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| Memory prices soar, prompting buyers to stockpile |
11/18/2025 |
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Memory prices, driven by DDR4 and DDR5, have surged, causing users to buy and hoard memory after they receive quotes, according to Yicai Global. Samsung Electronics, Micron Technology and SK Hynix have responded with substantial capital expenditures focused on process technology and high-value products rather than increasing capacity.
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| Apple May Name New CEO Early Next Year |
11/18/2025 |
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Cook has been at the helm of the company since 2011, when he took over for co-founder Steve Jobs. His potential departure has nothing to do with Apple's financial performance, the FT reports.
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| SK hynix merges DRAM and NAND into a single package for faster AI performance |
11/13/2025 |
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A novel packaging technology may soon come to fruition. SK hynix is developing a new type of computer memory aimed at accelerating local workloads. The High-Bandwidth Storage memory expands on the previously introduced High Bandwidth Flash technology by combining mobile DRAM and NAND Flash components in devices for portable computing.
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| Arm's DreamBig buy may signal shift to selling its own chips |
11/13/2025 |
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Arm has acquired DreamBig Semiconductor for $265 million, potentially signaling a shift toward building its own chips to capitalize on AI and data center demand. DreamBig, known for chiplet technology and high-performance accelerator solutions, brings its Mars chiplet platform and Mercury AI-SuperNIC to Arm, raising questions about whether Arm will license DreamBig's designs or commercialize them as full chips.
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| Google Killed Connectivity on Older Nest Thermostats |
11/12/2025 |
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. This Community Project Wants to Revive Them: "Your thermostat shouldn't become e-waste because some corporation decided to flip the kill switch. Your phone shouldn't be locked down to prevent you from accessing your own device. This is about taking back control."
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| Micron stays on track with N.Y. fab, accelerates Idaho project |
11/12/2025 |
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Micron Technology is proceeding with its chipmaking fabs in New York as scheduled, according to the company's latest Environmental Impact Statement. The first fab's construction is scheduled to begin late next year and is expected to be completed by 2028, with operations commencing in 2029. Micron also plans to accelerate its Idaho fabs and reallocate CHIPS Act funding to that project.
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| YMTC starts third fab, plans to increase production |
11/12/2025 |
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Yangtze Memory Technologies has started construction of a third NAND flash memory plant in Wuhan, China, with plans to ramp up silicon production in 2027, according to reports. YMTC, which is also expanding its second plant, wants to increase its share of global production capacity to more than 10% and challenge Micron Technology for fourth place in the NAND flash memory market.
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| Tesla CEO confirms AI5, AI6 to be made by Samsung, TSMC |
11/12/2025 |
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Tesla CEO Elon Musk says the company is embracing a dual-foundry strategy and its AI5 and AI6 chips will be manufactured at Samsung Electronics' Taylor facility in Texas and Taiwan Semiconductor Manufacturing Co.'s fab in Arizona, with the chips being slightly different because of each foundry's translation of designs to physical form.
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| Micron chip factories in Upstate NY will be delayed by 2-3 years |
11/11/2025 |
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Micron said earlier this year that the first fabrication plant, or fab, was scheduled to open in mid-2028. The opening has now been moved back to late 2030. Completion of the second fab has been pushed back from late 2030 to late 2033, the company said in the final environmental report on the project, released today.
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| AI data centers trigger HDD shortage — delays forcing rapid transition to QLC SSDs |
11/11/2025 |
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The surge in AI-driven data centers has led to a two-year backlog for enterprise-grade hard drives, prompting a shift to QLC NAND-based solid-state drives. This transition is expected to make quad-level cell more popular than triple-level cell by early 2027, but it is also creating a shortage of QLC NAND, potentially raising SSD prices worldwide
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| Nvidia's Rubin GPUs enter production with HBM4 samples |
11/11/2025 |
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CEO Jensen Huang has reportedly confirmed that Nvidia's next-generation Rubin GPUs are in production. The Rubin GPUs have also secured HBM4 memory samples from all major suppliers. Nvidia has previously stated that the Rubin GPUs are set for mass production by the third quarter of 2026.
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