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for: Friday, January 16, 2026



Micron (MU) Stock: Soars 7% as $100B NY Megafab Breaks Ground and Sparks U.S. Chip Revival

Yasmin Werner / parameter - TLDR Micron stock jumped nearly 8% after breaking ground on its $100B New York chip site The Syracuse-area megafab will host four plants, with first production targeted for 2030 Federal and state incentives helped anchor one of the largest U.S. chip proje…

#semiconductors #chips #stockmarket #business #supplychain #us #economy #manufacturing #technology #memory

Back to Top / Friday, January 16, 2026, 6:21 pm / permalink 18090 / 5 stories in 7 wks


TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings

BeauHD / slashdot - An anonymous reader quotes a report from Ars Technica: On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei t…

#ai #semiconductors #chips #tsmc #earnings #business #supplychain #asia #technology

Back to Top / Friday, January 16, 2026, 5:20 pm / permalink 18084 / 2 stories in 7 wks


Jeff Pu Leaks Full iPhone Fold Tech Specs

Usman Qureshi / iphoneincanada - Analyst Jeff Pu has leaked the technical specs for the 2026 iPhone Fold, featuring a 7.8-inch display, A20 Pro chip, 12GB of RAM, and the return of Touch ID.The post Jeff Pu Leaks Full iPhone Fold Tech Specs first appeared on iPhone in Canada.

#semiconductors #apple #chips #tsmc #iphone #cpus #gadgets #smartphone #foldable #arm

Back to Top / Friday, January 16, 2026, 4:20 pm / permalink 18077 / 2 stories in 7 wks


AMD Ryzen 9 9950X3D2 “Dual 3D V-Cache” CPU Benchmarked, Faster Than Ryzen 9950X3D In Both Single & Multi-Core Tests While Packing 192 MB of L3 Goodness

Sarfraz Khan / wccftech - The fastest X3D processor was just benchmarked on Geekbench again, delivering superb single and multi-core performance. AMD Ryzen 9 9950X3D2 Delivers 7% Higher Single-Core and Multi-Core Performance in Geekbench vs Ryzen 9950X3D The upcoming Zen 5 flagshi…

#hardware #gaming #semiconductors #chips #cpus #amd #performance #technology #memory

7 wks / techpowerup


Back to Top / Friday, January 16, 2026, 1:26 pm / permalink 18064 / 2 stories in 7 wks


ASML hits record high on AI boost — and analysts see plenty of room to run

cnbc - Dutch semiconductor equipment maker ASML became just the third European company to his a valuation of over $500 billion on Thursday.

#ai #semiconductors #chips #tsmc #stockmarket #business #europe #technology

7 wks / cnbc


Back to Top / Friday, January 16, 2026, 11:53 am / permalink 18052 / 3 stories in 7 wks


China drafts rules to restrict Nvidia H200 AI chip acquisitions

Aytun Çelebi / dataconomy - China is drafting rules to regulate purchases of Nvidia H200 AI chips by local firms, allowing limited sales from foreign makers like Nvidia rather than an outright ban, Nikkei Asia reported on January 15 citing two sources familiar with the matter. The C…

#ai #semiconductors #techpolicy #china #chips #nvidia #government #business #supplychain

7 wks / tomshardware


Back to Top / Friday, January 16, 2026, 11:20 am / permalink 18034 / 2 stories in 7 wks


Gigabyte CEO explains Nvidia's potential GPU supply strategy amid crushing memory shortages — gross revenue per gigabyte of GDDR7 memory could decide what products thrive

tomshardware - Gigabyte CEO Eddie Lin says the revenue contributed per gigabyte of GDDR7 on Nvidia graphics cards will be the key measure for which products thrive and which will be in short supply in 2026.

#hardware #semiconductors #chips #nvidia #gpu #business #supplychain #pricing #technology #memory

7 wks / tomshardware


Back to Top / Friday, January 16, 2026, 7:22 am / permalink 18012 / 3 stories in 7 wks


US, Taiwan Sign $250B AI Chip Deal

eWEEK Staff / eweek - Taiwan has pledged at least $250 billion in direct U.S. investments for semiconductor, energy, and AI productionThe post US, Taiwan Sign $250B AI Chip Deal appeared first on eWEEK.

#ai #semiconductors #techpolicy #chips #tariffs #business #supplychain #us #asia #economy

7 wks / tomshardware


Back to Top / Friday, January 16, 2026, 7:21 am / permalink 18009 / 4 stories in 7 wks


Memory supply crisis forces ASUS to discontinue RTX 5060 Ti

Emre Çıtak / dataconomy - ASUS has ceased production of NVIDIA RTX 5070 Ti and RTX 5060 Ti 16GB graphics cards due to a memory supply shortage, placing the RTX 5070 Ti into end-of-life status, as reported by YouTube channel Hardware Unboxed. Hardware Unboxed detailed in its latest…

#hardware #gaming #semiconductors #chips #nvidia #gpu #supplychain #technology #asus #memory

7 wks / tomshardware


Back to Top / Friday, January 16, 2026, 6:20 am / permalink 18003 / 5 stories in 7 wks


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...



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