#Semiconductors
HardwareWhy Are RAM Prices So High? The AI Memory Crunch Explained
Why are RAM prices so high? AI data centers, HBM demand, capacity constraints, and shifting memory production are squeezing conventional DRAM supply.
AIOpenAI Launches Ultrafast Mode - GPT-5.6 Sol at 14x Speed via Cerebras in Limited Preview
OpenAI Ultrafast launched August 13 as a new API tier for GPT-5.6 Sol - 14x faster than standard, 750 tokens per second, powered by Cerebras.
HardwareGoogle Confirms Pixel Price Increase for All Models as RAM Costs Quadruple
Google confirmed a Pixel price increase for all phones, including the Pixel 10a. Specifics come at the Pixel 11 launch on August 12, as DRAM hits $12 per GB.
StartupsEtched Raises $300 Million at $10.3 Billion Valuation to Build Frontier Inference Clusters
Etched raises $300 million at a $10.3 billion valuation, doubling its worth in 23 days. Sequoia leads alongside a16z, Jane Street, and SK Hynix.
AIGoogle Is Building a Chip With Gemini Baked Directly Into the Hardware
Google is building a chip codenamed "Frozen v2" that bakes Gemini directly into hardware - 6-10x more efficient than its current AI chips, targeting 2028.
HardwareSamsung Yongin Chip Factory Moves to 2029 as AI Memory Demand Pulls Timeline Forward
Samsung confirmed its Yongin chip factory will open in 2029, one to two years ahead of schedule. South Korea plans to double memory output within five years.
HardwareIntel Commits €5 Billion to Ireland to Scale Xeon 6 on Intel 3
An Intel Ireland investment of €5 billion targets Xeon 6 and next-gen Xeon production on the Intel 3 node at the Leixlip campus in County Kildare.
AIApple M6 Pro Cancelled - How AI Rewrote the Entire Mac Chip Roadmap
Apple M6 Pro cancelled, M6 Max and Ultra scrapped too. Gurman reports Apple accelerated M7 for neural-processing upgrades too important to delay.
HardwareApple Signs $30 Billion Broadcom Deal to Build 15 Billion US Chips in Colorado
Apple committed more than $30 billion to Broadcom for US-made chips and wireless components. Broadcom expands its Fort Collins, Colorado plant with $1.5 billion.
AIApple Skips M6 Pro and Max to Fast-Track an AI-Focused M7 Chip for 2027
Apple is skipping the M6 Pro and Max to launch an AI-focused M7 chip lineup in 2027, Bloomberg reports. On-device AI inference drove the decision.
AIMicron Revenue Quadrupled to $41 Billion. Wall Street Is Calling It the Next Nvidia.
Micron revenue quadrupled to $41 billion last quarter as AI data centers ran out of HBM. Wall Street briefly pushed Micron past Meta's market cap and is calling it the next Nvidia.
AIAnthropic in Talks to Run Claude on Microsoft's Maia 200 Chip
Anthropic is in talks to run Claude on Microsoft's Maia 200. A deal would make it the first major external workload on Microsoft's custom AI chip.