Deep Analysis
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PremiumHot Chips 2026: d-Matrix stacks AI accelerator directly on custom DRAM for 100 TB/s per cardHeading into production during the tightest DRAM market in more than a decade.
By Luke James Published -
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PremiumHot Chips 2026: Arm details AGI server CPU with two 70-core N3P chipletsArm reveals more details about its AGI processors with up to 136 cores, but fails to disclose performance.
By Anton Shilov Published -
PremiumHot Chips 2026: Samsung makes LPDDR5X smart with logic unit in memorySamsung detailed the industry's first LPDDR5X-PIM at Hot Chips 2026, adding logic directly to memory to speed up data-intensive workloads like AI inference.
By Jake Roach Published
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PremiumMicron commits $500 million to GlobalWafers' Texas wafer plant as it raises U.S. spending to $250 billionRunning until 2035, the $250 billion spending target is attached to a goal of making 40% of Micron's DRAM in the U.S. by the mid-2030s.
By Luke James Published -
PremiumAnthropic says it can read Claude's 'thoughts,' as detailed in a new research paperThe internal "J-Space" opens up opportunities for greater training, oversight, and understanding how LLM's work.
By Jon Martindale Published -
PremiumElon Musk receives FTC greenlight to buy Mesh Optical as interconnects emerge as AI's tightest bottleneckFTC clearance to acquire Mesh Optical hands Musk the missing layer between Terafab's chips and Gigasat's satellites, amid tightening interconnect AI bottleneck
By Etiido Uko Published -
PremiumSiPearl's long-awaited Rhea CPU finally gets in the lab, opening the door for Europe's first sovereign HPC CPUHow a limited run CPU could open the right doors for Europe's first HPC processors on markets its developers barely hoped to address any time soon.
By Anton Shilov Published -
PremiumSouth Korea's $880 billion chip and AI plan faces two big problems: power and waterThe ₩1,350 trillion total combines a $520 billion semiconductor program with AI data center and robotics spending, mostly made up of corporate capex.
By Luke James Published -
PremiumInside the history of DRAM price-fixing lawsuits17 plaintiffs sued Samsung, SK hynix, and Micron in the U.S. District Court for the Northern District of California in late June.
By Luke James Published -
PremiumU.S. PC shipments drop 7%, market isn't expected to bounce back until 2029New data suggests PC shipments are already down in 2026 and are likely to get worse in the latter half of the year, but that could be setting the stage for a resurgence in the years to come.
By Jon Martindale Published -
PremiumChinese Z.ai's latest model tops AI ranking charts amid Anthropic Fable 5 banWithin a week of Fable's ban, GLM-5.2 had climbed to the top of the openly available leaderboards.
By Luke James Published -
PremiumThe AI tokenmaxxing party is crashing over spiraling costs"Leadership [...] are still asking the question of whether they're getting value from what we're spending."
By Jon Martindale Published
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