Semiconductors on KAD

Intel Nova Lake-S Leak Reveals 28-Core CPU and BFC Suffix

Fri, 02 Oct 2026 21:05:30 +0800

Intel 14A vs. TSMC A14: Why the <5% Gap Is Conservative

Sun, 27 Sep 2026 10:00:21 +0800

CXL Explained: Protocols, Device Types, Versions, and Memory

Tue, 22 Sep 2026 01:06:20 +0800

CXMT G5 DRAM Enters Mass Production With 11.95nm Pitch

Sun, 20 Sep 2026 19:16:25 +0800

Loongson 9A1000 GPU Set for 2027 as 9A2000 Targets RTX 2080

Sun, 13 Sep 2026 12:13:21 +0800

SK Hynix Targets 20+ Layer HBM5 Stacks With Hybrid Bonding

Sun, 13 Sep 2026 12:10:05 +0800

OpenAI and Samsung: Is Its AI Chip Supply Chain Shifting?

Fri, 11 Sep 2026 01:25:25 +0800

Arm Neoverse CSS N4: A New Path for Smaller Chip Teams

Thu, 10 Sep 2026 23:46:31 +0800

Huawei Tau Scaling: How LogicFolding Targets Chip Power and Heat

Sat, 05 Sep 2026 18:38:56 +0800

NVIDIA and MediaTek Expand AI Partnership Beyond Data Centers

Mon, 31 Aug 2026 01:42:14 +0800

Intel 14A Node Beats Internal Targets in Best Progress Since 22nm

Sun, 30 Aug 2026 21:14:17 +0800

CXMT LPDDR6 Mass Production: A New Milestone for Mobile DRAM

Sat, 29 Aug 2026 13:51:35 +0800

YMTC Targets #1 NAND Market Share by 2027

Fri, 28 Aug 2026 23:05:45 +0800

NVIDIA and AGI: Compute, AI Agents, and the Token Economy

Fri, 28 Aug 2026 22:40:27 +0800

NVIDIA-Hugging Face Deal: Why a $12.9B Acquisition Matters

Thu, 27 Aug 2026 13:49:00 +0800

NVIDIA Q2 FY2027 Revenue Hits $96.22B as AI Demand Surges

Thu, 27 Aug 2026 12:35:31 +0800

EnCharge AI Advances In-Memory Computing for Edge AI

Tue, 25 Aug 2026 15:54:28 +0800

Intel x86 Share Falls Below 70% as AMD Reaches Record High

Tue, 25 Aug 2026 15:38:15 +0800

Nvidia AI Server Prices Could Rise 15%+ on Memory Shortage

Tue, 25 Aug 2026 10:10:28 +0800

Anthropic Explores Samsung 2nm Chips for Claude AI Inference

Tue, 25 Aug 2026 09:57:52 +0800

Alibaba XuanTie C950 RISC-V CPU: 5nm, 64 Cores and LLM Inference

Mon, 24 Aug 2026 22:57:54 +0800

Anthropic Builds AI Chips as Nvidia Moves Into AI Models

Mon, 24 Aug 2026 22:55:41 +0800

Samsung Targets 1,000-Layer NAND and 32TB M.2 SSDs

Mon, 24 Aug 2026 22:12:07 +0800

Snapdragon 8 Elite Gen 6 vs Pro: 2nm and 3nm Explained

Sat, 22 Aug 2026 21:51:08 +0800

SSD vs HDD in 2026: Why 30TB SSDs Cost Up to 23x More

Sat, 22 Aug 2026 21:35:06 +0800

Intel Taps TSMC 2nm for Nova Lake and Razor Lake CPUs

Thu, 20 Aug 2026 19:43:27 +0800

Google Reportedly Invests $12.2 Billion in Marvell AI Chip Deal

Thu, 20 Aug 2026 19:27:41 +0800

NVIDIA Jetson Orin NX Found in Russian S-71 Missile

Sat, 15 Aug 2026 21:24:52 +0800

NVIDIA's $500B AI Financing Bet Could Reshape Data Center Networks

Tue, 11 Aug 2026 17:44:18 +0800

Google's 9th-Gen TPU May Adopt Intel's EMIB-T Packaging

Sat, 08 Aug 2026 16:03:31 +0800

Intel Names Dean Jarnac Chief Sales Officer to Drive Growth

Sat, 08 Aug 2026 15:01:09 +0800

Terafab: SpaceX and Tesla Plan a 100M-Sq-Ft Chip Fab

Fri, 07 Aug 2026 18:16:49 +0800

