The AI memory squeeze is about to hit Europe’s shopping baskets
The AI memory squeeze is about to hit Europe’s shopping baskets

The AI memory squeeze has been an industry story for months. Now it is heading for the till. Currys, Britain’s biggest consumer electricals retailer, has warned that phones, laptops and TVs will cost more later this year. Chief executive Alex Baldock d…

Intel 18A wafer-to-wafer yield issues fixed, report claims — says production up to 15,000 wafers per month at both sites

Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.

Intel expands production of photomasks in California: EUV and High-NA EUV in the focal point
Intel expands production of photomasks in California: EUV and High-NA EUV in the focal point

Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.

Tesla hires 17-year Intel veteran responsible for billion-dollar fab startups — Gary Jiang likely chosen to oversee fab efforts for Terafab’s licensing of 14A

Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel’s Arizona fab that is now ramping production of chips using 18A fabrication process.

Tesla poaches 17-year Intel veteran to lead its ‘Terafab’ chip plant
Tesla poaches 17-year Intel veteran to lead its ‘Terafab’ chip plant

Tesla has hired a 17-year Intel manufacturing veteran to serve as “Director, Terafab,” the first named leadership hire tied to the automaker’s ambitious Austin chip fab project.
The executive, who started at Tesla this month, most recently ran tool ins…

Imec’s 2026 roadmap details 0.3nm nodes by 2038, CFET transistors become viable at 0.7nm — company redefines Moore’s Law as cell sizes gain importance for density
Imec’s 2026 roadmap details 0.3nm nodes by 2038, CFET transistors become viable at 0.7nm — company redefines Moore’s Law as cell sizes gain importance for density

As CPP shrinking stalls, chipmakers find a new way to increase transistor density. Imec foresees 0.3nm in 2038, CFET insertion in 2038, HLSI era.

South Korea bets $880bn to win the AI era
South Korea bets $880bn to win the AI era

South Korea has placed its biggest bet yet on the AI era. The plan commits at least $880bn over a decade to chips, data centres and robots. It is the boldest South Korea AI investment to date, and the government says speed is now the only way to surviv…

AWS raises GPU prices 20% as the memory crunch bites
AWS raises GPU prices 20% as the memory crunch bites

Renting an AI chip is starting to feel like booking a hotel in a sold-out city. You pay to hold the room, and the rate keeps climbing. On AWS, it just climbed again. Amazon Web Services has raised prices for EC2 Capacity Blocks for ML by roughly 20%, s…

Apple skips its high-end M6 chips for an AI-first M7
Apple skips its high-end M6 chips for an AI-first M7

Apple is breaking its own playbook. It will skip the high-end versions of its M6 chip and leap to an AI-focused M7 line. Apple M7 chips, not the M6, will power its best Macs from 2027. Apple has changed how it rolls out Mac chips, and the shift is bigg…