What has long seemed like an industry-specific problem is now officially being declared an industry-wide problem. TM Roh, co-CEO of Samsung, has admitted in unusually clear terms that the persistent memory shortages will not only affect smartphones, PCs and servers in the future, but also traditional consumer goods such as televisions and household appliances. This […]

Source

With the MSI GeForce RTX 5090 Lightning Z, MSI has done exactly what you would expect from the Lightning series, only more consistently than ever before. This graphics card is not a product in the classic sense, but a controlled loss of control. A tool for extreme overclockers, a demonstrator of power and at the […]

Source

When Jensen Huang travels to Taiwan, it is no longer a courtesy visit. It is a signal. According to reports in the Taiwanese media, the NVIDIA CEO is planning several symbolically and strategically charged appointments this month, which can hardly be read as anything other than a geopolitical and industrial positioning. The focus is on […]

Source

MSI is back in the extreme overclocking segment with brute force. The first sighting of the MSI GeForce RTX 5090 Lightning Z OCER is less a graphics card than a demonstration of power. Initial images and benchmarks show that MSI is not focusing on efficiency with this card, but uncompromisingly on electrical and thermal resilience. […]

Source

The political narrative of the “Made in USA” chip sounds catchy, but economically it is a tightrope act for contract manufacturers. For TSMC, production in the United States means one thing above all: massively rising costs and dramatically shrinking gross margins. Internal calculations and evaluations by SemiAnalysis show that the margins for US-manufactured wafers are […]

Source

After several quarters of self-discovery, Samsung is making a high-profile comeback. The company, the top dog in the DRAM business for decades, had initially visibly overslept the transition to the HBM era. While AI accelerators demanded exploding memory bandwidths, Samsung struggled with yield problems, thermal weaknesses and, above all, a lack of certifications from key […]

Source

If there’s one thing MSI has mastered, it’s symbolic product communication. The latest CES teaser campaign does not come across as a weather forecast by chance, but is a deliberately chosen metaphor. A seven-day forecast that turns into a thunderstorm with lightning just in time for January 5 is not a gimmick, but a clear […]

Source

What has been apparent for months is now being openly stated: TSMC is effectively overbooked. The order books are full, priorities are clearly distributed, and those who are not among the absolute premium customers are increasingly at the back of the queue. For many fabless manufacturers, this is not a theoretical problem, but a very […]

Source

The Chinese CPU manufacturer Zhaoxin is back with a remarkably confident promise. With the upcoming KX-8000 series, the aim is nothing less than to make the leap into the high-performance segment and match the performance of **AMD**’s Zen 4 generation. This is no small goal, but a strategic declaration of war, especially against the geopolitical […]

Source

The next price step in the PC market is official. ASUS has confirmed that selected product configurations will become more expensive from January 5, 2026. The wording remains deliberately vague, but the cause is clear. Rising prices for RAM and flash memory are putting pressure on margins at a time when the entire industry is […]

Source