Apple’s planned M7 Ultra chip is being designed to support up to 1.5 TB of unified memory and to push AI performance toward the class of Nvidia’s Blackwell accelerators.
The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build U.S. factories.
SK hynix raised $26.5 billion in a record-breaking Nasdaq IPO, as it plans to channel the windfall from surging AI demand and sold-out HBM supply to fund new fabs.
Japanese chipmaker Rapidus discloses one more aspect of its strategy: to offer lower quotes than TSMC.
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 has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.
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…
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…
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…