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https://piefed.death916.xyz/c/hardware/p/23128/chinese-chipmakers-made-record-profit-in-2025-despite-slipping-margins-u-s-shipme
Chinese chipmakers made record profit in 2025, despite slipping margins — U.S shipments fall 34% as...
Domestic price competition is eroding profitability even as Beijing hits localization targets.
made record2025 despitechinesechipmakersprofit
https://www.digitimes.com/news/a20250603PD226/ddr4-chipmakers-memory-demand-dram.html
DDR4 Memory prices surge as chipmakers announce phase-out
Jun 4, 2025 - Amid intensifying US-China tensions and persistent uncertainty in global demand, major memory chipmakers are moving to phase out DDR4 DRAM, triggering a rapid...
ddr4 memoryprices surgechipmakersannouncephase
https://oilprice.com/Energy/Energy-General/Chipmakers-Scramble-as-Helium-Crunch-Threatens-AI-Expansion.html
Chipmakers Scramble as Helium Crunch Threatens AI Expansion | OilPrice.com
Apr 1, 2026 - Helium—an essential, irreplaceable input for chipmaking and cooling—has been heavily impacted, with supply chains strained by reduced output from Qatar and...
ai expansionchipmakersscrambleheliumcrunch
https://www.digitimes.com/news/a20260320VL201.html?chid=12
Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
Mar 20, 2026 - Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported...
middle east tensionshelium supplymalaysiachipmakersmonitor
https://www.digitimes.com/news/a20260401VL207/qatar-inventory-samsung-sk-hynix-production.html?dt_ref=tag
South Korean chipmakers stockpile helium, diversify supply beyond Qatar
Apr 1, 2026 - Sherri Wang, DIGITIMES Asia, Taipei
south koreanchipmakersstockpileheliumdiversify
https://www.fool.com/investing/2026/04/22/3-ai-chip-makers-with-far-more-upside-than-amd/
3 AI Chipmakers With Far More Upside Than AMD | The Motley Fool
Apr 22, 2026 - AMD trades at a premium despite having far slower growth than this trio.
3 aimotley foolchipmakersfarupside
https://www.scientificamerican.com/article/the-iran-war-disrupts-global-helium-supply-and-artificial-intelligence-chip/
The Iran war disrupts global helium supply and artificial intelligence chipmakers | Scientific...
Mar 18, 2026 - The closure of the Strait of Hormuz has trapped a third of the world’s commercial helium, threatening the irreplaceable coolant that makes MRI scanners and...
iran war disruptsglobal helium supplyartificial intelligencechipmakersscientific