According to Commercial Times, industry sources suggest that Tesla and Apple are evaluating the use of glass substrates to improve chip performance. The report notes that if adopted, the move would likely target advanced, large-die applications such as autonomous driving platforms or AI server proc...

With Team Blue currently hosting its first Intel Tech Tour in Arizona, new details on the 18A ramp-up have emerged. Commercial Times reports that the semiconductor began limited shipments to U.S. customers in Q3, with 18A wafers already in production and initial output of its own CPUs expected in Q4...

According to its press release, imec announced a leadership transition, appointing Patrick Vandenameele as its next CEO effective April 2026, while sharpening its focus on the rising demands of AI chipmaking. At the same time, the institute reported breakthroughs in single-patterning High-NA EUV lit...

Amid circulating rumors that NVIDIA may drop SOCAMM1 (Small Outline Compression Attached Memory Module) in favor of SOCAMM2 due to technical challenges, Etoday and DealSite indicate that the U.S. AI chip giant has placed next-year SOCAM module orders with Samsung, SK hynix, and Micron, likely distri...

According to Bloomberg, Kioxia expects NAND storage demand to grow by about 20% annually, fueled by rising AI data center demand. To address this growth, the company announced the start of operations at Fab2 (K2) in the Kitakami Plant, Iwate Prefecture, Japan. As its press release highlights, Fab2�...