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Explore English articles about AI Semiconductor.
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.
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.
Roughly $1.3 billion worth of HBM headed to Malaysia. Export statistics alone can't pinpoint Intel's orders, but overlaying Penang's capacity expansion with EMIB-T's commercialization stage reveals signs of movement in AI semiconductor back-end processes.
In a Qualcomm-commissioned comparison of retail laptops, the Snapdragon X2 Elite Extreme machine posted major gains in CPU and AI performance. Intel's machine retains an edge in GPU performance and battery life.
An Omdia survey found DRAM prices nearly doubled in Q1 2026, with SSD prices rising more than 50%. 98% of North American IT professionals are considering storage consolidation, and the technology non-adopters focused on most was SDS. This article also examines Kioxia's revenue growth data to verify the structural shift.
Etched has raised $700 million, pushing its valuation to $21 billion. It has delivered its first inference rack to Jane Street, but performance comparisons and disclosure of production scale remain to come.
A Pixel 11 Pro on display at a retail store recorded 2,653 points in Wild Life Extreme. We examine the gap with actual previous-generation measurements, the limits of a single test, and what verification will be needed after launch.
Cursor has opened its Git hosting platform "Origin" as an early beta for paid plans. We look at the goal of unifying PRs, agents, and public APIs while retaining GitHub sync, along with the current constraints.
AI-driven HBM demand has absorbed DRAM production capacity, sending DDR5 memory prices soaring to 4-5x year-over-year levels worldwide. Micron warns the supply shortage will persist until 2028, as structural changes in the consumer memory market become increasingly irreversible.
Market chatter has emerged suggesting Google is collaborating with AMD on a next-generation TPU project. We examine what this means in light of increasing CPU workloads from reinforcement learning, AMD's heterogeneous integration expertise, and Google's existing contract with Broadcom.
