Industry Page 7 of 56

All posts related to the industry in general.

A man in a black leather jacket with lobster claws for hands holds a device labeled 'CUE.'

NVIDIA’s CEO Says OpenClaw Did in 3 Weeks What Linux Took 30 Years to Achieve; Proof of How Big Agentic AI Really Is

Man speaking on stage with Siemens and foundry visible in the background.

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge

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Frank Yeary, the Intel Board Chair Who Pushed the Foundry Spin-Off and Orchestrated Pat Gelsinger’s Exit, Is Retiring This Year

AMD Witnesses “Unexpected” CPU Demand From Customers as Agentic AI Accelerates Adoption; CEO Lisa Su Warns Supply Is Tightening

A close-up of a circuit board featuring Micron SOCAMM2 and LPDDR5X memory chips.

Micron Ships Out the “World’s First” 256GB SOCAMM2 Modules Targeted Toward the Agentic AI Frenzy

A display featuring CXMT LPDDR5X and DDR5 chips highlights specifications such as '12/16Gb' capacity and '10667 Mbps' speed.

The U.S. Moves Once Again to Ban Chinese Memory; CXMT & YMTC Could Soon Be Banned from Several Government Devices

Huawei’s ‘Claimed’ Rival to NVIDIA’s Vera Rubin AI Systems, the Atlas SuperPoD 950, Will Make Its First Public Debut at MWC

TSMC could surpass Apple in market value by 2030, predicts analyst

TSMC’s Arizona Plant Finally Turns a Profit After Four Years of Struggle, But Money Was Never the Real Goal

Two individuals are depicted in a black and white image with a background of server racks, one with a contemplative

OpenAI Is Set to Be the Biggest Customer for the Upcoming NVIDIA-Groq AI Chip, Allocating 3GW of Dedicated ‘Inference Capacity’

A presenter stands on stage in front of a screen displaying numerous company logos, including Acer, ASUS, GIGABYTE, MSI, and

AI Demand in Taiwan Brings a Problem Everyone Is Eager to Have as Income Starts Outpacing Investment, Triggering Record Savings

A large silicon wafer with multiple microchips is resting on a perforated metal surface.

NVIDIA Officially Overtakes Apple as TSMC’s Biggest Customer; There’s No Stopping the World’s Largest Infrastructure Buildout

Increased DRAM costs to increase smartphone BoM (Bill of Materials) by up to 25 percent, resulting in lowered shipments

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So ‘Absurd’ That Buyers Might Find It Better to Give Up

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NVIDIA Says Groq Acquisition Will Play a Role Similar to Mellanox, Extending the Architecture as an “Accelerator” For Low-Latency Decode

Big Tech Now Sees Relying Solely on Taiwan For Their Chip Needs as a ‘Death Trap’, With Hidden Economic Time Bombs

A rack of server units featuring NVIDIA-branded hardware visible in a dimly lit data center setting.

Here’s a Look at One of the World’s Most Complex AI Systems, the NVIDIA Vera Rubin, Integrating a Million Components

We Could See the World’s First 1.6nm Chips Debut at NVIDIA’s GTC 2026 Keynote, With Feynman Taking Over the Stage

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

Intel Misses Another ‘AI Opportunity’ With SambaNova as Acquisition Talks Die Down, Settling for Xeon CPU Collaboration Instead

AMD Risks a Hefty 20% of Its Company To Enter Into ‘Mega’ AI Deals, With the Latest Venture Tied to a Meta Agreement for Next-Gen Infrastructure

An aerial view of the SK hynix semiconductor manufacturing facility with multiple large factory buildings and an

Japan Is Actually Offering Incentives to Samsung and SK Hynix to Build Memory Fabs, but the Korean Giants Are Declining the ‘Attractive’ Proposals

ASML Believes Global Semiconductor Markets Will Reach $1 Trillion Valuation By 2023, Driven By Huge AI Demand 1

ASML Set to Boost Chip Output 50% by 2030, Ramping EUV Light Source Power to 1 Kilowatt & Hoping to Ease AI Supply Bottlenecks

A person stands next to a large NVIDIA data center server rack with multiple GPUs and visible branding.

Here’s How NVIDIA’s Blackwell Ultra GB300 AI Racks Are Dominating Long-Context DeepSeek Workloads, Delivering Impressive Gains Versus GB200

The image shows a Taalas HCI Technology Demonstrator featuring the Llama 3.1 8B model, TSMC 6nm technology, 815mm² area, 53

This New AI Chipmaker, Taalas, Hard-Wires AI Models Into Silicon to Make Them Faster and Cheaper; Early Results Crush Modern Solutions

Three unidentified men stand together in front of a large server rack in a modern, angular interior space.

NVIDIA’s Revised Investment in OpenAI Expected to Be More Than ‘Three Times Lower’ Than What the Industry Originally Believed

Aerial view of a construction site with multiple cranes, showing a large building under construction near a Micron

Memory Makers Rush to Build New Facilities, But Don’t Expect the Extra Capacity to Help Anyone Outside the AI Elite

A person holds an NVIDIA compute chip with visible circuitry details against a dark background.

NVIDIA Ends ARM Acquisition Chapter; Debate Emerges Over Future CPU Strategy in the Agentic AI Era

"I Produce The Lowest Cost Tokens In The World" Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI

NVIDIA’s CEO to Unveil Chips the “World Has Never Seen Before” at This Year’s GTC, Likely Pointing Toward Rubin or Next-Gen Feynman AI Lineups

NVIDIA Prepares For Next-Gen GPU Architectures As "Blackwell-Next" Spotted In Linux 7.2 Kernel Patch

NVIDIA Manages to Bag In One of AMD’s Biggest AI Customers, Meta, Offering Next-Gen Vera Rubin In a “Multi-Generational” Partnership

The Race for Who Has the Best AI Infrastructure Heats Up as AMD Denies Instinct MI455X Is Being Delayed, but Concerns About Large-Scale Deployment Remain

DRAM & NAND Shortages Will Extend Beyond 2030, Warns Phison CEO, Citing an Industry ‘Structural Shift’ That Will Destroy Consumer Businesses

Person holding a chip on stage with partial text AMD.

SoftBank Believes AMD’s GPUs Can Become Far More Useful for AI Thanks to a ‘Divide and Conquer’ Compute Strategy

NVIDIA Blackwell Sweeps Every MLPerf 6.0 Benchmark With No Competition In Sight, While GB300 Systems Run Up to 60% Faster Than GB200

NVIDIA’s Blackwell Ultra Pushes “Agentic AI” Performance to New Heights, Delivering Up to 50× Higher Tokens/Watt & Stronger Long-Context Workloads

Three individuals, featuring visible Samsung and SK hynix logos, manipulate computer components against a backdrop with the

“RAMmageddon” Has Collapsed Every Major Tech Market as Executives Brace for a ‘Product Winter’ That Could Last Until the End of the Decade

TSMC could surpass Apple in market value by 2030, predicts analyst

The Latest US-Taiwan Trade Agreement Boosts Investment Climate for America’s Chip Supply Chain, Protecting TSMC & Others From Tariff Risks

Two prominent individuals appear deep in thought against a background of server racks.

OpenAI’s Latest Codex Model Runs on Cerebras Infrastructure, Hinting at a ‘Serious’ Second Option for AI Inference Beyond NVIDIA