AI Demand Drives Long-Term Memory Chip Contracts, Stabilizing Industry
SK Hynix and Samsung Electronics are seeing a shift in demand patterns. AI-driven shortages are pushing customers toward long-term contracts, signaling a move away from the traditional boom-and-bust cycles in memory chips. The change could be structural. AI demand may bring more stability to a historically volatile industry. https://t.co/3a9KjSh4Zv @ft
Anker Prime 220W Power Bank: 30‑Minute MacBook Boost
The Anker Prime 220w power bank is now on sale • 20,100mah • 220w Total Output • 140w max charging • 100w max recharging Gets a MacBook to 50% in under 30 minutes Get it here: amzn.to/4t7dQ4b As Amazon Associate I earn commission...
US Battery Startup Chooses China Over Kentucky Plant
US battery startup builds factory in China after nixing Kentucky plant #energysky -- via Canary Media: https://t.co/dYmy9M0Soh
Cheaper, Lighter AR Glasses Outpace Apple’s Vision Pro
The Apple fans are regurgitating a @markgurman report that Apple has given up on Apple Vision Pro. What am I hearing? Scuba masks are too hard to sell. Glasses are the future. Should I show you my @getVITURE ones to emphasize that point? Immersion suffers...
Stubborn Faith in Intel Pays Off Amid Doom
It seems being stubborn as a mule about your core conviction, that the U.S. needs its own semiconductor champion, Intel, for example, can be very profitable, even when 99% of people on social media have spent years insisting the company...
AI Infrastructure Drives Explosive Step‑Function Cloud Backlog Growth
The chart shows the cloud backlog story moving from steady accumulation to step-function growth, with the most recent quarters suggesting the AI infrastructure cycle is now converting into contracted demand at a much larger scale. https://t.co/RYugYQJg5L
MOKiN 8‑in‑1 USB‑C Hub Simplifies All Connections
Running out of ports or want to simplify plugging your notebook into your accessories, from keyboard to monitor? Then you'll really appreciate the MOKiN 8-In-1 USB-C Hub. It even has some secret functions that are pretty slick, as I demonstrate:...
Compute Limits Revenue: Build More Capacity Fast
Hyperscalers' revenue all constrained because of compute constraints. When you run an AI hotel, and there is a massive line waiting for rooms, you build more hotels as fast as you can. Compute = revenue.
Qualcomm Announces Entry Into Custom ASIC Market
$QCOM dropped this new nugget on the call. They are officially in the custom ASIC game. Rumors had swirled they were engaged with Google (speculative, but it's likely Google on TPUs). I expect more at FA day...
QCOM's Custom XPU/CPU Business Finally Gains Market Recognition
$QCOM has a custom XPU/CPU business. And the market is finally catching up to this. Some of us tried to warn you. 🙃
Semiconductors Now Exceed Consumer Discretionary in Market Cap
Semis represented more than 10% of global market cap as of Monday... that industry is larger than the Consumer Discretionary sector UBS via @augurinfinity https://t.co/53A9gOEPr5 https://t.co/mUSyBhDNrN
Work‑Focused AR Glasses Need Apple‑Level Power, Light Weight
I gotta do a new review of glasses. My favorites at the moment: Heavyweights: Apple Vision Pro Middleweights: Viture Lightweights: Mentra Glass or Even Realities The Viture is a great set to sit down and compute virtually. Like when you are stuck in an...
ROCSYS Secures $13M, Launches 10‑Bay Hands‑Free Robotaxi Charger
Robotaxi charging: ROCSYS raises $13M and unveiled the M1, a robotic hands-free charging system capable of serving up to 10 robotaxi bays simultaneously. Our full brief on EVwire: https://t.co/15ZhKLpipD https://t.co/bD3MSBXpCc
QCOM Beats Modest Forecast; Data‑Center Chips Drive Future
$QCOM expectations were modest this week quarter and it delivered. I stand by my assessment that what will move the needle for the company will be its data center entry with a portfolio of XPU, CPU, Custom, and Networking chips. The...
AWS Hits 28% Growth, Chips Hit $20B Run Rate
$AMZN “AWS is growing 28% (our fastest growth in 15 quarters) on a very large base, our chips business topped a $20 billion revenue run rate (growing triple digits year-over-year)" Folks were hoping for 30+ % but still growing.