ZEISS and ASML Extend Lithography Technology Roadmap Through 2040

Wed, 05 Aug 2026 19:19:29 +0800

CXMT Begins LPDDR6 Risk Production at Up to 12.8 Gbps

Wed, 05 Aug 2026 15:10:14 +0800

Intel EMIB-T Challenges CoWoS with Up to 50% Lower Packaging Costs

Wed, 05 Aug 2026 00:02:03 +0800

Google Could Deploy 15 Million TPUs by 2028, Challenging NVIDIA's AI Scale

Mon, 03 Aug 2026 23:39:09 +0800

AMD Zen 6 Low-Power Cores Explained: A New Design for Medusa APUs

Fri, 31 Jul 2026 13:01:52 +0800

Apple Seeks Chinese Memory Chips as CXMT and YMTC Expand

Sun, 26 Jul 2026 19:41:11 +0800

Intel Foundry May Win NVIDIA Feynman Wafer and Packaging Orders

Sat, 25 Jul 2026 19:33:47 +0800

Intel 14A Process Roadmap Accelerates to 2028 HVM

Fri, 24 Jul 2026 23:26:51 +0800

Samsung Unveils HBM4E and Full-Stack AI Solutions at GTC 2026

Mon, 20 Jul 2026 16:35:34 +0800

Biwin Storage Forecasts Up to 3422% Net Profit Growth in H1 2026

Sun, 19 Jul 2026 13:07:58 +0800

ASML Q2 2026: EUV Demand Surges as Intel Leads High-NA Adoption

Sat, 18 Jul 2026 10:49:30 +0800

Pat Gelsinger on NVIDIA, Intel Strategy and Quantum Computing

Sat, 18 Jul 2026 10:33:58 +0800

AI Infrastructure to Push Global Semiconductor Market Beyond $1 Trillion in 2026

Fri, 17 Jul 2026 19:05:25 +0800

Intel Becomes First to Mass Produce High-NA EUV Logic Chips

Thu, 16 Jul 2026 23:57:27 +0800

China's DRAM Expansion Could Nearly Match Micron's Capacity by 2026

Thu, 16 Jul 2026 23:32:53 +0800

Intel Foundry Wins AMD, NVIDIA and OpenAI Orders as EMIB Yield Hits 98%

Wed, 15 Jul 2026 10:28:59 +0800

Apple M7 Ultra Rumored to Support Up to 1.5TB Unified Memory

Tue, 14 Jul 2026 17:35:16 +0800

Intel Starfire SoC Debuts on 18A Process for Aerospace and Space Applications

Tue, 14 Jul 2026 00:04:19 +0800

AMD Confirms Zen 6 EPYC Launch on July 22 with 2nm Process and Up to 256 Cores

Mon, 13 Jul 2026 20:45:34 +0800

AMD Unveils Zen 6 EPYC Venice and Expands CPU Portfolio Across Servers, Gaming, and OEM Markets

Mon, 13 Jul 2026 20:35:50 +0800

The Future of AI Supernode Clusters: Optical Disaggregation and High-Speed Ethernet

Mon, 13 Jul 2026 20:27:56 +0800

AI Computing Infrastructure Is Shifting from Expansion to Efficiency

Mon, 13 Jul 2026 19:46:56 +0800

HBM vs. HBF vs. HBS: Understanding the Future of AI Memory Architectures

Mon, 13 Jul 2026 01:35:31 +0800

Space Computing Power Explained: Architecture, Benefits, Challenges, and Future

Fri, 10 Jul 2026 23:01:58 +0800

SambaNova Reaches $74 Billion Valuation as AI Chip Race Accelerates

Fri, 10 Jul 2026 22:47:09 +0800

NVIDIA Rosa CPU Targets TSMC A16 for Next-Generation AI Performance

Fri, 10 Jul 2026 19:04:39 +0800

JEDEC SPHBM4 Standard Cuts HBM Packaging Costs Without CoWoS

Fri, 10 Jul 2026 18:09:17 +0800

Bain Capital Exits Kioxia After Massive AI-Driven Investment Success

Fri, 10 Jul 2026 00:35:00 +0800

Huawei Tau Scaling V2 Explained: Is the Semiconductor Industry Entering the Tau Era?

