LPDDR5X price explosion as DRAM market tightens
Smartphone makers face rising costs as wafer supply shifts to AI chips
Prices for LPDDR5X, the low-power DRAM used in premium phones, are about to skyrocket.
Samsung gears up for 2nm and HBM4 mass production
Korean giant profits surge
Samsung is charging ahead into 2026 with plans to begin mass production of next-generation memory and chip technologies, including its long-awaited 2nm Gate-All-Around (GAA) process.
Meta stock sinks as AI spending surge spooks investors
Zuckerberg’s superintelligence dream rattles Wall Street
Meta’s record revenue couldn’t stop its shares from tumbling after the company warned that its AI ambitions would come with a colossal bill.
Microsoft struggles to keep up with AI and cloud demand
Redmond giant’s capacity crunch boosts profits
Software King of the World Microsoft is swimming in AI money but running short on the servers to handle it.
Nvidia first company to hit $5 trillion
Huang’s outfit worth more than entire S&P sectors
Nvidia just became the first company in history to smash through the $5 trillion mark, proving that the AI hype train shows no sign of slowing down.