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Explore the latest semiconductor news and technology.
NVIDIA has reportedly raised procurement prices again for GeForce GPUs and VRAM, this time expanding the scope to include GDDR6 products. Model numbers and the size of the price increase remain unannounced, and it is unclear when the change might reach retail.
Mitsubishi Electric and Sony Semiconductor Solutions are planning a joint venture that links in-sensor AI to factory automation decision-making and control. The companies aim to launch the business in October 2026, though product specifications and release dates remain unannounced.
While Google begins selling TPUs externally, it has set cutting-edge AGI development as the top priority in its compute resource allocation. The company is weathering supply shortages through sales to customer facilities and procurement of external capacity.
Micro-transfer printing technology, which fabricates light-emitting and modulator materials incompatible with silicon separately before transferring them, is drawing attention. It leverages the advantages of CMOS processes while enabling high-precision integration of high-performance lasers and modulators on the same chip, positioning it as a promising foundation for next-generation high-speed communications.
Nanya Technology forecasts the 2026 memory market will exceed $800 billion. Based on WSTS outlook and the company's earnings, we track how AI inference demand, price increases, and 2028 new fab plans will move the market.
On July 17, 2026, Rapidus announced an AI-agent design collaboration with Cadence, targeting up to 2x TAT improvement. Cadence had struck a similar partnership with Intel Foundry around the same time, revealing a battle for control over the design infrastructure underpinning leading-edge nodes.
Acoustic chips have enabled miniaturization by converting radio waves into sound, but they faced a fundamental limit: applying high power caused vibrations that severed the wiring. The Hong Kong University of Science and Technology has overturned a half-century-old assumption by sealing the surface with a special layer to disperse stress, achieving 12 times the power tolerance of conventional designs and opening the door to direct satellite communication from smartphones.
Google Cloud revenue grew 82% and operating margin expanded to 35.6%. Meanwhile, the payback on capex of up to $205 billion and shared AI expenses must be measured through backlog-to-revenue conversion and free cash flow recovery.
OpenAI is planning a 3.2GW AI data center in Georgia, targeting initial operation as early as 2028. The $20 billion investment and its impact on the local community will be assessed through power and water data and public audits.
Spot prices for DDR4 8Gb rose 3.27% in a week, yet transactions remained sluggish. Supply allocation and falling NAND prices reveal a fragmented demand picture in the memory market.
