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1.
Chinese memory maker CXMT posts blistering 466% leap in Shanghai IPO — bulk of spending to be focused on DRAM production, no HBM in sight (tomshardware.com)
2.
Cerebras stock gains on AMD partnership (cnbc.com)
3.
AMD and Cerebras partner on low-latency, high-throughput AI inference — EPYC processors in Helios rack-scale infrastructure paired with Cerebras' Wafer-Scale Engine (WSE) solutions (tomshardware.com)
4.
iPhone 18 Pro’s new A20 chip rumored to bring two major upgrades (9to5mac.com)
5.
ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements (tomshardware.com)
6.
Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant (tomshardware.com)
7.
Intel 18A wafer-to-wafer yield issues fixed, report claims — says production up to 15,000 wafers per month at both sites (tomshardware.com)
8.
IBM is Getting Ready to Scale Quantum Computing (slashdot.org)
9.
Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)
10.
Cerebras falls 8% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)
11.
Cerebras reports 92% revenue growth in chipmaker's first earnings report since IPO (cnbc.com)
12.
TSMC says panel packaging won't replace CoWoS anytime soon for the largest future AI processors — wafer-level tech can scale to 58 massive dies in one package (tomshardware.com)
13.
SK hynix to double memory wafer capacity within five years, chairman says — AI-driven shortage will persist until at least 2030 (tomshardware.com)
14.
Anthropic Is Playing Both Sides of the AI Spirituality Debate (gizmodo.com)
15.
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 (tomshardware.com)
16.
Samsung Chip Workers To Get $340,000 Average Bonus In AI Boom (slashdot.org)
17.
IBM invented semiconductor manufacturing automation (news.ycombinator.com)
18.
Cerebras says its chips run a trillion-parameter AI model nearly 7 times faster than GPU clouds (venturebeat.com)
19.
Russia’s Mikron is selling framed test wafers with up to 120,000 processors as souvenirs — 12 designs, priced around $170 each, sold alongside $2 vials of cleanroom air (tomshardware.com)
20.
Cerebras stock falls 10% in first full day of trading after blockbuster debut (cnbc.com)
21.
Where Cerebras' monster debut puts it among tech's biggest IPOs (cnbc.com)
22.
Cerebras stock falls 10% after blockbuster IPO debut — here's what's happening (cnbc.com)
23.
Cerebras stock falls after blockbuster IPO debut — here's what's happening (cnbc.com)
24.
Cerebras IPO, Trump-Xi summit takeaways, automaker layoffs and more in Morning Squawk (cnbc.com)
25.
Samsung starts winding down chip production six days before planned 18-day strike — company enters 'emergency management mode,' daily losses could hit $2 billion (tomshardware.com)
26.
Cerebras IPO mints two billionaires, sets stage for potential AI wave (cnbc.com)
27.
Where Cerebras' monster debut puts in among tech's biggest IPOs (cnbc.com)
28.
iPhone 18 Pro’s new A20 chip rumored to bring two major upgrades (9to5mac.com)
29.
ASML CEO Christophe Fouquet on his company’s monopoly: no one is coming for us (techcrunch.com)
30.
OpenAI’s cozy partner Cerebras is on track for a blockbuster IPO (techcrunch.com)
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