Cutting the West’s reliance on China would carry a staggering price. A new study puts the cost of decoupling from China at $23.6tn over 25 years, and warns the bill would land hardest on the industries building Europe’s tech future. The West has spent …
Intel has unveiled Starfire, a space-grade system-on-chip designed for the U.S. government.
The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it comes, could be brutal. Memory is meant to be boring. For decades DRAM a…
Apple’s planned M7 Ultra chip is being designed to support up to 1.5 TB of unified memory and to push AI performance toward the class of Nvidia’s Blackwell accelerators.
The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build U.S. factories.
SK hynix raised $26.5 billion in a record-breaking Nasdaq IPO, as it plans to channel the windfall from surging AI demand and sold-out HBM supply to fund new fabs.
Japanese chipmaker Rapidus discloses one more aspect of its strategy: to offer lower quotes than TSMC.
Researchers in Korea and Japan have proposed sideways-stacked DRAM designs that could push future AI memory beyond conventional HBM limits by improving cooling, bandwidth, and capacity while reducing reliance on TSV-heavy vertical stacks.
Micron has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.
Europe uses about a fifth of the world’s chips, but makes only a tenth of them. A three-year-old Munich startup thinks it can help close that gap, and Brussels has just backed the bet. QuantumDiamonds is a spin-out of the Technical University of Munich…