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Category: Semiconductors

Samsung Warns Chip Shortages Are Hitting Everyone
BusinessManufacturingSemiconductors

Samsung Warns Chip Shortages Are Hitting Everyone

Samsung’s president says semiconductor supply issues and rising prices will force the company to consider repricing its products. This comes as Samsung aims to double its AI-powered devices to 800 million this year.

by Megan CarterJanuary 7, 2026
Nvidia’s Rubin AI Chip and a Bullish Options Bet
AIHardwareSemiconductors

Nvidia’s Rubin AI Chip and a Bullish Options Bet

According to CNBC, Nvidia has unveiled its next-generation Rubin (R100) AI architecture, locking in its roadmap through 2027. The analysis highlights Nvidia’s exceptional growth metrics and presents a bullish options trade targeting a move to $220-$250.

by Megan CarterJanuary 7, 2026
Samsung Warns Phone Prices Are Going Up. Here’s Why.
HardwareManufacturingSemiconductors

Samsung Warns Phone Prices Are Going Up. Here’s Why.

Samsung’s mobile chief is warning of “one of the harshest pricing situations in memory,” signaling likely price increases for smartphones. The company is caught between soaring component costs and a critical product launch against a dominant Apple.

by Tyler Brooks P.EJanuary 7, 2026
Nvidia, AMD, and Intel Throw Down at CES 2026
AIHardwareSemiconductors

Nvidia, AMD, and Intel Throw Down at CES 2026

CES 2026 is shaping up to be a major battleground for chipmakers. Nvidia announced its next-gen Vera Rubin AI systems are coming this year, while AMD and Intel fired back with their own reveals.

by Tyler Brooks P.EJanuary 6, 2026
AMD’s CES Bombshell: 1,000x AI Leap by 2027
AIHardwareSemiconductors

AMD’s CES Bombshell: 1,000x AI Leap by 2027

AMD CEO Lisa Su used her CES keynote to detail the upcoming MI400 accelerator series and make a stunning claim about the future MI500. The company says its 2027 chips will deliver a 1,000x increase in AI performance over today’s MI300X. This all hinges on new data center racks and partnerships with

by Megan CarterJanuary 6, 2026
AMD’s CES 2026 AI Push: Big Claims, Bigger Racks, Flat Stock
AIHardwareSemiconductors

AMD’s CES 2026 AI Push: Big Claims, Bigger Racks, Flat Stock

AMD used its CES 2026 keynote to declare itself central to the AI boom, showcasing a massive new server rack and updated PC chips. Despite star power from OpenAI and the White House, the market’s reaction was muted.

by Tyler Brooks P.EJanuary 6, 2026
Nvidia’s New AI Wants to Teach Your Car to “Reason”
AIHardwareSemiconductors

Nvidia’s New AI Wants to Teach Your Car to “Reason”

Nvidia is pushing its AI tech into the physical world with new platforms for cars and robots. The first Nvidia-powered autonomous vehicle is slated for US roads as early as this quarter.

by Tyler Brooks P.EJanuary 6, 2026
Intel’s Panther Lake chips promise big leaps, but we need real tests
ComputingHardwareSemiconductors

Intel’s Panther Lake chips promise big leaps, but we need real tests

Intel has officially launched its Core Ultra Series 3 laptop processors, codenamed Panther Lake, at CES 2026. The company claims massive performance and efficiency gains, with laptops expected to hit shelves by January 27.

by Tyler Brooks P.EJanuary 6, 2026
Intel’s Panther Lake chips are here, and they’re gunning for AMD
ComputingHardwareSemiconductors

Intel’s Panther Lake chips are here, and they’re gunning for AMD

Intel has officially launched its Core Ultra Series 3 processors, codenamed Panther Lake, at CES 2026. Built on the new Intel 18A manufacturing process, the chips promise major leaps in performance and efficiency for AI and gaming.

by Megan CarterJanuary 6, 2026
AMD’s Lisa Su Kicks Off CES 2026 With AI Vision Keynote
ComputingHardwareSemiconductors

AMD’s Lisa Su Kicks Off CES 2026 With AI Vision Keynote

AMD CEO Dr. Lisa Su is set to deliver a keynote address to open CES 2026 on Monday, January 5. The livestream will focus on AMD’s strategy for AI solutions across all computing segments.

by Tyler Brooks P.EJanuary 6, 2026

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