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Memory Market to Reach New Heights Amid AI Architecture Evolution 1/28/2026 TrendForce projects the memory market to be worth $551.6 billion in 2026 and to surge to a peak of $842.7 billion in 2027. Micron Starts Construction of New Advanced Fab in Singapore 1/28/2026 Micron begins building a major Singapore NAND fab, boosting AI-driven memory supply, advanced manufacturing, and high-tech semiconductor jobs. GM’s Buick Envision production shifting from China to US in 2028 1/28/2026 “This decision further strengthens GM’s domestic manufacturing footprint and supports U.S. jobs, building on $5.5 billion in new investments announced across our U.S. manufacturing sites in the last year,” SK Hynix to supply HBM3Es for Microsoft's Maia 200 AI chip 1/28/2026 According to the sources, the Korean chipmaker was tapped as the sole supplier of HBM3Es, the fifth-generation of HBM, for Microsoft's Maia 200 accelerator designed for the U.S. company's AI data centers. Researchers create energy-efficient memory device 1/27/2026 The device processes data only from active pixels, ignoring background noise, and the proof-of-concept system recognizes patterns with up to 92% accuracy, outperforming traditional methods. Early Listings Confirm Lenovo is Preparing Gaming Laptops Based on NVIDIA N1 and N1X Chips 1/27/2026 The leak confirms several new Lenovo laptops with NVIDIA's N1 and N1X chips that will be the first Windows on Arm gaming laptops from the company. Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China 1/27/2026 A White House official was quoted as saying the administration expects to facilitate additional large-scale deals to boost domestic production of lithium, rare earths, and other materials essential for defense and advanced technologies. With Industry's Fastest Pin Speeds, Samsung's HBM4 Modules Have Taken a Lead Over Counterparts 1/27/2026 Samsung's HBM4 modules are expected to be featured in NVIDIA's Vera Rubin AI lineup as soon as June, as the company sees a massive breakthrough with its memory business. Intel Confirms 'Nova Lake' Core Ultra 400 CPUs Launching This Year 1/26/2026 Faster graphics, big cache chips, and up to 52 cores: These CPUs could be real monsters. SK Hynix split-cell 5-bit flash increases SSD density without significantly reducing production complexity 1/26/2026 RAID-0-style parallelism in split-cell NAND boosts read speed dramatically Each half-cell reduces voltage stress, extending the endurance of the five-bit flash TI Expands Automotive Portfolio to Accelerate Shift Toward AVs 1/26/2026 TI's new automotive semiconductors and development resources enhance the safety and autonomy across vehicle models. Global Chip Revenues Forecast to Reach $1 Trillion for the First Time in 2026 1/26/2026 Growth is being driven by the rapid surge in memory and logic IC revenues, generated by massive demand from AI market. AI demand and capacity cuts set stage for 8-Iinch foundry price increases 1/16/2026 Global 8-inch wafer supply is tightening as leading foundries scale back production, while rising demand for AI-related power ICs drives utilisation rates higher, according to TrendForce’s latest survey. TSMC reports record quarterly profit amid AI boom 1/16/2026 Taiwan Semiconductor Manufacturing Company (TSMC) has posted a record fourth-quarter profit, driven by surging demand for artificial intelligence (AI) chips. DDR4 Prices Jump 10% in One Week 1/16/2026 . Some Buyers Are Even Looking at DDR3. TrendForce notes a 12% increase in some 8GB DDR4 memory kits and an 8% rise in the cost of 16GB kits over the past week. Verizon to Issue $20 Credit for Yesterday's Major Outage 1/16/2026 Subscribers will get a text message when the credit is available. They'll then need to redeem the credit in the My Verizon app; it won't be automatically applied to a future bill. 2025 semi revenue up 21% YoY at $793bn 1/15/2026 Semiconductor revenue totaled $793 billion in 2025, an increase of 21% year-over-year (YoY), according to Gartner. TSMC to hike US investment to $465bn 1/15/2026 Taiwan Semiconductor Manufacturing Co. plans to build five more fabs in Arizona under a US-Taiwan trade deal, raising its investment from $165 billion to $465 billion, according to reports. The deal also includes two packaging plants and a research and development center in Arizona. In exchange, the US will lower its tariff on Taiwanese exports to 15%. Chinese customs told to block H200 imports, report claims 1/15/2026 Directive would effectively ban the Nvidia AI chip from China. It's unclear if this is a temporary move or a permanent command. Boeing delivered 600 commercial aircraft in 2025 1/15/2026 The 737 Max manufacturer outsold rival Airbus last year, but trailed the France-based company in production. TSMC’s 2nm N2P’s High Price Has Forced Chipset Maker To Consider Samsung’s 2nm GAA Node Alternative 1/14/2026 The likely candidate that could transition to Samsung’s 2nm GAA process is Qualcomm, as there have been countless occasions of the company wanting to adopt a dual-sourcing strategy to reduce manufacturing costs SK hynix confirms $13 bil. packaging fab construction in Cheongju 1/14/2026 On its website, SK hynix said it will invest 19 trillion won ($12.92 billion) to build the P&T7 fab on a 230,000-square-meter site in the city’s industrial complex. Construction is set to begin in April with completion targeted for the end of 2027. Memory Shortage Fears Drive Surge in Q4 PC Shipments, But Future Outlook Is Grim 1/14/2026 The memory shortage is so bad that some smaller vendors might not survive as PC builders might hold off on purchases, according to research firm IDC. Space Forge fires up 1st commercial semiconductor factory in space 1/13/2026 Such experiments have previously only been conducted aboard the International Space Station. GM expects $7.1B EV-related charge in Q4 as it realigns North American strategy 1/13/2026 The automaker cited slowing electric vehicle demand and the termination of consumer tax incentives for its shift to produce more internal combustion engine trucks and SUV  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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