Intel 14A defect density is dropping faster than the company expected — ‘we have not seen this performance since 22nm,’ says CFO

Intel says defect density of 14A process technology is declining rapidly as internal teams are already developing 14A-based products, while external clients are now wondering about capacity that Intel can provide them.

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Indiana power provider proposes $59 million rate cut for state, says data centers and other large customers are driving increased revenue — move could potentially save residential users $100 annually
 Indiana power provider proposes $59 million rate cut for state, says data centers and other large customers are driving increased revenue — move could potentially save residential users $100 annually

I&M, which serves part of Indiana, says that it plans to cut electricity prices for the state, resulting in savings of about $59 million for residential users. This translates to about $100 a year for each home, with the savings coming from increased revenue from larger consumers like data centers.

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Claude nukes a developer’s 700 GB home directory while testing deletion safeguards; automatic model safety downgrade may have contributed to the screw-up — Anthropic safety harness downgraded model to Opus 4.8 before fatal variable collision
 Claude nukes a developer’s 700 GB home directory while testing deletion safeguards; automatic model safety downgrade may have contributed to the screw-up — Anthropic safety harness downgraded model to Opus 4.8 before fatal variable collision

Claude nuked a developer’s 700 GB home directory while testing a script to ensure that wouldn’t happen, and it’s possible that an automatic model downgrade likely contributed to the screw-up

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China’s YMTC aims to become the world’s largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix
 China’s YMTC aims to become the world’s largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

The target would require YMTC to nearly double its market share in 16 months.

Trump administration weighs expanding chip tariffs to laptops, consoles, and servers, report claims — January’s data center exemptions may be scrapped
 Trump administration weighs expanding chip tariffs to laptops, consoles, and servers, report claims — January’s data center exemptions may be scrapped

The Trump administration is weighing a second round of semiconductor tariffs that would extend duties beyond chips to products built with them.

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Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRAM
 Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRAM

At Hot Chips 2026, Cerebras revealed the next two generations of its wafer-scale accelerator roadmap. It also discussed the benefits of its new Nexus rack design for the CS-4 rack-scale accelerator and the performance of the three WS-3T wafer-scale engines contained within.

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Glass substrate roadmaps examined — Absolics in final qualification and a first product that keeps slipping

Glass-core substrates, the replacement for organic chip packaging that Intel promised in September 2023, are now in final qualification but still not in a single commercial product

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Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history
 Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history

Nvidia expects Vera Rubin to become its fastest-ramping data center AI platform as it projects sales of Vera Rubin hardware to hit 20% of data center revenue in its third fiscal quarter.

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Many talks between data center developers and local governments are wrapped in secrecy behind non-disclosure agreements — residents question the need for NDAs, but developers argue it’s important to avoid ‘running afoul of insider trading rules’
 Many talks between data center developers and local governments are wrapped in secrecy behind non-disclosure agreements — residents question the need for NDAs, but developers argue it’s important to avoid ‘running afoul of insider trading rules’

Researchers discovered that most negotiations between data centers and local governments are protected by NDAs. These documents keep details in secret, with residents having a difficult time finding information about these projects because of the agreements.

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EPA faces lawsuit over claims it fast-tracked approval of toxic ‘data center chemicals’ — exposure to photoacid generators used for semiconductor manufacturing could result in ‘sudden death,’ also appear to be long-lasting PFAS
 EPA faces lawsuit over claims it fast-tracked approval of toxic ‘data center chemicals’ — exposure to photoacid generators used for semiconductor manufacturing could result in ‘sudden death,’ also appear to be long-lasting PFAS

An environmental group said that two new chemicals approved by the EPA for semiconductor manufacturing do not come with enough safeguards, so they’re suing the agency for ‘turning the new chemical review process on its head.’

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