Subject


Semiconductors


2026-02-04

[News] Nittobo Reportedly Plans 2028 Next-Gen T-Glass; Customers May Include NVIDIA, Apple, and Others

Japan’s Nittobo is preparing to unveil a next-generation version of its T-glass aimed at AI chip. According to Nikkei, the company plans to introduce an upgraded edition of its high-demand glass fiber cloth as early as 2028, offering improved resistance to heat-induced warping for AI chips. As the...

2026-02-04

[News] AMD 1Q Sales to Slip Despite $100M MI308 China Boost, Next-Gen AI Chips Set for 2H Ramp

As leading chipmakers led by NVIDIA continue to ride the AI boom and press suppliers such as TSMC for more capacity, AMD struck a more cautious tone. At its Feb. 3 earnings call, the company forecast a modest decline in first-quarter revenue, even as stronger-than-expected AI chip shipments to China...

2026-02-04

[News] New “Intelligent” Chip Emerges, Expected to Break Computing Energy Bottleneck

Per the latest issue of Nature Electronics, a joint research team including Politecnico di Milano has developed a new type of “intelligent” chip featuring an innovative architectural design that significantly reduces energy consumption while dramatically boosting data processing speed, which is ...

2026-02-04

[News] CPU Prices Reportedly Diverge as Consumer Stays Flat Despite Potential 15% Server-Grade Hikes

To what extent are CPU prices rising, and how is this playing out in the consumer market? Despite growing speculation about price hikes, a report by Cailian Press finds that consumer CPU prices have so far remained largely stable. According to the report, based on observations in Shenzhen’s Huaqia...

2026-02-03

[News] Intel Reenters DRAM Race? A Closer Look at the Z-Angle Memory Collaboration with SoftBank

Intel’s memory ambitions are back in the spotlight after it announced on February 2nd the partnership with SoftBank’s subsidiary SAIMEMORY to develop Z-Angle Memory (ZAM). According to their press release, operations kick off in Q1 2026, with prototypes expected in 2027 and full-scale launch by ...

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