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EXPLAINED: 3 - The Real Truth

Nvidia's desktop PC chip holdup purportedly tied to Windows delays — ongoing chip revisions and weakening demand also blamed

Nvidia and MediaTek have allegedly delayed the N1X AI PC platform to early 2026, possibly because of Microsoft’s next-gen OS delays, ongoing Nvidia chip revisions, and weakening consumer notebook demand. The launch will now prioritize enterprise PCs, while GB10-based AI workstations are expected to debut much sooner.

Tom’s Hardware

Nvidia N1X CPU delayed once again — and Microsoft's next-gen OS seems to be at fault

Nvidia and MediaTek's N1X CPU is now reportedly being pushed back to early 2026 once again, with Microsoft's next-gen Windows OS roadblock expected to be affecting its launch.

Tom’s Guide

China's YMTC moves to break free of U.S. sanctions by building production line with homegrown tools — aims to capture 15% of NAND market by late 2026

Despite being on the U.S. Entity List since 2022 and cut off from advanced foreign fab tools, YMTC is pushing forward with plans to expand production to 150,000 wafers per month and trial a fully localized manufacturing line.

Tom’s Hardware

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Large-scale shipments of Nvidia GB300 servers tipped to start in September — GB200 demand remains 'robust' despite widespread coolant leak reports

Thanks to design reuse and a modular approach, Nvidia's GB300 AI servers are set for a smoother rollout, with large-scale shipments expected in September 2025. However, liquid cooling remains a headache.

Tom’s Hardware

Nvidia reportedly preparing RTX 6000D for Chinese market to comply with U.S. export controls — fabricated on TSMC N4, featuring GDDR7 memory capable of delivering 1,100 GB/s of bidirectional bandwidth

NVIDIA is reportedly launching the RTX 6000D GPU for China to offset U.S. export restrictions. Built on TSMC’s 4nm process and armed with GDDR7 memory delivering 1,100 GB/s bandwidth, the card targets AI workloads and could help NVIDIA reclaim lost revenue in the Chinese market.

Tom’s Hardware

Elon Musk's Optimus boast in doubt as humanoid robot production plans halted — Telsa’s projections for 10,000 robots in 2025 cast into doubt, according to supply chain sources

China-tech industry sources allege that 'unresolved hardware challenges,' will mean Optimus design changes.

Tom’s Hardware

China could be the world's top semiconductor foundry hub by 2030 — despite US curbs, nation to hold 30% of global installed capacity, surpassing Taiwan

China is projected to become the biggest manufacturer of semiconductors by 2030, but how advanced will these chips be?

Tom’s Hardware

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Alchip responds to report that Nvidia is reportedly keeping prized NVLink tech closely guarded (Updated)

Nvidia's NVLink Fusion program has drawn interest from the industry aiming to build custom CPUs and accelerators for its ecosystem, but the initiative remains tightly controlled by the green company, which may limit its success.

Tom’s Hardware

The end of an era — DDR4 production to essentially end this year, Micron the final domino to fall

Micron is ending DDR4 production in two to three quarters, save for some long-term contracts in automotive, industrial, and networking applications.

Tom’s Hardware

Vital chipmaking software access restored to China — shift follows high-level call between Presidents Trump and Xi Jinping

Industry reports indicate access to some vital semiconductor design software has been restored in China, following a call between President Trump and Xi Jinping.

Tom’s Hardware

DDR4 prices continue to surge — reportedly increased by 50% in the second half of May alone

'Rapid spike' in DDR4 spot pricing precipitated by manufacturer phase out plans, US-China tensions, and market uncertainties.

Tom’s Hardware

'Instead of crippling China's semiconductor ambitions, U.S. sanctions may be inadvertently accelerating them': Report claims Washington measures could be bolstering China's chip market

A new report claims U.S. sanctions could be fuelling more resilience in China's semiconductor ecosystem.

Tom’s Hardware

Seagate suggests AI is causing a carbon crisis for the industry

Seagate has suggested that the tech industry is facing a "carbon crisis" as AI demands outpace the data storage field's ability to keep up.

Tom’s Hardware

Nvidia and Mediatek's AI CPU may not see mass rollout until late 2026 — Asus, Dell, and Lenovo reportedly developing N1X desktops and laptops

A new report claims that Nvidia and MediaTek's new AI PC chip may not see mass market shipments until the second half of 2026.

Tom’s Hardware

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TechRadar

Nvidia’s gaming GPUs could still get pricier despite tariffs truce, new report claims – here’s why

A gloomy cloud of potential price hikes still hovers over Nvidia’s GeForce GPUs despite Trump’s tariff deal.

Tom’s Hardware

Nvidia reportedly raises GPU prices by 10-15% as manufacturing costs surge — tariffs and TSMC price hikes filter down to retailers

A new report claims Nvidia has raised the prices of its GPUs to combat rising manufacturing costs and tariff increases.

Tom’s Hardware

10% surge in Taiwanese currency vs US dollar could hurt PC and components pricing

The currency of Taiwan, the 'silicon island,' has appreciated over 10% vs the USD in the space of just a few days, raising concerns about further price rises coming to U.S. consumers.

TechRadar

PC makers are planning plants in Saudi Arabia to try and avoid US tariffs

Lenovo's plans to move manufacturing to Saudi Arabia could be met with similar moves by HP and Dell.

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Tom’s Hardware

Chinese DRAM maker reportedly mulls DDR4 hike prices

Chinese memory maker CXMT is reportedly preparing to raise DDR4 prices after months of aggressive discounting, as demand stabilizes and major suppliers shift focus to newer memory types.

Tom’s Hardware

DRAM and NAND prices are expected to rise in the second half of 2025

A new report suggests that both DRAM and NAND prices are going to rise later this year.

Tom’s Hardware

Leading DRAM makers may stop producing DDR4 and DDR3 by late 2025 — China memory makers flood the market with half-price memory

Increased competition from Chinese makers may force leading DRAM makers to phase out DDR3 and DDR5 SDRAM by end of the year.

TechRadar

Rumor suggests Nvidia’s planned launch timeframe for laptops with RTX 5000 GPUs got pushed back - what does this mean for PC gamers?

Nvidia could’ve delayed the original RTX 5000 laptop launch timeframe, as rumor suggests gaming GPUs are suffering as AI products get prioritized.

Tom’s Hardware

Nvidia will be ‘late’ with RTX 50 laptop GPUs say supply chain sources

Nvidia GeForce RTX 50 mobile GPUs are 'late,' and could face further delays, according to unnamed PC supply chain sources talking to DigiTimes.

TechRadar

Samsung tipped to unveil the Galaxy Ring 2 at its January Unpacked event

It looks as though there are going to be plenty of new gadgets to talk about at the January 22 showcase.

TechRadar

Apple rumored to have started production on the iPhone 17 Air

Moves are now underway to start production on the iPhone 17 Air, which is apparently replacing the iPhone 16 Plus.

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