Tue, 07 Jul 2026 19:49:41 +0800

Intel Nova Lake Brings Back AVX-512 as 14A2 and Arc GPU Updates Advance

Tue, 07 Jul 2026 12:36:25 +0800

PKU Unveils World's First Memristor Neurodynamics Chip and Open-Sources DSpark AI Inference Framework

Tue, 07 Jul 2026 00:20:19 +0800

xLight vs. ASML: Can Free-Electron Lasers Redefine EUV Lithography?

Mon, 06 Jul 2026 23:51:17 +0800

Breaking the AI Glasses Chip 'Impossible Trinity': Architecture and Industry Analysis

Mon, 06 Jul 2026 23:24:56 +0800

Huawei's Tau Scaling Theory V2 Introduces an Engineering Roadmap Beyond Moore's Law

Mon, 06 Jul 2026 01:56:00 +0800

Intel Nova Lake-S Leaks Reveal New 18-Core CPUs With Massive bLLC Cache

Mon, 06 Jul 2026 00:50:01 +0800

Arm CEO: AI CPU Demand Is 'Off the Charts' as Agentic AI Reshapes Data Centers

Mon, 06 Jul 2026 00:46:07 +0800

IBM Unveils the World's First 0.7nm Chip With 100 Billion Transistors

Mon, 06 Jul 2026 00:31:56 +0800

Intel Raises CPU Prices in July 2026: Strategy, Xeon Impact, and Market Outlook

Fri, 03 Jul 2026 23:56:11 +0800

Meta’s Cloud Computing Push: The First Warning Sign for the AI Compute Bubble?

Fri, 03 Jul 2026 18:10:46 +0800

NVIDIA Reportedly Revises Rubin Ultra AI GPU to a Dual-Die Design

Thu, 02 Jul 2026 01:14:35 +0800

The 2026 AI Chip War: Startups Challenge NVIDIA's Inference Dominance

Tue, 30 Jun 2026 20:55:52 +0800

South Korea Invests ₩81 Trillion to Expand AI Memory Production

Tue, 30 Jun 2026 18:22:14 +0800

NVIDIA Rubin Ultra Reportedly Shifts to Dual-Die Design for 2027

Mon, 29 Jun 2026 01:26:50 +0800

ASIC Commercialization Reaches a Turning Point in the AI Era

Sun, 28 Jun 2026 10:34:00 +0800

Qualcomm Brings Data Center Silicon Architecture to Mobile AI with HBC

Sun, 28 Jun 2026 01:28:22 +0800

Intel Nova Lake-S Leak: 52-Core Desktop CPUs, Z990 Platform, and 474W PL2 Explained

Sat, 27 Jun 2026 16:57:22 +0800

Google TPU Evolution: From TPU v2 to Ironwood in 8 Years

Thu, 25 Jun 2026 23:51:38 +0800

IBM's 0.7nm Nanostack Chip Breaks the Sub-1nm Barrier

Thu, 25 Jun 2026 23:41:17 +0800

Qualcomm Unveils Dragonfly C1000 AI Data Center CPU

Thu, 25 Jun 2026 19:55:04 +0800

OpenAI and Broadcom Unveil Jalapeño AI Chip for LLM Inference

Wed, 24 Jun 2026 20:18:58 +0800

Qualcomm Acquires AI Startup Modular in $4 Billion Deal

Wed, 24 Jun 2026 19:51:29 +0800

Broadcom vs Marvell: Which AI Chip Giant Will Challenge NVIDIA?

