Semiconductors - Page 13
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
Stories from Semiconductors come first, newest first, then stories from connected topics (AI Chips & Compute, memory chips, TSMC, Samsung, AI chips, chip supply chain), each labelled with where it comes from. This view is not indexed by search engines.
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Cisco Unveils Silicon One G302 Top-of-Rack Chip as Microsoft and Alibaba Put Its P200 Into Production
At OCP 2026 Cisco unveiled the Silicon One G302 top-of-rack chip, said Microsoft and Alibaba run its P200 in production, and began shipping G300 systems.
Meta Says It Turns Idle AI Inference Capacity Into Better Ads Recommendations
Meta's engineers describe a shared opportunistic capacity pool that uses idle inference capacity to rank more ads and serve stronger models.
Credo Unveils a 1.6T Optical Cable for AI Data Centre Rows. It Ships in 2027
Credo's 1.6T ZeroFlap Active Light Cable is an optical link for AI data centres, rated for 12W per cable-end and up to 50m. It ships in 2027.
NVIDIA Opens Vera Rubin Rack Designs to OCP as Meta Adopts Spectrum-6
At OCP, NVIDIA contributed Vera Rubin rack designs via MGX 1.2 (up to 250kW racks), a Vera CPU rack spec, and said Meta is adopting Spectrum-6 switches.
AMD Introduces Helion, an Open Rack Design for Agentic AI With Up to 32,768 CPU Cores
AMD unveils Helion, an open OCP-based rack blueprint for agentic AI with up to 32,768 EPYC CPU cores. AMD says it is planned for November 2026.
Microsoft Unveils Maia 300 and Plans Multi-Gigawatt Maia Deployments From 2027; Maia 200 Is Now in Production
Microsoft unveils Maia 300 and says Maia will scale to multi-gigawatt deployments from 2027 as its main inference system. Maia 200 is in production.
Anthropic Reportedly Has an Unannounced Multiyear Cloud Deal With IREN, The Information Says
Anthropic reportedly has an unannounced multiyear cloud deal with IREN, The Information says. Neither firm has commented; value and length undisclosed.
Broadcom and Intel CEOs Say Capital May Be AI’s Biggest Constraint
Broadcom's Hock Tan and Intel's Lip-Bu Tan told a DBS forum in Singapore that capital, not chips, may limit AI as demand still outruns supply.
Nebius Signs as First Customer of VOLT’s Planned AI Gigafactory in the Port of Rotterdam
Nebius has signed for a large share of the computing power at VOLT's planned EUR 7bn Rotterdam AI gigafactory. The project is not financed yet.
Circana: US Xbox Sales Down 33%, PlayStation Down 25% Through August
Circana analyst Mat Piscatella says US Xbox unit sales are down 33% and PlayStation down 25% year to date through August. Prices are Tom's Hardware's.
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