Analysis: surging memory and CPU costs could drive the retail price of a mainstream $900 notebook up by nearly 40% in 2026 to maintain current margin structures
- For a mainstream notebook with an MSRP of US$900, surging memory prices alone could raise retail prices by more than 30%; …
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
Nvidia plans to resume H20 sales to China after the US assured it AI chip shipments would be approved, reversing the Trump administration's stance from April
US government officials told Nvidia they would green-light export licenses for its H20 artificial intelligence accelerator …
Global shipments of VR and MR headsets are expected to reach ~9.6M units in 2024, up 8.8% YoY; Meta remains the global leader with a 73% market share
TrendForce :
TSMC reports Q3 revenue up 39% YoY to ~$23.6B and net income up 54.2% YoY to ~$10.1B, both above estimates, boosted by strong sales of Nvidia AI chips
From AGI to GPT, an AI Glossary You Can Actually Understand … Hello World … Quicktake
TSMC unveils A16, chip manufacturing tech featuring nanosheet transistors with “backside power rails” meant for producing its ultra-advanced 1.6nm chips by 2026
Taiwan chip titan aims to secure leading position and capture AI demand — TAIPEI — Taiwan Semiconductor Manufacturing Co …
China says Micron's products caused “significant security risks to our critical information infrastructure supply chain” and warns operators against buying them
less than 2 months after it's announced. The Micron ban applies to major Chinese cos, but impact could be broader. https://www.wsj.com/... via @WSJ Bill Bishop / @niubi : Did they ...