#intel-decline

#intel-decline

Samsung has reportedly swapped out its homemade OLED panels in some mid-range models for the Chinese CSOT-made OLEDs, aiming to reduce overall costs and avoid raising consumer prices.

Nexchip Semiconductor is seeking a dual listing alongside its existing Shanghai shares, a move designed to tap international capital for what amounts to an industrial expansion of extraordinary scale.

Global helium consumption runs about 6 billion cubic feet per year. Qatar supplied a big slice until this month. With one-third of output sidelined, prices have already soared.

Shareholders have lingering questions over whether the current AI spending wave can sustain growth beyond the next few years, and whether Nvidia will remain as dominant as AI shifts from training models to running everyday tasks, analysts at Hargreaves Lansdown said in a note after the results.

U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD and Nvidia.

Memory prices are set to spike again as chipmakers prioritize AI server production over consumer devices, with analysts warning of a high double-digit jump in Q1 2026 alone as demand outpaces supply. Samsung Electronics and SK hynix are reportedly planning to raise server memory prices by up to 70 percent this quarter, according to Korea Economic Daily. Combined with 50 percent increases in 2025, this could nearly double prices by mid-2026.

Memory shortages will persist well into 2027. While we anticipate some easing of prices beginning in 2028, the market is unlikely to return to the pricing levels seen in 2025.

Memory shortages will likely stunt PC shipments in 2026, as available supplies will not be able to meet demand thanks to memory makers chasing the lucrative AI infrastructure market instead. Overall PC market performance in 2025 was healthy, according to research biz Omdia, but it notes that memory and storage supply was already tightening, with associated upward price pressure emerging around the middle of last year.