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Explore the latest semiconductor news and technology.
Facing a worldwide RAM shortage, Google is tightening rules across Android 17 and Google Play, and starting in February 2027 will limit the store visibility and publication of memory-wasting apps. Here's a look at the new optimization push aimed at breaking Android's dependence on ever-improving hardware.
NVIDIA's Q2 earnings, released August 26, 2026, showed revenue of $96.2 billion, beating market expectations. The unusual reversal in which GAAP net income exceeded Non-GAAP net income was driven by $7.7 billion in net equity securities gains, not GPU sales. The Q3 guidance of $108 billion—which would top the $96.2 billion actual result—still assumes zero data center revenue from China.
NVIDIA has announced NVHBM, which moves HBM control circuitry to the base die. The company claims gains in bandwidth, power, and compute area, but absolute specifications, mass-production timing, and adopting products remain undisclosed.
Fujitsu's 144-core MONAKA 3D-stacks N2P compute cores with N5 SRAM and I/O. Ahead of 2027 shipment, estimated performance and stacking still need real-world verification.
TrendForce forecasts that DRAM and NAND will account for 68% of major cloud providers' capital expenditure in 2027. We examine the assumptions behind this estimate, the role of long-term contracts, and the impact of reduced memory configurations.
Intel 18A-P's '30%' figure compares GAA transistors and backside power delivery against FinFET cores at roughly 0.5V. It is not a measure of Diamond Rapids product performance—here's how to read what 18A-P actually adds over 18A.
RIKEN and collaborators have demonstrated a multi-laser irradiation method for generating EUV light from a 2µm solid-state laser. Using a tin flat-plate target, the technique raised conversion efficiency from 2.6% to 3.6% at the same total energy.
Nikkei Asia reports that China has been quietly delaying customs clearance for germanium and quartz-based materials shipped to Taiwan since 2025, without any public notice. Some shipments have been delayed by months, and some Taiwanese suppliers have lost orders. This piece examines the tactic of "silent restriction," which is hard to challenge legally or route around, and explores how the resulting demand could shift toward Japanese quartz glass makers.
Intel's Crescent Island pairs 32 Xe cores with up to 480GB of LPDDR5X in a 350W air-cooled PCIe card aimed at long-context inference. Memory bandwidth and real-world performance remain undisclosed.
Qualcomm has previewed its next-generation Oryon CPU running at 5GHz, along with FlexCache, a new technology that dynamically shares cache capacity across different core types. The peak clock speed is about 5.5% higher than the current official maximum, leaving sustained performance and power consumption as key questions still to be verified.
