Search results for silicon wafers
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.
Industry
Foundry chip market shifts from shrinking nodes to packaging as stacking and chiplets become battleground
The semiconductor industry is shifting its technology race from shrinking process nodes to packaging as scaling approaches physical limits. Companies are increasingly relying on 2.5D and 3D stacking and chiplets to meet performance, power and bandwidth demands, driving changes across the value chain that includes IP, libraries and EDA tools. Memory makers SK hynix and Samsung Electronics are advancing their packaging technologies. Intel has also demonstrated GaN-on-silicon chiplet technology and integration with silicon digital control circuits.
AI & Enterprise
PC and smartphone prices rise as AI data centers tighten memory chip supply
Competition to build AI data centers is keeping memory chip supply from meeting demand, signalling prolonged inflation for consumer devices such as PCs and smartphones. Major chipmakers are expanding output for AI customers, squeezing shipments for consumer products and raising memory prices. The New York Times reported Falcon Northwest raised prices on some high-performance PCs, while TechInsights forecasts PC prices will rise 23% year on year by autumn. Circana data show average retail laptop prices jumped 7% in two weeks.