Manufacturing articles

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Memory and storage prices will only get worse, Adata CEO says

Rising AI demand pushes up prices for DRAM, NAND, SSDs, and HDDs
The big picture: Multiple manufacturers have recently frozen or hiked memory and storage prices as demand from AI data centers surges, and executives warn the situation may get worse before it gets better. Across the industry, AI and cloud giants are displacing traditional memory makers, while DDR4 RAM – once the backbone of PCs and servers – is slowly being phased out. The result is a perfect storm that's upending supply chains and reshaping the economics of the memory market.
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Apple, Nvidia, Intel among 15 early customers for TSMC's 2nm process – despite huge price hike

How much of the extra cost will reach consumers?
In a nutshell: TSMC's 2nm manufacturing process is in development, and the world's largest semiconductor manufacturer is said to have secured orders from around 15 customers for N2. But companies such as Apple and Nvidia could pay up to 66% more for the generational improvements – a price hike that may be passed on to consumers.
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US government weighs buying a stake in Intel after Trump meets CEO

Trump opens door to Intel deal
In context: Barely a week after President Trump called for Intel's new CEO to resign, reports suggest that the White House is considering buying a stake in the beleaguered chip giant, with its current boss presumably still in place. If implemented, the plan would mark the second time in the past 12 months that the government has mulled direct intervention in the United States' only advanced semiconductor manufacturer.