Tue, 23 Jun 2026 20:02:19 +0800

Intel Raptor Lake Next HX CPUs Leak Ahead of 2027 Launch

Tue, 23 Jun 2026 19:13:40 +0800

AMD RDNA 5 Rumored for 2027 Launch With RTX 6090-Class Flagship

Mon, 22 Jun 2026 21:17:44 +0800

Why Amazon Is Preparing to Sell Trainium AI Chips Outside AWS

Mon, 22 Jun 2026 20:26:33 +0800

Qualcomm Delays Snapdragon X3 as Snapdragon X2 Refresh Moves Forward

Mon, 22 Jun 2026 18:24:53 +0800

ASML Denies US Allegations of EUV Technology Transfers to China

Sun, 21 Jun 2026 20:53:45 +0800

AMD Revives Zen+ with New Entry-Level Ryzen 3000U Chips

Fri, 19 Jun 2026 02:25:44 +0800

Intel Raptor Lake Next Leak: DDR4 Support and LGA1700 Continuity Strategy

Thu, 18 Jun 2026 23:14:19 +0800

Apple and Intel Chip Partnership Announcement Sparks Market Surge

Thu, 18 Jun 2026 22:43:46 +0800

Intel 18A-P Process: 1.8nm Performance Node and Diamond Rapids Xeon

Wed, 17 Jun 2026 23:49:28 +0800

Qualcomm Rumored to Acquire Tenstorrent in $10B AI Chip Deal

Wed, 17 Jun 2026 22:20:17 +0800

Infineon GaN Ban in China: Semiconductor Patent Clash Explained

Mon, 15 Jun 2026 21:36:21 +0800

CPO Deployment Timeline Reassessed: SemiAnalysis Report Signals Delayed Mass Adoption

