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Trendforce sees chip prices surging 90-95% in Q1 from previous quarter

SEOUL, Feb 2 (Reuters) – Market researcher TrendForce said on Monday that it has raised its chip price forecasts and expects conventional DRAM contract prices to jump by 90% to 95% in the January to March period of this year, from the final three months of 2025, citing the artificial intelligence boom. It previously estimated

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Apple to prioritize premium iPhone launches in 2026 amid memory crunch, Nikkei Asia reports

Jan 30 (Reuters) – Apple (AAPL.O), opens new tab is prioritizing production and shipment of its three highest-end iPhone models ​for 2026 while delaying the rollout of its standard ‌model due to a marketing strategy shift and supply-chain constraints, Nikkei Asia reported on Friday, citing four people with knowledge of the matter.   Reuters could not immediately

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Sandisk surges as robust AI demand powers blowout forecast

Jan 30 (Reuters) – Sandisk (SNDK.O), opens new tab shares rallied on Friday, after the data storage firm projected third-quarter profit and revenue well above analysts’ estimates and extended a major supply ​deal, powered by a surge in AI-driven demand for data storage.   Its ‌shares were last up 14.7% at $616.5, building on their roughly 160%

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Nvidia CEO Jensen Huang in Shanghai amid China regulatory headwinds

BEIJING, Jan 24 (Reuters) – Nvidia (NVDA.O), opens new tab CEO Jensen Huang is in Shanghai, a person briefed on the matter said on Saturday, as the U.S. chip giant faces fierce competition from local rivals and scrutiny from Chinese authorities. The timing of Huang’s trip, to kick off annual celebrations with Nvidia’s China employees, is routine.

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Meta halts teens’ access to AI characters globally

Jan 23 (Reuters) – Meta Platforms (META.O), opens new tab said on Friday it will suspend teenagers’ access to its existing AI characters across all of its apps worldwide, as it builds an updated iteration of those for teen users. “Starting in the coming weeks, teens will no longer be able to access AI characters across our apps

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Trump’s greenlight for Nvidia AI chips to China draws fire from lawmakers, former officials

WASHINGTON, Jan 14 (Reuters) – U.S. lawmakers and former officials on Wednesday questioned President Donald Trump’s decision to allow Nvidia to sell its second most powerful AI chips in China, arguing the move erodes America’s AI edge and threatens to electrify Beijing’s military. The Trump administration on Tuesday gave a formal green light to China-bound sales of Nvidia’s NVDA.OH200

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Publishers seek to join lawsuit against Google over AI training

Jan 15 (Reuters) – Publishers Hachette Book Group and Cengage Group (CNGO.PK), opens new tab asked a California federal court on Thursday for permission to intervene in a proposed class action lawsuit against Google (GOOGL.O), opens new tab over the alleged misuse of copyrighted material used to train its artificial intelligence systems.   The publishers said in their proposed complaint,

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Intel shares jump as investments, cost cuts catapult turnaround efforts

Oct 24 (Reuters) – Intel (INTC.O), opens new tab shares surged as much as 7.8% in early trading on Friday, hitting an 18-month high, as investors rallied behind CEO Lip-Bu Tan’s aggressive cost-cutting measures that helped the chipmaker surpass quarterly profit estimates and regain stability amid a flurry of high-stakes bets on future growth.   The results mark a

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Bank of England Warns Global Trade Architecture Is Being “Blown Up”

Senior Official Cautions Against Economic Fragmentation Amid Rising Tariff Wars A top official at the Bank of England has issued a stark warning that the global trade system is breaking down, describing recent developments as a “blowing up of the architecture that has underpinned global commerce since World War II.” The comments come amid escalating

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