GoKawiil - Tech News

1.

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

2.

AI Chip Architectures (news.ycombinator.com)

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

3.

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

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

4.

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

5.

Cerebras CS-4 (news.ycombinator.com)

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

6.

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

7.

Cerebras stock gains on AMD partnership (cnbc.com)

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

8.

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

9.

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

10.

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

11.

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

12.

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

13.

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

14.

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

15.

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

16.

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

17.

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

18.

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

19.

IBM invented semiconductor manufacturing automation (news.ycombinator.com)

2026-05-21 | by Jesse Aronstein | get IBM Semiconductor Automation Kit → | tags: ibm, semiconductor, wafer-fabrication

20.

Cerebras says its chips run a trillion-parameter AI model nearly 7 times faster than GPU clouds (venturebeat.com)

2026-05-20 | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, wafer-scale, kimik2.6

21.

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)

2026-05-17 | by Mark Tyson | get Processor Test Wafer Souvenir → | tags: mikron, amur mik32, risc-v

22.

Cerebras stock falls 10% in first full day of trading after blockbuster debut (cnbc.com)

2026-05-15 | by Sawdah Bhaimiya | get Cerebras Wafer-Scale AI → | tags: cerebras, wafer scale engine 3, ai hardware

23.

Where Cerebras' monster debut puts it among tech's biggest IPOs (cnbc.com)

2026-05-15 | by Jonathan Vanian | get Cerebras Wafer-Scale AI Computer → | tags: cerebras systems, wafer scale engine, ipo

24.

Cerebras stock falls 10% after blockbuster IPO debut — here's what's happening (cnbc.com)

2026-05-15 | by Sawdah Bhaimiya | get Cerebras Wafer-Scale AI Computer → | tags: cerebras, wafer scale engine 3, ai hardware

25.

Cerebras stock falls after blockbuster IPO debut — here's what's happening (cnbc.com)

2026-05-15 | by Sawdah Bhaimiya | get Cerebras Wafer-Scale AI Computer → | tags: cerebras, wafer scale engine 3, ai hardware

26.

Cerebras IPO, Trump-Xi summit takeaways, automaker layoffs and more in Morning Squawk (cnbc.com)

2026-05-15 | by Alex Harring | get Cerebras Wafer-Scale AI → | tags: cerebras, xi jinping, nasdaq

27.

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)

2026-05-15 | by Luke James | get Samsung Chip Production Kit → | tags: samsung, semiconductor, wafer

28.

Cerebras IPO mints two billionaires, sets stage for potential AI wave (cnbc.com)

2026-05-14 | by Cj Haddad | get Cerebras Wafer-Scale AI → | tags: cerebras systems, wafer scale engine, ai chips

29.

Where Cerebras' monster debut puts in among tech's biggest IPOs (cnbc.com)

2026-05-14 | by Jonathan Vanian | get Cerebras Wafer-Scale AI Computer → | tags: cerebras systems, wafer scale engine, ipo

30.

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

2026-05-08 | by Ryan Christoffel | get Apple iPhone 18 Pro Case → | tags: apple, a20 pro, tsmc