Skip to content

Briefing
Frontline
Investors
Exits
Jobs

Briefing
Frontline
Live sectors
AI Agents & Models
Autonomy
Avatars
Biotech
Blockchain / Crypto
Brain-Computer Interfaces
Climate Tech
Cloud & Edge Computing
Creative AI & Media
Cybersecurity
Data Infrastructure
Defense
DevTools & AI Coding
Digital Identity
Energy
Food Tech
Health Tech
Longevity
Manufacturing
Materials Science
Mobility
Payments & Financial Infrastructure
Quantum Computing
Robotics
Semiconductors
Smart Homes
Space Tech
Spatial Computing
Voice & Conversational Interfaces
Wearables
Coming soon
Investors
Exits
Jobs
Sign in

Loading

Briefing
Frontline
Investors
Exits
Jobs

Briefing
Frontline
Live sectors
AI Agents & Models
Autonomy
Avatars
Biotech
Blockchain / Crypto
Brain-Computer Interfaces
Climate Tech
Cloud & Edge Computing
Creative AI & Media
Cybersecurity
Data Infrastructure
Defense
DevTools & AI Coding
Digital Identity
Energy
Food Tech
Health Tech
Longevity
Manufacturing
Materials Science
Mobility
Payments & Financial Infrastructure
Quantum Computing
Robotics
Semiconductors
Smart Homes
Space Tech
Spatial Computing
Voice & Conversational Interfaces
Wearables
Coming soon
Investors
Exits
Jobs
Sign in

Loading

Briefing
Frontline
Investors
Exits
Jobs

Briefing
Frontline
Live sectors
AI Agents & Models
Autonomy
Avatars
Biotech
Blockchain / Crypto
Brain-Computer Interfaces
Climate Tech
Cloud & Edge Computing
Creative AI & Media
Cybersecurity
Data Infrastructure
Defense
DevTools & AI Coding
Digital Identity
Energy
Food Tech
Health Tech
Longevity
Manufacturing
Materials Science
Mobility
Payments & Financial Infrastructure
Quantum Computing
Robotics
Semiconductors
Smart Homes
Space Tech
Spatial Computing
Voice & Conversational Interfaces
Wearables
Coming soon
Investors
Exits
Jobs
Sign in

← Semiconductors dashboard

Semiconductors news

Subscribe via RSS ↗

100 relevant articles · classified by Haiku 4.5 · ingested daily

5dOpinionneutral
AI In Chip Design: Lots Of Promise, Plenty Of Unanswered Questions
A panel of EDA executives debate AI's impact on chip design, with no consensus on where it will succeed or how it will affect the engineering workforce.
Semiconductor Engineering

A free weekday newsletter with analysis of the most important frontier tech stories.

Email address

Free forever. One click to unsubscribe.

SFO --:--:--·AUS --:--:--·NYC --:--:--·LDN --:--:--·TYO --:--:--·PEK --:--:--·Editorial analysis, not financial advice.·About·FAQ·What’s new·Join affiliate network·Disclosures·Terms·Privacy·Usage policy·© fobi·

SFO --:--:--·AUS --:--:--·NYC --:--:--·LDN --:--:--·TYO --:--:--·PEK --:--:--·Editorial analysis, not financial advice.·About·FAQ·What’s new·Join affiliate network·Disclosures·Terms·Privacy·Usage policy·© fobi·

Theme

5d

·Launch

·positive

Intel Deploys $400 Million ASML Tech for Panther Lake Chips

Intel deploys $400M in ASML lithography equipment for Panther Lake chip production.

Whalesbook ↗

5d·Other·neutral

ASML Holding stock reflects demand for advanced chip manufacturing tools

ASML's stock price reflects ongoing demand for its advanced chipmaking lithography tools.

Ad-hoc-news.de ↗

5d·Other·neutral

TSMC to raise mature-node foundry prices starting January 2027

TSMC plans to raise mature-node foundry prices beginning January 2027.

5d·Regulation·neutral

US gov't allows Chinese telecom giant ZTE to purchase Nvidia H200 AI chips — firm joins Alibaba, Tencent, and ByteDance in access to Hopper tech

US grants ZTE and Maginfra approval to buy Nvidia H200 chips, joining a group of ~10 cleared Chinese firms.

