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CXMT will account for 11.3% of the world's net DRAM bit supply growth in 2026, but Hanwha forecasts that shortages will continue through 2027 even after the production increase. Here's how to read the denominators and supply constraints behind the numbers.
SK hynix and collaborators have published a peer-reviewed technical roadmap for co-packaged optics. The plan to extend optical connections eventually to shared memory pools would push AI infrastructure bandwidth design beyond HBM.
An examination of Google and Marvell's TPU-related semiconductor agreement based on SEC filings shows that most of the roughly $12.2 billion stock purchase right is tied to $120 billion in cumulative target revenue—and reveals differing levels of certainty across Broadcom, MediaTek, and AMD.
Windows 11の8月累積更新後に一部ゲームでクラッシュが報告され、Microsoftが調査を開始した。ARC Raidersでは旧式ドライバー経路も示されたが、原因と修正時期は未確定である。
A single Reddit report claims Codex Plus's weekly limit dropped from roughly $160 to $80 in API-equivalent value. A look at NerfTrack's estimation method, comparison conditions, and OpenAI's official documentation shows why the claim can't yet be confirmed.
Hardware Unboxed tested AMD FSR Frame Generation across 10 games and found frame-pacing irregularities persist even as average FPS rises. Separate testing of ML generation and display pacing may be needed to isolate the cause.
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.
