SoftBank is collaborating with NVIDIA and Arm to develop AITRAS, with new base stations scheduled for deployment in 2026.
Interview with Jensen Huang: A complete decoupling between the US and China is unrealistic; Taiwan remains a key player in the global chip industry; AI investment is not a bubble.
Rising DRAM prices from Samsung and SK Hynix have attracted major US technology companies to compete for their supplies.
From HBM to DRAM: Silicon Valley executives flocked to South Korea to snap up memory supplies, earning them the nickname “memory beggars.”
Technology suppliers, chipmakers, and automakers are accelerating autonomous driving, but the industry still faces challenges.
The supply and demand for 55/90nm chips is tightening, and prices are expected to rise across the board within 26 years. Sigmaintell
NVIDIA has invested $20 billion in Groq in an effort to gain an early advantage in the AI inference race.
Jensen Huang: The “doomsday theory” surrounding AI is harming society.
Micron: Storage shortage may continue until 2028.
Memory chip prices will rise by 40% to 50% in Q1 and by about 20% in Q2 2026. Counterpoint Research
