Topic
semiconductor
Technology Why IMEC’s new 6G chip breakthrough is exactly what Nvidia’s Jensen Huang is looking for right now
Belgium-based IMEC unveiled a breakthrough in III-V chiplet integration on 300mm silicon, enabling denser chip configurations and lower costs for 6G. This aligns with Nvidia CEO Jensen Huang's vision of telecom as the next AI frontier. Nvidia has invested $1B in Nokia and formed a coalition for AI-native 6G platforms.
Technology RAM Crisis Will Drive Hardware Prices Higher Into 2027, Nothing CEO Warns CTOs
Nothing CEO Carl Pei warns that the RAM crisis is not ending soon, with memory now the most expensive component in smartphones, accounting for over 50% of hardware costs. Phone prices are rising and will continue into next year. Nvidia's Jensen Huang expects the shortage to last 'quite a few years,' while ex-Samsung boss Kye-hyun Kyung predicts a potential softening by late 2027 or early 2028 due to Chinese RAM expansion.
Technology Nvidia Still Dominates GPU Market but AMD's Radeon RX 9070 XT Gains Traction in Steam Survey
According to Valve's latest Steam Hardware Survey, AMD's Radeon RX 9070 XT has suddenly become the most popular AMD GPU with a 1.33% market share, surpassing Nvidia's RTX 4070 Ti. However, Nvidia still dominates the desktop GPU market, led by the RTX 3060. The survey provides a limited but interesting glimpse into hardware preferences, though it focuses on gaming rather than enterprise applications.
Technology Semiconductor stocks lose $1.3 trillion in worst week since 2020 amid chip rout and external shocks
Semiconductor stocks suffered their worst week since 2020, erasing $1.3 trillion in market cap. While triggered by Broadcom's softer AI chip guidance, external factors including a strong US jobs report, renewed US-Iran conflict, and upcoming mega-IPOs from SpaceX, Anthropic, and OpenAI compounded the decline. Chip demand remains strong but investor skittishness may affect AI infrastructure financing.
Technology Old Nvidia GPUs Resurrected, SK Hynix Plans to Triple Memory Production by 2034
Old Nvidia RTX 3060 and 3050 GPUs are being resurrected by graphics card maker Manli in Asia as budget alternatives amid rising current-gen GPU prices. Meanwhile, SK Hynix chairman Chey Tae-won revealed plans to double wafer capacity by 2031 and triple it by around 2034, accelerating from a previous 20-year timeline to meet surging memory demand driven by AI.