Intel Bartlett Lake-S CPUs reportedly wield 12 blazing P-cores and 5.8 GHz boost — turbocharged chips that will not make it to retail By Anton Shilov published 21 February 26 Intel's Core 200E-series 'Bartlett Lake' CPUs to offer up to 12 cores at a 125W TDP, according to a leak.
Lenovo alerts partners to looming price hikes on consumer and server products — soaring memory costs drive the surge By Anton Shilov published 21 February 26 Lenovo warns partners of price hikes on client and server devices, advising them to place orders early to order at current prices.
Microsoft's Project Silica write-once storage could store terabytes of data for over 10,000 years — company explores two physical glass storage methods, so the glass-clad future of storage isn't coming anytime soon By Anton Shilov published 20 February 26 Premium Microsoft's Project Silica now explores two different methods to store data on glass medium, but neither is close enough for commercialization.
UALink roadmap plots course to optimized AI data center interconnects — examining the open standard designed to combat vendor lock-in while offering cost and performance optimization By Anton Shilov published 20 February 26 Premium Despite broad industry support, UALink's adoption may be slowed by the absence of several features like In-Network Collectives and the 128G PHY spec.
The state of China's decade-long semiconductor push: still a decade behind, despite hundreds of billions spent and significant progress — examining the original 'Made in China 2025' initiative By Anton Shilov published 20 February 26 Premium After 10 years and hundreds of billions of investments, China's semiconductor supply chain is still decades behind chip supply chain in America and Taiwan.
AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026' By Anton Shilov published 17 February 26 Is UALink to blame?
TSMC considers an additional $100 billion investment into Arizona fabs to bolster American chipmaking efforts — move would help TSMC's chips avoid tariffs due to local production By Anton Shilov published 16 February 26 TSMC, other companies to invest $250 billion in the U.S. as part of trade deal, TSMC reportedly mulls additional $100 billion investment and four more fab modules.
AMD rockets past 35% market share in desktop PC market as Intel's share loss accelerates — AMD also hits 25% in laptops and nears 30% in crucial server market By Anton Shilov published 12 February 26 As AMD gains market share in desktops, laptops, and servers, its overall x86 share hits all time high at 29.2%.
Montage's strong IPO highlights Chinese investment rush into AI and data center ecosystems — push for self-sufficiency demands immense amounts of capital By Anton Shilov published 12 February 26 Premium AI and microelectronics boom in China drives IPOs as investors put money both in AI startups and adjacent sectors.
Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China's top chipmaker points to supply chain pressures squeezing out consumers By Anton Shilov published 12 February 26 SMIC is banking on its 'protection' against such drops.
U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML's Dutch exports of lithography machines used to create advanced chips By Anton Shilov published 12 February 26 Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.
Intel Nova Lake die sizes leak, signaling higher cost — smaller compute tile still demands higher price on TSMC N2 By Anton Shilov published 11 February 26 The compute tile of Intel's Nova Lake CPU will be slightly smaller than compute tile of Arrow Lake CPU, but will likely be more expensive to make at TSMC.
China's top chipmaker warns that rushed AI data center capacity could remain idle — SMIC chief says utilizing ballooning capacity 'has not been fully thought through' By Anton Shilov published 11 February 26 Co-CEO of SMIC warns that massive data centers that are currently being built in the U.S. and other regions could end up sitting idle if some AI projects do not take off.
Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers — forecasts suggest that 2026 revenue will skyrocket thanks to data center demand By Anton Shilov published 10 February 26 Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.
TSMC's board approves $45 billion spending package on new fabs — record sign off signals aggressive expansion to grow capacity By Anton Shilov published 10 February 26 TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.
Intel's new platform for Nova Lake chips leaked, up to 48 PCIe lanes and all-new chipset — 900-series motherboards with LGA1954 socket arrive in late 2026 By Anton Shilov published 9 February 26 Specifications of Intel's B960, Z970, Z990, Q970, and W980 platforms leak out, showcasing up to 48 PCIe lanes and an all-new chipset category.
Ultra Ethernet: The data-center interconnection of tomorrow detailed By Anton Shilov published 9 February 26 Premium We take a look at the Ultra Ethernet 1.0.1 specification in a bid to find out what has changed compared to the traditional Ethernet — and how it will change tomorrow's data-center connectivity.
Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production By Anton Shilov published 9 February 26 Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.
Intel quietly kills controversial 'pay as you go' chip licensing initiative — Software Defined Silicon GitHub repository was archived in November 2025, allegedly signaling the end of active development By Anton Shilov last updated 9 February 26 Intel seemingly discontinues its 'Intel On Demand' technology that let its customers activate certain accelerators inside Xeon CPUs after purchase.
Crypto disaster sends $44 billion in bitcoins to random users — exchange accidentally makes funds vanish thanks to a typo By Anton Shilov published 7 February 26 Only 0.3% of cryptocurrency exchange transaction clients got rich as a result of a major error.
Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025 By Anton Shilov published 6 February 26 After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.
Infineon allegedly hikes prices of power switches and ICs amid AI boom — knock-on pricing could impact virtually all electronic devices By Anton Shilov published 6 February 26 Infineon reportedly notifies customers about price hikes effective April 1, 2026
TSMC is on track to have more employees than Intel for the first time in history — TSMC's explosive growth stands in contrast to Intel's rapid contraction By Anton Shilov published 6 February 26 Premium After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.
Western Digital details 14-platter 3.5-inch HAMR HDD designs with 140 TB and beyond By Anton Shilov published 5 February 26 Premium Western Digital outlines vision for hard drive platforms in 2030 and beyond: 14 platters, new laser technology, capacities of 140TB and beyond.
Western Digital reveals new software platform to manage hundreds of petabytes of storage — as-yet-unnamed tool gives users powerful management capabilities at the price of lock-in By Anton Shilov published 4 February 26 Western Digital to give large customers a tool to manage storage fleets of 200+ PB consisting of SSDs, HAMR HDDs, and UltraSMR drives.
