Deep Analysis
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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
By Bruno Ferreira Published -
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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.
By Etiido Uko Published -
PremiumHot Chips 2026: Cerebras lays out the future of wafer-scale AIYou're gonna need a bigger chip.
By Jeffrey Kampman Published
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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 -
PremiumUS Secures Netherlands for Pax Silica Alliance in key win for strategic chip allianceInside the US Pax Silica Alliance with the Netherlands.
By Jon Martindale Published -
PremiumArm servers capture over 45% of data center market revenueArm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.
By Anton Shilov Published -
SemiconductorsPost-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough techImec, ASML, and TSMC have integrated both n-type and p-type transistors with atomically thin 2D channels on a single 300mm wafer.
By Luke James Published -
PREMIUMUS pulls the 'kill-switch' on Anthropic's Fable 5 AI models, sending global allies scramblingWorld leaders are concerned that projects can be cut off by arbitrary U.S. regulations.
By Jon Martindale Published
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