Chinese DRAM shift drives RAM price explosion
ChangXin’s AI pivot chokes supply
The price of standard DDR4 DRAM has gone through the roof, with 8-gigabit units hitting $4.12 and 4-gigabit parts climbing to $3.14, according to electronics trading firms cited by Nikkei Asia.
Intel's 18A gamble wobbles
Intel's Panther Lake yields so low insiders are calling it a Hail Mary
Intel is floundering again, this time with its hyped 18A chip process meant to revive its credibility in high-end manufacturing.
China’s chip mega-merger plans stuck in limbo
Too many egos, not enough consolidation
Beijing’s dream of creating a semiconductor supergroup to take on US giants is hitting the rocks, according to a report by the Financial Times.
AMD’s AI chip hype falls flat
Santa Clara outfit fails to impress investors with sluggish data centre gains
AMD fluffed its lines again in the AI chip race, posting second-quarter data centre revenue that barely moved the needle despite the market frenzy around artificial intelligence.
OpenAI throws open its models to keep pace with China
Coughs up open-weight models after DeepSeek rattled its cage
OpenAI has released a pair of open-weight AI models, months after it was outflanked by Chinese upstart DeepSeek and left scrambling to rewrite its strategy.