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Analyst firm KB Securities warns of a severe RAM crisis by 2027, blaming surging AI demand. With Samsung and SK Hynix inventories critically low, consumers face higher prices and limited availability for computing components.
AMD's Q2 2026 earnings reveal a booming data center business, with revenue soaring to $6.7 billion, more than doubling year-over-year due to intense AI demand. While overall company revenue hit a record $11.5 billion, the gaming segment faced a 31 percent decline, impacted by increased component costs and higher graphics card prices.
Norwegian startup Lace has secured $40 million in Series A funding to advance its groundbreaking chip-making technology. The company plans to replace traditional light-based lithography with helium atom beams, promising chip features up to ten times smaller than current capabilities. This investment, led by Atomico and including Microsoft's M12, highlights a strategic push to diversify the semiconductor supply chain and meet growing AI demand.
The Trump administration has repealed Biden-era Mercury and Air Toxics Standards (MATS), reverting power plant pollution controls to 2012 levels. This rollback coincides with soaring electricity demand from AI data centers, domestic manufacturing, and electric vehicles. Critics argue the move sacrifices health protections for industry savings, while aging coal plants are kept online to meet the growing energy needs.
