Semiconductor device manufacturing

• Memory chip giants spark global semiconductor rally as shortages stoke price hikes - Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year.
• The AI chip shortage could raise smartphone prices — new research spells out by how much - The average selling price of smartphones in 2026 is expected to rise 6.9%, Counterpoint Research said.
• Nvidia can sell the more advanced H200 AI chip to China — but will Beijing want them? - Nvidia received the green light from the U.S. to sell its advanced H200 chip to China. But there are questions over whether Beijing will allow this to happen.
• U.S. uncovers scheme to reroute Nvidia GPUs worth $160 million to China despite export bans - Authorities have shut down yet another China-linked smuggling network for Nvidia's AI chips, according to a release from a U.S. Attorneys office.
• A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices - The AI infrastructure buildout is creating shortages of components including various types of chips that are also used in consumer electronics.