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TSMC is reportedly planning to raise base prices for both advanced and mature nodes by 5–10% starting in 2027. A separate 10–15% surcharge proposal targets HPC orders that exceed forecasts, meaning the figure is not a flat 25% across the board.
SAXON Q has begun taking orders for room-temperature 128- and 512-qubit machines. The new systems use a multi-core architecture with 8 or 16 qubits per core, with actual delivery and third-party verification standing as the next hurdles.
Intel and Fortinet will jointly develop and manufacture the next-generation security ASIC "SP6" on Intel 4. It marks the first publicly disclosed external design win for Intel 4, as Fortinet expands its design and supply infrastructure.
TrendForce forecasts that the NAND supply shortage will ease in the second half of 2027. Higher-density conversions on existing lines, increased production by Chinese manufacturers, and falling demand from smartphones and notebook PCs will support the supply-demand reversal.
A research team at Peking University has developed a phase-change memristor chip that performs physical computation by turning the natural degradation phenomenon of memory materials to its advantage. By eliminating data movement, the chip compresses computational latency to the 2-millisecond range, achieving real-time modeling of the brain at speeds that surpass GPUs.
Z.ai reportedly completed and partially activated a 1GW-class data center built entirely with domestic AI chips. We examine the possible shift from its IPO-era cloud-procurement policy and the conditions needed to gauge real-world performance.
A critical interpretive blind spot has been discovered in the experimental scenario for "gravitationally induced entanglement," long regarded as decisive evidence for quantum gravity theory. An international research team centered at Kyushu University has mathematically proven that a quantum superposition of the gravitational field can be equivalently re-described—via a change of coordinate system—as a phenomenon of particles moving through a "classical gravitational field," fundamentally redefining the standard for such evidence.
NVIDIA has released a detailed white paper on the Vera CPU along with SPECrate 2026 integer estimates. With fewer cores, it outperforms EPYC 9755 by about 3%, though official registration and independent verification remain pending.
China has commercialized a 7nm SoC without EUV, but DUV multi-patterning adds process steps and alignment work as geometries shrink. Based on ZEISS's remarks, this article examines mass-production viability and Huawei's alternative approach.
NVIDIA revealed DLSS 5's three models and per-object masking, showing a design that lets developers decide scene-by-scene how far generative AI's influence extends. GPU requirements and measured latency remain unclear ahead of its fall release.
