Hardware Social Media and Updates
Hardware Social Media and Updates
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Google is introducing Comfort View on the Pixel 10 series to reduce visual strain from bright and saturated colors Comfort View will be available across the entire Pixel 10 flagship lineup. ✅ Details - https://t.co/aIb0ih4CJ2 https://t.co/cX6g63ClIm
After months of testing, Android Desktop Mode finally arrives with the March Pixel Drop Pixel 8 and newer models can connect to external displays via USB-C for a full desktop experience. ✅ Details - https://t.co/aNdJFEcCCY https://t.co/iJZbZIbTHI
Our colleagues at @NVIDIARobotics have released Isaac ROS 4.2 which adds: 🤖NVIDIA DGX Spark hardware support 🤖JetPack 7.1 and Jetson T4000 support 🤖Improved visual mapping localization workflows 🤖FoundationStereo v. 2 🤖A new sim-to-real tutorial w/ a @Universal_Robot ⬇️⬇️ https://t.co/adIHQ2UADv
If true, MacBook Neo is such an interesting change of pace for Apple. Should've unified branding across the affordable range. Base iPad + even the new iPhone 17e. #MacBook #AppleLaunch
The return of the CPU will, interestingly, benefit Intel in a few ways. If they pull off my foundry thesis here, the rise of agentic CPUs could be the savior. https://t.co/dKqm16myKH
Interesting roundup of new technical papers this week https://t.co/4GulPHg81C #semiconductor #semiEDA #IGZO #GAAFETs #GenAI #hardware #LiDAR #bitflips #SRAM #photonics https://t.co/SQ2TaTO5be
This is insane. Adrien's running the new Qwen 3.5 locally on an iPhone 17 in airplane mode 🤯 Nothing leaves his phone. There’s ZERO subscription attached. AI subs are now optional. https://t.co/moeq49i6aX https://t.co/u98zDLxQ9G
Apple is doing a much closer true chiplet design with these than with Ultra which is just two bonded SoCs. This separates the CPU/NPU from the GPU which brings some interesting options to scale both independently of each other. Likely...
T-Mobile network chief Ankur Kapoor here at #mwc26 : -talks kinetic tokens for #AI echoing @JohnSaw -there is a place in the network for GPUs on the way to #6G -network slicing is a part of the monetization story https://t.co/qrqlPDrHHm
iPhone 17e looks like a good deal, but the Google Pixel 10a might still have it beat https://www.techradar.com/phones/iphone/iphone-17e-looks-like-a-good-deal-but-the-google-pixel-10a-might-still-have-it-beat
A "headless" Raspberry Pi has no monitor, keyboard, or mouse. You access it remotely. So it isn't a disconnected Raspberry Pi, but rather a connected Raspberry Pi without its "head". In this video I will show you 4 ways...
Next topic here at #MWC26 - we rely so much on Wi-Fi every day. @Qualcomm's new FastConnect 8800 can up to TRIPLE the gigabit range of Wi-Fi connections, bringing real speeds to where you really need it. Very excited to...
Here a pic on the @Intel Xeon 6+ (Clearwater Forest): up to 288 Darkmont E-cores via 12 Intel 18A compute tiles, stacked on 3 Intel 3 active base tiles with Foveros Direct 3D, plus EMIB for on-package tile interconnect (and...
- Scale out bottleneck is real - Co-packaged optics to be a “must” - NVDA pouring $$ into Lumentum/Coherent to lock down supply - Yet optical supply chain is still constrained and lumpy Photons are having their biggest moment since long-haul comms:
The @Qualcomm X105 is the world’s first Release 19-ready modem—advancing 5G Advanced and laying groundwork for 6G with new RF, GNSS, and satellite breakthroughs. Read the announcement. https://t.co/9dddRDdkID https://t.co/TXU4PTxD2H
"The ANE delivers 6.6 TFLOPS per watt, roughly 80x more efficient than an Nvidia A100." Wow.
Is Nvidia looking to add optical circuit switches to its AI infrastructure? $NVDA $LITE $COHR https://t.co/IG3DZZ6QcK
What a debacle. They can't even promise to complete the "40 satellites equivalent of microns" until "first half of 2026" compared to "early 2026" previously. With no clarity on when any completed satellites will be ready to ship. Also dropped...
$COHR just landed a $2B equity investment from @NVIDIA plus a multi-year, multi-product supply agreement with a multibillion-dollar purchase commitment. The framework runs through 2030, with revenue contribution starting in CY27. 5 things that matter: 1.This is about co-packaged optics and advanced...
. @AxeleraAI has raised the biggest semi round in EU history at $250 million. CEO Fabrizio Del Maffeo told me investor confidence in European chip companies is growing, and talked about commercial expansion, a next-gen chip and the startup's 500...
. @Moto just made the case that foldables don’t have to compromise anymore. First proper look at the Razr Fold. https://t.co/BALcN14z6F
Just spent time at the Qualcomm booth at MWC 2026 looking at its latest AI datacenter rack with the AI200. Qualcomm is positioning AI200 as a rack-scale AI inference platform aimed at large datacenter deployments and lowering total cost of...
Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market https://t.co/GEatUh3y6S
I tested the Samsung Galaxy S26 Ultra — and of course it's the best Android phone ever https://www.techradar.com/phones/samsung-galaxy-phones/samsung-galaxy-s26-ultra-review
The Week Ahead in Technology for March 2, 2026: MWC Barcelona opens with @Qualcomm @Nokia @CiscoSystems @HPE showcasing 5G/6G and AI networking. $AVGO reports with $73B AI backlog in focus. $MRVL and $CRWD also report. @Apple should launch sub-$600...
