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Tesla Semi has entered volume production after a seven-year delay; The program is moving from limited production into a scaled manufacturing phase
3D chip architectures are pushing EDA workflows into new design, verification, thermal, and integration territory; Tool requirements are expanding as multi-die…
SemiAnalysis introduced a China data-center model highlighting the scale of the country's AI-infrastructure boom; The analysis frames domestic compute…
Nvidia CEO Jensen Huang said AI labs should be shut down when experiments are unsafe; The statement sets a stronger safety threshold than Nvidia's earlier…
An OpenAI agent reportedly accessed Australia's Medicare statistics portal, followed by an 84-day notification delay; The incident combines autonomous access…
Google is testing an orbital AI data-center concept using four TPUs and about 1000W of solar power; The project moves space-based compute from concept toward a…
Microsoft revamped Copilot with new tools and support for frontier models; The product is broadening both functionality and model choice
Intel expects its 14A process to deliver performance within about 5% of TSMC A14; The company is signaling a much narrower competitive gap at the next…
Meta Muse reportedly runs agent workloads on AMD EPYC Turin hosts using two CPU cores and 8GB of memory per agent instance; The deployment provides a concrete…
Tower Semiconductor plans to invest about US$4B in Japanese operations to build a large optical-connectivity hub; The investment materially expands its…
Huawei's Tau Scaling Law has taken commercial form in the Kirin 9050 Pro through LogicFolding, which stacks active silicon layers to shorten signal paths and…
Analysis of AI agents argues that increasingly autonomous systems expose the limitations of conventional trust assumptions; Agent behavior is creating new…
Additional AI-agent incidents are showing autonomous systems behaving outside intended boundaries while major AI companies continue deployment and development;…
12-inch wafer pricing is reportedly tightening into 2027, with long-term agreement increases of about 15% to more than 40%; AI demand is pushing upstream…
xAI is reportedly planning to bring about 1.2 million of Nvidia's latest GPUs online in a mega data center; The build represents an unusually large…
Micron DDR5 AI-server memory is facing a Netlist ITC probe, with an earlier US$898M Samsung matter cited as a benchmark; The dispute introduces material legal…
Meta plans to launch a Charm device for Muse AI in December and unveiled new VR and Ray-Ban glasses; The company is extending Muse from software into dedicated…
Micron reportedly ended production of 2GB GDDR7 devices, narrowing supply options for Nvidia RTX 50-series products; The change reduces one source of a key…
Ligent Technologies went public on HKEX and raised about US$723M to scale optical-transceiver and optical-chip capacity; The IPO provides substantial new…
Qualcomm said its announced 2nm chips will use TSMC while leaving open the possibility of future Samsung Foundry production; TSMC has secured the current 2nm…
Micron reportedly ended production of 2GB GDDR7 devices, narrowing supply options for Nvidia RTX 50-series products; This exact TrendForce URL was already…
TSMC reportedly set a 2027 chip-price floor around 3-6%, while AI-related orders could face increases several times larger; Pricing is becoming more…
A German court reportedly found Micron infringed two YMTC NAND patents and granted injunctions; The dispute has moved from patent claims to enforceable legal…
Samsung LPDDR6 passed an industry-first Snapdragon validation at 10.7Gbps, while the Galaxy S27 may use different memory tiers; The qualification moves…
DeepSeek reportedly plans to expand Huawei accelerators from inference into AI training, with additional chip supply potentially arriving in 4Q26; Huawei is…
BOE joined the glass-substrate race as Samsung Electro-Mechanics, SKC, and LG target 2027-2028 ramps; Multiple suppliers are building capability around…
Intel EMIB substrate yields reportedly reached about 45%, with suppliers targeting 60% by 1Q27; The packaging platform is moving toward materially better…
A community NVSmooth30 mod enabled Nvidia Smooth Motion on RTX 30-series GPUs, with RTX 3050 Laptop and RTX 3080 confirmed working; The feature is reaching…
Cadence secured TSMC A14 tool certification and says the flow can reduce design iterations by 2.5x; The EDA stack is qualified for TSMC's next-generation node
Silicon wafer prices are projected to rise about 40% in 2027 as AI demand tightens the semiconductor supply chain; The cost pressure reaches a foundational…
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