Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

Nvidia and Huawei both published their AI chip roadmaps this year – which make clear Huawei’s chips are falling even farther behind.

Nvidia's best chips today are 5x more powerful than Huawei's. By 2027 that grows to 17x.

The gap isn’t closing. It’s accelerating.
https://x.com/ChrisRMcGuire/status/2000597438927876470

[behappyalways]

Not just game consoles! A major DRAM shortage could trigger passive inflation in consumer electronics.
PC price hikes are expected to continue into next year, with increases potentially reaching 30%.

不只遊戲主機! DRAM缺很大 消費性電子恐迎"被動通膨" PC漲價潮估燒到明年 漲幅上看3成｜非凡財經新聞｜20251224

https://m.youtube.com/watch?v=Oal-PPvTywA

[behappyalways]

Samsung warns of price hikes as rising memory costs affect all
https://www.theedgesingapore.com/news/t ... affect-all

[behappyalways]

"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
https://www.zerohedge.com/ai/market-nev ... ory-stocks

[behappyalways]

RAM prices are set to surge by as much as 60-70% this quarter, putting price pressure on big tech's data center ambitions.
https://x.com/Mayhem4Markets/status/2010037628876562852

[behappyalways]

Steam Deck Handheld Gaming PC "May Be Out-Of-Stock" As Great Memory Crunch Deepens
https://www.zerohedge.com/technology/st ... ch-deepens

[winston]

Helium shortage hits tech supply chains amid Middle East conflict

Qatar is producing nearly one-third of the world’s helium supply

Helium is used in several key stages of chipmaking, including cooling, leak detection and precision manufacturing processes and its prices have soared since the Middle East crisis began.

Companies had few immediate options beyond slowing output and prioritising critical products.

Source: Reuters

https://www.businesstimes.com.sg/intern ... t-conflict

[behappyalways]

Sony "Temporarily Suspends" Memory Card Orders In Japan As Global Memory Crunch Worsens
https://www.zerohedge.com/technology/so ... ch-worsens


Prices of DDR5 DRAM memory modules have fallen nearly 30% over concerns Google’s new TurboQuant algorithm will cut memory needs
https://x.com/dnystedt/status/2038786416881344654

[behappyalways]

"Price Collapse" Hits Memory Sticks As Hoarded Inventory Floods Market After Google's DeepSeek Moment
https://www.zerohedge.com/ai/price-coll ... eek-moment

[winston]

Helium shortages cloud tech prospects

Helium shortages and higher electricity tariffs driven by the US-Iran war, along with the US tariffs, are still weighing on the technology sector.

Global sales reached a historic US$82.5bil in January 2026, representing a robust 3.7% increase month-on-month and a staggering 46.1% y-o-y increase.

Growth remains heavily tilted toward the Asia Pacific (increase by 82.4% y-o-y) and China (increase by 47% y-o-y), while Japan continues to lag (down by 6.2% y-o-y).

Memory prices have risen, but not to the extent that it severely impacts end-demand.

Thanks to diversified sourcing from the United States and Canada, alongside robust gas recycling systems at major fabs, supply remains sufficient to sustain operations.

BIMB Securities maintained a “neutral outlook” on the sector for 2H26 and prefers asset-light intellectual property providers (such as SkyeChip) and high-end OSAT/ATE players with significant AI integration (like Malaysian Pacific Industries Bhd and Vitrox Corp Bhd), as their market position grants them the pricing power necessary to offset rising indirect costs.

Source: The Star

https://www.thestar.com.my/business/bus ... -prospects