Artificial intelligence, professionally covered
The chip layer decides who can build frontier AI. This hub covers GPU roadmaps, custom accelerators from hyperscalers, foundry capacity, export controls and the AI silicon startup wave.
A company that has raised over a billion dollars does not have a Series A. The label, the halved valuation and the identity of the lead investor all point at the same thing.
1h ago
Two loss figures are in the same filing and they tell different stories. The gap between them is the IPO.
21h ago
Coupons climb from 4.600% to 5.500% out to 2036. The stated use of proceeds is general corporate purposes — and the cash is not on the balance sheet yet.
2d ago
The quarterly 13F shows a portfolio up from $18.4bn to $63.4bn — and identical share counts on every continuing position. The entire gain is mark-to-market.
2d ago
Chey Tae-won put US fab construction at roughly double the Korean cost, and said SK hynix aims to grow output about fivefold in ten years.
4d ago
The 96GB RTX PRO 6000 Blackwell launched at $8,565 in March 2025. The memory that made it desirable is being bought out from under it.
4d ago
CXMT passed Tencent at about RMB 3.54 trillion. The company it overtook is one of its customers, and had just disclosed a 176% jump in AI capex.
4d ago
Ultrafast runs GPT-5.6 Sol up to 14x faster than standard inference. It is the first time OpenAI has publicly put a frontier model on someone else's accelerator.
4d ago
A 14% share of bit shipments put the Chinese memory maker past Kioxia for the first time. The gap between the two rankings is the whole story.
5d ago
RMB 8.25bn of stock against RMB 6bn of half-year revenue. At a briefing the chief executive said the buying is planned against customer orders.
5d ago
The M890 is rated for inference on models up to 10 trillion parameters and already serves Kimi K3 and Qwen3.8-Max. Alibaba has not said what silicon is inside.
5d ago
A company vice-president put 5.5-reticle CoWoS above 98%, peaking near 99%, and mapped 14-reticle packages for 2028. Memory and substrates are the stated bottlenecks.
6d ago
Upsized from a proposed $15bn and priced at $95 a share. The release names no fab, no node and no project — only "general corporate purposes".
6d ago
The President ordered the Defence Ministry to clear Gwangju Air Base for a semiconductor complex. No operator, no capacity and no groundbreaking date have been named.
Aug 10, 2026
Six months from sub-60% to the threshold the industry calls a golden yield. The figure is an industry read, and the overtake everyone is quoting is a bank's projection.
Aug 10, 2026
NT$467.58 billion, a seventh straight month above 35% growth. The monthly release carries no segment split — every AI attribution around it is inference.
Aug 10, 2026
A half-year that beat all of 2025, a loss cut by 95.73%, and a board resolution to issue H shares. No timetable, size or valuation yet.
Aug 9, 2026
Revenue up 108% to 5.996bn yuan, and inventory up 67% to nearly half of total assets. The earnings are going into wafers, not cash.
Aug 9, 2026
A Section 232 proclamation adds 15% duties plus minimum import prices on polysilicon, ingots, wafers, cells and modules from 4 December. The justification names AI.
Aug 9, 2026
The widely quoted $900m is cumulative. The new money is a $700m Series C, raised to put optical I/O directly on the GPU package.
Aug 9, 2026
35.2 trillion won for a Yongin DRAM fab, 19.1 trillion for a Cheongju NAND fab. Neither touches the memory shortage that prompted them.
Aug 9, 2026
Taalas hard-wires one model per chip and changes two mask layers to swap it. AMD disclosed no price, and the deal is still waiting on regulators.
Aug 9, 2026
CXMT memory has entered notebooks from three global brands in limited volumes. The reason is not price — it is that AI data centres are consuming 70% of memory production and there is nothing else to buy.
Aug 6, 2026
At FMS 2026 in Santa Clara on 5 August, Samsung showed a 400-plus-layer V10 BV-NAND that is already in mass production, and two 3D memory architectures — zHBM and zNAND-O — that are not.
Aug 6, 2026
Job listings for a custom-silicon team are real and Anthropic acknowledges the plan. The Samsung foundry story around it comes from The Information, and no manufacturing agreement exists.
Aug 6, 2026
The specification defines a NAND tier that sits between HBM and the SSD inside an AI accelerator, reaching 512GB and up to 3TB/s. It was released through the Open Compute Project with Google and Tenstorrent in the consortium — and it is a document, not a product.
Aug 4, 2026
A 2.5-trillion-won facility in Haenam, led by Samsung SDS, with 40 megawatts approved. That is roughly a fiftieth of the gigawatt campuses the phrase "national AI centre" invites you to picture.
Aug 3, 2026
Supply-chain reporting puts 3nm at 180,000 wafer starts a month by early in the fourth quarter. It is the most concrete signal yet on 2027 accelerator volume — and not one number in it comes from TSMC.
Aug 3, 2026
The company is readying 400G and 448G interconnect on 2nm for the second half of 2027, aimed at TPU v10 and Meta's next accelerator. The reporting says "a key enabler for bidding" — which is not the same as a contract.
Aug 3, 2026
ChangXin Memory pushed its first LPDDR6 to the end of validation this week. The speed gap between it and SK hynix is the clearest single number anyone has put on what export controls cost.
Aug 3, 2026
