Latest
Microsoft is adding TPM authentication to enterprise KMS hosts, making it mandatory in the next Windows Server LTSC. Compliance indicators begin August 2026, with virtualization requirements to follow later.
SK and NVIDIA have combined AI factory construction with long-term HBM4 supply into an LOI exceeding $500 billion. Initial operation of up to 2GW is planned for 2027, but the cost breakdown and construction site remain undisclosed.
Micron has opposed Apple's proposal to source memory chips made in China. A gap exists between near-term price relief and supply improvements expected from 2028 onward, with the Trump administration's additional regulations set to determine adoption conditions.
Fudan University has demonstrated a two-dimensional memory device that reads the presence of a single electron at room temperature as a 0.5V non-volatile threshold shift. While this reaches the physical limit on charge count, connecting it to high-capacity chips will require verifying retention and endurance across arrays.
Exploration in Idaho, USA has confirmed a xenotime deposit containing high concentrations of heavy rare earth elements. As China's export restrictions heighten supply risk, this project—capable of recovering high-grade yttrium and other elements from near-surface deposits—is drawing significant attention as a foundation for North American self-sufficiency in strategic materials.
Intel's Q2 2026 earnings showed 25% revenue growth and a return to operating profit, yet the company posted a net loss of $11.033 billion. The main driver was a $12.529 billion mark-to-market loss on escrow shares, while the narrowing Foundry loss and the fate of 14A external customers also drew attention.
Reports say Anduril is in talks for additional funding at a valuation of roughly $100 billion. We examine whether actual government orders and production capacity can support a price proposal that emerged just 72 days after its last round.
Qualcomm has reportedly notified customers of a double-digit price increase for shipments starting September 1. Product-specific terms have not been disclosed, and whether the increase will be passed on to device prices or lead to spec changes remains unconfirmed.
China's DRAM giant CXMT has set prices above Samsung's for 64GB DDR5 server memory and rejected even Huawei's demands for a discount. As AI-driven HBM production shifts squeeze general-purpose DRAM supply, this move signals a shift toward whoever holds pricing power.
NVIDIA CEO Jensen Huang made his first-ever X post to back a letter opposing regulation of open-weight AI. Behind the wariness over China's Kimi K3 lies an alignment with NVIDIA's own business interests in expanding GPU demand. OpenAI, Anthropic, and Google did not join.
