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Explore English articles about AI Semiconductor.
Morgan Stanley's 37.3% HBM demand estimate for NVIDIA is a forecast, not disclosed secured supply. We compare it with NVIDIA's $279 billion in multiyear commitments, Google's TPU demand, rising HBM prices and the shift toward 8-high stacks.
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.
Anthropic's AI infrastructure deals total at least $518 billion over roughly 10 years, and about 80% require payment even if usage falls, Reuters reported. We cross-check official capacity plans and funding to see how supplier diversification differs from payment obligations.
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.
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.
OpenAI has announced the Decisions API in limited preview. It uses GPT-6 Luna to pick from set options for classification and next actions. We look at how it differs from Structured Outputs, the conditions behind the reported 150 ms figure, and how it compares with Jev.
PrismML demonstrated a vision-language model running entirely on-device on Snapdragon-powered smart glasses. What got smaller through 1-bit quantization was the language model's weights. We examine the test conditions and the challenges remaining before commercialization.
Google will launch the first satellite for its Project Suncatcher space-based AI data center initiative aboard SpaceX next week, testing in orbit whether TPUs can withstand radiation, radiate heat in a vacuum, and support ultra-close formation flying.
Qualcomm has announced a developer preview of Linux for laptops powered by the Snapdragon X2. This piece separates out the timelines for Debian, Ubuntu, and OEM products, and examines the real-world conditions for use alongside the challenges seen with existing X-series machines.