Tom's Hardware ↗

5dOtherpositive
Electronic Design Industry Rides Chip Wave, APAC Leads Q1 2026 Growth
Q1 2026 EDA market shows sustained growth led by APAC demand as more companies insource chip design.
EE Times
5dLaunchneutral
Samsung 990 2TB SSD Review: New flash, familiar speeds
Samsung launches the 990 2TB QLC-based SSD, a budget Gen 4 drive with full throughput at common capacities.
Tom's Hardware
5dOtherneutral
China claims chip exports nearly doubled to $177 billion in the first half of 2026 as memory prices surged — 96% year-on-year increase inflated by hikes
China's chip exports hit $177B in H1 2026, up 96% YoY, driven by surging memory prices and global AI-demand.
Tom's Hardware
5dOtherpositive
Intel invests $5.7 billion in Ireland fab — aims to boost output of Xeon 6, next-gen Xeon products built on Intel 3 process
Intel invests $5.7B to expand Ireland fab for higher output of Xeon 6 and next-gen Intel 3 chips.
Tom's Hardware
5dRegulationneutral
Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington
Nvidia slashes its whitelist of authorized customers in Asia by more than half after US pressure to curb GPU smuggling into China.
Tom's Hardware
5dResearchneutral
Researchers create programmable material that can steer heat and remember its state without power — breakthrough could eventually aid AI chip cooling and silicon photonics
Osaka Metropolitan University researchers create a programmable thermal device using magneto-optical and phase-change materials that steers heat and remembers its state without power.
Tom's Hardware
5dOtherneutral
Spain Semiconductor Industry Convenes to Forge Domestic Alliances
Spain's semiconductor players, universities, and research centers meet to strengthen domestic industry collaboration.
EE Times
6dOtherpositive
EDA/SIP Revenue Up 12.7%; APAC Roars Back
Worldwide EDA and SIP revenue grew 12.7% to $5.748B in Q1 2026, driven by AI chip design tool demand and a Chinese sales surge.
Semiconductor Engineering
6dLaunchpositive
Tesla's AI5 with 2nm-class node tapes out at Samsung Foundry — production starts soon, months after TSMC tape out
Tesla's AI5 chip tapes out at Samsung Foundry on 2nm-class process, months after a separate tape-out at TSMC.
Tom's Hardware
6dOpinionneutral
Interview with GlobalFoundries VP at MIPS ‘Physical AI is Agentic AI at the Edge’ Taipei Event
GlobalFoundries VP Sudipto Bose discusses FD-SOI and physical AI at a Taipei event.
EE Times
6dPartnershippositive
Micron commits $500 million to GlobalWafers' Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035
Micron commits $500M to GlobalWafers' Texas wafer plant and raises total planned US spending to $250B through 2035.
Tom's Hardware
6dLaunchpositive
Intel's new space-grade Starfire chip is a Panther Lake SoC that puts an 18A CPU into orbit — chip designed for the US government leverages Intel 3 for the GPU
Intel unveils Starfire, a space-grade Panther Lake SoC with 18A CPU cores and an Intel 3 GPU tile, targeting the U.S. government satellite market.
Tom's Hardware
6dOtherneutral
AMD FSR Multi-Frame Generation with 8x mode spotted — experimental driver settings could hint at FSR's next evolution
AMD's experimental Adrenalin driver hints at up to 8x FSR Multi Frame Generation support for current Radeon GPUs.
Tom's Hardware
6dOpinionpositive
RISC-V Is Inevitable, State of the Union Keynote Argues
SiFive's Krste Asanović argues RISC-V is inevitable and its ecosystem is strong in a keynote at the RISC-V summit.
EE Times
6dOtherpositive
TSMC logs record June sales on AI chip demand, lifts first-half to 113t won - CHOSUNBIZ
TSMC posts record June sales driven by AI chip demand, bringing first-half revenue to 113 trillion won.
Chosunbiz
6dOtherneutral
ITF World 2026: The Semiconductor Industry Enters a New Systems Era
Imec's ITF World 2026 conference frames the semiconductor industry's shift from transistor scaling to system-level design and heterogeneous integration.
