Apple is skipping high-end M6 chips to focus on an AI-focused M7 line, codenamed 'Borneo', expected in 2027. The M7 may be Apple's first chip produced at Intel Foundry using its 18A process, marking a…
A firm that helps Nvidia, TSMC, and Intel bring AI ideas to market is highlighted as a breakout watch, indicating its role in commercializing AI innovations for major chipmakers.…
IBM and University of Illinois researchers published a new method for vertically stacking transistor layers using ultrathin silicon nanomembranes, achieving 98-100% device yields at temperatures below…
IBM unveiled the world's first sub-1-nanometer chip technology, a 0.7 nm NanoStack architecture that packs nearly 100 billion transistors on a fingernail-size die, roughly doubling the density of its …
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first custom AI chip designed for inference, claiming a 50% cost reduction compared to NVIDIA GPUs. Manufactured by TSMC on a 3nm process, the ASIC was …
Co-packaged optics (CPO) are set to become the main driver of bandwidth increases in AI scale-up networking by the latter part of this decade, as copper-based links face range and scaling limitations.…
Broadcom reported $8.4 billion in AI revenue for Q1 FY2026, up 106% year over year, and projects over $100 billion in annual AI semiconductor revenue by FY2027. The growth is driven by custom AI accel…
OpenAI unveiled 'Jalapeño,' its first custom AI accelerator chip built with Broadcom, optimized for inference workloads. The chip, fabricated by TSMC, aims to reduce reliance on Nvidia's GPUs and lowe…
OpenAI has begun testing its first in-house AI chip, Jalapeño, designed for inference to reduce costs and reliance on Nvidia. The chip is part of Project Nexus, a collaboration with Broadcom, with pro…
Japan's Prime Minister Sanae Takaichi unveiled a 370 trillion yen ($2.3 trillion) growth strategy on June 20, 2026, targeting 17 sectors including AI and semiconductors, aiming to quintuple domestic c…
ASE Technology raised its 2026 capital expenditure target to $8.5 billion, up from $7 billion in February, as AI chip packaging demand continues to outpace supply. The company expects its advanced pac…
The Netherlands formally objected to the MATCH Act, proposed US legislation that would further restrict ASML's ability to sell advanced chipmaking equipment to China. Dutch Trade Minister Sjoerd Sjoer…
The European Union, along with the Netherlands, Germany, and Greece, joined the US-led Pax Silica initiative on June 23, expanding a supply chain security bloc focused on AI chips, critical minerals, …
AWS Graviton5 is now generally available, powering new M9g and M9gd EC2 instances that deliver 25-35% performance gains over previous generations for web applications, ML inference, and databases, wit…
ASML, the Dutch company monopolizing chip-lithography tools, has begun shipping its $400 million extreme-ultraviolet (EUV) machine capable of patterning features as small as eight nanometers, fueling …
Google has partnered with MediaTek to develop an enhanced version of its next-generation TPU v9 chip, codenamed Triggerfish, featuring up to three times the SRAM capacity and HBM4E memory. The deal, c…
Japan's semiconductor equipment makers Tokyo Electron, Screen Holdings, and Advantest are losing China revenue due to export controls, with Tokyo Electron's China sales dropping from 47.4% to 26.8% of…
The AI hardware supply chain faces severe constraints, with TSMC holding 72% of advanced chip manufacturing and ASML monopolizing EUV lithography. CoWoS packaging capacity is sold out through 2026, an…
Senior engineers can now learn the internal architecture of large language models in a new five-part series. The second installment explains why recurrent neural networks have been replaced by transfo…
Japan announced a plan to mobilize 370 trillion yen ($2.3 trillion) in public and private investment by 2040 across 17 strategic sectors, including AI and semiconductors. Prime Minister Sanae Takaichi…