semiconductors
Intel, AMD notify customers in China of lengthy waits for CPUs
The supply constraints have driven up prices for Intel’s server products in China by more than 10%
Qualcomm, Arm hit by concern that memory shortage is spreading
The companies are positioning themselves to get more revenue from data centre operators
TSMC plans US$17 billion investment in three-nanometre chip production in Japan: report
Securing access to chips has become a priority for governments around the world
Nvidia’s AI chip sale to ByteDance hinges on conditions set by Trump administration
The same arrangement applies to similar chips from firms such as Advanced Micro Devices and Intel
OpenAI is unsatisfied with some Nvidia chips and looking for alternatives: sources
The chipmaker remains dominant in chips for training large AI models, while inference has become a new front in the competition
Sandisk’s 1,600% rally keeps going after ‘unprecedented’ quarter
Memory and storage companies have historically traded at lower valuations due to their cyclical nature
Japan’s Nintendo and Sony face memory price pressures
NINTENDO and Sony Group will face scrutiny over how soaring memory chip prices driven by AI demand have affected their game console profitability when they report earnings next week.
Penang’s rising horizon: E&O’s RM60 billion Andaman project moves from homes to hubs
Malaysian state’s Gurney Drive gains a new neighbour with the opening of a second bridge linking the artificial island to George Town
Nvidia’s CEO says China is still finalising licence for H200 chip
Huang says Nvidia needed to compete quite vigorously as China has many strong chip companies
From Meta to Samsung, global tech unleashes spending to chase AI
Memory manufacturers are reallocating production lines towards lucrative HBM to satisfy the needs of AI data centres