Sat, 13 Jun 2026 23:02:55 +0800

AWS Explores Qualcomm AI200 Chips with 768GB Memory for AI Inference

Sat, 13 Jun 2026 22:57:19 +0800

From Optical Interconnects to Optical Computing: The Photonics Era

Sat, 13 Jun 2026 09:55:08 +0800

AMD RDNA 5 GPU Launch Window Leaks Ahead of 2027 Rollout

Sat, 13 Jun 2026 01:08:17 +0800

LPO vs CPO vs NPO: The Future of AI Optical Interconnects

Fri, 12 Jun 2026 22:04:59 +0800

Why Marvell Could Be the Biggest Winner in the CPO Era

Thu, 11 Jun 2026 22:47:07 +0800

Musk’s SpaceX Roadmap: Mars, AI, and the Trillion-Dollar Future

Thu, 11 Jun 2026 22:07:26 +0800

Intel Reportedly Wins 3 Million AI Chip Order as NVIDIA Evaluates Packaging Tech

Mon, 08 Jun 2026 19:55:00 +0800

Intel vs NVIDIA: COMPUTEX 2026 Signals a New AI Computing War

Sun, 07 Jun 2026 14:48:11 +0800

Broadcom AI Revenue Surges 143% as Order Book Extends to 2028

Thu, 04 Jun 2026 23:42:59 +0800

NVIDIA Vera CPU and RTX Spark Challenge Intel and AMD

Mon, 01 Jun 2026 23:42:44 +0800

SpaceX's Orbital AI Ambitions Face a Growing GPU Supply Challenge

Sun, 31 May 2026 18:58:37 +0800

AMD CEO Lisa Su: Traditional Computing Has Reached Its Limits

Sat, 30 May 2026 09:54:01 +0800

Samsung’s 4nm Yield Hits 80% as AI Chip Orders Accelerate

Tue, 26 May 2026 22:46:58 +0800

NVIDIA Vera CPU Challenges x86 Dominance in Enterprise AI

Mon, 25 May 2026 20:00:17 +0800

What Is Huawei’s Tau Law? Rethinking Semiconductor Evolution Beyond Moore’s Law

Mon, 25 May 2026 19:14:32 +0800

Intel 18A Xeon 6+ Redefines Edge AI Server Efficiency

Sun, 24 May 2026 10:16:30 +0800

AMD’s 2nm EPYC Venice CPUs Could Reshape the AI Server Market

Sat, 23 May 2026 21:45:55 +0800

Nvidia Vera CPU: How Nvidia Is Entering the Server Computing Market

Sat, 23 May 2026 21:40:44 +0800

256GB DDR5 RDIMM Signals a New Era for AI Memory

Sat, 23 May 2026 10:10:16 +0800

Intel Nova Lake Targets AMD Zen 6 With 52-Core Desktop CPUs

Fri, 22 May 2026 14:51:01 +0800

NVIDIA May Consume More LPDDR Memory Than Apple and Samsung by 2027

Mon, 18 May 2026 19:22:02 +0800

CXMT Restarts Massive IPO as DRAM Profits Explode in 2026

Mon, 18 May 2026 19:01:53 +0800

Samsung Semiconductor Strike Sparks Crisis, 30,000 Employees Join Protests

Sat, 16 May 2026 18:07:55 +0800

TSMC Maintains Lead Over Intel in Advanced AI Chip Packaging

Sat, 16 May 2026 10:28:52 +0800

Why China Refuses to Buy NVIDIA H200 Chips Despite US Approval

Thu, 14 May 2026 23:06:37 +0800

Intel Hires Snapdragon Leader Alex Katouzian for AI PC Push

Wed, 06 May 2026 23:21:01 +0800

DDR6 Memory Begins: 2x DDR5 Speed and DDR4 Nears End

Wed, 06 May 2026 23:17:08 +0800

AMD MI450 GPU: HBM4, Helios Platform, and AI Strategy

Wed, 06 May 2026 22:58:20 +0800

Intel CPU Roadmap 2026–2028: Nova, Razor, Titan Lake Explained

Wed, 06 May 2026 22:36:45 +0800

Lattice Acquires AMI for $1.65B to Expand AI and Cloud Strategy

Tue, 05 May 2026 10:05:24 +0800

Google TPU Shift to Intel: EMIB-T Yield and Cost Analysis

Tue, 05 May 2026 09:44:03 +0800

Intel Diamond Rapids Xeon Moves to 16-Channel Memory for AI Era

Mon, 04 May 2026 20:37:45 +0800

Intel Stock Surges on EMIB, 18A Yield, and AI Demand

Sat, 02 May 2026 22:07:24 +0800

Sehat Sutardja: Marvell Co-Founder and Chiplet Pioneer

Sat, 02 May 2026 10:37:09 +0800

Intel Arc GPUs: Is the Discrete Gaming Line Ending?

Thu, 30 Apr 2026 16:28:34 +0800

Solid-State Transformers: Fixing AI Data Center Power Limits

Tue, 28 Apr 2026 17:54:43 +0800

Intel 14A and Terafab: A New Era for AI Manufacturing

Thu, 23 Apr 2026 14:04:16 +0800

Semiconductor Industry 2026: AI, Chiplets, and Power Constraints

Wed, 22 Apr 2026 23:59:28 +0800

Chiplet GPUs and CPUs: The 2026 Silicon Revolution

Wed, 22 Apr 2026 23:38:47 +0800

AI Chip Design Startup Cognichip Raises $60M to Disrupt Semiconductors

Wed, 22 Apr 2026 18:18:33 +0800

AMD MI500: Optical Interconnects Redefine AI Scaling

Tue, 21 Apr 2026 18:03:28 +0800

Why Qualcomm Didn’t Buy Intel: The 2026 Industry Fallout

Sun, 19 Apr 2026 14:22:06 +0800

Memory & Storage in 2026: CUDIMM and QLC UFS Redefine Performance

Sat, 18 Apr 2026 00:07:33 +0800

Intel vs AMD Chiplet Strategy 2026: Yield, Latency, and the Future

Fri, 17 Apr 2026 23:22:56 +0800

Altera’s Spin-Off: Intel’s Strategic Reset and the FPGA Market Shift

Thu, 16 Apr 2026 18:02:04 +0800

Intel Nova Lake: 52-Core Desktop CPU Redefines Performance

Tue, 14 Apr 2026 23:51:16 +0800

Intel Stock Surge 2026: What’s Driving the Historic Rally?

