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At its Investor Day, SanDisk presented HBF as the savior of AI inference, but the tech community fired back with three concrete rebuttals: understated HBM bandwidth, outdated quantization assumptions, and omitted write endurance figures. This article sorts out HBF's true value and its limitations.
Reports have surfaced that NVIDIA's Feynman generation involves a design change combining TSMC's A16 and N3P. What can officially be confirmed is limited to Feynman's configuration and A16's mass-production readiness—adoption itself remains unconfirmed.
Qwen3.8 has released weights for both a 27B version and a 2.4T version. The former uses Apache 2.0, while the latter carries a proprietary license with scale-based conditions—and the two differ significantly in distribution size and capabilities.
A YMTC-linked fund has invested in a Guangzhou-based FD-SOI company. The move targets mass production of 28nm-class logic without EUV, but with no confirmed track record yet, yield and customer adoption will determine success.
Z.ai improved GLM-5.3's coding performance and offensive capability through additional training on the same base model alone. The API and weights are not yet available, with weight release after safety evaluation marking the next checkpoint to watch.
An Argonne National Laboratory team has shown through experiments and multipole analysis that when the rotation angle of four nanomagnets exceeds 45°, the energy relaxation of the system switches from probabilistic to deterministic. This provides a new principle for designing output certainty through geometric arrangement alone, offering a path toward ultra-low-power computing with artificial spin ice.
Applied Materials has revised its 2026 advanced packaging revenue growth outlook upward to over 70%. We examine what's really happening as HBM investment expands and China's share falls while its dollar revenue holds steady.
Sandisk has taped out its first HBF memory die, moving toward inference product samples in 2027. Mass production launch in 2028 remains a brokerage projection, with customer adoption and yield validation still to be confirmed.
A Rice University team has demonstrated for the first time that sub-nanometer wrinkles in graphene produce spontaneous electric polarization. The finding opens a path to controlling graphene's electrical properties through curvature alone, without chemical modification, with polarization density up to seven orders of magnitude larger than in conventional systems.
While China imposes sweeping controls on the export of rare earth processing technology, it has for the first time incorporated the field into academic cooperation with Iran. A small-scale workshop worth 30,000 yuan has become a geopolitical touchpoint connecting the structure of US-China resource rivalry with Iran's undeveloped deposits.
