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PremiumFrontier AI faces pricing reckoning as token volume explodes 25-foldAs frontier AI developers push for cost savings as much as intelligence enhancements, new models push the boundaries of the pareto frontier, with even small advantages crowning new kings.
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PremiumResearchers easily trick Fortune-500 companies' AI agents into running arbitrary code — supply-chain attack via llms.txt guidance file illustrates how data has become codeVulnerability highlights fragility of software supply chain and the fact that data has de facto become code
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PremiumSamsung reveals a three-phase HBM roadmap that puts logic and compute inside memory — zHBM ultimately stacks DRAM directly on top of the processorSamsung detailed a three-phase HBM roadmap at Hot Chips 2026 that progressively moves logic into the base die and ultimately stacks DRAM directly on the processor.
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PremiumH200s finally reach China under case-by-case import licenses, but it's already too late for NvidiaMost of each company's U.S.-licensed allowance, understood to be up to 100,000 units apiece, must stay outside the mainland.
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PremiumSMIC posts record $3B quarter and hikes wafer pricesSMIC posted its first $3 billion quarter earlier this month, with revenue up 36.1% year on year, net profit nearly tripling to $479.2 million.
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PremiumAjinomoto reportedly cuts critical chip packaging film supply to China by 30% as domestic substitutes race to qualifyJapanese chemical maker Ajinomoto has reportedly told customers in mainland China that it will cut the supply of ABF.
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PremiumChina's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggestChina could become almost self-sufficient in high-end AI accelerators in 2026 as Chinese IHVs led by Huawei expected to supply 90% of AI processors used domestically.
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PremiumAI data center optical interconnect market to hit $144 billion by 2030A new CIC forecast projects that the data center optical interconnect market will grow from $13.7 billion in 2024 to $144.4 billion by 2030, with silicon photonics accounting for 63.7% of revenue.
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PremiumNear-packaged optics (NPO) gains ground as the industry hedges against CPO's growing painsSemiAnalysis calls NPO the interim step between pluggable transceivers and true CPO.
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PremiumThe current state of PCIe 6.0 SSDs and controllersMicron and Samsung already have actual SSDs
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PremiumFCC proposes import ban on Chinese optical transceiversThe FCC is drafting a proposal that would expand its list of equipment and services covered by the Secure Networks Act to include imports of new-model optical transceivers manufactured in China.
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PremiumHyperscalers commit nearly $2 trillion to secure AI hardware and memoryAs hyperscalers increase their long-term purchase commitments, the high-tech industry faces a tectonic shift as CSPs overwhelm consumer electronics companies.
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