Tue, 14 Apr 2026 23:30:24 +0800

UALink 2.0 vs NVLink: Open AI Interconnect Battle

Sat, 11 Apr 2026 00:14:49 +0800

DRAM Hits Ceiling as AI Memory Demand Explodes

Sat, 11 Apr 2026 00:05:17 +0800

NVIDIA Backs SiFive: RISC-V’s Data Center Moment

Fri, 10 Apr 2026 23:42:33 +0800

Intel’s 19μm GaN Breakthrough on 300mm Wafers

Fri, 10 Apr 2026 18:52:44 +0800

China’s Software-Defined Chips Strategy to Challenge CUDA

Wed, 08 Apr 2026 21:29:19 +0800

Tesla and Intel 18A: Inside the TeraFab AI Chip Strategy

Wed, 08 Apr 2026 21:08:21 +0800

CPU Socket Explained: Structure, Function, and Design Challenges

Mon, 06 Apr 2026 00:00:00 +0000

Top Tech Investment Themes: March 2026 Overview

Sat, 04 Apr 2026 23:24:51 +0800

AI Networking Boom: Ethernet Switch Market Hits $55B

Sat, 28 Mar 2026 17:27:30 +0800

Project TERAFAB: The Orbit-First Future of AI Compute

Tue, 24 Mar 2026 17:09:18 +0800

NVIDIA LPU Explained: Groq 3 and the Future of AI Inference

Tue, 17 Mar 2026 17:55:33 +0800

China’s 2026 Storage Breakthrough: CXMT LPCAMM2 and YMTC PCIe 5.0 SSD

Sat, 07 Mar 2026 10:58:14 +0800

Broadcom Ignites the 2nm AI Chip Race

Mon, 02 Mar 2026 18:21:10 +0800

NVIDIA FY2026 Earnings: Record Profits, Rising Scrutiny

Fri, 27 Feb 2026 14:28:07 +0800

Why Ethernet Is Taking Over AI Data Center Networking

Wed, 11 Feb 2026 01:05:16 +0800

Intel 18A Explained: Why Backside Power Is a Foundry Double-Edged Sword

Wed, 11 Feb 2026 00:14:21 +0800

AMD Q4 2025 Earnings Reveal 2027 Next-Gen Xbox Timeline

Sat, 07 Feb 2026 23:05:40 +0800

TI to Acquire Silicon Labs for $7.5B in Cash

Sat, 07 Feb 2026 19:19:08 +0800

Server CPU Prices Poised to Rise as Lead Times Stretch to Six Months

Sat, 07 Feb 2026 14:53:09 +0800

Intel Hires Chief GPU Architect as Qualcomm Loses Key Talent

Sat, 07 Feb 2026 01:56:49 +0800

Intel Doubles Down on AI GPUs, But What About Gaming?