EE Times
Jul 13Researchneutral
Rethinking Ethernet For The AI Scale-Up Era: Inside ESUN
An OCP-defined effort called ESUN aims to evolve Ethernet into a lossless, low-latency interconnect for AI accelerator clusters.
Semiconductor Engineering
Jul 13Otherpositive
Taiwan's TSMC, the world's No. 1 foundry chipmaker, extended its strong sales momentum in June. On t..
TSMC extends strong sales momentum into June, maintaining its lead in the global foundry chip market.
매일경제
Jul 13Otherpositive
ASML Insiders Take Profits, but the €38.8 Billion Backlog Keeps the Narrative Bullish
ASML insiders trim positions, but the company's €38.8B order backlog signals sustained demand.
ad-hoc-news.de
Jul 13Otherneutral
CEO Interview with Dr. Albert Liu of Kneron
SemiWiki interviews Kneron CEO Albert Liu about the company's edge AI NPU architectures and localized AI infrastructure.
SemiWiki
Jul 12Otherpositive
ZEISS Moves EUV Tooling Development to Korea, Embedding in AI Memory Supply Chain
ZEISS moves EUV tooling development to Korea, embedding in the AI memory supply chain.
Tech Times
Jul 12Otherneutral
Executive Interview with Ebrahim Hussain and Aaditya Subediand of Architect Labs
Architect Labs builds AI-powered systems to accelerate semiconductor design and engineering.
SemiWiki
Jul 12Fundingpositive
South Korea Invests $166 Million In AI Chip Startup Rebellions To Build ‘K-Nvidia’
South Korea invests $166M in AI chip startup Rebellions to build a domestic Nvidia competitor.
ascendants.in
Jul 12Researchneutral
Open DRAM Model For PIM Analysis In 3D DRAM (Georgia Tech)
Georgia Tech researchers publish an open DRAM model for circuit-level analysis of processing-in-memory in 3D DRAM architectures.
Semiconductor Engineering
Jul 12Otherneutral
ASML Holding stock holds firm as chip-equipment demand shapes long-term outlook
ASML stock price holds steady amid ongoing chip-equipment demand trends.
ad-hoc-news.de
Jul 12Researchneutral
Hardware Abstraction Layer Study Targets Software-Defined Vehicles (U. of Stuttgart)
University of Stuttgart researchers publish a study evaluating hardware abstraction layer concepts for software-defined vehicles.
Semiconductor Engineering
Jul 12Researchneutral
3nm GAA-FET SRAM Review Evaluates Self-Heating And Radiation Hardness (SJSU, Sandia)
SJSU and Sandia researchers publish a study evaluating self-heating and radiation hardness of 3nm GAA-FET SRAM with novel channel-BDI isolation.
Semiconductor Engineering
Jul 12Otherneutral
Inside Netrasemi: The Kerala Startup Building India’s Edge AI Chip Dream
Netrasemi, a Kerala-based startup, is developing an edge AI chip for the Indian market.
ascendants.in
Jul 12Researchpositive
Monolithic CMOS Platform Integrates Piezo-Optomechanical Photonics (Mitre et al.)
Researchers demonstrate a monolithic CMOS platform integrating piezo-optomechanical photonics on an electronic backplane.
Semiconductor Engineering
Jul 12Researchpositive
Room-temperature, CMOS-compatible Photonic Quantum Processor (NUS et al.)
Researchers demonstrate a quantum photonic processor built on standard CMOS-compatible processes, operating with single photons at room temperature.
Semiconductor Engineering
Jul 12Researchneutral
AI Framework Maps Thermal Behavior In 3D Photonic Circuits (U. of Florida et al.)
UF-led research uses an AI-driven framework to model and manage thermal behavior in 3D photonic integrated circuits.
Semiconductor Engineering
Jul 12Fundingpositive
SambaNova Raises $1B at $11B Valuation to Build AI Infrastructure
SambaNova raises $1B at an $11B valuation to build AI infrastructure.
Shoppe Black
Jul 12Otherneutral
ASML's Q2 Report Looms With a $26.5 Billion Demand Signal and an Unresolved Washington Question
ASML's upcoming Q2 report is preceded by a $26.5B order backlog and lingering US export policy uncertainty.
ad-hoc-news.de
Jul 12Otherneutral
NVDA Rival Cerebras Plans To List On Thursday Next Week: Report
