Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028

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Kimi K3 rocks the AI industry as Moonshot AI undercuts closed-source American competitors on price — but the huge 2.8T open-weight model still needs serious hardware to deploy at scale Intel Intel Micron commits $500 million to GlobalWafers Anthropic says it can read Claude Elon Musk receives FTC greenlight to buy Mesh Optical as interconnects emerge as AI SiPearl South Korea Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases U.S. PC shipments drop 7%, market isn Chinese Z.ai The AI tokenmaxxing party is crashing over spiraling costs — leaked consulting firm audio suggests no one is sure how to measure AI effectiveness US Secures Netherlands for Pax Silica Alliance in key win for strategic chip alliance — tension remains over MATCH Act restrictions Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86 Post-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough tech — imec, ASML, and TSMC fab complementary 2D-material transistors at 50nm pitch on a 300mm wafer US pulls the Marvell details vision of optically-interconnected data centers spanning across thousands of kilometers — new interconnects sampling later this year would allow CSPs to pool resources based on workload Nvidia's high-speed AI data center storage servers break cover, touting 2.9 petabytes of storage and extreme PCIe 6.0 performance — Wiwynn shows off SCADA server with GPU-accelerated storage AI is set to consume up to 600 billion gallons of water by 2030 — rising energy consumption primarily to blame as… Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's… Anthropic's warning over AI self-improvement has a hidden message — accelerating development requires more compute before companies ever risk losing control of frontier AI models Executives are cutting jobs for an AI future that hasn't fully arrived yet, even as productivity gains remain difficult to prove — data neither confirms nor refutes an AI unemployment apocalypse Jensen Huang says 'every edge device will become autonomous' — Nvidia maps one computing pattern from… AMD's Helios MI455X AI platform breaks cover, initial systems use UALink-over-Ethernet interconnects — AMD's Vera Rubin rival surfaces, but the downsides of Ethernet could hamstring performance Frore shows off LiquidJet Nexus coldplate for Nvidia Vera Rubin, other AI accelerators — offers up claimed 10% token generation boost over rival liquid-cooling solutions The rise of local agentic computing faces a brutal reality: rising DRAM prices — RTX Spark, Gorgon Halo chips subject to 63% DRAM contract price hike this quarter Astera Labs showcases 320-lane PCIe 6.0 switch for vendor-agnostic scaling in data centers — up to 80 accelerators… AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing IBM spins off America's first quantum chip foundry with $2 billion in federal and private funding — newly-minted 'Anderon' foundry to offer 300mm quantum wafer fab and manufacturing services Imec builds world's first High-NA EUV-fabricated quantum dot qubit device — breakthrough could pull quantum computing onto the same manufacturing roadmap as next-gen AI processors, compressing timelines Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain — key etching and cleaning material faces sharp cost increase amid trade disruption SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines — equipment makers post record revenue but falling margins Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead — Musk readies unified Blackwell-only Colossus 2 for frontier training and potential IPO Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC — plant to fill missing… Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027 White House reportedly considers mandatory government vetting of AI models before release — executive order under… Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose… Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the region Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited — efficient workers might be the solution to strained budgets Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand OpenAI and Microsoft Inside Google How a cavalcade of blunders gave unauthorized users access to Claude Mythos — restricted model accessed by third parties, thanks to knowledge from data breach Congress moves to strip the DoC of chip-export discretion with the MATCH Act — DUV lithography machines among those targeted in chipmaking tool crackdown Chinese chipmakers made record profit in 2025, despite slipping margins — U.S shipments fall 34% as Beijing shores up local chipmaking efforts Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions YMTC Anthropic Anthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviews A brief history of Denuvo DRM and the new hypervisor bypass — inside the cat-and-mouse game between Denuvo and the… Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill crucial market gap Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem… The global helium shortage is a direct threat to the chipmaking supply chain — disruption impacts critical processes, high-capacity HDDs, and alternative supplies are plagued by delays Analyzing Elon Musk's TeraFab — A step towards Tesla and SpaceX's partial vertical integration, or an… US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal — looming Chip Security Act may put a wrench into Huang The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasion Pentagon formalizes Palantir's Maven AI as a core military system with multi-year funding — platform's investment grows to $13 billion from $480 million in 2024 How Nvidia's $20 billion Groq 3 LPU deal reshapes the Nvidia Vera Rubin Platform — Samsung 4nm process serves as bedrock for SRAM-based AI accelerator chip Nvidia disputes allegation it is preparing a custom