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Explore the latest semiconductor news and technology.
CXMT is planning a NAND R&D line in Beijing, while YMTC has sent LPDDR prototypes to customers. Here is how far each move has gone, checked against the mass-production products each company has officially announced.
Enterprise SSD prices are expected to keep rising in Q4 2026 after North American cloud providers raised their demand forecasts. Here is how that differs from July's forecast of a slowdown, what QLC's role is, and how the PC market diverges, based on primary sources.
Qualcomm unveiled two versions of its 2nm Snapdragon 8 Elite Gen 6 chip. The Prime core's 5GHz peak marks only a 5.5% clock increase over the previous generation, with the bulk of claimed gains concentrated in GPU performance and power efficiency. Features like 8K60 recording and GPU super-resolution are exclusive to the higher-end Extreme variant, while APV recording support has disappeared from the standard model's specs.
Alibaba CEO Eddie Wu set a target of over 20GW in global data center capacity by 2032 and unveiled the Zhenwu V900 AI chip. But current operating capacity, the manufacturing foundry, and third-party benchmarks remain undisclosed, making the 20GW figure hard to compare with rivals' plans.
Nexstrom, which is building a tool to grow 2D TMD material directly on 300mm wafers, has raised $12 million in seed funding. Company materials claim 300mm has been achieved, yet the CEO says 12-inch work will be completed by the end of October. We examine its position through growth temperature and imec's adoption timeline.
TrendForce data shows the global DRAM module market surged 59% to $21.2 billion in 2025, but leader Kingston grew only 48%—below the market average—and saw its share slide from 66% to 62%. Here's what happened at No. 3, the only rank that actually moved.
A widely shared estimate says 100 million Muse users would need about 1.58 million CPUs and 800PB of RAM. We correct the math and separate vCPU allocation, idle memory and storage to see what infrastructure demand might really look like.
OpenAI reportedly expects a cumulative $278 billion cash outflow through 2030, even as it grows revenue roughly tenfold. Amazon's SEC filing and the CFO's remarks shed light on upfront compute commitments, how investments are actually being funded, and what it takes to turn efficiency gains into profit.
Jeff Dean's "10 people, 3 months" chip design idea is a hypothetical. We compare what AlphaChip, AlphaEvolve and XLS each automate, and what verification and manufacturing still require.
onsemi has announced EPP, which embeds power and control semiconductors in silicon. We examine the redistribution layer and cooling design, the baseline behind the 3–5x power density claim, and the early evaluation with SUBARU.
