Archive snapshot · Semis
Sun, Sep 20, 9:30 PM ET
Nvidia invests $3.5B in MediaTek, company to adopt NVLink Fusion for custom AI accelerators
Nvidia is pouring $3.5 billion into MediaTek and expanding their partnership into custom AI infrastructure with NVLink Fusion, local AI computing, and automotiv
Tom's Hardware · +9 outlets
TSMC fab equipment demand nearly doubles in six months, 2026 CapEx toward $64B amid AI surge
TSMC's equipment requirements have nearly doubled in eight months as AI demand drives unprecedented fab expansion, though its 2026 CapEx budget has risen only a
Tom's Hardware · +1 outlets
Samsung teases HBM5 with twice the performance of HBM4E, targeting 4 TB/s per stack
Samsung expects HBM5 to deliver 4 TB/s of bandwidth per stack by the late 2020s, enabling AI accelerators with aggregated memory bandwidth around 100 TB/s.
Tom's Hardware · +1 outlets
Intel scraps 44-year-old 'Fellow' title for top scientists, replaces with 'distinguished engineers'
Intel eliminates hundreds of VP roles and replaces its Fellow title with distinguished engineer, requiring technical leaders to deliver measurable business resu
Tom's Hardware · +1 outlets
GoPro to expand into AI data centers after $285M merger with optical-photonics company Starman Optical
GoPro merges with Starman Optical in a deal worth at least $285 million, wiping out $92 million in debt and enabling US manufacturing and AI data center expansi
Tom's Hardware · +1 outlets
AI data center investment projected to hit $32 trillion by 2050, exceeding railways and internet
Data center infrastructure spending is forecast to exceed capital requirements for railways, electrification, or the internet, with GPU upgrades every four to s
Tom's Hardware · +1 outlets
China's EUV technology at similar stage to ASML in 2004, analyst claims, well behind Western rivals
Despite rumors, there is no evidence Chinese lithography makers can produce immersion scanners in quantity, and Beijing remains well behind Western rivals.
Tom's Hardware
Mercedes spinout Athos closes doors after failing to secure financing for chiplet technology
The startup spun out from Mercedes was unable to secure financing to continue commercializing its chiplet-based technology.
Eetimes · +1 outlets
Hybrid bonding in 2026: TSMC at 6 microns, HBM delay nobody expected
Hybrid bonding, the copper-to-copper joining technique replacing solder microbumps in 3D chip stacks, is in high-volume production on logic but freshly postpone
Tom's Hardware · +1 outlets
RPCS3 emulator devs slam Nvidia DLSS 5 as 'AI-slop generator', say industry hides lack of optimization
RPCS3 developers criticize modern temporal upscalers as difficult to implement in PS3 emulation, as modders continue experimenting with the leaked DLSS 5 DLL.
Tom's Hardware · +1 outlets
Early DLSS 5 performance tested with community mods, 12V-2x6 connector limits RTX 5090
DLSS 5 officially launches later this week, but early testing with community mods on the RTX 5090 reveals performance drops and extra power draw constrained by
Tom's Hardware · +1 outlets
Nexus Mods acquires SteamDB after 13 years, promises no ads or paywalls
Nexus Mods takes SteamDB under its wing with promises to keep the site ad-free and non-paywalled, and to enable smarter mod-update tracking.
Tom's Hardware · +1 outlets
AI is reshaping the global semiconductor patent landscape, from Nvidia's CUDA moat to China's filing surge
AI is turning chip patents into a geopolitical battle for dominance, with Nvidia's CUDA ecosystem and China's patent surge at the center.
Eetimes · +1 outlets
Indian startup HrdWyr builds AI-native SoCs for power management, motor control, physical world applications
HrdWyr is developing AI-native SoCs for applications where AI meets physical systems, including power management and motor control.
Eetimes · +1 outlets
Tape companies ship 160 exabytes of storage in 2025, Q1 2026 capacity up 57% YoY driven by AI
Tape storage shipments are surging due to AI data demands, with LTO-9 momentum and early LTO-10 uptake driving 57% year-over-year growth in Q1 2026.
Tom's Hardware · +1 outlets
Chinese supercomputer maker Sugon reveals 'world's first' 64-thread mobile workstation for AI
Sugon teases an upcoming mobile workstation with a 64-thread domestic CPU and mystery GPU with 16GB of VRAM, promising cloud-level AI performance.
Tom's Hardware · +1 outlets
Acer launches seven new gaming monitors across Nitro and Predator families, including 1,000 Hz panel
Acer's new lineup includes tri-mode panels, QD-OLEDs, Mini LEDs, and a 1,000 Hz 1080p gaming monitor.
Tom's Hardware · +1 outlets
Alienware launches new QD-OLED gaming monitors: 4K 165 Hz and 1080p 560 Hz panels
Dell's Alienware AW3226Q and AW2527HX QD-OLED gaming monitors target two different segments of the market with high refresh rates and pixel density.
Tom's Hardware · +1 outlets

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