A Five-Year-Old Intel Socket Readies Itself for New Chips
For PC builders, the most consequential Intel news of the week did not come from Intel. It came from Gigabyte, the Taiwanese motherboard maker, which posted a BIOS update on…
Apple Pares iPhone 18 Pro Orders as the Price Rises
For years, the Pro iPhone was the one product Apple could raise prices on and still watch demand hold steady. This autumn, that assumption wobbled. Apple has told some suppliers…
A Memory Chipmaker Has Sold More Than It Can Ship in a Quarter
The clearest sign of how tight the market for AI memory chips has become came on an earnings call in early October, when Kash Shaikh, the chief executive of Penguin…
Samsung Locks Up Nearly 80% of Next Year’s Memory Supply
The memory-chip business used to run on quarterly haggling, with buyers and sellers meeting to settle prices every few months and leaving the rest to the spot market. That model…
ASML’s Next Lithography Leap May Be a Decade Away
The machine that prints the world’s most advanced chips is nearing the edge of what its optics can do, and the company that builds it has now put a number…
SK Hynix’s Solidigm Taps Goldman and Morgan Stanley for a 2027 Listing
The investment bankers who spent late September pitching for a piece of Solidigm’s initial public offering got their answer this week. SK Hynix’s NAND-memory subsidiary has chosen Goldman Sachs and…
Samsung’s Profit Surges 782% as AI Chip Demand Outruns Supply
Samsung Electronics Co. crossed a line on Oct. 8 that no quarter of its history had ever reached. In its preliminary guidance for the third quarter, the company said operating…
AMD’s Su Flags a Memory Crunch and Asks Customers to Use Less
The semiconductor industry’s scarcest commodity right now is not a new chip design. It is the memory that feeds the chips. In Seoul this week, AMD chief executive Lisa Su…
Micron’s Taiwan Workers Vote to Authorize a Strike Over Bonuses
The vote was almost unanimous, and that is what gave it force. When the union representing workers at Micron Technology’s plant in Taoyuan, Taiwan, counted its ballots this week, 1,994…
AMD’s Lisa Su Floats a Second Chip Factory
Around five in the evening on Tuesday, Lisa Su walked into Samsung Electronics’ offices in the Seocho district of Seoul. The chief executive of AMD was in South Korea to…
