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All posts related to the industry in general.

A close-up view shows a person holding a colorful, intricate semiconductor wafer with gloved hands, alongside a magnified portion displayed on a stand.

IBM’s 0.7 Nanometer “Nanostack” Chipmaking Technology Shows America’s Semiconductor Innovation Still Leads The World

Qualcomm Dragonfly Ecosystem Enables AI Accelerators, Custom Silicon, Networking To Empower Next-Gen AI Factories With A One-Stop & Scaled Compute Platform

A Hygon promotional image shows a mass-produced 128-core general-purpose CPU with specifications including '128 Number of computing cores per CPU,' '512 Number of threads per CPU,' '10T Single CPU double-precision floating-point computing power,' and '32 Number of double-precision floating-point operations per clock cycle.'

Hygon’s 128-Core & 512-Thread C86 CPU Targets Intel Xeon With 15% IPC Gain, As China Races to Cut Foreign Chip Reliance

Qualcomm's Datacenter CPU Rumor Comes Just In Time As Agentic AI Goes In Hyperdrive Mode

Qualcomm Reportedly Helping China’s ByteDance With Custom Chip Design Services, Also Acquires Modular To Accelerate Its Unified Compute Strategy

NVIDIA's Fastest PRO GPU Is Silently Breaching The $10,000 US Price Barrier Due To AI Demand 1

China Fails To Stop Tech Firms From Using NVIDIA Chips, As Banned DGX & RTX “Blackwell” GPUs Hit 2x Price on Black Market

Four ASUS ROG Strix laptops are displayed on a table, with one laptop screen showing 'ROG Strix' on a colorful background.

ASUS Signals That The PC Price Storm Has Passed As It Expects Single-Digit Price Bumps In Q3 2026

Report: TSMC Follows Samsung and SK Hynix Into Price Surge, Catching Its Own Customers Off Guard With 7nm Hikes

TSMC Preps To Ramp Up Glass Substrate For NVIDIA In Race Against Intel & Samsung, First Chips To Drop By 2025-2026 1

TSMC and Intel Race to Replace Organic Substrates With Glass & Panel-Level Packaging, as a $650M Market Expected To Balloon Past $8 Billion by 2030

Global DRAM Prices Will Decline Up To 18% This Month & Hit Bottom By Q1 2023 1

Memory Shortages Have Destroyed The Consumer Segment As DRAM Prices Surge By Up To 89% In Q2 2026

After Earning Major Profits From HBM, SK Hynix Now Plans To Prioritize DDR5 “General-Purpose DRAM” Production

Tesla’s Optimus Humanoid Robot Mass Production Nears As Taiwanese Suppliers Gear Up To Provide Components – Report

A digital rendering shows a map of Europe overlaid on a close-up of a semiconductor chip.

NVIDIA Floods Europe With 35 Supercomputers Spanning 23 Countries, Stacking Up To 800 Exaflops Of AI Compute

Samsung To Initiate Pilot Production Of Glass Substrates Semiconductor This Year

TSMC Accelerates CoPoS Packaging to Replace CoWoS, as Glass Core Substrates Cut Costs 30% and Boost Wafer Utilization Past 90%

A presenter on stage is holding a chip in front of large computer servers and a backdrop showing a microarchitecture diagram with '2X' and '1.6X' text.

Foxconn Pegs NVIDIA Vera Rubin AI Datacenter at $47 Billion Per Gigawatt, as Power Bills Hit $1.3B Yearly

Intel CEO Lip-Bu Tan Spills The Beans on Elon Musk’s Problem Solving & Reveals Potentially Major Chip Supply Chain Shortage

Semiconductor lithography machine in operation with purple laser beam, microchip wafer on platform, and visible Caution label.

