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- TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall
- Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%
- Musk vows to build 2nm fab, claims industry got cleanroom wrong
- TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
- Memory shortages to persist through 2026 as AI server demand surges
- Intel signals return to memory with new DRAM bonding research
- Morris Chang resurfaces as Jensen Huang returns to Taipei
- "Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever
- Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount
- Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems