Foundry hikes prices up to 15% as AI demand strains 4nm, 5nm, and 8nm capacity In sum – what we know: Samsung Foundry has raised prices for some of its advanced contract …

Google gets a Marvell stock warrant worth up to $12.2 billion In sum – what we know: Marvell Technology and Google have agreed to co-design custom semiconductor products for Google’s tensor processing …

Feynman could make Nvidia A16’s first major customer In sum – what we know: Nvidia is reportedly designing its next-generation “Feynman” GPUs to debut on TSMC’s A16 node — a 1.6nm-class process …

Reported AMD tie-up pairs Google TPU matrix engines with x86 CPU cores In sum – what we know: Google has settled into a pretty quick cadence when it comes to …

Taalas chips run one model each, but claim vastly faster inference In sum – what we know: AMD is buying its way deeper into AI inference. The company has announced …

The move shifts from rumor to a dedicated in-house silicon effort In sum – what we know: Anthropic is officially building an in-house team to design custom AI chips for …

More than 40 vendors join Storage-Next, but Nvidia owns the stack In sum – what we know: Nvidia has formally launched its Storage-Next initiative at the Future of Memory and Storage event, …

Marvell’s four-tier KV cache architecture spans SSDs, CXL pooling, and optical fabric In sum – what we know: Marvell Technology has unveiled a new AI memory and storage infrastructure portfolio at the …

The London startup pairs photonic interconnects with on-chip SRAM to rethink AI inference In sum – what we know: New AI chip companies seem to have been popping up a …

The foundry has tapped substrate maker Kinsus to scale its silicon-bridge quasi-EMIB In sum – what we know: TSMC is reportedly building its own answer to Intel’s EMIB. According to …