Cerebras plans to list on public markets next Thursday, per report.
Stocktwits
Jul 12Othernegative
Nvidia Circular Financing: $24.9B CoreWeave Debt Puts Pension Funds at Risk
Nvidia's $24.9B in circular financing via CoreWeave puts pension funds at risk from overconcentration in AI infrastructure debt.
Tech Times
Jul 12Otherneutral
TSMC’s Global Chip Monopoly Hits 70%
TSMC now controls roughly 70% of the global chip foundry market.
TechnoSports Media Group
Jul 12Othernegative
Ireland’s data centers consumed nearly as much electricity as every home in the country combined in 2025 — server farms gulped 23% of national power despite years of grid restrictions
Ireland's data centers consumed 23% of national electricity in 2025, nearly matching residential use, as AI-driven demand surged 10% year-over-year.
Tom's Hardware
Jul 12Otherneutral
For ASML, a $26.5 Billion Vote of Confidence From SK Hynix Collides With a Washington Probe
ASML faces conflicting signals as SK Hynix places a $26.5B order while Washington launches a probe.
ad-hoc-news.de
Jul 12Opinionneutral
Cerebras Systems IPO 2026: Date, Price, Valuation, and Whether CBRS Is Worth Buying
Cerebras IPO analysis covers expected 2026 timeline, pricing, and valuation outlook.
TradingKey
Jul 12Opinionpositive
Citi Hikes TSMC Price Target by Over 30%. Some Key Information You Need to Know Ahead of Earnings Call.
Citi raises TSMC's price target by more than 30% ahead of the company's upcoming earnings call.
TradingKey
Jul 12Regulationneutral
ASML’s €400 Million Machines Are at the Center of a Political Firestorm — And Earnings Are the
ASML's lithography systems face ongoing US-led export controls amid earnings uncertainty.
ad-hoc-news.de
Jul 12Otherneutral
DUV Isn't Dead. EUV Isn't Everything. What ASML's July 15 Earnings Will Really Reveal
ASML's July 15 earnings preview argues DUV lithography remains relevant and EUV's dominance is overstated.
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Jul 12Othernegative
Cerebras Stock Extends Tumble Overnight Despite $20B OpenAI Contract — Analyst Says 'Concentration Rotated, It Didn't Go Away'
Cerebras shares continue falling despite a reported $20B OpenAI contract, as analysts cite broader sector rotation.
Stocktwits
Jul 12Otherneutral
ASML Faces Dual Test: Earnings Report and Export Espionage Claims Collide
ASML heads into earnings amid overlapping export espionage allegations against the company.
ad-hoc-news.de
Jul 11Otherneutral
DeepSeek to develop its own AI chip: report
DeepSeek plans to develop its own AI chip, per a report.
The Daily Star
Jul 11Fundingpositive
DeepSeek Eyes $7 Billion Funding Round As China’s AI Race Moves Into A New Phase
DeepSeek looks to raise $7B as China's AI arms race intensifies.
ascendants.in
Jul 11Otherneutral
ASML's High-Stakes Balancing Act: A Record Backlog and a Political Storm Collide on July 15
ASML faces a record backlog amid political pressures as the July 15 earnings date approaches.
ad-hoc-news.de
Jul 11Launchneutral
DeepInfra Brings Blackwell Inference to Canada: Data Residency Gain, Sovereignty Gap
DeepInfra deploys Nvidia Blackwell inference in Canada, addressing data residency but not full sovereignty.
Tech Times
Jul 11Otherpositive
Cerebras Eyes $5.5 Billion IPO as AI Chip Race Moves From Labs to Wall Street
Cerebras targets a $5.5B IPO as the AI chip race moves to public markets.
ascendants.in
Jul 11Launchpositive
FuriosaAI RNGD Lands in Europe: Korea's Power-Efficient Inference Chip Reaches Equinix Lisbon
FuriosaAI's RNGD inference chip is deployed at Equinix Lisbon, bringing the Korean chipmaker to Europe.
Tech Times
Jul 11Launchpositive
TSMC 3DFabric advanced packaging - Taiwan Semiconductor bets on chip stacking at scale
TSMC scales its 3DFabric advanced packaging platform for chip stacking.
ad-hoc-news.de
Jul 11Otherneutral
AMD RX 9070 GRE collapses to $499 to save 1440p gaming — RDNA 4 price slips 9% to steal a piece of Nvidia's mid-range pie
