It appears the chip tariff threat against TSMC has faded, as the Trump administration is considering exempting the Taiwan giant following significant US commitments. TSMC Sees Exemptions Under an Upcoming Tariff Scheme, Allowing the Giant to Benefit Its Customers Semiconductor tariffs have long been a concern for TSMC, especially since the company has faced demands to increase its commitments to American manufacturing or face tariffs of up to 100%. Given how important the Taiwan chip giant is to the global AI supply chain, a tariff wave would've disrupted operations, causing significant concern for hyperscalers and fabless customers. However, according to […]

Read full article at https://wccftech.com/tsmc-reportedly-spared-from-us-tariffs-after-mega-investments-in-arizona/

The HBM markets are now seeing a shift in momentum following the validation and production stages of HBM4, and it appears Korean memory giants will be in the spotlight this time. Micron Faces Validation Challenges With HBM4, Giving Ample Room For Samsung to Snatch Market Share With Vera Rubin and the Instinct MI400 series, major chip manufacturers have shifted their focus to integrating HBM4. This technological leap combines logic and memory into a single package, delivering higher performance benefits. We won't go into much depth. However, from an industry POV, the HBM market share, primarily distributed between SK hynix, Micron, […]

Read full article at https://wccftech.com/the-memory-industry-is-at-a-turning-point-with-hbm4/

Lenovo's official has spoken about the state of the PC supply chain, revealing that channel partners and consumers should secure hardware with the utmost urgency. Lenovo's VP Says that "Pricing Sensitivity" With the AI Buildout Is High, Making Current Prices the Most Attractive Well, 2026 isn't a great year for gamers at all, considering the shortages we are seeing across multiple component segments, and, more importantly, there isn't a clear direction for consumers. Given that many of us are involved in the usual 'upgrade cycle', there is uncertainity about how the PC market will evolve moving forward, or whether there […]

Read full article at https://wccftech.com/lenovo-sounds-the-alarm-for-gamers-urging-hardware-purchases-as-soon-as-possible/

NVIDIA has been in a race to source DRAM for its AI accelerators and memory products, but the real edge, of course, is Jensen's unique relationships with Korean memory giants. NVIDIA's CEO Just Met With SK's Chairman In a "Fried Chicken" Dinner, Discussing SOCAMM & HBM4 DRAM is proving to be essential for AI chip manufacturers that have been in severe shortages for several quarters now. This is mainly driven by hyperscaler demand, the sudden rise in demand for general-purpose DRAM products such as LPDDR, DDR, and GDDR. More importantly, NVIDIA and others see HBM as an integral part of […]

Read full article at https://wccftech.com/nvidia-ceo-fried-chicken-dinners-are-what-keep-him-ahead-in-the-race-to-source-memory/

NVIDIA's consumer GPU plans are looking pretty interesting now, as a new report claims the company plans to extend the RTX 50 series with a new addition. NVIDIA's Next GPU Could be the GeForce RTX 5090 Ti, Boasting Higher Performance For Its 'Dearly' AI Customers Team Green hasn't talked too much about gamers at all this year, apart from DLSS 4.5, but we won't go into that. In terms of gaming GPUs, well, at CES 2026, we didn't see anything from NVIDIA at all, despite expecting the RTX 50 SUPER series. According to a recent report, the company has no […]

Read full article at https://wccftech.com/nvidias-replacement-for-the-rtx-50-super-series-could-be-a-mega-rtx-5090/

Intel's 18A process was a breakthrough for the foundry division, especially with a successful Panther Lake launch, but here's why external adoption is limited for now. Intel's PowerVia Technology Paves The Way Towards Future Customer Commitments, But Not Right Now Intel Foundry has been struggling with customer commitments for several years now, but the division has worked extensively on the 18A process, with foundations laid by ex-CEO Pat Gelsinger. The node has seen recent success with its integration into the Panther Lake lineup, and given how Intel's latest APU platform has turned out, experts are optimistic about Intel Foundry's progress. […]