ASML May Have Shipped Banned Machine To China Says US Government – Firm Denies Claim

SK Hynix’s Former CEO Returns to Intel After Years Away, Taking Charge as EVP of Foundry Business & Advanced Packaging Technologies

Apple To Design & Build Chips At Intel on American Soil, US President Confirms

Apple To Design & Build Chips At Intel on American Soil, US President Confirms

A large, vertically standing, unbranded server rack filled with equipment is being installed by workers in a dimly lit data center.

The World’s Top Cloud Providers Are Now Getting NVIDIA’s Vera Rubin NVL72, The World’s Fastest AI Platform

A person in a suit stands on stage with a large semiconductor wafer image displayed behind them, and the word 'Welcome' visible on a screen.

Lip-Bu Tan Nearly Walked Away From Semiconductors, But One Plea to ‘Save Intel’ Pulled Him Back as CEO, Now Hiring Top CPU/GPU Architects

Executives participate in a groundbreaking event in front of a sign featuring 'Coherent' and 'NVIDIA' logos with the text 'Reindustrializing America: Manufacturing for the AI Era.'

Coherent’s New Texas Plant Replaces Copper With Light, Powering NVIDIA’s 576-GPU Vera Rubin Data Centers & The Silicon Photonics Era

A close-up view of a server rack with multiple Nvidia hardware components stacked vertically.

Datacenters Are Outstripping the Power Grid, Forcing NVIDIA and Google Into a Radical 800V DC Overhaul by Q3 2026

AI Chip Frenzy Drags Foundry Revenue Up 3.7% in Q1, Yet Wafer Prices Are About to Hit Customers Next

Intel & AMD Laptop CPU Roadmap Leak: Arrow Lake-HX In 2025, Refresh In 2026 With Panther Lake, Fire Range With 16-Cores & X3D In 2025

MSI Chairman Warns Memory & GPU Shortages Will Drag Into 2026, But Says CPU Supply Will Get Better By Q3

NVIDIA Pivots to CPUs to Salvage China Revenue After GPU Restrictions, As Several Customers Show Interest In Vera CPUs

NVIDIA Pivots to CPUs to Salvage China Revenue After GPU Restrictions, As Several Customers Show Interest In Vera CPUs

SK Hynix Races Samsung to 400+ Layer NAND, but Must Abandon Tungsten Entirely as Stacking Hits a Material Wall

AMD's Instinct MI355X Snags a $350 Million Customer as TensorWave Doubles Down Ahead of the MI455X vs Vera Rubin Showdown

AMD’s Instinct MI355X Snags a $350 Million Customer as TensorWave Doubles Down Ahead of the MI455X vs Vera Rubin Showdown

A Micron DDR5 RCD06 module positioned with glowing lines and the large text '9200 MT/s' in the background.

China’s Montage Technology Starts Sampling 9200 MT/s DDR5 Clock-Drivers For RDIMM Memory, Powering Next-Gen Datacenters

A server rack filled with numerous yellow fiber optic cables prominently features text stating, Lambda's first look at NVIDIA co-packaged optics.

NVIDIA’s First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs

Bernstein Warns NVIDIA’s Vera Rubin Racks Will Hit $9.1 Million as HBM4 Prices Triple to $53 Per Gigabyte

NVIDIA & SK Hynix Sign Blockbuster “Multi-Year Technology” Partnership: Will Co-Develop Next-Gen Memory For AI Factories

A display model features 'HBM5 Architecture with HPB' emphasizing 'Core Die' and 'Heat Path Block.'

Samsung Teases HBM5 With a New ‘Heat Block Path’ Tech, Mirroring SK Hynix’s iHBM Cooling Play

A close-up of an HBM4E chip next to the text 'HBM4E 48GB' and '32Gb, up to 10 AI at Scale.'

SK Hynix Previews HBM4E Memory at Computex, Cramming 48GB Into a 12-Hi Stack and Pushing Bandwidth to a Record 4 TB/s

YMTC 128L QLC 3D NAND chip resting on an orange circuit pattern background.

NAND Revenue Explodes 3.5x to a Record $46 Billion in a Single Quarter as Agentic AI Starves the PC Market