Surging memory chip prices dim outlook for consumer electronics makers

By Jaspreet Singh and Zaheer Kachwala Jan 22 (Reuters) - Global demand for smartphones, personal computers and gaming ...

OpenAI Signs Another Deal With a Computer Chip Maker

The agreement with the start-up Cerebras is the latest in a series intended to expand the A.I. company’s computing power.

Micron And 6 Chip Stocks Surge As AI Data Explosion Breaks The Memory Market

The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.

Taiwan computer chip maker TSMC to expand investment as profit jumps 35%

Taiwan-based TSMC, the world's largest computer chip maker, says it plans to increase its capital spending by nearly 40% this year after it reported a 35% jump in its net profit for the latest quarter ...
9NEWS

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

HONG KONG(AP) — Taiwan’s leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence. Taiwan ...
VnExpress International

Computer memory DRAM prices surge faster than gold

Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold and making 100-unit purchases more valuable than some Shanghai properties.
Wall Street Journal

Memory-Chip Makers Are Enjoying a Boom to Remember, Thanks to AI

SEOUL—The notoriously volatile memory-chip industry is entering an extended boom period thanks to artificial-intelligence business with the likes of Nvidia and OpenAI.

This chip maker mounted a challenge to Intel's Pentium range - so AMD bought it

AMD’s K6 range drew heavily from the Nx686 design and when launched in 1997 mounted a serious challenge to Intel's Pentium ...
The New York Times

Taiwan Invokes National Security Law to Protect TSMC Trade Secrets

An executive left TSMC for Intel. Taiwan’s government says that could threaten its national security. By Meaghan Tobin and Xinyun Wu Reporting from Taipei, Taiwan In July, the Taiwanese engineer ...
New Scientist

Why is AI making computers and games consoles more expensive?

The latest commodity coveted by the AI industry is computer memory, and the sector is signing deals directly with manufacturers for billions of dollars worth of chips – the very same chips that ...
Reuters

Dutch government steps back from Nexperia intervention to pursue talks with China

AMSTERDAM/BEIJING, Nov 19 (Reuters) - A move by the Netherlands to step back from taking control of computer chip maker Nexperia was welcomed by China on Wednesday as a "first step in the right ...
Wall Street Journal

Memory-Chip Makers Boom Thanks to AI

That's the estimated revenue that DRAM, a major type of memory chip, will generate next year, a record haul and more than four times as much as in 2023, according to research firm TrendForce. The ...