Read full article at https://wccftech.com/intels-bspdn-on-18a-is-a-major-technical-win-that-may-also-be-holding-back-external-adoption/

In our 'eagle's view' of the RAM market, we have noticed that the price trend has become more consistent over the past few days, but the reason isn't optimistic. Memory Prices Are Reaching Stability, But Suppliers Are Still Looking to Reap More Profits We all hope that memory modules will become affordable for consumers, but recent price trends and supply chain conditions suggest prices will only increase in 2026. While looking at RAM price trends on PCPartPicker, we noticed that both DDR4 and DDR5 were 'flattening out'. There are many reasons behind such a price movement, but calling the memory […]

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Well, everyone is concerned about what tech giants are doing when it comes to AI spending, but apparently, the NVIDIA CEO doesn't feel the investments are something 'surprising'. NVIDIA's Jensen Huang Calls the AI CapEX Bumps 'Sustainable', Rejecting the Overspending Claims The AI frenzy is evolving with aggressive momentum heading into 2026, as we have seen the first indication that the technology is approaching an 'inflection' point, following quarterly earnings from Amazon, Google, and Meta. It appears Big Tech is in a race to spend more on AI, which is why CapEx figures have grown to levels no one would've […]

Read full article at https://wccftech.com/nvidias-ceo-isnt-worried-about-big-tech-splurging-660-billion-on-the-ai/

Memory suppliers have dramatically changed the way DRAM contracts traditionally operate, according to a new report, with newer spot prices now being reflected in an 'interesting' way. DRAM Manufacturers Have Narrowed Agreement Timelines, Limiting It To Just a Few Weeks Well, across the industry, memory shortages have been discussed from the consumer perspective, but when it comes to players in the supply chain, the dynamics are quite different. It appears that in the era of a DRAM supply crunch, memory suppliers like Samsung, SK hynix, and Micron are all focused on one thing: maximizing profitability from their production lines. A report by […]

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The AI frenzy is now coming for CPUs, as a new Reuters report says both Intel and AMD are struggling to meet enterprise demand, which has driven up prices. Server CPUs Are Now Under Immense Demand From Hyperscalers, Potentially Forcing Intel/AMD to Shift Away From Client Products The broader tech supply chain is currently under significant pressure, courtesy of the infrastructure buildout, as we have seen over the past few quarters, DRAM, NAND, and semiconductors are experiencing massive shortages. This has ultimately created an adverse impact not just on consumers alone, but also on manufacturers like Intel and AMD, as […]

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Tesla's CEO is highly optimistic about the prospect of computing in space, as Musk believes Earth's energy constraints hinder the advancement of AI. Tesla's CEO Claims Energy Is a Problem On Earth, But in Outer Space, Chips Will Be the Next Constraint As the world of AI infrastructure advances, many experts argue that the 'dot-com' moment for this buildout will come when hyperscalers realize there isn't enough energy on the grid to sustain datacenter development, which would ultimately lead to a compute glut. Energy is a massive constraint that the AI bandwagon currently witnesses, given that it is argued that […]

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NVIDIA's plans for this year's consumer GPU launches are unclear, but a new report says the RTX 50 SUPER series won't launch at all. NVIDIA's Consumer GPU Plans Are Currently Under Jeopardy, Driven by Memory Supply Constraints The DRAM supply shortage has forced GPU manufacturers to revise their roadmaps, leading to significant disruptions in many future launches. At this year's CES, we saw no talk about next-gen consumer GPUs at all, and the main reason is simply that getting the necessary chips has become difficult. Now, according to The Information, NVIDIA has "no plans" to launch a new GPU this […]

