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Explore the latest semiconductor news and technology.
Micron expects humanoid robots to need over 200GB of memory and several terabytes of storage, a forecast benchmarked on autonomous vehicles. We compare it with current products and look at new fab timelines and long-term contracts to see what it means for memory supply and demand.
OpenAI and Synopsys are co-developing GPT-Synopsys, a chip-design AI. We look at how it would operate EDA tools and iterate on fixes, and what Autopilot and a $1B-plus IP deal with Amazon say about changing design workflows and revenue.
Micron's fiscal 2026 revenue rose 3.6x to $133.19 billion, yet net capex was only 20.5% of sales. We examine why construction timelines, not funding, appear to govern supply growth from fabs due online by around 2028, along with counterarguments and what could change the picture.
NuvaCore says it can develop over 95% of a CPU core's foundational IP before fixing the instruction set. We examine what that figure covers, and the memory-ordering and software-validation constraints that remain, based on primary sources.
DDR4 spot prices rose and NAND wafer prices fell at the end of September, yet Q4 contract prices are forecast to increase. We break down the differences across enterprise SSDs, PC SSDs and wafers, and the supply and purchasing conditions behind them.
Korean media report that NVIDIA wants suppliers to speed up glass substrate development, with adoption possible before 2028. TSMC's test package and delays at Samsung Electro-Mechanics and SKC show that large-scale customer qualification is still unconfirmed.
ASML CEO Christophe Fouquet expects AI's impact to unfold over 10 to 15 years. Company documents show the gap between expanding current EUV output and adopting High NA, plus supplier limits and AI use in chipmaking with Mistral AI.
Intel has won a U.S. patent for embedding a microLED-equipped die in a glass substrate, with power delivered through TGVs and light extracted outward. We compare it with Intel's separate parallel optical-communication patent and its laser-based OCI prototype.
AMD will acquire Fei-Fei Li's World Labs in an all-stock deal worth about $8.2 billion. What changes from the existing GPU collaboration? Atlas's compute structure and virtual robot testing offer clues to AMD's aim of feeding research into chip design, and open-model terms remain unclear.
TrendForce reports server CPU lead times of 25–30 weeks. Many see Meta's Muse AI agent as a demand driver, but supply constraints predate its launch, and the number of virtual machines doesn't reveal how many physical CPUs are bought.