AMD's RX 9070 GRE GPU gets a $50 price drop to $499 via Newegg promo code.
Tom's Hardware
Jul 11Otherpositive
Cerebras Stock Sends Massive Expansion Signal at Paris Summit
Cerebras signals expansion plans at the Paris AI Summit, hinting at growth moves ahead.
Yahoo Finance
Jul 11Othernegative
SK Hynix says 2027 will be the 'worst year' for memory shortage, forecasts crunch to last until 2030 — CEO shares grim outlook on the day SK Hynix gets listed on Nasdaq
SK Hynix CEO forecasts 2027 as the worst year of the memory shortage, with supply constraints lasting through 2030.
Tom's Hardware
Jul 11Othernegative
Microsoft struggles to fulfill its 2030 sustainability promise amid carbon-heavy AI expansions — the company's chief sustainability officer claims the target is still feasible
Microsoft's FY25 emissions rose 25% to 20.3M metric tons, driven by AI data center buildout, threatening its 2030 carbon-negative target.
Tom's Hardware
Jul 11Researchneutral
Colibrì proof-of-concept gains frontier-level 1.5-TB AI model — novel approach runs on only 25GB of RAM and shows promise for local AI setups
A hobbyist proof-of-concept runs the 744B-parameter GLM-5.2 model on just 25GB of RAM via a novel sparse MoE approach, albeit at sub-0.1 tokens per second.
Tom's Hardware
Jul 11Launchneutral
ASML YieldStar 385D by ASML Holding - metrology workhorse for EUV fabs
ASML launches the YieldStar 385D metrology system for EUV fabs.
ad-hoc-news.de
Jul 11Opinionpositive
Nvidia stock holds strong as AI demand drives long-term growth story
Nvidia stock holds steady as sustained AI demand underpins its long-term growth outlook.
ad-hoc-news.de
Jul 11Launchneutral
Chinese chip startup launches world's first 8-inch 2D semiconductor line, escalating the US-China tech war
An unnamed Chinese chip startup launches the world's first 8-inch 2D semiconductor production line.
Crypto Briefing
Jul 11Opinionneutral
ASML stock reflects its pivotal role in global chipmaking
ASML's stock price reflects its central position in semiconductor manufacturing supply chains.
ad-hoc-news.de
Jul 11Otherneutral
Samsung Foundry Is Said to Increase 4- and 5-nm Prices by Around 15 Percent
Samsung Foundry raises 4nm and 5nm wafer prices by approximately 15%.
igor´sLAB
Jul 11Otherneutral
ASML Earnings Wednesday: EUV Bookings Will Show Whether the AI Chip Boom Is Sustainable
ASML's upcoming earnings report will test whether EUV bookings signal sustained AI chip demand.
Tech Times
Jul 11Opinionnegative
At 1,574 Euros, ASML's Stock Faces a New Kind of Question: Is It Too Expensive for Its Own Good?
An analyst questions whether ASML's €1,574 stock price has outstripped the company's fundamentals and growth outlook.
ad-hoc-news.de
Jul 11Otherpositive
Micron Invests $250 Billion in Largest U.S. Chip Plant in Clay, New York
Micron invests $250B to build the largest U.S. chip plant in Clay, New York.
IndexBox
Jul 11Otherneutral
SK hynix sets foreign U.S. IPO record as $26.5 billion debut sharpens debate over AI chip boom
SK hynix lists on the NYSE at a $26.5B valuation, setting a foreign IPO record for a U.S. listing.
Korea JoongAng Daily
Jul 11Fundingpositive
SK hynix U.S. IPO Debuts as America Demands More Fabs
SK Hynix debuts on U.S. stock exchange amid rising American demand for semiconductor fabs.
Seoul Economic Daily
Jul 10Regulationnegative
Apple sues OpenAI over alleged theft of trade secrets — claims company mentored incoming employees on bringing confidential information
Apple sues OpenAI for allegedly stealing trade secrets through its chief hardware officer and recruited Apple employees.
Tom's Hardware
Jul 10Researchneutral
SK hynix and TetraMem collaborate on experimental chip to bolster energy efficiency for edge AI devices — memristor-based in-memory SoC research leaves performance questions up in the air
