Anton Shilov

Increased oxygen concentration during the EUV lithography post-exposure bake step can increase photoresist performance by 15% - 20%, according to Imec's findings.

Changing of the guard at Intel Foundry

Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.

As sales of gaming GPUs drop quarter-over-quarter, Nvidia enjoys record results amid massive AI craze and lack of rivals for the Blackwell platform.

Nvidia begins to ship samples of its Vera Rubin platforms for AI to partners, on track for revenue shipments in the second half of the year.

Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.

ASML to use a new CO2 laser system and tin droplet generator to increase EUV light source performance to 1000W and lithography tool productivity to 330 wafers per hour in 2030 and beyond.

Anthropic claims DeepSeek, Moonshot, and MiniMax made 16 million exchanges using 24,000 fraudulent accounts to advance their models using Claude.

Intel's confirms 'Unified Cores' project in a job listing, but actual CPUs with these unified cores could be years away.

Contrary to what Elon Musk and Jeff Bezos say, orbital data centers will not make sense any time soon, believes Sam Altman.

Prices of some 32 GB DDR5 memory kits in Europe are dropping.

Intel's Core 200E-series 'Bartlett Lake' CPUs to offer up to 12 cores at a 125W TDP, according to a leak.

Lenovo warns partners of price hikes on client and server devices, advising them to place orders early to order at current prices.

Premium Despite broad industry support, UALink's adoption may be slowed by the absence of several features like In-Network Collectives and the 128G PHY spec.

Is UALink to blame?

TSMC, other companies to invest $250 billion in the U.S. as part of trade deal, TSMC reportedly mulls additional $100 billion investment and four more fab modules.

As AMD gains market share in desktops, laptops, and servers, its overall x86 share hits all time high at 29.2%.

SMIC is banking on its 'protection' against such drops.

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.

The compute tile of Intel's Nova Lake CPU will be slightly smaller than compute tile of Arrow Lake CPU, but will likely be more expensive to make at TSMC.