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
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

Researchers in Korea and Japan have proposed sideways-stacked DRAM designs that could push future AI memory beyond conventional HBM limits by improving cooling, bandwidth, and capacity while reducing reliance on TSV-heavy vertical stacks.

Micron lifts U.S. spending to $250 billion — company takes $500 million position in America’s only 300 mm wafer plant
Micron lifts U.S. spending to $250 billion — company takes $500 million position in America’s only 300 mm wafer plant

Micron has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.

A €91M bet on the diamond microscope that could be Europe’s next ASML
A €91M bet on the diamond microscope that could be Europe’s next ASML

Europe uses about a fifth of the world’s chips, but makes only a tenth of them. A three-year-old Munich startup thinks it can help close that gap, and Brussels has just backed the bet. QuantumDiamonds is a spin-out of the Technical University of Munich…

AI just shrank the PC market and is killing the cheap phone. Your gadgets are next
AI just shrank the PC market and is killing the cheap phone. Your gadgets are next

For the first time in two years, the world bought fewer PCs. Global shipments of desktops, notebooks, and workstations fell 3.6% in the second quarter of 2026, to 65.7 million units, according to the analyst firm Omdia. The cause is not weak demand. It…

Meta’s new AI chips will begin production in September

In its bid to spend less on GPUs from providers like Nvidia, Meta is on track to start making its the latest versions of its AI-specific chips in September.

AMD’s CTO: agentic AI doesn’t just need GPUs, it needs a lot more CPUs
AMD’s CTO: agentic AI doesn’t just need GPUs, it needs a lot more CPUs

On stage at the RAISE Summit in Paris, the interviewer put it bluntly to Mark Papermaster. He should have bought AMD shares six months ago, he joked, back when they traded near $200. They now sit above $500. AMD is no longer the plucky underdog chasing…

France’s ZML wants to break Nvidia lock-in with free cross-chip AI software
France’s ZML wants to break Nvidia lock-in with free cross-chip AI software

A Paris startup wants to loosen Nvidia’s grip on AI, not with a new chip, but with software. ZML has released a free tool that runs open-source models fast across Nvidia, AMD, Google, Apple and Intel silicon alike. Nvidia still rules AI hardware, but i…

Apple puts a $30bn US-manufacturing flag on its Broadcom chip deal
Apple puts a $30bn US-manufacturing flag on its Broadcom chip deal

Apple is spending big to make chips at home. It has committed to a multi-year Broadcom deal worth more than $30 billion, Apple announced on Wednesday. That makes it Apple’s largest US manufacturing pledge to date. The scale is the story. The deal shoul…