As cloud giants push forward with self-designed AI hardware to cut reliance on NVIDIA, Microsoft is aiming high. According to CNBC, the tech giant plans to increasingly use its own custom silicon in data centers, with the long-term goal of relying primarily on its in-house chips. Speaking at Ital...

Shortly after U.S. Commerce Department earlier this week expanded its export blacklist to close loopholes used by Chinese and overseas affiliates, Applied Materials warned it could lose about $600 million in fiscal 2026 revenue, dealing a fresh blow to industries spanning chips, aviation, and medica...

As noted by Tom’s Hardware, TSMC, the world’s largest foundry, consumes about 9% of Taiwan’s total electricity. To help curb this demand, the company has collaborated with suppliers on the “EUV Dynamic Energy Saving Program.” A pilot run showed the initiative can cut an EUV tool’s annual...

With AI driving unprecedented demand for data storage, Western Digital, the world’s largest hard-disk drive (HDD) maker, has announced plans to invest $1 billion in Japan over the next five years, according to Nikkei. CEO Irving Tan, as cited by the outlet, said the investment is aimed at “drivi...

Fresh off the massive boost from OpenAI’s Stargate project—with demand soaring to 900,000 DRAM wafers a month—South Korea’s memory titans are moving into expansion mode. The Bell reports that SK hynix plans to lift its DRAM wafer input to about 600,000 units per month in the second half of 2...