One of the most powerful aspects of Quantum Metal is that it goes beyond individual components. It enables full-chip design, from layout to analysis to fabrication-ready GDS export: https://t.co/Tf2kzgwgON https://t.co/J6dk4NjFKK
Worth pointing out, no third party vendor $NVDA works with will be an off the shelf implementation into their designs. Everything will be co-optimized and intentionally designed into their platforms/systems. Relevant when thinking about the $LITE and $COHR plays.
Why this technology is so essential for multi-die assemblies, and how it can be improved. https://t.co/dYLFJAgBBD #hybridbonding #semiconductor #HBM #3DDRAM #advancedpackaging #3DNAND
Memory shortage reported back to back months in the ISM Manufacturing Survey. I suspect this will be with us for a while.... https://t.co/RUpjKtiOJ6
Apple rolled out the iPhone 17e, the latest version of its lower-end smartphone, and a faster version of the iPad Air, kicking off a wave of new products. https://www.bloomberg.com/news/articles/2026-03-02/apple-launches-599-iphone-17e-with-magsafe-charging-m4-chip-ipad-air
The price of memory chips continues to rise and is being passed on to downstream industries. National Development and Reform Commission https://t.co/Jjf9lb8DTz
Apple just dropped the new iPad Air now with an M4 chip, and 50% more RAM (12GB vs 8GB) than the last gen. Hell of a deal at $599. Unless you REALLY need 120Hz OLED, Apple Pencil hover, or FaceID...
Pico is officially coming to North America, and that's a really big deal for the XR market. We don't have dates or prices yet, but you can even apply to test the new Project Swan headset out ahead of launch...
Had the opportunity last week to share my perspective with the top 200 leaders at $AMAT as they plan the next phase of chipmaking. These are the discussions that matter to me: real technology constraints, hard tradeoffs, and long-term industry impact,...
Certainly not the day for it but..... Morgan Stanley moving Moving $NVDA NVIDIA back to top pick in semis, PT stays at $260 In September, we shifted our top pick from NVIDIA to $NSK Sandisk, then in November shifted to Micron. The thesis...
Sounds like @SamsungMobile is doubling down on @Qualcomm as the new @Snapdragon Wear Elite for Galaxy Watch https://t.co/5ifmPN6DPn
The new @Snapdragon Wear Elite is at the core of the new Personal AI vision as it will power on device AI across an ecosystem of devices that will deliver value individually and as a whole https://t.co/N5nG3kaE6X
$QCOM opened MWC26 with five connectivity announcements that matter: X105 Modem-RF adds NR-NTN satellite (voice, video, data), FastConnect 8800 is Qualcomm’s first mobile Wi-Fi 8 push, Dragonwing broadens Wi-Fi 8 across the portfolio, Snapdragon Wear Elite moves to 3nm, and...
Of course @Qualcomm talks about phones but this year it feels there is more excitement than the last couple of years. I am not sure if we are all just a little tired of AI everywhere and we want to...
#Technology #Newsletter #Semiconductor #Manufacturing #Chiplet NLOG-293 | Semiconductor And Beyond Newsletter | The Semiconductor State Of Chiplet: https://newsletter.chetanpatil.in/p/semiconductor-and-beyond-newsletter-293/
Print in 3D space. That is a fascinating look at non-planar 3D printing, specifically using a 6-axis motion system. Instead of the traditional "layer-by-layer" approach where the printer head only moves on a flat 2D plane X and Y before...
"Should I buy now or wait for the next version?" If you've ever been frozen by this question, welcome to my week-long Kobo research spiral. Spoiler: I bought the thing. Want to nerd out on unverified supply chain stuff? Read on!
Apple is preparing retail stores for a major influx of customers in response to this week’s new products. Here’s what I’m expecting and details on the preparation. https://www.bloomberg.com/news/newsletters/2026-03-01/apple-touch-screen-macbook-pro-fall-2026-details-cheap-macbook-launch-core-ai-mm7rcg48
Among the new Apple AI announcements coming at WWDC this year: Replacing the Core ML development framework with a new Core AI https://www.bloomberg.com/news/newsletters/2026-03-01/apple-touch-screen-macbook-pro-fall-2026-details-cheap-macbook-launch-core-ai-mm7rcg48
Market is forward looking. Hyperscaler capex rate of change decelerates from here. This plus extreme overcrowding is why semis will underperform going forward. https://t.co/uOhD8pfFUa
More Apple Studio Display 2 details are rumored, with two models apparently on the way https://www.techradar.com/computing/monitors/more-apple-display-studio-2-details-are-rumored-with-two-models-apparently-on-the-way
If there isn't a new energy shock (a big if), the surpluses of the chip exporting powers (Korea and Taiwan) are going to be absolutely stunning this year. 1/2 https://t.co/N2A7u4k1ai
CES 2026: AI Infra, Edge & Connectivity What to Watch AI + connectivity are the backbone for next‑gen services. #AI #CES2026 #MWC26 #IoT #Robotics https://t.co/Yu0zK5EeYb
AIoT in 2026: From Edge Intelligence to Agentic Systems - Edge AI + agent autonomy are boosting real‑time decisions. #AI #CES2026 #MWC26 #IoT https://t.co/K9DtVCLtGD https://t.co/ueFdsPK0GO
The sheer volume of just one year of hyperscaler capex spending is mind boggling https://t.co/MtseOemoPC
