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Semiconductors
35 posts
Semiconductor industry coverage, including chips, lithography, foundries, memory, packaging, chipmaking equipment, export controls, supply chains, and the hardware behind AI and modern computing.
Google Adds Secure TPU 8tx and Dual-Chip 8i Max, but Leaves Pricing Open
Google’s TPU 8tx protects data in use, while 8i Max doubles compute and memory bandwidth. Pricing, regions and availability remain undisclosed.
Apple’s $114.5B Quarter Comes With a Siri AI Cost Warning
Apple posted record $114.5 billion revenue, but rising memory prices and server-side Siri AI costs will squeeze holiday margins. Here are the numbers and what to watch.
Marvell Will Buy Lumentum for $115B in an AI Optics Megadeal
Marvell’s $115 billion all-stock Lumentum acquisition would combine AI chips, switches, lasers and optical links. Here are the deal terms, technical logic and 2028 closing risks.
Anduril BlueChip Laptop: What ‘Built in America’ Really Means
Anduril and Qualcomm's BlueChip is a rugged U.S.-built laptop planned for 2027. Its 90% sourcing figure needs context before buyers call it domestic.
Meta’s $97.5B AI Financing Pulls Nvidia and AMD Into the Cap Table
Meta priced $37.5 billion of immediate financing and plans a possible $60 billion Class C program as Nvidia and AMD invest in their own major AI customer.
Meta Runs Google TPUs in Production as TorchTPU Opens the Stack
Meta is serving production AI workloads on Google TPUs through TorchTPU. Here is what the PyTorch-native stack supports, where it remains uneven, and what teams should test.
Microsoft Maia 300: Specs, 2027 Rollout, and What the Claims Mean
Microsoft’s Maia 300 packs eight HBM4 stacks into a 950W accelerator and 96 chips into a 167kW rack. Here’s what its 2027 rollout means.
AMD’s $8.2B World Labs Deal Is a Bet on AI Beyond Language
AMD is buying Fei-Fei Li’s World Labs for $8.2 billion. The strategic prize is a model lab that can shape future chips, robotics simulation, and the physical AI stack.
Alibaba’s Zhenwu V900 Turns China’s AI Push Into a Full-Stack Scale Test
Alibaba’s Zhenwu V900 pairs 216 GB of memory with a Qwen 4 roadmap and a 20 GW cloud target. Here is what is shipping, what remains a claim, and what buyers should verify.
Dell’s $95B AI Server Backlog Turns Compute Demand Into a Delivery Test
Dell reported $60.9 billion in AI server orders, $16.4 billion in AI-optimized server revenue, and a $95 billion backlog in its fiscal second quarter. The numbers show how AI infrastructure demand is moving from GPU hype into a harder test of supply chains, racks, storage, networking, and delivery schedules.