UBS has significantly raised its price target for Micron Technology to $400 per share, predicting a continued surge driven by AI demand. The bank believes investors still underestimate how strategic memory, especially DRAM, has become in the AI hardware race.
AMD’s CES 2026 keynote was a hardware blitz. The company launched new mobile processors, a flagship gaming CPU, and a workstation chip aimed directly at Apple’s MacBook Pro. The focus was squarely on AI performance and raw speed.
Intel has unveiled full details for its next-gen Panther Lake laptop CPUs, promising major performance and efficiency leaps. Devices ship in late January 2026, but the chipmaker’s ambitious claims still need to be tested outside of a keynote.
A company called Space Forge says it has successfully created plasma on its ForgeStar-1 satellite in orbit. This is a critical first step toward manufacturing a new class of high-performance semiconductor materials in the unique environment of space.
Taiwanese prosecutors have filed additional indictments against Tokyo Electron’s Taiwan unit and three other defendants. The case involves the alleged theft of trade secrets from chipmaking giant TSMC. The unit faces potential fines of up to $3.8 million.
MediaTek is moving key personnel and resources away from its mobile chip division to focus on custom AI processors. The company is betting big on a partnership with Google’s next-gen TPU, targeting $1 billion in AI revenue by 2026.
Chinese tech giants like ByteDance have ordered over 2 million Nvidia H200 AI chips. But with only 700,000 in stock, Nvidia needs TSMC’s help to meet 2026 delivery targets, all while navigating a political minefield.
Nvidia just dropped a staggering $20 billion to license Groq’s technology and scoop up its engineering talent. While theories swirl about SRAM memory or killing a competitor, the real value likely lies in Groq’s unique “data flow” chip design. This could give Nvidia a new lever to pull for future AI
A powerful earthquake struck northern Taiwan, prompting evacuations at TSMC’s key facilities. Thanks to years of seismic hardening, the chipmaker reported no damage and quickly resumed full production, averting a potential global tech supply chain crisis.
The AI boom is creating a major memory shortage, and your next game console could be a casualty. A new report suggests Sony is considering delaying the PS6’s planned 2027 release due to skyrocketing RAM costs.