Camera-Equipped Earbuds Offer Discreet Alternative to Smart Glasses
@UofWA researchers have created VueBuds, a wearable device that adds a camera to your earbuds. Instead of glasses, earbuds are easy to remove when you want privacy and are less intrusive on your face. https://spectrum.ieee.org/smart-earbuds-smart-glasses-privacy
AI‑Driven 3D Skin Scanning Offers Precise Insights
Next-Gen #3D Skin Scanning Powered by #AI Delivers Precision Insights by @MarchUnofficial #EmergingTech #Technology #Innovation #Tech #TechForGood https://t.co/BvUDlt0IiN
Generational Semiconductor Breakthrough: New Material Transforms Industries
Introducing new materials into industrial processes can be a revolution for customers across industries. In the semiconductor space for example, a new, gamechanging material is introduced about once in a generation... https://t.co/wgKZN1tLZ1
Smart Fridge Uses Robotic Arm and Biometrics for Health
The refrigerator has a robotic arm to organize your food, and uses biometric data to help you meet your health goals. https://t.co/RkIfvBl5Ux
Motorola Razr Fold Perfectly Scales Flip Phone Formula
We went hands-on with the Motorola Razr Fold, and it feels like Moto's excellent flip phone formula finally scaled up https://www.techradar.com/phones/i-went-hands-on-with-the-motorola-razr-fold-and-it-feels-like-motos-flip-phone-lessons-finally-scaled-up
Sodium‑ion BESS Chemistries Compared Across Industry Leaders
Sodium-ion for BESS: chemistries and battery products from CATL, Envision, BYD, Hithium & HiNA compared #energysky -- via Energy Storage News: https://t.co/LFgi3DiHgk
Fyne Audio's Sleek Monitors Achieve Ultra‑high SPL
Fyne Audio's new monitors and sub deliver very high SPL in a design made to "visually disappear" https://t.co/sIXB3f6OjS
Semiconductor Boom: Chatting with Former CHIPS Act Lead
When @SoumayaKeynes and I were working on our book, semiconductors were the sector that *EVERYONE* kept talking about. I am so excited this week to chat with the incredible Dan Kim, who ran the CHIPS Act implementation office for the...
Designers Choose EMIB Over TSMC for Strategic Benefits
Thanks Gemini lol. I used "strategic bridge" as a frame for EMIB intentionally but can't find the exact report. Joy. Gemini at least somewhat helpful. As @austinsemis and I will outline soon, there are very good reasons designers...
Remote 120Hz XPS Delivers Ultra‑Smooth LAN Racing
Until we can get @TimSweeneyEpic to bring Fortnite to Linux, this is the next best thing: Using that gorgeous 120hz XPS 16" running Omarchy as a remote console for my 5080 racing sim downstairs using Moonlight/Artemis. Unbelievably smooth gameplay over...
Figure Boosts Robot Production 24×, 55 Built This Week
Today we’re giving an update on ramping F.03 production at BotQ In the last 120 days, Figure scaled manufacturing 24x - from 1 robot/day to 1 robot/hour We will manufacture 55 humanoid robots this week https://t.co/Am5Kn53mVE
New Vehicle Networks Will Supersede Legacy as AI Grows
New in-vehicle networking technology will likely take over as more AI is added, but in the near term designers face challenges integrating new with old. https://t.co/Mc3XsZ2MbY #CAN #AutomotiveEthernet #automotive #CANbus #LIN #Ethernet #SerDes
Google Pays Up to $1B for Intel TPU Capacity
Amazing that it only took this bullet point to move $INTC this way today (from 3pdata shop) but then again the Apple chowda is out there today "Intel appears to have won the GOOGL/MTK TPU ramping in late CY27. "We...
Lightning Outage Forces Hands‑on Cable Hunt, Meme Realized
lightning knocked out a couple of my networking switches, found myself standing at my rack hands on hips trying to trace all the cabling and solve the puzzle of which switches were still alive and realized i was literally doing...
HB3DM Demo Achieves 10 GB/Stack, 5.3 TB/S
News from @Intel and @SoftBank SAIMEMORY from @VLSI_2026 Paper T17.5 First demo of HB3DM ➡️ 9 layer, 3 micron per stack ➡️ 1 logic + 8 DRAM layers, ➡️ 13.7k TSVs/layer with hybrid bonding ➡️ 1.125 GB/layer, so 10 GB per stack ➡️ 0.25 Tb/sec/mm2...
Muse Headband’s Decade‑Long Evolution Boosts Mindfulness Guidance
About a decade ago, I had a chance to test the first Muse Headband that claimed to measure EEG (essentially brain waves) at home and provide biofeedback while doing meditations. Muse redesigned its device by 2026 and they sent me a...
Oracle Shifts Supermicro Orders to Taiwan, Boosting Local Rivals
Oracle moves Supermicro orders to Taiwan, elevating local server makers More sources other than Bluefin (Research note last week) with the alarming loss for $SMCI https://t.co/Is2GQQmAkG
World's First 1000‑Layer QLC Flash Multi‑Stacked Cell Array
News from @KIOXIAAmerica at @VLSI_2026 Paper T1.4 World's first Multi-Stacked Cell Array scalable to 1000+ layer stacked QLC Flash ➡️ Quad-Level Cell using MSA-CBA ➡️ Overcomes cell degredation, wafer warpage, and large blcok size ➡️ Uses F2F and B2F Cu bonding for 2x218 WL ➡️...
