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China's YMTC aims to become the world's largest NAND maker by the end of 2027, report says
By Luke James Published
The target would require YMTC to nearly double its market share in 16 months.

Trump administration weighs expanding chip tariffs to laptops, consoles, and servers, report claims
By Luke James Published
The Trump administration is weighing a second round of semiconductor tariffs that would extend duties beyond chips to products built with them.

Hot Chips 2026: Cerebras lays out the future of wafer-scale AI
By Jeffrey Kampman Published
Premium You're gonna need a bigger chip.

Many talks between data center developers and local governments are wrapped in secrecy behind non-disclosure agreements
By Jowi Morales Published
People have the right to know.

Glass substrate roadmaps examined — Absolics in final qualification and a first product that keeps slipping
By Luke James Published
Premium Glass-core substrates, the replacement for organic chip packaging that Intel promised in September 2023, are now in final qualification but still not in a single commercial product

Nvidia expects to sell $20 billion worth of Vera Rubin hardware this quarter
By Anton Shilov Published
Nvidia expects Vera Rubin to become its fastest-ramping data center AI platform as it projects sales of Vera Rubin hardware to hit 20% of data center revenue in its third fiscal quarter.

EPA faces lawsuit over claims it fast-tracked approval of toxic 'data center chemicals'
By Jowi Morales Published
These chemicals are crucial for semiconductor manufacturing, but they must also come with a lot of safety rules to prevent them from leaking out and poisoning the environment.

Nvidia to buy Hugging Face for $12.9 billion, report claims
By Anton Shilov Published
Nvidia reportedly plans to buy Hugging Face at a price that exceeds its revenue by over 80 times, making it a major strategic investment in AI ecosystem.
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