version of Groq inferencing chip for China [Updated] Examining Nvidia's 60 exaflop Vera Rubin POD — how seven chips underpin company's 40 rack AI factory… Meta's new MTIA lineup joins hyperscalers' unified push for dedicated inferencing chips — companies diversify AI chips in effort to diversify from sole reliance on Nvidia The ongoing Strait of Hormuz blockage will impact the semiconductor and AI industries with Aluminum, Helium and LNG shortages — and with no timeline for re-opening, supply chains face significant challenges IBM and Lam's new partnership paves the way toward sub-1nm logic using High-NA EUV — Albany lab to pioneer… OpenClaw AI agent craze sweeps China as authorities seek to clamp down amid security fears — adoption surges as state-run enterprises are barred from use Oracle and OpenAI's Abilene expansion saga detailed: 600MW expansion gets scrapped, as larger 4.5GW agreement… New Commerce Department AI export rules could be seismic change for CSPs and data center operators — buying American GPUs at scale means committing to building American infrastructure AI creates jobs, data from bank survey shows — companies with wide AI deployments and investments are more likely to be hiring than those that don't As Frank Yeary retires from Intel, the company picks an engineer to chair its board — Intel Foundry governance issues to be resolved, and looking back at the Yeary years Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains — Lumentum and Coherent investment to fund U.S. R&D and manufacturing facilities, supports capacity rights and future access 2026 will bring sharpest PC declines in over a decade — PC shipments to fall 10.4% ISSCC 2026: Rebellions details industry's first quad-chiplet AI solution with UCIe interconnects — claims Rebel100 AI accelerator equals the power of Nvidia H200 with lower power envelope Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon — AWS to become exclusive cloud distributor for Frontier enterprise platform ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower compute unit count — 'We are actually matching the performance of the more expensive and complex GB200' Inside Meta and AMD's $100 billion deal, and why AMD is giving up a slice of the company in return for GPU orders — Meta stays platform-agnostic as it develops AI compute strategy Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200 AI boosted US economy by 'basically zero' in 2025, says Goldman Sachs chief economist — 'We think there's been a lot of misreporting of the impact that AI investment had on GDP growth' OpenAI couldn’t finance its data centers, so it took control of the hardware instead — company's chip design aspirations lag behind Google and Amazon Trump tariff turbulence risks handing TSMC a win over American chip manufacturers — prior exemptions for onshoring manufacturing may hinder the likes of Intel US imports from Taiwan now exceed imports from China for the first time in decades — AI gold rush fuels 93.5% jump… Microsoft's Project Silica write-once storage could store terabytes of data for over 10,000 years — company explores two physical glass storage methods, so the glass-clad future of storage isn't coming anytime soon OpenAI aims to secure $100 Billion in latest funding round, reportedly aiming for an $800 billion valuation — Parties offering up cash include Nvidia, Microsoft, SoftBank, and more China’s AI build-out forces a rapid shift to liquid cooling — massive clusters put pressure on domestic… Nvidia sells off final Arm shares, but licensing deals will continue — $140 million stake sold, equating to 1.1… OpenAI hires 'genius' OpenClaw creator, but popular AI assistant will remain open source — Sam Altman says creator will work on 'smart agents' in new role Brace for a barren landscape of new hardware launches, as AI demand reshapes the world of consumer electronics — trillions in AI investment threaten to derail entire industries SoftBank’s $4.2bn OpenAI gain lifts quarterly profits as AI exposure deepens — company swings back to… IBM triples entry-level hires for 2026 despite AI adoption, bucking industry trends — Chief HR officer says that AI can do most entry-level jobs, but work still requires a human touch Rapidus targets mass 2nm chip production in 2027, quadruples capacity ramp up — company plans to scale to 25,000… Google reports that state hackers from China, Russia and Iran are using Gemini in 'all stages' of attacks — phishing lures, coding and vulnerability testing get AI underpinnings from hostile actors Cadence embeds AI 'super agent' to assist engineers when designing EDA tools — company aims for ‘over a trillion transistors’ by 2030, with AI helping to debug and verify complex projects Montage's strong IPO highlights Chinese investment rush into AI and data center ecosystems — push for self-sufficiency demands immense amounts of capital Using AI actually increases burnout despite productivity improvements, study shows — data illustrates how AI made workers take on tasks they would have otherwise avoided or outsourced U.S. government plans tariff exemptions for TSMC, if it follows through on American investment — $165 billion already pledged to increase production capacity, but details of the deal are still murky Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers — both companies now at… Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026 — earnings suggest that the company's AI investments may be paying off Claimed 1,100% increase in AI-driven layoffs in 2025 might be misleading — firms accused of exaggerating AI performance to downplay poor business performance Amazon's European data centers challenged by grid delays — up to seven year waits for new connections

https://www.tomshardware.com/author/luke-james · 2026-07-16 · via Latest from Tom's Hardware in News-analysis

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