Sandisk’s stock jumped 14.7% after the company projected a massive third-quarter profit and revenue beat. The surge is driven by intense AI demand for data storage and a newly extended flash chip supply agreement.
Kioxia is making a major comeback by focusing on high-density NAND storage for AI data centers. While Samsung, SK Hynix, and Micron battle over HBM, Kioxia is capitalizing on a supply crunch and soaring prices.
Nvidia’s long-rumored entry into the Windows laptop CPU arena appears imminent. Multiple leaks point to Lenovo launching Ideapad and Yoga models with Nvidia’s Arm-based N1 series chips as soon as Q1 2026.
AMD is already working on a successor to its powerful Strix Halo mobile processors, according to a new report. The refresh, likely called Ryzen AI Max 400, aims to maintain AMD’s lead in high-performance integrated graphics. It could feature higher clock speeds and enhanced memory support.
AMD has announced the price and release date for its new Ryzen 7 9850X3D gaming CPU. At $499, it’s only slightly more expensive than the popular 9800X3D, but promises a higher boost clock. The question is whether the small performance bump is worth it.
Intel’s stock jumped over 2% in extended trading following a post by Donald Trump on Truth Social. The former president lauded Intel CEO Lip-Bu Tan and highlighted the U.S. government’s profitable stake in the chipmaker.
The demand for TSMC’s next-generation 2nm chipmaking process is exploding. New reports indicate tape-outs are 1.5 times higher than the 3nm node, with Apple locking down more than half of the initial production capacity for future iPhones and Macs.
Baidu’s AI chip subsidiary, Kunlunxin, is moving toward a public listing in Hong Kong. The IPO could raise as much as $2 billion, capitalizing on intense investor demand for Chinese AI and semiconductor stocks. This comes as Beijing pushes hard for technological self-reliance.
Two of China’s leading generative AI startups, Zhipu and MiniMax, are launching back-to-back IPOs in Hong Kong. With valuations around $4 billion each, they represent a critical test of whether China’s AI sector can compete globally, despite operating with far fewer resources than giants like OpenAI
AMD has unveiled the Ryzen 7 9850X3D, its new top gaming CPU. It bumps the boost clock to 5.6 GHz but keeps the same core and cache design as its predecessor. The performance gain over the last model looks to be pretty small.
