Coordinate Early Risk Identification for Scalable Multi‑Die Assemblies
Multi-die assemblies are facing full system-level challenges, but engineering teams need coordinated and repeatable ways to identify risks early and scale reliably. https://t.co/maXDZJsGsx #chiplets
Anduril's AR Headset Lets Soldiers Call Drone Strikes
The defense-tech company Anduril has shared new details about the augmented-reality headset for the military it’s prototyping with Meta, including a vision for ordering drone strikes via eye-tracking and voice commands.
Intel EMIB Yields Near‑perfect, Cost‑effective Packaging
It's a function of package reticle size (and EMIB vs EMIB-T) , but the contacts I have at Intel say 'almost perfect' and 'never an issue'. It's also worth noting that once you make the emibs, you test for known good...
Glass Core Substrate Still Decades Away, Not Ready Yet
To echo what Cheese said, if you think glass core substrate is in Clearwater Forest, you have a screw loose/have the vaguest idea of how stuff works in semis. Glass core substrate is a 2030s+ technology. I'm serious. It took 10...
Vein-and-Bone ID Revolutionizes TSA Security Scans
My friend @BCFMO Robert Adams developed the multi-factor identification system that TSA is using in its new airport security scanners. His company https://t.co/Y6aNWdJDP2 looks at your veins in your arm and also your skeletal system to identify you in a...
Portable MSI EZgo Charger Delivers Reliable On‑the‑Go Power
Got an EV and dreamed of having a smart charger at your home or office? How about one for while you're on the road? The @MSIusa EZgo Portable J1772/NACS EV Charger neatly fits the bill, as I ascertained when I...
China's Leading Chip Foundries Project Q2 Growth Amid AI Surge
China’s top chip foundries forecast second-quarter growth amid AI boom Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans https://t.co/mXQcLS1Aig via @scmpnews
On‑device AI Training Slashes Cloud Costs Dramatically
Building a catechism out of 500MB of text, one GPU‑hour and hallucination at a time, as a month‑long on-device build_qa.py run to cut what would otherwise have been a $3,000 cloud bill by a factor of 1000 has to teach...
Moto Razr Fold Shines, Smart Connect Takes Spotlight
Just WOW. The @Moto Razr Fold is impressive on so many levels, but the updated Smart Connect feature is probably my favorite. #Razrfold @MotorolaUS https://t.co/CS94oLVoq7
Credo Targets $2B TAM with 3nm AEC Cables
Credo’s next growth phase isn’t just bigger—it’s a new roadmap. They’re moving from niche chips into 3nm AEC cables for 800G/1.6T data centers. That unlocks a ~$2B TAM by 2027, way beyond just two hyperscalers. Semiconductors
Fail‑Safe PLCs Outpace Relays for Complex Automation
The new fail safe IOs for the Siemens Industry S7 1200 G2 are officially here 🚀 With the new fail safe signal module, Siemens significantly expands the Safety capabilities of the S7 1200 G2 platform. And this raises an interesting...
AMD Brings 3D V‑Cache to Ryzen PRO Workstations
AMD’s best CPU tech for gamers is coming to workstations too. AMD’s new Ryzen PRO 9000 CPUs include chips with 3D V-Cache, previously only seen in AMD's more gaming and creator focused CPUs https://t.co/X6TU4Ec6aE
AI Surge Powers Semiconductor Revenues to New Heights
AI demand is re‑wiring semis. SanDisk just posted a 251% YoY revenue jump in its latest quarter, Samsung is now a $1T company, and AMD’s stock has exploded as Wall Street prices in an AI CPU/GPU supercycle.
AI Infrastructure Powers Goldman’s Top S&P Growth Picks
Goldman’s Rule of 10 Points Back to AI Infrastructure Goldman Sachs’ updated “Rule of 10”: the strongest expected growth in the S&P 500 is still concentrated around AI infrastructure. The framework looks for companies with realized and expected annual revenue growth above...
On‑device Optical Sensors Enable Real‑time Decisions in Surgery, Space
New optical sensors can analyze data within the device itself, enabling real-time decision-making in applications like surgery and space exploration while reducing reliance on external computing. innovation
Korean Chip Giants Dominate EWY, Prompt US Rebalancing
Given that Samsung & SK Hynix have now exceeded 50% of $EWY, there will need to be some "rebalancing" to satisfy US Diversification requirements by end of month @IBDinvestors @marketsurge charts here: https://t.co/XW54gpjWXm Similar to today, South Korea's weakness very...
