semiconductor industry Archives

AppWizard

May 18, 2026

Samsung workers could be about to strike, potentially making GPUs, memory, and SSDs even more expensive

Samsung faces potential factory shutdowns due to a proposed strike involving over 43,000 workers in South Korea, which could lead to a 3-4% decline in global memory and NAND output. The Korean government has intervened, urging the union to reconsider the strike to maintain production capacity and quality. The workers' demands focus on compensation, specifically the removal of a cap on bonuses, as the company's profits reached 53.7 trillion won in the last quarter. A full-scale strike could cost Samsung up to 30 trillion won. The strikes are scheduled to begin on May 21 and last for 18 days, although ongoing negotiations may change this timeline.

AppWizard

September 21, 2025

Nvidia invests $5bn in Intel

Nvidia has announced a substantial investment in Intel, focusing on collaboration in consumer-grade PC products and enterprise technologies, including data centers. The partnership will integrate Nvidia's NVLink technology with Intel's chip architectures to enhance product performance. Intel plans to develop x86 system-on-chips incorporating Nvidia's RTX GPUs for improved graphics and processing capabilities. Nvidia's CEO, Jensen Huang, highlighted the partnership's potential to transform computing, while Intel's CEO, Lip-Bu Tan, expressed confidence in combining their strengths to drive industry breakthroughs.

Winsage

February 14, 2025

Windows 10 on the brink of extinction

Arm is planning to enter the chip manufacturing market, directly competing with major customers like Nvidia, who have previously used Arm's architecture to create their own chips. This shift marks a significant change in Arm's strategy, moving from a revenue model based on licensing fees and royalties to producing its own chips. CEO Rene Haas is expected to announce Arm's first in-house chip this summer, aiming to capitalize on the growing demand for AI technologies.