Qualcomm spends $4B on Modular to loosen Nvidia's AI grip
AI Silicon

Qualcomm spends $4B on Modular to loosen Nvidia’s AI grip

Qualcomm's near-$4B bet on Modular keeps the AI software startup independent while chasing an open, multi-silicon stack.

CEA-Leti bets 3D stacking breaks AI memory and power walls
Fabs & Manufacturing

CEA-Leti bets 3D stacking breaks AI memory and power walls

Fabs & Manufacturing

TSMC speeds up 1.4nm fab timeline, targets mid-2028 for mass production

Memory & Storage

Samsung memory boom delivers 99.7 percent of Q2 profit as chip prices climb

Industry & Markets

SIA applauds $874 million in CHIPS R&D awards for advanced compute push

Design & Tools

Synopsys, Cadence and Siemens push chip design toward full autonomy at DAC 2026

Fabs & Manufacturing

Foundries race into silicon photonics as AI bandwidth demand drives mass production

Processors

Intel opens Atom x86 vault for startup tied to CEO Lip-Bu Tan

Memory & Storage

Record SK Hynix quarter still fails to calm AI memory skeptics

TSMC tests EMIB-style bridges to break AI packaging bottleneck

TSMC is working with substrate maker Kinsus on a simpler packaging approach inspired by Intel's EMIB bridges.

Silicon wafer shipments climb 7.4 percent as AI widens demand

Design & Tools

NVIDIA equips design agents with physics solvers for chip engineering

Memory & Storage

University of Seoul fuses NAND and DRAM in hybrid NAD memory

A magnitude 7.1 earthquake struck Japan's Kyushu region on July 28, triggering emergency protocols at TSMC's Kumamoto fab where all staff were confirmed safe.
Fabs & Manufacturing

Japan earthquake triggers TSMC emergency protocols at Kumamoto fab

Samsung 2nm HBM5 base die illustration
AI SiliconMemory & Storage

Samsung readies 2nm GAA base die for HBM5 AI memory

Nvidia OpenAI data center financing illustration
AI SiliconIndustry & Markets

Nvidia in talks to guarantee $250 billion for OpenAI data center

Industry & Markets

Global chip selloff wipes billions as AI spending fears grip markets

A brutal selloff erased billions from global chip stocks as fears over AI spending sustainability gripped markets through late July.

Design & Tools

Microchip buys edge AI startup Hailo to expand chip portfolio

Rising HBM4 costs are forcing Nvidia to pare back the memory configuration on its next-generation Vera Rubin AI platform, cutting SOCAMM capacity per CPU in half.
Memory & StorageProcessors

Memory cost pressure forces Nvidia to cut Vera Rubin SOCAMM capacity in half

Industry & Markets

Intel explores operating partnership with SK Hynix for delayed $28B Ohio fab

Industry & Markets

Nvidia backs Amkor expansion with $1.5B prepayment for US packaging lines

AI Silicon

Seoul AI lab locks Korean chip engineers into Nvidia ecosystem

Nvidia and KAIST launch a joint AI research lab in Seoul focused on Korean-language agentic AI models and talent development.

Fabs & Manufacturing

Wistron fires up Texas factory to build Nvidia Grace Blackwell and Vera Rubin

Naver scores $1B from NVIDIA, $9B from Brookfield for Korea AI factory
AI Silicon

Naver scores $1B from NVIDIA, $9B from Brookfield for Korea AI factory

SK Group deepens AI memory pact with NVIDIA across factories and HBM4
Memory & Storage

SK Group and NVIDIA seal $500B-plus pact for AI factories and HBM4 memory

SK hynix hires US engineers for 3D-stacked DRAM-on-Logic targeting on-device AI
Memory & Storage

SK Hynix San Jose job ads hint at on-device AI memory partner

SEMI forecasts record $229B chip equipment market by 2028 on AI demand
Industry & Markets

SEMI forecasts record $229B chip equipment market by 2028 on AI demand

News

Intel taps Lens Technology for glass substrate chip packaging

News

AMD launches Helios rack as its boldest challenge to Nvidia yet

Features

Quantum computing shifts from physics lab to the fab floor

Industry & Markets

Trump manufacturing push squeezes TSMC margins on US chip costs

Fabs & Manufacturing

Altera CEO delivers six tape-outs in first year since Intel split

AI Silicon

AI chip startup Etched secures $300M Series C at $10B valuation

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