Meta to use custom AMD Instinct MI400 accelerators with 144GB HBM4 for specific workloads, reducing cost at expense of versatility Tom's Hardware 07-22 20:36
SMIC's Third-Gen 7nm Node (N+3) Shows Smaller Metal Pitch than Intel 18A, Higher Density than TSMC N6 Tom's Hardware 07-21 20:00
Intel's EMIB packaging gains traction as chip designers look to skirt TSMC's CoWoS constraints — Google's reported decision for 9th-gen TPUs highlights Intel's attractive alternative Tom's Hardware 07-15 23:45
SemiAnalysis: Meta to surpass Google's frontier AI models in six months Stock Market News 07-10 04:49
Meta capex seen surging in 2027, neocloud fears called erroneous - SemiAnalysis Stock Market News 07-07 03:16
NVIDIA says its AI chip roadmap remains intact and disputes SemiAnalysis delay report *Walter Bloomberg (@DeItaone) / Twitter 07-07 01:12
NVIDIA stock gains as SemiAnalysis sees H2 data center revenue 20% above consensus Stock Market News 07-01 01:21
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims — complex design purportedly scrapped over 'manufacturing execution concerns' Tom's Hardware 06-30 21:45
