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Industry

Design houses move from outsourced chip design to AI chip architecture

Design house (DSP) companies that once focused on outsourced semiconductor design are expanding in both contract pricing and funding scale as AI chip mass production becomes harder with foundry steps alone after 2-nanometre nodes. With physical limits nearing, 2.5D and 3D stacking and chiplets are becoming key, making advanced packaging and interconnect new battlegrounds. Firms are shifting toward integrated design platforms and infrastructure architecture partnerships, alongside rising high-value project shares and larger financings.

Industry

AI HBM capacity investment keeps general-purpose memory shortage until 2027

Global memory supply may meet only 60 percent of demand through 2027, as capacity additions focus on AI server high-bandwidth memory and lag fast-rising demand. New production lines are largely expected to come on stream in 2027 or 2028. Analysts see limited near-term output gains and rising price pressure, with DRAM and NAND contract prices forecast to jump in 2026. Higher memory costs are increasingly reflected in device manufacturing costs and broader pricing pressure.

AI & Enterprise

Nvidia faces first gap in annual GeForce launches in 30 years as AI chips take priority

Nvidia is expected to break its annual gaming GPU launch streak dating back to the 1990s by not releasing a new GeForce GPU generation in 2026. Foreign media reports said the company’s strategy has shifted from gaming to AI chips, compounded by an industrywide memory shortage. Profitability also differs sharply, with Blackwell AI chips priced as high as $40,000 each versus $299 to $1,999 for gaming GPUs. AMD and Intel also face supply constraints tied to memory shortages.