|
 |
|
| Micron chip factories in Upstate NY will be delayed by 2-3 years |
11/11/2025 |
|
Micron said earlier this year that the first fabrication plant, or fab, was scheduled to open in mid-2028. The opening has now been moved back to late 2030. Completion of the second fab has been pushed back from late 2030 to late 2033, the company said in the final environmental report on the project, released today.
|
|
|
| AI data centers trigger HDD shortage — delays forcing rapid transition to QLC SSDs |
11/11/2025 |
|
The surge in AI-driven data centers has led to a two-year backlog for enterprise-grade hard drives, prompting a shift to QLC NAND-based solid-state drives. This transition is expected to make quad-level cell more popular than triple-level cell by early 2027, but it is also creating a shortage of QLC NAND, potentially raising SSD prices worldwide
|
|
|
| Nvidia's Rubin GPUs enter production with HBM4 samples |
11/11/2025 |
|
CEO Jensen Huang has reportedly confirmed that Nvidia's next-generation Rubin GPUs are in production. The Rubin GPUs have also secured HBM4 memory samples from all major suppliers. Nvidia has previously stated that the Rubin GPUs are set for mass production by the third quarter of 2026.
|
|
|
| DuPont’s Q3 sales exceed expections, generating $3.1B |
11/7/2025 |
|
Looking ahead, the company updated its “New DuPont” full-year guidance to $1.6 billion, up from $1.575 billion. The guidance also reflects the discontinued operations of DuPont’s aramid fiber business, which is in the process of being sold, and the electronics business separation, Qnity Electronics, which was completed Nov. 1.
|
|
|
| DRAM prices skyrocket 171% year-over-year |
11/6/2025 |
|
DRAM prices skyrocket 171% year-over-year, outpacing the rate of gold price increases — AI demand drives massive price hikes as shortage takes hold. Mainstream DDR5 memory is already at least twice as expensive as it was in July.
|
|
|
| AMD lifts Q4 revenue forecast |
11/6/2025 |
|
Advanced Micro Devices is forecasting revenue of approximately $9.6 billion in the fourth quarter, which will exceed expectations, thanks in large part to strong demand for AI chips, data center infrastructure investments and demand from major tech clients.
|
|
|
| Huawei debuts PCs with Kirin 9000X, Chinese OS alternatives |
11/6/2025 |
|
The Kirin 9000X, developed by HiSilicon, is an octa-core, 16-thread chip with a 2.5 GHz base clock. Huawei has not disclosed pricing or availability for the Qingyun W515y and W585y desktops, which feature the Tongxin UOS V20 and Galaxy Kylin V10 operating systems.
|
|
|
| LPDDR6: Not Just For Mobile Anymore |
11/4/2025 |
|
New security features in LPDDR6 that are essential for data centers, as well as the challenges of working with so many pins and PHYs.
|
|
|
| Gigabyte Achieves Top 3 DDR5 Memory OC World Record |
11/4/2025 |
|
DDR5 memory world record continues coming in, and it looks like Gigabyte is leading the race with the top 3 positions currently held by the motherboard maker & its OC-ready motherboard, the Z890 AORUS Tachyon ICE. Just last month, the motherboard broke past the 13,000 MT/s DDR5 frequency barrier, and continues to push that record spree further.
|
|
|
|