Tech Revolutions Start Slow, Explode Despite Early Doubt
One remarkable stat is when CUDA first launched in 2007, it was downloaded only 13,000x “Difficult to use” “Parallelism is not better” “High R&D cost” “Distraction from core customers” $NVDA tanks 90% But all technological revolutions look like this “Gradually then suddenly”
Lumius Launches Fast, Accessible Universal 3D Body Camera
The future of ultrasound is 3D. Lumius is making it fast, accessible, and intelligent — a universal 3D camera for the body. Congrats on the launch, @treevoo_lumius and @lichenhang1225! https://t.co/7IzDsljqrf https://t.co/7FdahhZ9UK
Pedal-Free Electric Bike Uses Treadmill‑Style Walking
The Electric Walking Bike That Ditches Pedals for a Treadmill by @_fluxfeeds #TechForGood #EmergingTech #Technology #Innovation https://t.co/5xq9rjjiIZ
German Multicopter Delivers Heavy Payloads for Fast Rescue
Grille: High-Payload German Multicopter Built for Rapid Rescue Operations by @DefenseTrends #Drone #Engineering #EmergingTech #Innovation https://t.co/1xaEmv0hdA
Rising AI Inference Fuels Demand for Edge Infrastructure
How is #AI being applied to the #edge? The need for efficient AI inference is growing, driving demand for edge infrastructure. #techprimer sponsored by @ZededaEdge https://t.co/MhK9OKLxUM
Googlebook Leaks Reveal Gemini AI, Magic Pointer, New Devices
Here are more leaks for Googlebook • Designed for Gemini Intelligence • Magic pointer • Cast my Apps • AI powered Create my widget feature • Glowbar • Devices coming from HP, Acer, Asus, Dell and Lenovo this fall https://t.co/bXgG31qtXI
Sanjay Mehrotra: From NAND Inventor To
Sanjay Mehrotra legendary LinkedIn work experience: > co-invents tech for NAND flash memory > co-founds SanDisk and runs for 28 years > sells SanDisk to Western Digital for $19B in 2016 > becomes Micron Technology in CEO in 2017 and market cap since grown...
Scaling Quantum Computers Requires Modular Cryogenic Architecture
Really liking Matthias Troyer's (Microsoft) posts on new engineering challenges in quantum computing architectures. The qubit isn't the only problem (we all know that). Why are we going to modular systems? Lecture 5 walks through why utility-scale quantum hits a...
AI Will Go Decentralized, Running on Cheap Edge Devices
I believe that over the next 10-20 years, AI will become ubiquitous at about the pace smart phones did. But I don't think the giant AI businesses will survive. Instead, I expect we'll see AI running standalone on inexpensive, low-energy...
Stretch 4 Shows Home Robots Need No Legs
Do home robots really need legs? Hello Robot's Stretch 4 skips the humanoid hype for a safe and practical minimalist design. https://spectrum.ieee.org/stretch-4-home-robot?share_id=9478042
GPU Rollout Aims For
The next target for GPU deployment is 10,000 units, followed by 100,000, and then one million.
Top Companies Across Each Photonics Value Chain Layer
A breakdown of the photonics value chain and best positioned business: Layer 1: Materials & wafers • $GLW • $AXTI • $IQE • $AIXA • $AMS Layer 2: Core photonic devices • $IPGP • $COHR • $LITE • $LASR • $SIVE • Layer 3: Components & modules • $AAOI • $MTSI • $FN • $VIAV • $LPTH Layer 4:...
AI Chip Stocks Outperform S&P 500 by Tenfold
Invest in the Singularity. Over the past year, these six AI chip companies gained an average of roughly 320%, about 10× the S&P 500’s roughly 31% return. And, its just getting started...
Paper Battery Uses Cellulose, Eliminates Toxic Metals
A cellulose-based “paper battery” aims to cut harmful metals and fire risk in everyday devices. https://spectrum.ieee.org/flint-sustainable-paper-battery?share_id=9471744
Core Scientific's AI Pipeline Drives Funding, Margin Expansion Expected
AI compute demand drives Core Scientific's 3GW pipeline funded by $3.3B notes; execution and margins lag and CoreWeave concentration raise risk. Trade: buy CORZ on confirmed margin expansion — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Majestic Labs Tackles Memory Wall with New Inference Infrastructure
@Majestic_Labs founding team predicted this 2 years ago and set out to build infrastructure inference compute to break through the memory wall:
Rare Earths Become Hidden Bottleneck for AI Hardware
Rare earths are the quiet bottleneck behind the next hardware cycle. AI data centers. EV motors. Wind turbines. Humanoid robots. Drones. Night vision. Radar. Sensors. Software scales fast. Physical supply chains do not. Rare earths turn the AI boom into a mining, refining,...
