NVIDIA is shifting its next-generation AI servers from traditional DDR5 memory to LPDDR chips typically used in mobile devices. This move, combined with existing DDR4/DDR5 shortages, could cause server memory prices to double by late 2026 as the industry struggles to adapt manufacturing capacity.
Nvidia’s earnings report carries enormous weight for both the company and broader markets. Traders expect revenue beats above already lofty analyst forecasts. The stock’s recent 10% November drop adds pressure for a strong performance.
Nvidia reports quarterly earnings after today’s closing bell, with the AI superstar’s performance potentially steering broader market direction. Meanwhile, Target slumps on weak results while Lowe’s and Constellation Energy gain ground.
GlobalFoundries has acquired Advanced Micro Foundry in a move to dominate silicon photonics manufacturing. The deal expands GF’s capabilities in high-speed data transfer technology crucial for AI and data centers. AMF brings specialized 200mm manufacturing and R&D expertise to the foundry giant.
GlobalFoundries is acquiring Singapore-based Advanced Micro Foundry to significantly expand its silicon photonics capabilities. The deal positions GF as the largest pure-play silicon photonics foundry by revenue and addresses growing AI infrastructure demands. The acquisition includes plans for a ne
A new semiconductor startup called PowerLattice just raised $25 million to tackle AI’s massive power consumption problem. Their power delivery chiplet claims to reduce energy use by over 50% while boosting performance.
AMD is pushing out additional microcode updates for Zen 5 processors to address RDSEED instruction issues. Meanwhile, early patches for Zen 6 architecture have already appeared in GNU Binutils, confirming new AVX-512 capabilities. The timing shows AMD’s rapid response to current issues while already
AXT just reported Q3 revenue of $28 million, far exceeding its $19-21 million guidance. The surge came after China granted export licenses for indium phosphide materials crucial for AI data centers. Indium phosphide revenue jumped 250% to $13.1 million as global demand for optical connectivity explo
The latest flagship Snapdragon processor is running into serious thermal issues. Phones using the chip are throttling performance dramatically to manage heat, with some dropping to just 28% of peak capability in demanding tests.
AMD delivered strong Q3 results that beat analyst expectations, yet the stock dropped over 5% in premarket trading. The company’s in-line margin guidance and lack of operating leverage disappointed investors who expected more. Analyst reactions were mixed despite the solid performance.
