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Photonics and high-speed data movement is the next big AI bottleneck
Premium Generative AI is pushing demand in all areas of the industry, and data interconnects, such as Silicon Photonics, may well be the next big bottleneck that hyperscalers need to be paying attention to.
Notepad++ update server hijacked in targeted attacks
The Notepad++ project yesterday disclosed that its update server was covertly hijacked in a targeted supply chain attack that began in June 2025,
Apple concedes it is constrained by TSMC's supply of advanced chips; storage and memory are also in short supply
Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer
Samsung, SK Hynix, Micron team up to block memory hoarding
Samsung, SK Hynix, and Micron are teaming up to block memory hoarding.
Trump administration plans $12bn critical minerals stockpile to offset China supply risk
The Trump administration will soon launch a $12 billion critical minerals stockpile designed to insulate U.S. manufacturing from supply disruptions tied to China’s dominance of mining and refining.
AI infrastructure surge begins squeezing Apple’s component costs
Apple is beginning to feel the downstream effects of the AI infrastructure boom, as surging demand for data center hardware pushes up component costs and weakens its leverage.
Developer creates 'conversational AI' that can run on 1976 Zilog Z80 CPU with 64kb of RAM
The venerable Z80 microprocessor has its own micro language model, and its quite terse in its responses
Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand
Nvidia CEO Jensen Huang says TSMC needs to work very hard to expand capacity in order to keep up with AI demand.
