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Stories from SK Hynix come first, newest first, then stories from connected topics (Samsung, HBM, memory chips, Semiconductors, AI Chips & Compute, DRAM), each labelled with where it comes from. This view is not indexed by search engines.

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Musk Sets ‘Very Aggressive’ Terafab Dates and a 13GW SpaceX Compute Goal

Musk says SpaceX expects about 3GW of compute by year-end and 10GW more in 2027, with a first Terafab test chip by mid-2027. All are targets.

NVIDIA Says DSX POD Can Bring AI Factories Online in 14 Days

NVIDIA's DSX POD ships Vera Rubin AI data centres pre-built in containers, which it says cuts on-site deployment from six months to as little as 14 days.

Synaptics Launches Astra SR200 ‘xMCU’ Chips With Google’s Coral NPU

Synaptics' Astra SR200 xMCU chips pair Google's Coral NPU with Arm Cortex-M85 and M52 cores for on-device AI, at 200-400 GOPS. No price or ship date.

Qualcomm Plans Global Job Cuts After Staff Reviews, Memo Seen by Reuters Says

Qualcomm will cut jobs worldwide in a "performance-focused reduction", CEO Cristiano Amon told staff in a memo seen by Reuters. No headcount was given.

Google Open-Sources TorchTPU, Making TPUs a Native PyTorch Option

Google has open-sourced TorchTPU, its native PyTorch stack for TPUs built with Meta, and released llm-d 1.0, an open Kubernetes stack for AI inference.

Chinese Giants Order 3mn+ Nvidia RTX PRO 5500s, Reuters Says

ByteDance, Alibaba and Tencent ordered over 3mn Nvidia RTX PRO 5500 cards worth 5bn+, Reuters sources say. Nvidia warns it may not fill them.

Japan Is Months From Running Out of Yttrium as China Squeezes Supply, FT Reports

Japan's yttrium supply has stalled as China curbs exports; a ministry official tells AFP shipments fell sharply, while Beijing defends its controls.

Modal to Run Sandboxes on NVIDIA Vera CPUs After Early Tests

Modal plans NVIDIA Vera CPUs for Sandboxes after early tests showed up to 2x throughput. Serial gains not always; no rollout date. Mixed fleet via Reuters.

Scripps Research Gets Over 14 Million GPU Hours From Huang Foundation

Scripps Research gets more than 14 million GPU hours from the Huang Foundation via CoreWeave/NVIDIA. In-kind; no dollar value.

doubleAI Opens Early Access to Maxwell, AI That Rewrites Running Code

doubleAI opened early access to Maxwell, a Code Execution Model that rewrites binaries as programs run. Speed-ups are company claims.

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