AI Workloads Migrate to Spare
What happens when AI queries follow spare megawatts instead of users, hopping between micro data centers at substations? https://spectrum.ieee.org/distributed-inference-data-centers?share_id=9447651
Record CASCI Index Driven by Strong Chip Performance
The only way to track the manufacture and shipping of AI Compute is through the CASCI Composite index, by @Culpium April's CASCI Composite hit a record. BUT: Chip strength made up for faltering momentum elsewhere in the supply chain. Head to...
AI‑First ChargedEV Hubs Challenge Tesla’s Business Supercharging
Tesla's Supercharging for Business is now enabling new business models that take on the giant charging networks. ChargedEV Hubs debuts as an AI-first CPO and opened an 8-stall SC site in Norcross, Georgia. Hundreds more in development. EVwire exclusive: https://t.co/FYultn2q2K
Clearest Look yet at Sony’s The Collexion Headphones
We've been reporting on Sony's The Collexion headphones, and this is the clearest look at them so far. https://t.co/0BXewywYrj
Compute Layer Balances Power, Efficiency, and Cost in Robotics
A practical question for #robotics teams: how do you improve performance and energy efficiency without making the design too complex or expensive? That’s where the compute layer matters. @ASRockcomputer using #IntelCoreUltra Series 3 shows how robotics design is increasingly about balancing...
AMD
Why not $AMD more though? I agree with the dynamic - as my saying goes - all viable compute will be used but Helios is going to be a beast. And AMD has CPUs. I know it’s a both situation...
Pixel 10 Pro Fold Nears Perfection with Smooth Software
Quick hands on with the Pixel 10 Pro Fold Google is not far from creating a "perfect" foldable. Software is smooth and the phone feels nice in the hand Display, battery and performance improvements should make it a great foldable...
Malaysia Launches Laser Crosswalk to Enhance Pedestrian Safety
Malaysia Introduces Its First Laser Crosswalk to Boost Pedestrian Safety by @x_viral_vibes #EmergingTech #Innovation #Tech #TechForGood https://t.co/KNHQrJeHr8
US Imports From China Plunge, Vietnam and India Rise
China’s share of goods imported to the U.S. has fallen from 22% at the start of Trump’s first term in 2017 to just 7.5% in the first three months of this year, as American companies have shifted supply chains for...
AI Compute Booms, Yet Mid‑Stream Parts Lag Behind
The AI Compute sector has never been stronger. But there are hot spots, and some weaknesses. Chips remain the driver. Mid-stream component & mechanical parts weakened considerably. Final assembly is flat. Full details in this month's CASCI report, exclusive to @Culpium
Weight‑Shift‑Powered Electric Skates Conquer Any Terrain
Glide Anywhere: All-Terrain Electric Inline Skates Controlled by Body-Weight Shifts via @ZappyZappy7 #Innovation #EmergingTech #Engineering #Technology https://t.co/HuleHTUElZ
Apple Ditches Apple Watch Touch ID, Prioritizes New Feature
Apple is allegedly shelving plans to add Touch ID to Apple Watches — instead, they're focusing on something much more important, according to leaks https://t.co/8Ydw5BVlAk
Cycles Return Even With Higher Dollar Floor
Memory will be cyclical again someday, even if the dollar floor is greater than past cycles.
Norway's Exoquad Trike Revolutionizes Adaptive Mobility
Exoquad: Norway’s All-Terrain Electric Trike Redefining Mobility for Adaptive Riders by @sciencegirl #Innovation #EmergingTech #Technology https://t.co/wDC7L6dCH8
Production Delays and No Micron Output Fuel Recent Pump
Now we see the reason for all the pumping over the last week, with significant delays to production and no more microns completed since March https://t.co/rDzDwsmAjT https://t.co/F4FRak2tZu
AI‑Driven Chip Boom Fuels Space Stock Surge
Semi Sentiment Soars With Space Plays $SPX $SMH $UFO $RKLB ... $ASTS next? Semiconductor earnings are explosing with stocks driven by AI demand forecasts while the space sector is ready to launch again. https://t.co/fT29UnAzEv
Flex Cordless Saw Delivers 24V Power, Low Vibration
Flex’s cordless reciprocating saw combines raw 24-volt power with an effective vibration-dampening system. https://t.co/9q29Q6UZtf https://t.co/1hU3lFs2Zi