SK hynix, TetraMem, and USC researchers tape out a memristor-based in-memory compute SoC for edge AI inference, though peak performance is 16x below Copilot+ requirements.
Tom's Hardware
Jul 10Fundingpositive
SK hynix raises a record $26.5 billion in historic U.S. IPO — South Korean memory giant to fund massive HBM manufacturing expansions
SK hynix raises $26.5B in largest foreign IPO in U.S. history to fund HBM manufacturing expansions.
Tom's Hardware
Jul 10Launchneutral
Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch
Rapidus sets 2nm-class wafer pricing at ~$20K, undercutting TSMC's rumored $30K, with HVM planned for H2 2027.
Tom's Hardware
Jul 10Partnershippositive
Apple’s $30B Broadcom Deal Signals Expansions in AI, U.S. Supply Chain
Apple and Broadcom sign a $30B deal, strengthening U.S. supply chain and opening an opportunity for Intel.
EE Times
Jul 10Researchneutral
Researchers turn HBM on its side to tackle AI memory’s heat wall — Korean V-Die and Japanese MOSAIC designs promise higher bandwidth, denser stacks, and cooler future GPUs
Korean V-Die and Japanese MOSAIC proposals flip HBM dies vertically to improve bandwidth, density, and cooling for AI accelerators.
Tom's Hardware
Jul 10Partnershippositive
Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant
Micron commits $500M to GlobalWafers' Texas 300mm wafer plant via strategic financing and a 10-year offtake deal, raising total US spending plans to $250B through 2035.
Tom's Hardware
Jul 10Launchneutral
Samsung readies Gaia AI accelerator for PCs — HP and Lenovo are reportedly validating the NPU
Samsung is sampling its Gaia NPU, built on 4nm, with HP and Lenovo for validation ahead of a 2027/2028 system launch.
Tom's Hardware
Jul 10Otherpositive
Chip Industry Week In Review
Micron raises DRAM investment to $250B+ through 2035; Apple commits $30B+ to Broadcom custom silicon.
Semiconductor Engineering
Jul 9Otherneutral
While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance
U.S. chip export controls are pushing Russia's Sberbank toward Chinese processors like Huawei's Ascend 950, potentially creating a parallel supply chain.
Tom's Hardware
Jul 9Launchneutral
Intel preps 28-core Nova Lake-S CPUs for Dunlow workstation platform — Entry-level Xeon chip features LGA1954 socket
Intel preps 28-core Nova Lake-S Xeon CPUs for Dunlow workstation platform with LGA1954 socket and 95W TDP.
Tom's Hardware
Jul 9Otherpositive
AMD's upcoming Zen 6 Medusa Point 10-core APU pops up on Geekbench — chip is faster than Ryzen AI 9 HX 370 & even Ryzen AI Max+ 395
AMD's Zen 6 Medusa Point 10-core APU surfaces on Geekbench, beating the Ryzen AI 9 HX 370 by 22% in single-core.
Tom's Hardware
Jul 9M&Apositive
Elon Musk receives FTC greenlight to buy Mesh Optical as interconnects emerge as AI's tightest bottleneck — the move will expand Musk's growing stack of critical AI infrastructure
Elon Musk gets FTC clearance to acquire Mesh Optical, a startup building light-based networking hardware for AI data center interconnects.
Tom's Hardware
Jul 9Otherneutral
AI servers will consume more power than all conventional data center hardware combined by 2027 — global data center electricity consumption set to grow by 26% this year, Gartner forecasts
Gartner forecasts AI-optimized servers will draw 258 TWh by 2027, surpassing all conventional data center hardware, as power availability becomes the binding constraint on AI expansion.
Tom's Hardware
Jul 9Otherneutral
As AI Moves from Training to Inference, Optics Moves Closer to the Chip
As AI shifts from training to inference, optical interconnect makers are moving silicon photonics closer to the chip to reduce power and latency.
EE Times
Jul 9Otherneutral
From Host Node To Heterogeneous Rack: Rethinking The AI CPU
AI infrastructure shifts focus from accelerator scale to heterogeneous rack-level system composition for agentic workflows, elevating the CPU's role in orchestration.
Semiconductor Engineering
Jul 8Regulationneutral
