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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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PremiumIntel 4 gets its first foundry customer in Fortinet following firewall ASIC dealIntel will design, package, and fabricate Fortinet's sixth-generation Security Processor (SP6) on its Intel 4 node.
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PremiumKimi K3 rocks the AI industry as Moonshot AI undercuts closed-source American competitors on priceMemory makers are the big winners, regardless of how it works out.
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PremiumTower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028Tower Semiconductor has announced a dual-track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging operations in Japan
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PremiumIntel's EMIB packaging gains traction as chip designers look beyond TSMC's constrained CoWoSGoogle has reportedly chosen Intel's EMIB-T over TSMC's CoWoS-L for its next-generation TPU, codenamed Humufish. But will Google be alone in its alleged decision?
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PremiumIntel's big $5 billion bet on Ireland aims to right the wrongs of the cancelled Magdeburg, Germany complexThe announcement comes just shy of a year after CEO Lip-Bu Tan cancelled Intel's planned €30 billion fab complex in Germany and a €4.6 billion assembly and test plant in Poland.
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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.
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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.
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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
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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.
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