Semiconductors – Kernel Sesias

1 Dicembre 2025Tecnologia

Industry’s first TSMC COUPE-based optical connectivity solution for next-gen AI chips displayed — Alchip and Ayar Labs show future silicon photonics device

At TSMC’s European OIP forum this week, Alchip and Ayar Labs demonstrated a fully integrated, in-package optical I/O engine built on TSMC’s […]

1 Dicembre 2025Tecnologia

NAND wafer shortages push November contract prices up by over 60% — market tightens as hyperscalers purchase capacity for AI data centers

TrendForce reported on December 1 that NAND Flash wafer supply tightened sharply in November as AI workloads and enterprise SSD orders continued […]

30 Novembre 2025Tecnologia

Micron plans $9.6 billion HBM fab in Japan as AI memory race accelerates

Micron is preparing a major expansion of its Hiroshima operations to build a dedicated high-bandwidth memory (HBM) facility, according to a report […]

28 Novembre 2025Tecnologia

China claims domestically-designed 14nm logic chips can rival 4nm Nvidia silicon — architecture leverages 3D hybrid bonding techniques for claimed 120 TFLOPS of power

At the ICC Global CEO Summit in Beijing, China Semiconductor Industry Association vice chairman Wei Shaojun claimed that a new domestically designed […]

26 Novembre 2025Tecnologia

Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia’s dominance — Alphabet’s biggest challenge is widespread adoption

Nvidia has broken its silence following reports that Meta is in advanced discussions to spend billions of dollars on Google’s custom Tensor […]

21 Novembre 2025Tecnologia

Huawei’s Ascend AI chip ecosystem scales up as China pushes for semiconductor independence — however, firm lags behind on efficiency and performance

Huawei’s in-house Ascend processors and their surrounding supplier network are being positioned as the foundation of a national effort to build an […]

17 Novembre 2025Tecnologia

PC hobbyist charged $684 in tariffs on $355 shipment of parts as low-value import exemptions vanish – de minimis exemption expiration poses big problems for the holiday season

A PC hobbyist says he was hit with a $684 tariff bill on a $355 shipment of retro computing parts, in what […]

14 Novembre 2025Tecnologia

YMTC moves ahead with third chipmaking fab in Wuhan despite U.S. sanctions — blacklisted Chinese chipmaker bets big on memory

Yangtze Memory Technologies Co. (YMTC), China’s top NAND flash manufacturer and one of the most heavily scrutinized names in the chip war, […]

13 Novembre 2025Tecnologia

Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it ‘impossible to get a new iPhone for three years’

As Taiwan ups defense spending and invests in air defenses to fend of possible missile attacks as part of a foreign invasion, […]

8 Novembre 2025Tecnologia

Chipmaking industry pushes back on U.S. Patent Office considering imposing annual fee based on assessed value — “tax on innovation” draws strong opposition from Semiconductor Industry Association

The Semiconductor Industry Association (SIA) just released an open letter addressed to John A. Squires, the Director of the U.S. Patent and […]