Genoa Golf Club Launches West's First Private Tesla Supercharger
The Genoa Golf Club is debuting Tesla Superchargers at historic Genoa, NV. This first privately owned Supercharger site in the western US is a destination all on its own — founded in 1851, Genoa is Nevada’s oldest settlement. Read more on EVwire:...
TSMC's A16 Chip Delivers Super Power Rail Gains
News from @TWSemicon at @VLSI_2026 Paper T1.5 TSMC will present their A16 technology ➡️ A16 is N2P with backside power delivery ➡️ TSMC calls BSPDN 'Super Power Rail' ➡️ +8-10% perf or +15-20% power saving ➡️ Up to +8-10% chip density (logic + SRAM) ➡️ Mass...
Two‑Way UPS Buffers AI Data Center Power Swings
AI data centers' wild power swings are a problem for grid stability. ON.energy's two-way UPS system can help. It acts as a buffer between the data center and the grid, protecting both from the other's fluctuations. https://spectrum.ieee.org/data-center-power-fluctuation?share_id=9434596
Intel 18AP Delivers Up to 18% Power Gains, 9% Performance Boost
News about @Intel 18AP from @VLSI_2026 Paper T1.2 Intel 18AP will offer 9% perf or 18% power over 18A ➡️ New VT pairs, low and high power devices ➡️ Numbers based on Arm core sub-block ➡️ 30% skew corner tightening ➡️ Matched SRAM Vmin Conference is...
Apple Vision Pro Powers First VR-Assisted Surgery, Heralding Medical Future
‘Safer, smarter, and more connected’: Apple’s Vision Pro used in world-first VR-assisted surgery, and it could be the future of medicine https://www.techradar.com/computing/virtual-reality-augmented-reality/safer-smarter-and-more-connected-apples-vision-pro-used-in-world-first-vr-assisted-surgery-and-it-could-be-the-future-of-medicine
Bambu Lab Shuts OrcaSlicer After Legal Threat
Developer re-enables 3D printer features that Bambu Lab disabled, firm promptly threatens legal action — OrcaSlicer-BambuLab project now shuttered https://t.co/laUo6K7AIF @stlDenise3D
Tiny Matrix Size Jump Causes 10× GPU Slowdown
GPU library performance can be very notchy -- runtime of batched torch.linalg.solve_ex() went up by over 10x going from 511x511 matrices to 512x512.
Dreame TV's Adaptive Speakers Deliver Perfect Sound Everywhere
This Dreame TV has speakers that adjust to your position to deliver perfect sound. https://t.co/RuuILoVqHv
PS5 Can Now Run Linux and PC Games
Your PS5 can now transform into a Linux PC. A developer has released a method to get PC games running on a PS5 console with Linux. Details 👇 https://t.co/R5gSyp43vG
New Steam Controller Improves Ergonomics and Functionality
Soon as I've got the money for it, yes. Love the OG Steam Controller for its customizability and versatility. This one is that + better ergonomics + even more functionality.
Pixel Glow Leaks Reveal New Rear LED and Gemini Integration
Google's upcoming "Pixel Lights" detailed: Rear LED tests and "aurora animations" point to the new "Pixel Glow." More 'Pixel Glow' clues surface, and they point straight to Gemini ✅ Details - https://t.co/FoUiTICZn6 https://t.co/zIdVCuzQ7r
GDWN Foundry Extension Approved, Completion Set for August
#GDWN foundry extension planning approved…unanimously I hold & this is great news …building is scheduled to complete in August https://t.co/dp6OTU3JDO
Skyrover S1 Mini Offers DJI‑Level Value at Low Price
The Skyrover S1 Mini is going cheap right now at Amazon - this lesser-known DJI alternative could beat its rival for sheer value. https://t.co/vM0EgGYUJU
Kopin Jumps 14% on $15M Optical Tech Order
(KOPN) surged over 14% yesterday and in pre-market trading after receiving a $15 million optical technology order. 🔥🚀🚀🚀 Fabric.AI placed a $15 million purchase order with Kopin to fund the development of a demonstration chipset.
Analysts Raise SNDK Targets on AI‑Driven NAND Surge
The institutional target prices for $SNDK. Morgan Stanley: $1,100 Overweight. Up from $690; Strong NAND pricing and robust AI demand ahead of Q3 earnings. Cantor Fitzgerald: $1,400 Overweight. Up from $1,000; Excellent pricing advantage and AI tailwinds. Bank of America (BofA): $1,080 Buy. Up from $900;...
More V4 Fast Chargers Needed on I‑5 Corridor
Love these high speed V4 chargers. Not enough of them on I-5 between Los Angeles and San Francisco https://t.co/JTgBsJaiFP
Simulation Boosts Sustainability in Semiconductor Manufacturing
#Technology #Thread #Semiconductor #Manufacturing #Simulation The Semiconductor Simulation Impact: 1/ - IEEE Transactions On Semiconductor Manufacturing Has Unique Paper That Showcases How Simulation Drives Sustainability In Semiconductor Industry.