| Zeit | Aktuelle Nachrichten | ||
|---|---|---|---|
| Fr | Intel Reportedly Warns China of CPU Shortages: Prices Up 10%+, Delivery Times Up to 6 Months | ||
| Fr | Samsung Reportedly Secures Partial Taylor Fab Use Approval, Timeline May Move Up | ||
| Fr | Samsung, SK hynix, Micron Reportedly Shift to Short-Term, Post-Settlement Deals for Big Techs | ||
| Fr | NVIDIA Reportedly Plans No New Gaming GPU in 2026 Amid Memory Tightness, First Time in 30 Years | ||
| Fr | TSMC's Kumamoto 3nm Upgrade Highlights Overseas Output Reportedly Hitting 20% by 2028 | ||
| Fr | [Insights] Early February Panel Prices: TV & MNT Panels Up; Notebook Panels Down Across Sizes | ||
| Fr | Signify Reports 2025 Financials: Revenue at €5.8 Billion, Announces €180 Million Cost Reduction | ||
| Do | Infineon to Lift Prices Starting April 2026 Amid AI-Driven Power IC Tightness | ||
| Do | Google Reportedly to Nearly Double 2026 CapEx as Cloud Revenue Jumps Nearly 48% | ||
| Do | Apple Reportedly Plans Entry-Level MacBook; Services, In-House Chips Cushion Memory Costs | ||
| Do | TSMC Reportedly to Upgrade Kumamoto 2nd Plant to 3nm, Boosting Japan's Chip Capabilities | ||
| Do | MediaTek Forecasts $1B in ASIC Sales for 2026, Custom AI Chips Set for 20% Revenue Share in 2027 | ||
| Do | HBM Expert Says Korea-China Memory Gap Exceeds 5 Years and May Even Widen Amid EUV Constraints | ||
| Do | WD's 2026 Production Fully Booked; LTAs Reportedly Extend to 2028-29 with Supply Talks to 2030 | ||
| Mi | [Insights] Memory Spot Price Update: DRAM Stalls Ahead of Late-Feb Contract Price Settlements | ||
| Mi | Samsung, SK hynix Reportedly Projected to Post Record-High NAND Margins of 40-50% in 1H26 | ||
| Mi | Nittobo Reportedly Plans 2028 Next-Gen T-Glass; Customers May Include NVIDIA, Apple, and Others | ||
| Mi | AMD 1Q Sales to Slip Despite $100M MI308 China Boost, Next-Gen AI Chips Set for 2H Ramp | ||
| Mi | New "Intelligent" Chip Emerges, Expected to Break Computing Energy Bottleneck | ||
| Mi | CPU Prices Reportedly Diverge as Consumer Stays Flat Despite Potential 15% Server-Grade Hikes | ||
| Di | Intel Reenters DRAM Race? A Closer Look at the Z-Angle Memory Collaboration with SoftBank | ||
| Di | OpenAI Reportedly Discontent With NVIDIA GPUs for Inference; Groq, Cerebras Gain Attention | ||
| Di | Huawei-Backed Norelsys Reportedly Enters IPO Tutoring Amid China's Auto-Chip Drive | ||
| Di | Samsung Reportedly Shifts Glass Substrate Project to Business Unit, Eyes 2027 Ramp-Up | ||
| Di | China-Based Gree and Chipone Announced Senior Management Changes |