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Wednesday, December 3, 2025

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Samsung touts 96% lower-power NAND design 12/3/2025
Researchers investigate design based on ferroelectric transistor and demonstrate FeFET-based 3D NAND cells with near-zero pass voltage and up to five bits per cell.
As Prices Skyrocket, RAM Could Become Attractive Target for Package Thieves 12/3/2025
A UK buyer's RAM order was 'delivered' at 4 a.m., some 300 miles away from the shipping address.
Intel Might Return As an Apple Chip Supplier in 2027 12/3/2025
Apple analyst Ming-Chi Kuo thinks it could be a sign of the consumer tech giant wanting to show support for the Trump administration’s 'Made in USA' policy.
Samsung's Galaxy Z TriFold Phone Flips Open Into 10-Inch Screen 12/3/2025
Is it a phone or a tablet? Why not both? Samsung's three-panel foldable promises 'cinematic viewing' when it comes to the US in early 2026.
Global growth is holding up better than expected 12/2/2025
Global growth is holding up better than expected as an artificial intelligence investment boom helps offset some of the shock from US tariff hikes, the OECD said, nudging up its outlook for some major economies.
Apple Forecast to Overtake Samsung in Smartphone Shipments for the First Time in 14 Years 12/2/2025
Apple's shipments is expected to reach a global share of 19.4% in 2025, making it the world's No.1 smartphone OEM for the first time since 2011.
Nvidia's revenue skyrockets to record $57 billion per quarter 12/2/2025
Nvidia on Wednesday announced its financial results for the third quarter of its fiscal year 2025, once again beating its own sales records as all its data center GPUs were sold out during the quarter.
Micron preps $9.6B HBM plant in Japan 12/2/2025
Micron Technology plans to invest $9.6 billion in a high-bandwidth memory facility in Hiroshima, Japan, according to reports. The project, supported by up to $3.2 billion in government subsidies, is designed to address the rising demand for AI memory, potentially shifting the HBM market share in Micron's favor.
Nokia pledges $4B US manufacturing, R&D investment 12/1/2025
Nokia’s offices in Dallas. The electronics manufacturer pledged to spend $4 billion toward expanding its manufacturing and R&D capabilities in the U.S.
Global DRAM Revenue Soars 31% in 3Q 2025 12/1/2025
Significant increases in conventional DRAM contract prices and growing HBM volumes drove the global DRAM industry revenue to $41.4 billion in 3Q 2025.
The New Realities of Memory Supply and Pricing 12/1/2025
Memory supply faces rising prices and sudden shortages as longevity guarantees fade.
Trump team wants Taiwan to train US chip plant workers 11/27/2025
Under the arrangement, Taiwanese companies including TSMC (2330.TW), opens new tab, the world's largest contract chipmaker, would send new capital and workers to expand their U.S. operations and train U.S. workers.
Foxconn to spend $569M expanding Wisconsin factory 11/27/2025
The investment will create 1,374 jobs over the next four years and help Foxconn build out its artificial intelligence infrastructure, according to the press release.
AI data centers shift to LPDDR to cut energy use 11/27/2025
Data centers supporting AI services are turning to low-power double data rate memory to reduce energy consumption, with Nvidia, Intel and other tech firms integrating LPDDR into server memory modules. This shift is prompting industry leaders Samsung Electronics and SK Hynix to accelerate development to maintain a technological edge as Chinese competitors advance their own LPDDR products.
Framework Computer Delists DDR5 Memory, Citing Threat of RAM Scalping 11/27/2025
The shortage for RAM is causing Framework Computer to preserve inventory. Meanwhile, Lenovo has been stockpiling its own RAM supplies to head off price increases.
Apple, Qualcomm, MediaTek, and others that will leverage TSMC’s 2nm wafers 11/26/2025
TSMC’s 2nm N2 Process Rumored To Have Limited Power, Performance & Area Improvements, Resulting In Lower Cost Increases Per Wafer, Giving Apple & Others Some Relief
Rapidus to start construction on 1.4nm fab in 2027 11/26/2025
According to Nikkei Asia, this move is expected to help the Japanese chipmaker close the gap with the Taiwanese chip-making giant, which has already revealed its 1.4-nm technology earlier this year. The company also said that it will begin full-scale research and development on the node starting next year.
Google In Talks To Offer Its AI Chips To Meta 11/26/2025
Google parent Alphabet (GOOGL) reportedly is in talks with Meta Platforms (META) and others to let them use its Tensor AI chips, expanding its Nvidia (NVDA) rivalry.
DDR5 RAM Can Now Cost More Than a PlayStation 5 11/26/2025
The average price for 64GB of DDR5 RAM has skyrocketed past $500. If you want 128GB, expect to pay more than what it costs to buy some PCs.
iPhone Fuels China Smartphone Sales Growth in October 11/25/2025
China's smartphone sales were up 8% in October, driven by Apple's 37% year-on-year growth, according to Counterpoint Research.
Intel Targets AI Inference Leap with Potential SambaNova Acquisition 11/25/2025
Intel seeks an AI edge with potential SambaNova buyout—will this risky move finally deliver results?
Memory prices soar, prompting buyers to stockpile 11/25/2025
Memory Supercycle roars onIn October, 16GB DDR4 modules rose around $25.20 to $44-60, while 16GB DDR5 modules reached roughly $73.
Intel's EMIB & Foveros Advanced Packaging Solutions Are Seen as a Viable Alternative To TSMC's Offerings 11/25/2025
Intel might have been lagging significantly behind in the chip business, but when it comes to advanced packaging, the firm has competitive options.
AMD’s Dr. Lisa Su Elected Chair of SIA 11/24/2025
AMD Chair and CEO Dr. Lisa Su has been elected Chair of the SIA Board of Directors.
Vulcan Elements selects North Carolina for $918M magnet facility 11/24/2025
The Benson site follows the manufacturer’s $1.4 billion partnership with the U.S. government and rare-earth and critical-minerals refiner ReElement Technologies.
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