Google is developing Frozen v2, a new AI server chip designed to integrate Gemini models into hardware and improve AI computing efficiency.

Jensen Huang outlines NVIDIA's AI computing vision, highlighting AI infrastructure, system-level design, next-generation GPU architectures, and AI factories.

CXMT's DRAM capacity is reportedly booked through the end of 2027 as AI demand tightens global memory supply and boosts long-term PC memory procurement.

Global smartphone shipments fell 11% in Q2 2026 as memory shortages raised costs. Samsung regained the top spot while Apple posted modest growth.

SEMI forecasts global semiconductor equipment sales will reach $165.9B in 2026, driven by AI, HBM, advanced logic, memory, and packaging investments.

TV AI is transforming the memory chip industry as HBM demand surges, pushing SK hynix, Samsung, and Micron toward customized solutions and new strategies.

Memory chip stocks retreat as rising capacity, Chinese competition, and AI memory optimization raise concerns over future pricing and market growth.

TrendForce forecasts SLC NAND prices will climb 120–170% in H2 2026 as MLC shortages and strong AI, automotive, and industrial demand tighten supply.

Samsung will focus on stabilizing 2nm yields before introducing 1.4nm in 2029, while advancing its GAIA AI PC chip program.

GlobalWafers reports steady semiconductor recovery in H1 2026, with strong demand for 12-inch silicon wafers driven by AI and HPC.