INTEL CEO Lip-Bu Tan: The company is researching new memory architectures and 3D stacking solutions for CPUs and memory.
Samsung introduced Claude into the chip development, reducing some verification tasks from a month to two days.
Synopsys became the world’s first company to validate its HBM4 IP test chip, laying the foundation for next-generation AI computing power and HPC platforms.
Tesla’s Terafab project has posted nine engineering positions in Taiwan, requiring applicants to have more than five years of experience in advanced chip manufacturing processes.
Tower Semiconductor and OpenLight have expanded the PH18DA photonics ecosystem, accelerating the development of photonic integrated circuits.
CoreWeave warns that abandoning NVIDIA chips could require a significant investment of time and money.
Lenovo CEO: Plans to launch AI PC with NVIDIA RTX chip in late 2026.
Electricity and labor bottlenecks will continue to constrain computing power supply in the coming years. Morgan Stanley
