GoKawiil - Tech News

1.

Intel surpasses one million High-NA EUV wafers processed, outpaces the rest of the industry combined — company also trailblazing giant 6×12 photomasks to speed production and lower costs (tomshardware.com)

2026-09-08 | by Anton Shilov | get Intel Core Ultra 9 285K → | tags: intel, high-na euv, asml

2.

Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRAM (tomshardware.com)

2026-08-27 | by Jeffrey Kampman | get Chip War Chris Miller book → | tags: cerebras, wafer-scale engines, nexus rack design

3.

AI Chip Architectures (news.ycombinator.com)

2026-08-23 | get Computer Architecture A Quantitative Approach Hennessy Patterson → | tags: nvidia, amd, google tpu

4.

Stop Hunting, Start Solving: Accelerating Root Cause Analysis with Agentic AI (spectrum.ieee.org)

2026-08-21 | tags: agentic ai, semiconductor analytics, yield analysis

5.

SMIC posts record $3B quarter and hikes wafer prices — US sanctions hand Chinese foundry a captive AI market (tomshardware.com)

2026-08-20 | by Luke James | tags: smic, wafer prices, tsmc

6.

Cerebras CS-4 (news.ycombinator.com)

2026-08-19 | tags: cerebras cs-4, wafer io, wafer i/o module

7.

Samsung debuts three next-generation memory technologies for AI data centers — zHBM, zNAND-O, and BV-NAND all rely on advanced wafer bonding technologies (tomshardware.com)

2026-08-06 | by Anton Shilov | tags: layer, logic, memory

8.

In a troubling sign, Nvidia RTX 50 series prices jump up to 30% in South Korea — TSMC wafer hikes and $20 GDDR7 modules push RTX 5090 past $5,100 (tomshardware.com)

2026-08-03 | by Kunal Khullar | tags: nvidia, rtx 50 series, tsmc

9.

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)

2026-07-27 | by Luke James | tags: cxmt, dram, hbm

10.

Cerebras stock gains on AMD partnership (cnbc.com)

2026-07-23 | by Kif Leswing | tags: cerebras, amd, wafer-scale engine

11.

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)

2026-07-23 | by Anton Shilov | tags: amd, cerebras, epyc

12.

iPhone 18 Pro’s new A20 chip rumored to bring two major upgrades (9to5mac.com)

2026-07-20 | by Ryan Christoffel | tags: apple, a20 pro, tsmc

13.

Chinese memory maker CXMT's output has grown from 40,000 to 720,000 wafers in a few years, and it's closing in on Micron (techspot.com)

2026-07-17 | by Alfonso Maruccia | tags: cxmt, micron, dram

14.

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)

2026-07-17 | by Anton Shilov | tags: asml, euv lithography, tsmc

15.

Micron commits $500 million to GlobalWafers' Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035 (tomshardware.com)

2026-07-13 | by Luke James | tags: billion, capacity, memory

16.

Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch (tomshardware.com)

2026-07-10 | by Anton Shilov | tags: lower, process, production

17.

Micron lifts U.S. spending to $250 billion — company takes $500 million position in America's only 300 mm wafer plant (tomshardware.com)

2026-07-10 | by Luke James | tags: globalwafers, micron, plant

18.

Intel 18A wafer-to-wafer yield issues fixed, report claims — says production up to 15,000 wafers per month at both sites (tomshardware.com)

2026-07-03 | by Anton Shilov | get Intel 18A Processors → | tags: intel, variability, wafer

19.

IBM is Getting Ready to Scale Quantum Computing (slashdot.org)

2026-06-28 | by Posted | get Quantum Computing Starter Kit → | tags: ibm, quantum computing, anderon

20.

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs (tomshardware.com)

2026-06-24 | by Etiido Uko | get TSMC Advanced Node Pricing Guide → | tags: tsmc, 3nm, 2nm

21.

Cerebras falls 10% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)

2026-06-23 | by Jordan Novet | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, wafer scale engine, ai chips

22.

Cerebras falls 8% after chipmaker forecasts shrinking margin in first earnings report since IPO (cnbc.com)

2026-06-23 | by Jordan Novet | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, wafer scale engine, ai chips

23.

Cerebras reports 92% revenue growth in chipmaker's first earnings report since IPO (cnbc.com)

2026-06-23 | by Jordan Novet | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, wafer scale engine, ai chips

24.

Post-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough tech — imec, ASML, and TSMC fab complementary 2D-material transistors at 50nm pitch on a 300mm wafer (tomshardware.com)

2026-06-19 | by Luke James | get 2D Material Transistor Kit → | tags: imec, asml, tsmc

25.

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)

2026-06-16 | by Anton Shilov | get Wafer-Level Packaging Kit → | tags: tsmc, cowos, panel packaging

26.

Chinese startup claims photonic chip production without DUV lithography, says nanoimprint process cuts costs by 90% — 8-inch wafers produced without conventional optical lithography (tomshardware.com)

2026-06-08 | by Etiido Uko | get Nanoimprint Lithography Kit → | tags: lithography, manufacturing, nanoimprint

27.

Intel Xeon 6+ Computex roundtable interview transcript — Kira Boyko and Tim Wilson on 18A wafer allocation, Clearwater Forest, and dropping hyper-threading (tomshardware.com)

2026-06-02 | by Jake Roach | get Intel Xeon Processor → | tags: xeon, clearwater forest, intel

28.

SK hynix to double memory wafer capacity within five years, chairman says — AI-driven shortage will persist until at least 2030 (tomshardware.com)

2026-06-02 | by Luke James | get SK hynix Memory Module → | tags: sk hynix, memory wafer, ai shortage

29.

Anthropic Is Playing Both Sides of the AI Spirituality Debate (gizmodo.com)

2026-05-28 | get AI Ethics Book → | tags: anthropic, ai consciousness, ai spirituality

30.

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)

2026-05-26 | by Luke James | get Quantum Computing Starter Kit → | tags: ibm, anderon, quantum chip