Sat, 07 Feb 2026 01:50:37 +0800

NVIDIA RTX 50 SUPER Canceled, RTX 60 Delayed by DRAM Shortage

Sat, 07 Feb 2026 01:29:44 +0800

Apple Loses TSMC Priority: Why M5 Pro and M5 Max May Arrive Early

Tue, 03 Feb 2026 01:40:48 +0800

Ryzen 9 9950X3D2 Leak: AMD’s Dual-CCD 3D V-Cache Gamble

Wed, 28 Jan 2026 19:34:10 +0800

Microsoft Maia 200: A 3nm AI Inference Chip Takes on AWS and Google

Wed, 28 Jan 2026 01:44:22 +0800

PCIe Gen5 Goes Mainstream in 2026

Mon, 26 Jan 2026 22:49:42 +0800

SRAM vs. DRAM Explained: How Modern Memory Cells Really Work

Fri, 23 Jan 2026 23:14:06 +0800

Qualcomm Adreno GPU Chief Joins Intel in AI Power Shift

Wed, 21 Jan 2026 18:27:43 +0800

Intel and AMD May Raise Server CPU Prices by 15%

Thu, 15 Jan 2026 21:07:34 +0800

FADU Pulls Back on CXL and Questions High-Bandwidth Flash Momentum

Tue, 06 Jan 2026 21:47:11 +0800

Intel Panther Lake: Core Ultra Series 3 and the 18A Turning Point

Tue, 06 Jan 2026 21:19:42 +0800

Beyond HBM: Next-Generation Memory Technologies for the AI Era

Mon, 05 Jan 2026 21:56:07 +0800

Why GPUs Could Reach $5,000 in 2026 Amid the AI Boom

Thu, 01 Jan 2026 17:42:33 +0800

AMD and NVIDIA Plan GPU Price Hikes Starting 2026

Sun, 28 Dec 2025 20:29:23 +0800

TSMC and the Hidden Costs of Semiconductor Dominance

Fri, 26 Dec 2025 22:31:47 +0800

NVIDIA’s $20B Groq Acqui-hire: Securing the Future of AI Inference

Thu, 25 Dec 2025 23:15:10 +0800

NVIDIA Strikes $20B Groq Deal to Reinforce AI Inference Dominance

Thu, 25 Dec 2025 21:38:06 +0800

NVIDIA and AMD Evaluate Intel 14A as a TSMC Alternative

Fri, 19 Dec 2025 23:50:59 +0800

Micron Warns Memory Shortage Will Persist Despite Expansion

Fri, 19 Dec 2025 01:43:10 +0800

Apple’s First AI Server Chip Baltra Targets 2027 Deployment

Tue, 16 Dec 2025 18:16:32 +0800

Intel’s AI Strategy: Edge Inference and Custom ASICs Take Center Stage

Mon, 15 Dec 2025 17:01:24 +0800

Apple A19 Die Shrinks ~10% vs A18 Through Layout Optimization

Mon, 15 Dec 2025 16:44:40 +0800

Google's TPU Expansion Challenges NVIDIA's AI Dominance

Wed, 10 Dec 2025 00:37:48 +0800

Why the US Approved NVIDIA H200 Exports to China

Tue, 09 Dec 2025 23:58:31 +0800

Global DRAM Boom: October Sales Skyrocket 90% Amid AI Demand

Mon, 08 Dec 2025 23:02:34 +0800

High Bandwidth Memory Explained: Architecture, Tech & Market

Mon, 08 Dec 2025 22:10:07 +0800

TPUv7 vs. NVIDIA: Can Google Break the CUDA Moat?

Sat, 06 Dec 2025 11:12:08 +0800

Pat Gelsinger Says Quantum Computing Could Replace GPUs in 2 Years

Sun, 30 Nov 2025 11:35:28 +0800

CXMT Unveils DDR5 at 8000 Mbps and LPDDR5X at 10667 Mbps

Sun, 23 Nov 2025 12:34:43 +0800

NVIDIA Q3: $57B Revenue and Soaring AI Demand

Fri, 21 Nov 2025 00:00:00 +0000

Loongson Plans 32+ Core 10nm Server CPU for 2027

Tue, 18 Nov 2025 10:06:50 +0000

AMD Warns of Risks from Intel–NVIDIA Alliance

Sat, 08 Nov 2025 11:55:25 +0800

TSMC Plans 10% Chip Price Hike Amid Rising Costs and Soaring Demand

Mon, 03 Nov 2025 22:35:52 +0800

Substrate Raises $100M to Challenge ASML With X-Ray Lithography

Sat, 01 Nov 2025 21:03:34 +0800

Samsung Wins Tesla AI6 Chip Order as Foundry Race Heats Up

Fri, 31 Oct 2025 00:13:15 +0800

Intel CEO Lip-Bu Tan Explores Semiconductor Cooperation in Saudi Arabia

Tue, 21 Oct 2025 14:43:05 +0800

UCIe 3.0 Introduces DSP Support and Doubles Bandwidth for AI and HPC

Wed, 15 Oct 2025 13:18:34 +0800

OpenAI and Broadcom Partner on Custom AI Chips, Sending Broadcom Shares Soaring

Tue, 14 Oct 2025 12:44:33 +0800

Intel’s Panther Lake: The Legacy of Pat Gelsinger

Tue, 14 Oct 2025 12:32:12 +0800

AMD CEO Lisa Su Addresses Potential Intel Collaboration

Wed, 08 Oct 2025 11:29:15 +0800

AMD MI450X vs NVIDIA Rubin: AI Chip Battle Heats Up

Mon, 29 Sep 2025 22:08:42 +0800

Intel Doubles High-NA EUV Orders from ASML for 14A Node

Sat, 27 Sep 2025 21:23:32 +0800

AMD Reaffirms AI Strategy as Intel and NVIDIA Align

Tue, 23 Sep 2025 20:19:33 +0800

Former Intel Directors Propose Taking Intel Private to Revive Competitiveness

Mon, 22 Sep 2025 14:53:59 +0800

TSMC Secures 15 Customers for 2nm Process, Driven by HPC and AI Demand

Mon, 22 Sep 2025 12:40:16 +0800

Intel China Announces Leadership Transition as Wang Rui Steps Down

Sun, 21 Sep 2025 01:44:59 +0800

SK Hynix Leads Memory Race With First HBM4 Chips

Sun, 21 Sep 2025 01:30:18 +0800

Intel Bets on 18A Over TSMC N2

Sat, 20 Sep 2025 14:11:12 +0800

HBM Innovation Outpaces Standards Development

Mon, 08 Sep 2025 16:34:24 +0800

Intel Bets on 14A with $400M EUV Lithography Machines: Still Confident in Customers

