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A Chinese state-linked firm has reportedly begun producing immersion DUV lithography systems at a scale of about five units a year, with deliveries planned to SMIC and others. Replacing ASML will require verified precision and uptime at customer fabs, plus stable component supply.
NVIDIA and more than 50 companies have launched an AI defense alliance to protect everything from model weights to identity, permissions, harnesses, and logs. The initiative aims to fill gaps in defensive capability exposed by the Hugging Face breach using existing open technologies.
A TrendForce survey finds that NVIDIA's CPO switches have entered limited shipment. While practical deployment of the 409.6Tbps class is progressing, optical engine yield and advanced packaging capacity will determine the pace of production expansion.
Intel is reintroducing SMT with Coral Rapids to restore server CPU thread density. Here's a look at the competition with AMD EPYC 9006, the effects and constraints, and the still-unconfirmed launch timing.
A price list for MSI GeForce products circulating in China showed all 23 models rising 8.5–20.0%. Meanwhile, AMD's "up to 28.8%" figure reflects same-day price gaps between retailers, with manufacturer launch prices left unchanged.
As the AI boom intensifies the scramble for mobile memory, Apple's bargaining power has weakened, pushing prices on flagship products like the Mac Studio up by as much as $1,300. This piece examines the mechanics behind the hike, including Micron CEO's remarks and the rise of CXMT, and what they reveal about shifts in the supply chain.
NTHU has ordered a second-generation multi-column electron beam lithography system, the MBX. Shipment is scheduled for 2027, and through joint development with Taiwanese companies, the system will bring maskless direct-write lithography into advanced packaging processes.
Qualcomm has already publicly disclosed AI Frame Fusion, but internal documents reportedly claim it will be exclusive to the next Snapdragon Pro. This piece separates confirmed official technology from unverified product differentiation, examining implementation requirements and undisclosed benchmark figures.
Apple's first-generation smart glasses have reportedly seen their launch target pushed back to late 2027, with privacy safeguards cited as one contributing factor. Whether the design can signal recording status to people on the other side of the camera may determine its success.
