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Chips & Semiconductors

78 posts
Conceptual silicon floorplan with copper pathways and translucent layers suggesting successive design iterations
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  • Chips & Semiconductors

Ricursive’s Chip-Design Strategy Extends Beyond Faster Floorplanning

  • October 15, 2026
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Ricursive's wider automation goal builds on AlphaChip's placement history, but completed chip designs require evidence beyond an intermediate layout result.
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A scientist examines a luminous stack of advanced memory layers inside a semiconductor mini-fab
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  • Chips & Semiconductors

Kepler Bets Existing Fabs Can Ease the AI Memory Bottleneck

  • September 9, 2026
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Kepler Computing says new materials and three-dimensional stacking can produce denser memory without leading-edge lithography, but volume manufacturing remains unproven.
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A compact semiconductor fab canister carrying wafers is mounted on a rocket in low Earth orbit
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  • Chips & Semiconductors

Besxar Tests Semiconductor Manufacturing on Rocket Flights

  • September 9, 2026
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The startup is using reusable rocket missions to test wafer processing in space, but meaningful production depends on frequent low-cost launches and reliable returns.
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Cleanroom engineers use a private AI inspection system beside a semiconductor wafer
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  • Chips & Semiconductors

Samsung Brings Mistral Models Inside Its Chip Fabs

  • September 9, 2026
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Samsung plans to run Mistral models on premises for defect detection, equipment tuning and chip engineering while keeping sensitive factory records inside its infrastructure.
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Custom AI processors connected through high-speed links inside rack-scale data-center infrastructure
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  • Chips & Semiconductors

Nvidia Invests $3.5 Billion to Keep Custom AI Chips Inside Its Stack

  • August 31, 2026
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Nvidia's MediaTek investment extends its data-center influence into custom silicon as major AI customers develop alternatives to standard GPUs.
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A mobile application is compressed into a limited memory module while large AI data centers draw capacity in the background
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  • Chips & Semiconductors

AI Memory Shortage Pushes Google to Tighten Android App Rules

  • August 27, 2026
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Google is adding memory-use thresholds and optimization requirements for Android apps as AI data-center demand tightens hardware supply.
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Millions of next-generation AI processors flow into a large cloud data center and connected robotics operation
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  • Chips & Semiconductors

Amazon Adds Two Million Nvidia GPUs to Its AI Infrastructure Plans

  • August 27, 2026
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AWS will deploy two million more Nvidia GPUs in 2027 and 2028 while extending the partnership into networking, models, robotics and edge computing.
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A purpose-built inference processor glowing inside a high-density AI server system
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  • Chips & Semiconductors

OpenAI Claims Jalapeño Chip Raises Inference Efficiency

  • August 25, 2026
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OpenAI's first Jalapeño benchmarks claim higher user throughput and efficiency, but meaningful deployment is not expected until 2027.
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Unbranded AI accelerator modules sit beside a dense inference computing rack
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  • Chips & Semiconductors

Etched’s $21B Valuation Turns Inference Hardware Into a High-Stakes Bet

  • August 18, 2026
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Etched has raised $700 million at a $21 billion valuation as it expands from accelerator chips into complete systems for frontier-model inference.
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AI accelerator chips inside a hyperscale cloud data center
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  • Compute & Infrastructure
  • Chips & Semiconductors

Microsoft Expands Azure AI Infrastructure With AMD’s Latest Silicon

  • July 24, 2026
Microsoft is expanding Azure’s AI and high-performance computing portfolio with new systems based on AMD’s latest processors and accelerators. The announced lineup includes HDv2 virtual machines with almost 500 physical…
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