Archive snapshot · Semis
Thu, Sep 3, 9:32 AM ET
Nvidia pours $3.5B into MediaTek, company will adopt NVLink Fusion for custom AI accelerators
Nvidia's massive investment in MediaTek signals a deepening partnership into custom AI infrastructure, local AI computing, and automotive platforms, expanding t
Tom's Hardware · +7 outlets
TSMC fab equipment demand nearly doubles in six months, AI surge pushes 2026 CapEx toward $64B
AI-driven demand for advanced chips is causing TSMC's equipment needs to surge, straining tool supply and pushing capital spending higher.
Tom's Hardware
Nvidia DLSS 5 launches September 3 with NBA2K27, available on all RTX 50 series GPUs
Nvidia's controversial DLSS 5 upscaling and frame generation technology officially launches, drawing both developer criticism over AI reliance and community tes
Tom's Hardware · +1 outlets
Samsung teases HBM5 with twice the performance of HBM4E, targeting 4 TB/s per stack
Samsung's ambitious HBM5 roadmap aims for 4 TB/s bandwidth per stack by late 2020s, potentially enabling AI accelerators with aggregated memory bandwidth around
Tom's Hardware
AI data center investment projected to hit $32 trillion by 2050, exceeding railways and electrification
A long-term projection forecasts AI data center infrastructure spending will surpass historic capital requirements for railways, electrification, or the interne
Tom's Hardware · +1 outlets
Intel scraps 'Fellow' title for top scientists, changes standard of technical leadership
Intel eliminates its long-standing Fellow title for technical luminaries, requiring top scientists to deliver measurable business results and strategic impact a
Tom's Hardware · +1 outlets
China's EUV technology at a similar stage to ASML in 2004, analyst claims
Despite Chinese semiconductor ambitions, analysts assess Beijing's EUV lithography remains well behind Western rivals, with no evidence of volume immersion lith
Tom's Hardware · +1 outlets
Mercedes spinout Athos closes its doors after failing to secure financing
The chiplet-based technology startup spun out from Mercedes could not secure the funding needed to continue commercializing its semiconductor technology.
Eetimes · +1 outlets
Hybrid bonding roadmap: TSMC at 6 microns, HBM delay surprises industry
Hybrid bonding is in high-volume production for logic chips but faces unexpected delays on memory stacks, impacting the 3D chip stacking roadmap.
Tom's Hardware · +1 outlets
GoPro merges with Starman Optical in $285M deal to enter AI data centers, move manufacturing to US
GoPro acquires optical-photonics company Starman Optical to wipe out debt, expand into AI data center infrastructure, and bring camera manufacturing back to the
Tom's Hardware
Tape companies shipped 160 exabytes of storage in 2025, AI data demands drive 57% Q1 2026 growth
AI-driven data growth is reviving tape storage, with capacity shipments rising 57% year-over-year in Q1 2026 as LTO-9 and early LTO-10 adoption accelerate.
Tom's Hardware · +1 outlets
Chinese supercomputer maker Sugon reveals 64-thread mobile workstation for AI
Sugon teases a mobile workstation with a 64-thread domestic CPU and mystery 16GB GPU, targeting AI workloads and cloud-level performance claims.
Tom's Hardware · +1 outlets
Researchers trick Fortune 500 AI agents into running arbitrary code via llms.txt attack
Supply-chain attack using public llms.txt guidance files demonstrates how AI agents can be manipulated into executing arbitrary code, highlighting new security
Tom's Hardware · +1 outlets
AI is reshaping the global semiconductor patent landscape, Nvidia's CUDA moat and China's filing surge
AI is turning chip patents into a geopolitical battleground, with Nvidia's CUDA ecosystem and a surge in Chinese patent filings reshaping the competitive landsc
Eetimes · +1 outlets
FBI investigating leak of 153 million US and Canadian driver's licenses on Russian cybercrime forum
A massive data leak traced to a Louisiana ID-authentication service exposes driver's licenses including that of US Secretary of Defense Pete Hegseth.
Tom's Hardware · +1 outlets
Nexus Mods acquires SteamDB after 13 years, promises no ads or paywalls
Nexus Mods brings SteamDB under its wing, committing to keep the popular Steam analytics database ad-free and non-paywalled.
Tom's Hardware · +1 outlets
Sir Robin Saxby, founding CEO of Arm, reflects on AI, geopolitics, and retirement
In an exclusive interview, the founding CEO of Arm discusses industry transformation driven by AI, geopolitical tensions, and supporting new startups in retirem
Eetimes
Manufacturing growth slows in August amid supply chain and cost pressures
US manufacturing grew for the eighth straight month in August but at a slower pace as supply chain and cost constraints weighed on the sector.
Eetimes

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