White House Executive Order Brings New Urgency to Post-Quantum Cryptography
A White House executive order accelerates the federal timeline for migrating to post-quantum cryptography.
EE Times
Jul 8Otherneutral
Rapidus fab roadmap examined — first new leading-edge chipmaker in decades has one Hokkaido fab, a 2027 deadline, and 60 potential customers
Rapidus races toward 2027 2nm mass production at its single Hokkaido fab with no volume customers yet committed.
Tom's Hardware
Jul 8Regulationnegative
China alleges that Claude Code contains backdoors, calls mechanism 'a serious threat' — Gov't claims Claude sends sensitive information to remote servers without consent
China's NVDB flags Claude Code for alleged security backdoors that send user data to remote servers; Anthropic says it was an abuse-prevention experiment.
Tom's Hardware
Jul 8Othernegative
Budget smartphone market collapses under the weight of memory shortages, sales expected to drop 22% — memory alone now comprises up to 64% of the total cost of lower-tier smartphones
Memory shortages push budget smartphone costs up — DRAM and NAND now account for up to 64% of BOM, driving a projected 22% shipment decline.
Tom's Hardware
Jul 8Otherpositive
JEDEC releases new SPHBM4 standard to slash AI memory costs — Narrow 512-bit interface enables dropping expensive interposers for organic substrates
JEDEC publishes the SPHBM4 standard, enabling cheaper high-bandwidth memory by using a narrower 512-bit interface on organic substrates.
Tom's Hardware
Jul 8Otherneutral
SiPearl's long-awaited Rhea CPU finally gets in the lab, opening the door for Europe's first sovereign HPC CPU — 'availability of Rhea1 is scheduled for end of 2026' SiPearl VP says, following long development process
SiPearl receives the first Rhea1 HPC CPU from the fab, targeting end-of-2026 availability for Europe's first sovereign HPC chip.
Tom's Hardware
Jul 8Regulationneutral
Power company hikes data center bills by 30%, cuts residential electricity costs by 1.3% — Oregon approves change through POWER Act, pushes developments using more than 20 Megawatts of power to pay their fair share
Oregon approves 29.7% rate hike for data centers using over 20 MW under the POWER Act, cutting residential bills by 1.3%.
Tom's Hardware
Jul 8Otherpositive
Nvidia touts Vera CPU's single-threaded performance as its agentic AI advantage, reveals next-gen 'Rigel' Arm CPU cores — frames chip as a 'max single-threaded CPU at scale,' not a parallel monster
Nvidia frames Vera CPU as a 'max single-threaded CPU at scale' for AI inference, reveals next-gen Rigel Arm core with improved per-core performance.
Tom's Hardware
Jul 8Researchneutral
Stacking Chips Sideways Gives AI More Memory
Two research groups present side-stacked DRAM designs (V-Die and MOSAIC) at IEEE VLSI Symposium to overcome HBM thermal limits.
IEEE Spectrum (Semiconductors)
Jul 8Fundingpositive
SambaNova Raises $1B, Signs JPMorganChase as a Customer
SambaNova closes a $1B oversubscribed funding round at an $11B valuation led by General Atlantic, and signs JPMorganChase as a customer.
EE Times
Jul 7Otherpositive
Can Agentic AI Solve the Embedded Software Problem?
Ambarella uses AI agents to abstract its SDK, letting ISVs port applications to its hardware in days.
EE Times
Jul 7Regulationneutral
South Korea's $880 billion chip and AI plan faces big power and water challenges — a single megacluster requires a quarter of Seoul's total power demand
South Korea's $880B chip-and-AI push faces a 15-16 GW power deficit as fab construction outpaces grid and water infrastructure.
Tom's Hardware
Jul 7Otherpositive
Chinese memory and storage firm expected to post more than 60,000% jump in profits due to exploding demand — Lexar owner Longsys forecasts nearly $1.5 billion profit for 1H26 compared to $2.1 million last year
Longsys, Lexar's parent, forecasts a 60,000%+ profit surge to ~$1.5B for 1H26 on AI-driven memory demand.
Tom's Hardware