Sandisk shares surged 25% after forecasting Q3 earnings up to 3x higher than Wall Street expected. Analysts are scrambling, with one raising a price target from $300 to a street-high $1,000. The driver? An AI data center boom creating a “defining moment” for memory demand.
Apple’s iPhone revenue jumped 23% to over $85 billion last quarter, its best growth in over a decade. But the company is now in “supply chase mode,” grappling with shortages of advanced processors and, crucially, memory chips. This supply crunch could force tough choices on specs and pricing.
The Galaxy S27 Ultra is rumored to break from the pack, reportedly securing a custom Snapdragon 8 Elite Gen 6 Pro chip. This exclusive chip would be manufactured on Samsung’s own 2nm process, a major win for its foundry business.
The CEOs of NVIDIA and AMD recently explained that choosing TSMC as their primary chip manufacturer was one of the biggest gambles in their companies’ histories. That bet, which seemed irrational years ago, is now the bedrock of their success in the AI era, fundamentally changing the semiconductor l
Intel unveiled its Core Ultra Series 3 “Panther Lake” CPUs at CES 2026, claiming they unify the strengths of their two previous architectures. The company promises up to 27 hours of battery life, a 77% gaming boost, and integrated graphics nearing a discrete RTX 4050 laptop GPU.
Marktech Optoelectronics and its partner Optrans are developing new transfer-molded packaging for LEDs and photodiodes, with first customer availability slated for the second quarter of 2026. The technology promises improved optical control, reliability, and a smaller footprint for demanding applica
China is launching an anti-dumping investigation into imports of dichlorosilane from Japan. The move sent shares of major Japanese chemical producers lower in early trading on January 8.
Major memory suppliers like Samsung are pulling out of the MLC NAND flash market. This is creating a supply crunch for specialized industrial and automotive applications that rely on its reliability.
Nvidia CEO Jensen Huang framed AI as moving into the physical world through robotics and digital twins, while AMD’s Lisa Su focused on the staggering “yottaflop” scale of compute required. Both agree the next phase is about pushing intelligence to the edge.
Nvidia has unveiled its next-generation Vera Rubin AI computing platform. It promises to dramatically cut the cost of running AI while accelerating the training of complex models. Systems are expected to hit the market in late 2026.
