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Micron announced a $10 billion, 10-year research hub in Boise, drawing congratulatory remarks from Jensen Huang and Tim Cook. Around the same time, Western Digital launched an AI research center with Tohoku University. As HBM-first production reallocation drives memory prices higher, we examine the brain-power race unfolding across the US and Japan.
Energy Fuels' terbium oxide has received commercial certification from a major Japanese magnet maker. Sustained US supply still requires conditional commissioning planned for Q4 2027 and proven mass-production output.
LG Display has developed FLiPP, a technology that forms RGB OLED pixels without an FMM and without cutting 8.5-generation mother glass. While the company touts improved utilization efficiency of large substrates, it has not disclosed a mass production timeline or absolute performance figures.
Linux 7.3's networking update has landed in mainline, bringing parallelized FIB rule handling and BIG TCP support extended to VXLAN and Geneve tunnels. The piece also examines new error-handling changes and the team's policy on LLM-assisted patch review.
Unitree's first-day close implied a market value of about 341.8 billion yuan. Its filings show demand centered on research, education and data collection, so repeat factory orders are the next thing to watch.
Waymo has publicly detailed the onboard computer of its sixth-generation Driver, showing how a custom 5nm ASIC handles sensor fusion alongside CPUs and GPUs to cut latency and keep driving through hardware failures.
OpenAI is testing with early customers a Zero Data Retention (ZDR) compliant method that examines related conversations while keeping raw content on customer-controlled infrastructure and returning only limited safety signals. The company plans a phased rollout and a technical white paper in September.
China's semiconductor equipment makers are growing sales, but their reported profit increases of over 400% mix in fair-value gains and swings from losses to profits. This article examines, through their financial results, what it would take to turn the current global equipment shortage into a lasting market share gain.
Google has begun rolling out Advanced Flow for unverified Android apps. A 24-hour wait and developer identity verification are reshaping the default path for sideloading, with the September rollout in four countries and full global deployment by 2027 determining how effective the measure will be.
Researchers at the Hebrew University of Jerusalem used millisecond light pulses to instantly heat a bismuth oxide thin film to about 2,000°C while keeping the underlying glass below 100°C, locking in a metastable beta phase at room temperature. Photocurrent rose by up to 50 times. The reversible phase-switching this achieves on transparent conductive glass was previously unreachable with furnace heating.
