Semiconductors - Page 15
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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Etched’s $40–50B talk: early offers, anonymous sources only
TechCrunch, citing anonymous sources, says AI chip startup Etched is reviewing early funding offers at roughly $40–50 billion valuation. Etched declined to comment; the talks are unverified.
Samsung Targets 800M Galaxy AI Devices in 2026, Mostly Gemini-Powered
Samsung plans to double devices with Galaxy AI, largely powered by Google's Gemini, to 800M in 2026. The Galaxy S26 also offers Bixby and Perplexity.
Google’s TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip Market
Google's TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip MarketSometimes the most disruptive innovations aren't hardware. They're algorithms.Google just announced TurboQuant—a new AI...
NVIDIA GTC 2026 Preview: What Jensen Huang Will Announce Tomorrow
NVIDIA GTC 2026 Preview: What Jensen Huang Will Announce TomorrowNVIDIA's biggest event of the year kicks off Monday. With Tesla challenging their dominance and AI agents demanding...
Nvidia’s New AI Chip Needs 288GB of RAM. Here’s Why That’s a Problem.
Nvidia Rubin requires 288GB of RAM — 800% more than a high-end PC. As AI chips demand exponentially more memory, two Korean companies control the supply. Here is what that means.
Want US AI Chips? Build a US Data Center First. Washington’s New Export Playbook.
The Trump administration is drafting new AI chip export rules that would require foreign buyers to invest in US data centers as a condition of purchasing large...
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