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Explore the latest semiconductor news and technology.
An examination of Google and Marvell's TPU-related semiconductor agreement based on SEC filings shows that most of the roughly $12.2 billion stock purchase right is tied to $120 billion in cumulative target revenue—and reveals differing levels of certainty across Broadcom, MediaTek, and AMD.
Micron announced a $10 billion, 10-year research hub in Boise, drawing congratulatory remarks from Jensen Huang and Tim Cook. Around the same time, Western Digital launched an AI research center with Tohoku University. As HBM-first production reallocation drives memory prices higher, we examine the brain-power race unfolding across the US and Japan.
Waymo has publicly detailed the onboard computer of its sixth-generation Driver, showing how a custom 5nm ASIC handles sensor fusion alongside CPUs and GPUs to cut latency and keep driving through hardware failures.
China's semiconductor equipment makers are growing sales, but their reported profit increases of over 400% mix in fair-value gains and swings from losses to profits. This article examines, through their financial results, what it would take to turn the current global equipment shortage into a lasting market share gain.
The US critical and emerging technologies list has been reorganized from 18 domains to 14. While explicit references to data centers and battery storage have disappeared, federal R&D funding allocation is now tied to basic research and national security applications.
A ground-up explainer on HBM (High Bandwidth Memory), the technology shaping AI semiconductor performance. Covers the mechanics of stacking DRAM and connecting it via TSVs, the differences from GDDR, the three-way competition and base die logic shift in the HBM4 generation, the market's rapid expansion toward roughly $60 billion, the resulting DRAM price surge, and the business opportunities for Japanese companies.
Reuters reports that new SF4 orders from Samsung rose 10-15% in the US and China, and 5-10% in Taiwan. While demand from China exceeds supply capacity, prioritization of US customers and capacity reserved for in-house use are constraining the production allocation.
We examine reports of a 30% cut in ABF supply to China against Ajinomoto's official IR disclosures and mass-production qualification processes, and outline the allocation factors and substitute-material conditions that determine the impact on advanced packaging.
Examining materials claiming Qwen3.8-27B inference at 30+ tokens/s on a hypothetical 64-core XuanTie C950 configuration. We unpack the SHL optimizations behind the performance, the undisclosed test conditions, and the distance to mass production.
Demand for AI server SSDs and tight supply pushed the combined revenue of the top five NAND makers up 77% in Q2. We unpack how this price-driven growth could reverse when supply increases in 2027.