Mon, 08 Sep 2025 15:31:35 +0800

ByteDance Moves Chip Design Staff to Singapore

Sun, 07 Sep 2025 10:12:50 +0800

US Revokes TSMC Nanjing Status Amid China Chip Breakthroughs

Thu, 04 Sep 2025 21:39:34 +0800

Intel’s Next-Gen Jaguar Shores Chip Unveiled: 18A Process + HBM4 Memory

Sat, 23 Aug 2025 21:46:36 +0800

Intel Secures $8.9 Billion U.S. Government Investment for 9.9% Stake

Sat, 23 Aug 2025 21:16:36 +0800

NVIDIA B30A AI Chip for China: Blackwell, H20 and Export Controls

Tue, 19 Aug 2025 23:10:15 +0800

SoftBank Invests $14.4 Billion in Intel, Becoming Fifth-Largest Shareholder

Tue, 19 Aug 2025 20:41:23 +0800

Intel Processor Roadmap 2025–2029: Panther Lake, Nova Lake, and Next-Gen Server CPUs

Sun, 27 Jul 2025 22:56:42 +0800

NVIDIA CUDA Adds RISC-V Support: What It Means for AI Computing

Wed, 23 Jul 2025 23:30:44 +0800

TSMC 2nm Process Nears Mass Production With Strong Yields

Thu, 05 Jun 2025 18:46:31 +0800

Intel CPU Roadmap 2025–2026: Arrow Lake Refresh, Panther Lake, and Nova Lake Explained

Sat, 31 May 2025 11:39:51 +0800

Intel Panther Lake Deep Dive: 18A, AI Performance, and Key Tradeoffs

Mon, 28 Apr 2025 20:41:21 +0800

NVIDIA H20 China Ban Accelerates Huawei Ascend AI Chip Push

Thu, 24 Apr 2025 23:03:55 +0800

AMD Market Share Surge: Record x86 Gains in Server, Desktop, and Mobile

Sun, 16 Feb 2025 11:18:09 +0800

Intel Nova Lake Leak: Core Wars Enter a New Era

Mon, 03 Feb 2025 10:30:53 +0800

TSMC N2 2nm Process: GAA Breakthrough and Performance Gains

Fri, 17 Jan 2025 22:32:47 +0800

TSMC Arizona Fab 21: 4nm Production at a 30% Cost Premium

Fri, 03 Jan 2025 20:58:36 +0800

US AI Export Controls 2025: Diffusion Framework and NVIDIA Fallout

Sat, 14 Dec 2024 18:41:31 +0800

TSMC Expected to Halt 7nm Chip Shipments Under U.S. Trade Rules

Fri, 08 Nov 2024 15:58:15 +0000

US Weighs Intel Design Unit Merger With AMD

Tue, 05 Nov 2024 00:16:45 +0800

NVIDIA Replaces Intel in the Dow Jones Industrial Average

Sun, 03 Nov 2024 12:03:59 +0800

Rising HBM Demand and Its Ripple Effect on DDR5 Pricing

Sun, 27 Oct 2024 22:05:20 +0800

High Bandwidth Memory (HBM) is experiencing unprecedented demand driven by the rapid scaling of AI server deployments. Both Micron and SK Hynix report that their entire HBM supply for 2024 and 2025 is already sold out. TrendForce projects that this surge will push HBM prices up by 5–10%, while DDR5 prices may increase by 15–20% as manufacturers reallocate fabrication capacity toward HBM.

HBM Ultimate Guide: Architecture, Evolution, and Applications

Thu, 24 Oct 2024 23:54:58 +0800

Arm to Cancel Qualcomm Architecture Licensing Agreement

Thu, 24 Oct 2024 01:01:21 +0000