Jane Street has released a new puzzle challenging participants to reverse engineer an ASIC from its GDS layout, recover the netlist, determine the chip's purpose, and find a hidden string output. The …
Advanced Micro Devices (AMD) forecast third-quarter revenue of roughly $13 billion, surpassing analyst expectations of $12.52 billion, driven by surging demand for its AI data-center chips. The compan…
Gavin Baker, managing partner and CIO of Atreides Management, said that agentic AI currently has about 500,000 users and could reach 100 million, but data-center GPUs are already running at over 70% u…
Google is set to unveil the Pixel 11 lineup in just over a week, but market pressures from AI development and memory shortages have driven up component prices, leading to RAM downgrades and price incr…
TSMC's Kumamoto-based JASM fab has returned to full operations after a magnitude 7.1 earthquake struck Japan's Kumamoto Prefecture on July 28, with structural inspections clean and equipment calibrati…
AMD unveiled the Instinct MI455X accelerator at its Advancing AI 2026 event, a flagship GPU with 320 billion transistors, 432GB of HBM4 memory, and up to 40 petaflops of FP4 AI compute, designed to ch…
D-Matrix acquired Wallaroo.ai on August 3, 2026, to orchestrate AI inference across heterogeneous chips, marking its second acquisition in four months. The deal brings Wallaroo's platform, IP, and eng…
TSMC accelerated construction of its 1.4-nanometer fab in Taichung, with trial production targeted for the third quarter of 2027, widening its lead over Samsung and Intel in advanced AI silicon manufa…
ASML Holding NV is pushing price hikes of 10% on mature DUV lithography systems and increases on EUV machines, with TSMC, its largest customer, resisting the increases, according to The Information. T…
Arm Holdings plc reported that customer commitments for its AGI CPU, its first data center chip built for AI agent workloads, have doubled to over $2 billion in a single quarter, but the company has o…
Microsoft, Amazon, Apple, and Meta posted record quarterly revenues, with Microsoft at $90.01 billion, Amazon at $200.61 billion, Apple at $109.42 billion, and Meta at $60.80 billion, while AI capital…
Wedbush analyst Dan Ives said on CNBC on July 27 that demand for Nvidia's AI chips is outpacing supply by 12 to 1, a figure he has since raised to 15 to 1. The shortage is driven by a bottleneck in TS…
Apple Inc. shares plunged nearly 10 percent on Friday, erasing almost $500 billion in market value after the company issued a disappointing revenue growth forecast of 9 to 11 percent for the current q…
Renesas Electronics has restored production at its Nishiki chip assembly and test facility in Kumamoto Prefecture, Japan, on July 29, 2026, one day after a significant earthquake struck the region on …
Intel's EMIB packaging technology is gaining traction as TSMC's CoWoS advanced packaging lines are booked through 2027, with Google committing to order more than 3 million units of Intel's EMIB-T for …
Taiwan's GDP grew 13.72% in the first half of 2026, the fastest pace since 1976, driven by surging demand for AI chips from Taiwan Semiconductor Manufacturing Company (TSMC) and its supply chain. Q1 2…
Samsung Electronics and SK Hynix, whose revenues make up 80% of the global memory sector, generated a combined operating profit of 150 trillion won (US$104 billion) in the June quarter, driven by AI d…
Sandisk and SK Hynix are developing high-bandwidth flash (HBF) memory technology that could boost GPU accelerator memory capacity from hundreds of gigabytes to terabytes by stacking NAND flash layers,…
TSMC is developing an EMIB-like advanced packaging technology to compete with Intel's Embedded Multi-die Interconnect Bridge, according to sources close to The Information. The company's existing CoWo…
TSMC's 1.4 nm fab for its A14 node is set for completion by April 2027, according to Taiwan's Commercial Times. The company is using artificial intelligence and virtual reality to accelerate construct…