Jensen Huang: Storage market architecture has been completely transformed; “AI needs more storage.”
TSMC faces a shortage of 3nm process capacity: Prices are rising and new projects are being suspended.
Dutch Nebius eagerness to adopt NVIDIA Rubin processor has fueled a surge in demand for AI servers.
Samsung spent $1.73 billion to buy back shares as an employee compensation incentive.
Thailand Board of Investment stated that Thailand aims to attract $79 billion in investment into the semiconductor and advanced electronics industries by 2050.
Research indicates German SMEs slow down AI investment.
Global MLC NAND Flash production capacity is expected to decrease by 41.7% in 2026, exacerbating the supply-demand imbalance. TrendForce
Texas Instruments expands automotive chip portfolio as vehicles shift to centralized computing.
Samsung has regained its position as the world’s number one DRAM manufacturer after a year-long hiatus.
