Category
MediaTek plans to roll out a next-generation SerDes offering roughly 400Gbps per lane in the second half of 2027, aiming to win AI accelerator orders from major US cloud providers. The company is also leveraging advanced packaging technology as it works to grow its data center business into a new pillar of revenue.
Researchers from a unit of China's People's Liberation Army and a defense-affiliated university used AI models from OpenAI and Anthropic as teachers to train compact domestic AI models. This is knowledge distillation—a technique for cheaply extracting specific capabilities—and it represents a technology-transfer pathway that semiconductor export controls alone cannot block.
Lumentum's CEO warned that surging AI demand could push indium phosphide supply shortages beyond what memory products are experiencing. While expansion at key sites and larger wafer diameters are boosting production, challenges around raw material sourcing and export controls mean the supply-demand crunch is expected to persist through around 2028.
Global memory shortages are causing significant delays in MacBook Air delivery times, and even after June's price increase, balancing supply and demand remains difficult. Expanding AI-related demand is squeezing the supply of DRAM for PCs, and while Apple is exploring stockpiling and diversifying its sourcing, the shortage has yet to be resolved.
An RFC for Linux improved the 1% Low on a Steam Deck OLED by 31.8%. Average fps remains unchanged, targeting the frequency drop after short waits, while power consumption and adoption remain unverified.
Montage has moved its CXL 3.2-compliant memory expansion chip into trial production, and Samsung and SK hynix have also completed initial validation. Attention now shifts to the mass-production timeline and real-world workload performance.
An analysis of 4,283 U.S. facilities found 97.5% concentrated within metropolitan or micropolitan statistical areas. The strongest association was with local power generation capacity, and former fossil-fuel regions showed a higher share of facilities under development.
AMD has documented per-core performance floors for select Zen 6 products. The evidence behind the claimed 31.8% 1% Low improvement comes from a limited experiment on Steam Deck, and its effect on next-generation Ryzen has not yet been verified.
A model estimates that if China's retired EVs were fully collected and processing efficiency improved, recycled materials could cover 89% of 2050 lithium demand for EVs. Nickel would reach only 35%, revealing the limits that differ by material.
Reports indicate CXMT's LPDDR6, designed at 12.8Gbps, is nearing completion of development verification. Cross-referencing official disclosures with competitors reveals the customer evaluation and certification steps still required before mass production.
