accelerators. South Korean Startup Bets on Cost-Efficient LLM Chip to Challenge GPU Dominance 3/5/2026 HyperAccel is preparing to launch an LLM inference accelerator designed for economical token generation in the data center. Nvidia invests $4bn in Lumentum and Coherent for optical interconnect 3/5/2026 NVIDIA is investing $2 billion each in Lumentum and Coherent to accelerate innovation in advanced optics technologies to enable AI infrastructure and systems designs. Micron sampling 256GB LPDRAM module 3/5/2026 Micron is sampling a 256GB LPDRAM module — 256GB SOCAMM2 – based on a 32Gb LPDDR5X die. AMD sees unexpected demand for server CPUs 3/5/2026 Advanced Micro Devices is experiencing unexpectedly high demand for its server central processing units as agentic AI boosts adoption, CEO Lisa Su says. Su notes that demand has "far exceeded" expectations, leading to supply tightness as the supply chain adjusts. AMD is working with partners to address bottlenecks and expects to expand capacity next year. Defense executives plan to meet at White House as strikes on Iran diminish stockpiles 3/4/2026 Companies including Lockheed Martin (LMT.N), and Raytheon parent RTX (RTX.N),, along with other key suppliers, have been invited to ?attend the meeting, the people said, speaking on condition of anonymity because the discussions are private. 2026 Smartphone Shipments to See Sharpest Decline on Record Amid Deepening Memory Crisis 3/4/2026 Memory shortages, rapid component price inflation, and structural vulnerabilities among lower-end OEMs are expected to drag down 2026 numbers. DRAM bots reportedly being deployed to hoover up memory chips and components 3/4/2026 one operation ran 10 million web scraping requests, hitting DDR5 RAM product pages every 6.5 seconds. That’s six times more frequent than the average user, meaning only one in seven requests comes from legitimate buyers. Amazon Confirms Drone Strikes Knocked Out 3 AWS Data Centers in the Middle East 3/4/2026 Amazon says Iranian drone strikes directly hit two AWS facilities in the UAE, while another strike landed close a facility in Bahrain. The recovery could potentially be slow. SK hynix, Sandisk Collaborating on Global Standardization of Next-Gen Memory HBF 3/3/2026 HBF technology can fill the gap between HBM's high performance and SSD's high capacity. Arm and Tensor Technologies have partnered to develop the world's first AI-driven personal vehicle 3/3/2026 The Robocar, which is set for a global launch in 2026, will feature 433 Arm-based cores and a comprehensive sensor suite to support Level 4 autonomy. Micron launches its first major chip assembly plant in India 3/3/2026 Test and assembly site in Gujarat marks India’s first commercial semiconductor production following multibillion-dollar investments in US and Singapore to meet growing demand for storage and memory chips iPhone 17e Is Here 3/3/2026 .Apple Adds MagSafe, Doubles Storage, Sticks With 1 Camera. iPhone 17e preorders begin on Wednesday, starting at $599 for a 256GB version. Chipmakers still suffering from rare earth shortages 3/2/2026 US-China trade truce apparently still hasn’t eased pressures despite agreement taking place in October last year Apple is quietly assembling a US chip supply chain, one layer at a time 3/2/2026 New fabs, wafer plants, and packaging campuses show Apple reshoring high-value silicon work while iPhone assembly stays overseas Stellantis posts $26B loss amid EV reset 3/2/2026 As the automaker sidelines electric vehicles, it sees North America as a potential growth engine in 2026. Netflix Drops Bid to Acquire Warner Bros., Paramount Set to Take Over 3/2/2026 WBD's board determined that Paramount's offer was superior and gave Netflix four days to submit a better bid. The streamer declined later that day. Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab 2/27/2026 Samsung would stop operating the 12-inch line as early as March 2026. Hwaseong Line 12 has a monthly capacity of about 80,000 to 100,000 wafers. Customers were informed of the shutdown in 2025, consistent with Samsung's fourth-quarter guidance to phase out legacy planar NAND and shift investment to advanced processes.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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