US Federal Trade Commission (FTC) has approved NVIDIA $5 billion investment in INTEL.
NVIDIA GB300 series have begun shipping in small quantities at the end of 2025, and large-scale shipments are expected in H1 2026.
SoftBank is racing against the clock to raise $22.5 billion in funding, while simultaneously betting on OpenAI and slowing down the pace of other deals.
US and Japan are competing to develop semiconductor; it is projected that by 2030, US will account for 28% of global advanced semiconductor production capacity.
Micron earnings report has sounded the alarm: due to a surge in demand for AI-driven memory chips, 2026 could see the most severe chip shortage in history.
Reports indicate that Nexperia China has been sourcing wafers from local suppliers.
Storage shortages could lead to price increases for Acer and ASUS laptops.
Cerebras may file for an IPO in US after postponing its initial public offering (IPO).
Samsung overtakes Micron to reclaim the second position in the HBM market in Q3 2025.
