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Thursday 5 March 2026
Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads...

Thursday 5 March 2026
TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties
TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront...
Thursday 5 March 2026
PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

Thursday 5 March 2026
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
Wednesday 4 March 2026
Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus
Apple's latest Mac chips mark a structural shift in its silicon roadmap, introducing a new dual-die "Fusion Architecture" for Pro models and sharpening its focus on on-device AI, even...
Wednesday 4 March 2026
Apple unveils M5-powered MacBook Pro and MacBook Air with higher storage and AI focus
Apple refreshed its Mac lineup with M5-powered MacBook Pro and MacBook Air models, signaling a deeper push into on-device artificial intelligence and higher baseline specifications...
Tuesday 3 March 2026
Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry
At MWC 2026, Qualcomm outlined a strategy to pair advanced AI processing with next-generation wireless technologies, presenting new chips and systems intended to influence wearables,...
Tuesday 3 March 2026
Samsung reportedly moves up foundry break-even target to 2026
Samsung Electronics has reportedly brought forward the timeline for turning its foundry business profitable to 2026, accelerating an earlier target of 2027 and raising expectations...
Tuesday 3 March 2026
AI RAN prototypes promise uplink gains as vendors prepare MWC 2026
Keysight Technologies and MediaTek said they have jointly developed an AI-driven radio access network technology aimed at improving uplink performance and will debut a validated prototype...
Tuesday 3 March 2026
Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose,...
Tuesday 3 March 2026
Apple’s spring refresh bets on loyalty, not lift
Apple on March 2 unveiled the iPhone 17e and the latest iPad Air powered by the M4 chip, signaling a focus on performance, value, and ecosystem expansion amid a cooling global consumer...
Tuesday 3 March 2026
Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?
Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...
Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Japan's January PC shipments fall 15.9%, worst in 30 months, snapping 19-month growth streak
Japan's PC market began 2026 with an unexpected jolt, as shipments plunged at their fastest pace in 30 months, abruptly ending a 19-month streak of year-over-year growth and catching...
Monday 2 March 2026
Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most...