Materials technology firm Coherent Corp is scaling its silicon carbide production to 300mm wafers. The move is a direct response to the soaring power and thermal demands of modern AI data centers.
Intel has scrapped plans to spin off or sell its Networking and Edge Group (NEX). The company now says the unit is better off staying in-house to integrate with its broader AI and data center plans.
A new Dell laptop leak shows the company might be tweaking its product names again, just a year after a major overhaul. The same benchmark also gives us a first look at the performance of Intel’s upcoming Panther Lake CPU and its Xe3 integrated graphics.
Nvidia is making a massive $2 billion strategic investment in electronic design automation giant Synopsys. The partnership aims to revolutionize chip design by deeply integrating Nvidia’s CUDA, AI physics, and Omniverse platforms into Synopsys’s core engineering software.
The public feud between chipmaker Nexperia and its parent company Wingtech has escalated with new accusations of secret supply chain plans. At the heart of the conflict is a $300 million expansion in Malaysia and a goal to source 90% of production outside China by mid-2026. This corporate battle has
AMD is reportedly preparing additional Radeon AI PRO R9000 “RDNA 4” GPUs beyond the existing R9700 model. The newly spotted R9700S and R9600D variants suggest expansion into mobile and potentially Chinese markets. These discoveries come from AMD’s own support pages and Linux driver documentation.
Nvidia’s $4.3 trillion valuation rests entirely on chips made in Taiwan by TSMC. With 90% of advanced chips coming from one geopolitically risky location, the entire AI boom faces a massive vulnerability that investors are ignoring.
Nvidia shares fell over 6% total despite reporting blowout earnings that beat expectations. The world’s most valuable company is experiencing profit-taking after soaring 31% year-to-date, while broader markets stabilize on Fed rate cut hopes.
SK Hynix is dramatically expanding DRAM production to meet AI industry demands, planning an eightfold increase by 2026. However, even this massive capacity boost won’t be enough to ease the ongoing memory shortage affecting data centers and AI projects worldwide.
The Defense Department is funding ElementUSA to extract critical minerals from industrial waste streams. This $29.9 million project aims to reduce US dependence on China for materials essential to fighter jets and missiles. The approach could transform how America secures its defense supply chain.
