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Adata chairman: Today's supply shortage is unique 10/16/2025 Adata chairman Simon Chen highlights an unprecedented simultaneous shortage of DRAM, NAND flash and hard drives. Unlike typical market cycles, this shortage affects all major memory and storage components at once, creating a unique situation in the chairman's 30 years of experience. Amkor breaks ground on $7B facility 10/16/2025 The investment ballooned by $5 billion amid an increase in the project’s scope and funding via the CHIPS Act. You Can Soon Shop Walmart Inside ChatGPT 10/16/2025 You won't need to leave the ChatGPT window to purchase Walmart products, thanks to OpenAI's Instant Checkout tech. 'This is agentic commerce in action,' Walmart says. Nvidia and Intel could win the AI PC war with this secret weapon 10/15/2025 Forget integrated graphics. The real power of this alliance rests in memory architecture. US Senate passes measure that limits Nvidia and AMD’s AI chip exports to China 10/15/2025 The Senate action follows a Trump administration deal this summer with Nvidia and AMD to ease China export restrictions China’s exports to US drop in September, while rise in global shipments hits a 6-month high 10/15/2025 Customs figures released Monday showed that China’s worldwide exports were 8.3% higher than a year earlier, at $328.5 billion, surpassing economists’ estimates. That was markedly better than the 4.4% year-on-year increase in August. Windows 10 Support Ends Today. Do This to Extend Your Security Updates for Free 10/15/2025 Microsoft ends support for its older OS today, but there are three ways to extend critical security updates and remain on Windows 10 for another year. Two options are free. SpaceX completes 11th Starship test before debuting upgraded prototype 10/14/2025 Elon Musk's SpaceX successfully launched its 11th Starship rocket from Texas and landed it in the Indian Ocean, the last flight before the company begins test-launching a new version of the giant rocket outfitted with more features for moon and Mars missions. SEMI: Global 300mm Fab Equipment Spending Forecast to Total $374B Over Next Three Years 10/14/2025 This robust investment reflects fab regionalization and surging AI chip demand for data centers and edge devices. Intel Launches AI PC Platform Built on 18A 10/14/2025 Intel has revealed the architectural details for its Panther Lake, which is expected to begin shipping later this year. TSMC Ends Era of Cheap Transistors with 5-10% Price Hikes for Advanced Nodes 10/14/2025 TSMC's decision to implement unprecedented price hikes will end the era of cheap transistors. JEDEC unveils new LPDDR6 Standard to enhance mobile and AI memory performance 10/13/2025 JEDEC Solid State Technology Association has announced the publication of the new Low Power Double Data Rate 6 (LPDDR6) standard (JESD209-6), designed to significantly enhance memory speed, efficiency and security for mobile devices and AI applications. NVIDIA Taps Samsung For HBM3E Supply In Blackwell Ultra GB300 AI Systems, Marking a Major Win 10/13/2025 NVIDIA Has Entered a Deal With Samsung For HBM3E, That Will Require the Purchase of 50,000 AI Chips From The Korean Giant AT&T Switches on Standalone 5G Nationwide to Unlocking Future Network Slice Services 10/13/2025 AT&T and Verizon have trailed T-Mobile in upgrading to standalone 5G, but are now catching up. Microsoft Copilot Will Soon Search Your Gmail, Make Office Files 10/13/2025 Two upcoming changes for Microsoft’s Copilot have been revealed both letting you better interact with other tools. It also lets Copilot connect to Google's services, such as Gmail or Drive. TSMC posts forecast-beating Q3 revenue surge on AI boom 10/10/2025 Taiwan Semiconductor Manufacturing Co. has reported a 30% year-over-year revenue increase in the third quarter, driven by demand for AI applications. Revenue reached $32.47 billion, surpassing analyst estimates and falling within the company's guidance. SEMI forecasts $1tn semiconductor market by 2030 10/10/2025 Spending on 300mm fab equipment is expected to reach $107bn in 2025, according to the 300mmm Fab Outlook report by SEMI. Verizon to Buy Wireless Broadband Pioneer Starry 10/10/2025 Almost a decade ago, Starry provided some broadband users their first escape from local cable monopolies. It will now become part of Verizon's fixed-wireless operation. PC Market Still Flat in US Despite Looming End of Support for Windows 10 10/10/2025 Trump's tariffs, economic concerns, and retailers still clearing out existing inventory all appear to be contributing factors, according to research firm IDC. UFS 5.0 Is Nearing Completion, Will Deliver Astounding Performance Gains Of Up To 10.8GB/s 10/9/2025 Current-generation smartphones are equipped with a slightly improved variation of the UFS 4.0 standard, which is UFS 4.1, but eventually these devices transition to the significantly improved UFS 5.0 technology, which JEDEC states is nearing completion. Not only will the newer flash memory enable increased performance on mobile computing products such as smartphones and tablets, but the new standard will also reduce power consumption. Intel, Nvidia could use unified memory for AI PCs 10/9/2025 Nvidia's $5 billion investment in Intel is expected to create x86 system-on-chips that integrate Nvidia's graphics processing unit chiplets, potentially leading to AI PC dominance. The partnership hints at unified memory architecture, similar to Apple Silicon, which would allow central processing units and GPUs to share a pool of RAM, overcoming the VRAM limitation that currently hampers AI workloads. FCC Might Open the Floodgates for Starlink and Other Satellite Expansions 10/9/2025 Chair Brendan Carr looks to replace a 'Default to No' process with a 'Default to Yes' framework for satellite approvals. California Cracks Down on Super-Loud Streaming Service Ads 10/9/2025 SB-576 restricts streaming services from playing commercials at a louder volume than the original programming. The FCC is considering whether to do the same nationwide. Weebit Nano tapes out embedded ReRAM test chips at onsemi production fab 10/8/2025 Weebit Nano, a developer and licensor of advanced memory technologies, has successfully taped-out test chips featuring its embedded Resistive Random-Access Memory (ReRAM) module. Qualcomm faces $647M lawsuit in UK over chip royalties 10/8/2025 A British consumers' association that goes by the name of Which? is bringing the case and its lawyers say around 29 million people who bought iPhones or Samsung devices since 2015 are entitled to compensation.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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