Dell Technologies COO Jeff Clarke warns that an “unprecedented” memory shortage will force price increases across all products. The company reported record Q3 revenue of $27 billion but faces rising costs from DRAM, NAND, and CPU shortages.
Finland’s “Chips from the North” initiative aims to grow semiconductor revenue from €1.6B to €6B by 2035, creating thousands of jobs. Oulu leverages its Nokia wireless heritage to specialize in radio chips, 5G/6G, and MEMS sensors, with companies like MediaTek and Bosch expanding operations. The cit
Nvidia just delivered another blowout quarter that silenced doubters. The AI chip giant expects $65 billion in Q4 revenue, significantly above analyst estimates of $61.66 billion. Shares jumped over 4% after the announcement.
Nvidia faces its latest earnings test today with a history of post-report selloffs despite beating expectations. The chipmaker has seen its stock drop after 3 of the last 5 earnings reports, creating tension for today’s announcement.
Nvidia’s earnings report today is seen as a make-or-break moment for the AI-driven market rally. Options data suggests a massive 7% move either way, the biggest potential swing in company history. The entire market is holding its breath.
Samsung’s Galaxy S26 series will reportedly feature Exynos chips in most regions outside North America. Internal negotiations could lower chip costs by up to $30 per unit. This strategic move aims to improve profit margins rather than directly benefit consumers.
Nvidia is opening its NVLink technology to work with Arm-based custom chips from hyperscalers like Microsoft, Amazon and Google. The move comes after Nvidia’s failed $40 billion Arm acquisition in 2022 and follows a $5 billion investment in Intel. This represents a strategic shift toward platform op
Intel is pushing early Linux graphics support for its upcoming Nova Lake processors while addressing security vulnerabilities. The company published 30 new security advisories alongside microcode updates for current CPUs.
Chinese tech giant Baidu is making a major play in the AI hardware space with custom chips designed to compete with Nvidia. The company plans rack-scale systems with 256 and 512 accelerators starting in 2026, alongside a new training chip for trillion-parameter models.
The Netherlands is sending officials to China early next week to resolve the escalating Nexperia dispute. The conflict involves export controls on chips crucial to the automotive industry. Both sides are seeking concessions in this geopolitical tech battle.
