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Economic Daily News reports TSMC will expand 2nm and 3nm capacity by mid-2027, while a separate forecast sees CoWoS doubling by end-2028. We look at TSMC's response, monthly output figures, differing timeframes and its larger CoWoS plans to see what they mean for AI chip supply.
China's AI chip companies all posted strong sales growth in 2026, while NVIDIA's revenue from China-headquartered customers fell from 19.2% to 9.1% of total sales in a single year. Yet China's leading large language models are still being trained on NVIDIA hardware. This piece traces the reasons to two barriers: two decades of software assets built up around CUDA, and the physical ceiling imposed by HBM supply.
Jiangsu Pacific Quartz's furnace tube products, made from its own high-purity quartz sand, have passed certification for use in a major Chinese DRAM maker's 300mm production. While China is localizing quartz components for fab equipment, it has yet to break the US mining monopoly on ultra-pure quartz used in wafer-growing crucibles.
A review of how Iris-mini and Iris-pro were trained and evaluated. On BrowseComp, discarding history added about 2.2 times the gain from moving to the larger model, and key training steps remain unreleased.
Samsung and Qualcomm's 2nm manufacturing talks are reportedly dragging over a price gap. Official earnings and a Broadcom memorandum show why order volume and production schedules may shape the decision.
Microsoft is urging admins to move activation scripts from slmgr.vbs to the new PowerShell OSLicense module ahead of VBScript's removal. Here is how it differs from the activation platform, where it is available, and what to check.
New evidence suggests Apple's unannounced game controller could be released under the Beats brand. Cross-referencing code discoveries with Bloomberg's report clarifies what's confirmed and what remains unknown.
The roughly £1 billion contract that Alstom and UK operator TPE have formally signed for 29 battery-electric trains sets the stage for mainline electrification combining overhead wires and batteries. This article examines the disclosed contract framework, the undisclosed battery specifications, and the challenges facing the planned 2034 service launch.
Sam Altman said OpenAI will accept independent evaluators, while Elon Musk and Demis Hassabis also voiced support for Dario Amodei's call to pace AI development. Here is how their statements differ, and what would make oversight effective.
Intel has retracted its notice ending the Intel One Mono monospace font project. Based on the official change history, we look at the low-vision-focused design, the license terms for use and modification, and the manual tuning behind on-screen rendering, to see what the font's survival means for users.