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TSMC is now looking to expand its fab operations in Kumamoto, Japan, as the chip giant now plans to introduce 3nm production lines, a massive upgrade from the previous plans. TSMC's Japan & US Projects Will Be On Par In Terms of Process Technologies Being Produced Within the Same Timeline The Taiwan chip giant has realized that expanding production in Taiwan alone won't do the job, given the gigantic node demand from the AI sector. More specifically, it is the advanced processes that are in significant demand by HPC customers, which is why production lines responsible for nodes like 3nm […]

Read full article at https://wccftech.com/tsmcs-japan-plans-are-now-looking-much-more-aggressive/

Well, it appears the prospect of integrating Chinese memory into consumer products is becoming a reality, as major manufacturers are now exploring this route. HP, Dell, Acer & ASUS Are Currently Validating CXMT's DDR5 Modules, Rushing to Adopt Chinese Memory Memory shortages have grown massively in severity, and with that, OEMs on the client side have few options left to satisfy consumer demand. DRAM contract pricing is rising by triple-digit percentages each quarter, making it no longer feasible to buy DDR5/DDR4 modules in spot without passing the increased costs directly onto consumers. However, Nikkei Asia reports that major PC manufacturers […]

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The memory shortage has become so severe that consumers are now looking to Chinese suppliers like CXMT and YMTC as their 'saviour', hoping to get cheap DDR5/DDR4 modules, but that might never be the case. The retail situation in the RAM market is worsening by the day, with price hikes across the board, especially for higher-capacity modules. Mainly driven by DRAM shortages, it has become tough for gamers to access any memory, and given that the supply situation isn't looking to improve anytime soon, many of us have set our hopes on Chinese memory manufacturers coming to the rescue. Consumers […]

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AMD's CEO, Lisa Su, has given her outlook on the PC industry, and it appears Team Red isn't very confident about the client segment's growth this year. AMD's Lisa Su Hints Towards Focusing More On Enterprise Within the Client Segment, Through Edge AI Products The PC industry has been in turmoil over the past few quarters, primarily driven by ongoing memory shortages and by companies like NVIDIA, AMD, Dell, and others shifting their focus to enterprise/AI businesses. IDC projections indicate a decline in shipments, further raising pressure on AMD and how it will proceed in the client industry. AMD's CEO, […]

Read full article at https://wccftech.com/amd-prepares-to-battle-pc-market-uncertainty-but-ceo-says-the-focus-will-stay-on-enterprise/

Intel's GPU business has always been a mystery, not just on the consumer front, but also in the datacenter segment, but it appears Tan has a plan in mind. Intel's CEO Reveals Recent Efforts to Hire Qualcomm Executive Were a Part of the GPU Business Strategy Intel has been in a struggling position ever since Lip-Bu Tan took over, given that the company still hasn't defined a clear roadmap for where it is heading with AI. When you look at Team Blue's accelerator plans, the only thing we know about is the 'inference-focused' Crescent Island, since progress around Jaguar Shores […]

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NVIDIA and OpenAI are all that's being talked about in the AI world, not because there have been changes in their commitments, but because the scale of the partnership is so immense that it captures all the market spotlight. Before we dive into the ongoing NVIDIA-OpenAI fiasco, it's important to note the fundamentals that underpin the partnership. Team Green is currently the world's largest AI infrastructure provider, and almost all hyperscalers are dependent on the company, not just for hardware, but also for financial commitments in the form of "collaborations" or whatever you call it. At the same time, NVIDIA […]

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Intel is now looking to capitalize on the ongoing DRAM demand by partnering with a SoftBank subsidiary to launch a new "ZAM" memory technology. Intel's ZAM Memory Modules Now Bring In Higher Power Efficiency Through Innovative Interconnect & EMIB Well, with the AI infrastructure buildout being at its peak this year, there has been a gigantic rise in DRAM demand, driven by the adoption of hyperscalers and chip manufacturers. And more importantly, given that memory suppliers are limited worldwide, the supply chain bottleneck is immense right now, underscoring the need for new competitors to enter, which is why Intel is reported […]

Read full article at https://wccftech.com/intel-plans-to-enter-the-memory-business-once-again/