Anton Shilov
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Micron's next-generation 3D NAND to double bit density with over 400 layers, offering extreme performance — G11 3D NAND promises 42 Gb/mm2 and blistering 5,400 MT/s interface speed
But can it make client SSDs cheaper and more capacious?
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Solidigm confirms plans to build a fab in the US, abandons IPO plans — unfavorable stock market conditions and semiconductor share price trends reasons given
Could strong enterprise SSD margins enable SK hynix to finance Solidigm's expansion without outside investors?
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Intel installs production tools at Fab 62 in Arizona, provides updates on Ohio chip fab — confirms High-NA EUV for High Volume Manufacturing in 2028
Intel's American semiconductor operations are a step or two ahead of the competition.
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Micron's Taiwan union will launch a one-day strike this week, threatening memory production — workers demand concrete terms for 2026 bonus and clearer profit-sharing arrangements
The strike will take place at the company's Taoyuan facility.
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Modal taps Nvidia Vera CPUs after firm's internal tests show 2x throughput over Intel and AMD chips — AI agentic workflows said to favor Arm chips, but firm will keep x86 chips deployed in heterogeneous server fleet
Modal plans to use Nvidia's Vera CPUs due to performance advantages, but will keep AMD and Intel CPUs in the fleet.
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China startup demoes prototype EUV light source — 15W of output power and 90% domestic components, still years away from viability
And will not demo one for many years to come.
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DRAM
DRAM reviews, news and features, created for the hardcore PC enthusiast by the experts at Tom's Hardware.
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Elon Musk calls out memory makers over 'extortionate' chip pricing, says Micron is playing smart for long-term loyalty — yet Micron is pulling in 90% margins on consumer RAM
Praises Micron, despite its 81% gross margin.
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Qualcomm wins architecture breach verdict against Arm but gets just $2 — judge could still suspend royalty fees for five years
But the fight is far from over.
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Terafab will reportedly receive its first ASML EUV tool in mid-2027
Elon Musk may prefer FEL light sources, but Terafab will start with proven tech.
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Diamond-infused watercooling coldplates for 2,300W Nvidia Rubin drop temps by up to 22C — bespoke Frore LiquidJet Diamond cooling tames 770 W/cm² hotspots
Bespoke coldplates for custom servers.
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GlobalFoundries unveils 7nm-class FDX Fusion node — FD-SOI node doubles 22FDX transistor density, comes 7 years after firm abandoned FinFET
FDX Fusion to address emerging devices that need high integration, cost efficiency, low power consumption, and decent compute performance.
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SoftBank seeks $100 billion for AI-refined projects from Middle Eastern investors — fund would be used to acquire companies and improve their operations using artificial intelligence and robotics
Expects AI and robotics to improve balance sheets of established companies.
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Kioxia unveils E1.L SSDs for hyperscalers with up to 122.88TB capacity — extreme density meets compact form factor
When compactness weds density.
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AMD seeks 'broader partnership' with Samsung as it looks to secure memory supply — Samsung reportedly 'hopes to turn its memory supply relationship with AMD into foundry' orders for logic chips
Order more chips at Samsung Foundry, get more HBM4 stacks for AI accelerators.
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GlobalFoundries to produce silicon interposers for TSMC's CoWoS in the US — Five-year agreement valued at $2 billion
GloFo becomes TSMC subcontractor.
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Ukrainian drones hit Russia's Yandex data centers housing two top supercomputers — major outage follows retaliatory strike
Many domestic services went down after the drone attack.
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Musk rejects rumors of TSMC takeover of Terafab — Intel reaffirms 14A node deal as Musk floats cleanroom 'sublease'
Musk wants to run Terafab all by himself.
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China stockpiled 343 immersion DUV tools for advanced chipmaking — report claims 270 ASML scanners can produce 7nm processors without sanctioned EUV tools
China, apparently, has significant immersion DUV capability.
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Amazon ends secret data center pacts and pledges $1 billion to host towns — AWS promises 30,000 home efficiency retrofits amid 100 proposed bans
It will also invest more than $1 billion over five years in communities hosting its facilities.
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Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration — Intel is the only other named partner, Terafab to exclusively supply Tesla, SpaceX, and xAI
Musk confirms the talks, TSMC remains silent.
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Toshiba to double HDD production capacity amid devastating shortages — 65TB, 100TB drives on the roadmap for 2030 and beyond
Toshiba reiterates plans to release 30TB-class HDDs, double HDD production capacity in Philippines in in 2027.
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Micron lawsuit claims sanctioned Chinese memory maker YMTC poached its engineers, then sued it using its own stolen tech — ex-employees hid roles on LinkedIn, patented Micron tech, and won a German injunction
Some of YMTC's patents can actually belong to Micron, the company alleges.
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Storage
Storage reviews, news and features, created for the hardcore PC enthusiast by the experts at Tom's Hardware.
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Intel's next-gen Nova Lake platforms pass compliance at USB and PCIe standards bodies as launch looms — PCI-SIG and USB-IF give their stamp of approval
Setting the stage for next-generation platform.
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Tech Industry
Discover more about Tech Industry with insights from the experts at Tom's Hardware.
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Intel expects 14A to be 'within 5%' the performance of TSMC's A14 — conservative forecast clashes with 18A's frequency lead and promised 20% gains
Which does not sound too good given prior projections.