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Friday 7 August 2026
Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question
Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications...
Wednesday 5 August 2026
Samsung previews zHBM stacked-on-logic concept, 400-layer bonded NAND at FMS 2026
Samsung Electronics used the Future of Memory and Storage (FMS) 2026 conference to lay out an AI memory roadmap built around 3D architecture, previewing two concept models —...
Monday 3 August 2026
Inversion Semiconductor targets ASML with particle-accelerator X-ray lithography
Inversion Semiconductor is developing a particle-accelerator lithography platform that it says could deliver shorter wavelengths, higher throughput and denser chips than today's extreme...
Sunday 2 August 2026
TASA opens space startup base to push Taiwan toward satellite ODM
The Taiwan Space Agency (TASA) opened its new space startup accelerator, TASA iSPARK, on July 31 at National Yang Ming Chiao Tung University's Boai campus in Hsinchu. The center said...
Monday 27 July 2026
Rebellions readies Rebel100 shipments as AI inference demand grows
South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...
Wednesday 15 July 2026
Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure

Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence...

Wednesday 15 July 2026
China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing...

Friday 10 July 2026
Samsung plans new PC chip in push beyond smartphones
Samsung Electronics is developing a new chip for personal computers (PCs) as its System LSI business seeks growth beyond smartphone processors, according to ET News and the...
Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Thursday 9 July 2026
Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Thursday 9 July 2026
China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology...

Friday 3 July 2026
Intel takes aim at TSMC's CoWoS lead with EMIB-T
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components...
Thursday 2 July 2026
Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition...

Thursday 25 June 2026
OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model...
Friday 19 June 2026
SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
SK Hynix is reported to have held a private meeting with U.S. Deputy Secretary of State Allison Hooker, with industry sources speculating the discussions covered high-bandwidth memory...