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PremiumAI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
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How Nvidia's deal with Intel has been decades in the making — years of rivalry culminated in an unexpected alliance
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PremiumThe state of Intel: What the company's $5 billion deal with Nvidia could mean for the floundering chipmaker
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News AnalysisSilicon Motion announces new devices: PCIe 6.0 SSDs, 256 / 512 TB drives, and next-gen 16K LDPC
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PremiumHBM roadmaps for Micron, Samsung, and SK hynix: To HBM4 and beyond
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PremiumInside the future of 3D NAND: The roadmap to 500 layers
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News AnalysisMicron details new U.S. fab projects — HBM production coming to America
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TSMC to spend $42 billion on expansion in 2025 — ambitious plans detail nine production facilities
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AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
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Nvidia details efficiency of the NVFP4 format for LLM training
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Qualcomm's big win over Arm could reverberate throughout the industry
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News Analysis
Fragmented ecosystems and limited supply: Why China cannot break free from Nvidia hardware for AI
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News AnalysisThe tale of Nvidia's HGX H20: How an AI GPU became a political lightning rod
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News AnalysisChatGPT users revolt over GPT-5 release — OpenAI battles claims that the new model's accuracy and abilities fall short
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News AnalysisThe pains of Intel: From CPU design and process technology challenges to internal clashes and political pressure
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Silicon Motion announces new devices: PCIe 6.0 SSDs, 256 / 512 TB drives, and next-gen 16K LDPC
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News AnalysisTrump's 100% chip tariffs will likely hurt smaller manufacturers, as major companies court exemptions
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News AnalysisDDR4 production is expected to continue until 2026
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