Micron Ships Its First 512-Gigabyte Memory Module as Taiwan Pay Talks Break Down
The module doubled the number in a single move. On September 16, Micron unveiled the world’s first 512-gigabyte DDR5 server memory module, built with stacked DRAM technology that packs twice…
SK Hynix Discusses Making Memory Chips in Intel’s Ohio Plant
The two companies sat down to talk about a problem each needed solved. SK Hynix, the Korean memory giant, needs American manufacturing capacity to keep selling into the AI buildout.…
Cornelis Networks Raises $205 Million to Put Computing Inside the Network
The problem Lisa Spelman keeps describing is a simple one: expensive accelerators spend too much time waiting. In a modern AI data center, a rack of processors can sit idle…
Intel Veterans Raise $100 Million to Fix the Way Data Moves Inside AI Data Centers
The bottleneck in an AI data center is not the chip doing the thinking. It is the network that feeds it. On September 15, Reuters reported that Delos Data, a…
ASML’s High-NA Machines Gain Four Customers
ASML’s most expensive machines now have four of the world’s biggest chipmakers as customers, and the Dutch company said the orders keep coming. Reuters reported from Amsterdam on September 14…
Samsung Electro-Mechanics and Qualcomm Push Organic Bridge Packaging
The packaging stage, long the least glamorous part of making a chip, has become one of the industry’s tightest bottlenecks. As AI accelerators grow, the way chiplets are connected determines…
Apple Keeps Qualcomm in the U.S. iPhone 18 Pro Max
Apple updated its technical specifications page this week, and the change was smaller than the headlines that followed it. The U.S. version of the iPhone 18 Pro Max will keep…
Intel’s Altera Prepares a Confidential IPO Filing
The chipmaker Intel has been shedding assets to raise cash for its turnaround, and its programmable-chip subsidiary is next in line. Altera is preparing to file confidentially for an initial…
ASML’s High-NA EUV Machines Hit 1 Million Wafers as Intel, TSMC and Samsung Line Up
The count was measured in wafers, and it took longer than the optimists predicted. Intel Foundry and ASML said Tuesday that High-NA EUV lithography equipment has now processed more than…
Intel Prepares Another 10 Percent Price Increase on PC Processors
The letter has not gone out yet, but the number is circulating through the supply chain. People familiar with the plans say Intel is preparing to raise prices on its…
