Legendary investor Michael Burry is betting against Nvidia and AI hyperscalers, seeing a bubble inflated by accounting. He argues the $30,000 GPUs powering the boom may physically or economically fail long before their 6-year depreciation schedule assumes, risking massive write-downs.
Two major players in underwater tech are joining forces. Kongsberg Discovery’s sensing systems are being integrated into MacArtney’s towed vehicle platforms, creating new turnkey solutions for deep-sea work.
Samsung could see operating profit skyrocket 129% to nearly $69 billion next year according to a bullish analyst forecast. The surge hinges on successful 2nm chip production and booming memory prices. This would mark one of the most dramatic corporate turnarounds in recent tech history.
NVIDIA CEO Jensen Huang is making his fifth visit to Taiwan this year around Thanksgiving. The trips focus on supply chain discussions and checking on TSMC founder Morris Chang’s health. This unprecedented frequency reveals how critical Taiwan’s manufacturing ecosystem is to NVIDIA’s AI dominance.
Samsung is pushing to finalize HBM4 pricing with Nvidia by year-end, aiming to match SK Hynix’s rates around mid-$500 per stack. The company has accelerated its timeline and now targets second-quarter 2026 shipments, potentially narrowing SK Hynix’s supply advantage from six months to just one quart
RAM prices have jumped 500% since October while SSD costs have doubled, according to industry reports. Major PC manufacturers are already adjusting prices and configurations in response to the ongoing shortage.
TSMC’s explosive growth in AI chip manufacturing could see it overtake Apple’s market value by 2030. The Taiwanese semiconductor giant is investing billions in next-generation facilities while Apple faces revenue stagnation. This would mark a dramatic shift in tech industry leadership.
iDEAL Semiconductor has launched its SuperQ MOSFET platform targeting high-voltage battery systems. The technology claims to eliminate the traditional compromise between efficiency and safety in power management. Available immediately for devices up to 200V.
MIPS accidentally used the wrong RISC-V vendor ID in Linux kernel 6.18, but the issue was caught before the final release. The company admitted their testing platform also had the same incorrect ID. They’re now switching to FPGA testing to prevent future mistakes.
Intel is accelerating development of its 14A process node with major technical breakthroughs and a deepening partnership with Nvidia. The company revealed it’s building a custom Xeon CPU for Nvidia featuring NVLink Fusion technology. This strategic shift comes amid intense competition in the semicon
