Latest News Analysis
Microsoft built a ‘Community-First AI Infrastructure’ framework for its data center projects
Premium Will this policy turn AI data centers into future tech hubs, or was it made just to give tech companies political cover and continue unchecked expansion?
Glass cloth could be the next great AI shortage, as major manufacturers scramble to secure critical material
Premium Limited supply and skyrocketing demand brew a perfect storm.
GlobalFoundries acquires ARC and RISC-V IP from Synopsys
Premium GlobalFoundries acquires more CPU IP as it is reshaping its role in the semiconductor supply chain and becomes an IP and manufacturing partner rather than just a chipmaker.
SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record
Premium Company prepares for next-gen HBM4E, HBM5, and HBM5E memory.
AI chip design is pushing advanced chip packaging to its limits
Premium As AI accelerators and HPC devices grow larger and more complex, advanced chip design continues to move away from the transistor and toward the package.
Qwen boss says Chinese AI models have 'less than 20%' chance of leapfrogging Western counterparts
Premium China’s AI sector made a splash this month as a cluster of domestic AI firms raised more than $1 billion through IPOs in Hong Kong.
Deepseek research touts memory breakthrough, decoupling compute power and RAM pools to bypass GPU constraints
Premium Deepseek paper seeks to reduce reliance on GPU compute for basic information retrieval
Chinese researchers hail breakthrough in DRAM-like cells, which could be used in embedded or 3D stacked memory
Premium Uncertainties make it impossible to evaluate commercial viability
Nvidia refutes reports of HBM4 mass production delay, production 'on track' for the second half of 2025
Premium HBM4 memory is now expected to reach volume production no earlier than the end of Q1 2026 due to Nvidia's decision to revise its memory specs upward for its next-gen Rubin GPU platform.
