Qualcomm FastConnect 8800 Triples Wi‑Fi Gigabit Range
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 get this into my phone or laptop. https://t.co/IIAi2dyM1B
Intel Xeon 6+ Packs
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...
Optics Become AI Datacenter's New Bottleneck and Gold
- 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:
Qualcomm Unveils First Release‑19 Modem, Paving 5G
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
ANE Achieves 80× Efficiency over Nvidia A100
"The ANE delivers 6.6 TFLOPS per watt, roughly 80x more efficient than an Nvidia A100." Wow.
Nvidia Considers Optical Circuit Switches for AI Infrastructure
Is Nvidia looking to add optical circuit switches to its AI infrastructure? $NVDA $LITE $COHR https://t.co/IG3DZZ6QcK
ASTS Delays Satellite Timeline, Offers No Clarity
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...
Nvidia Backs Coherent with $2B, Fuels Optical AI Race
$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 Secures Record €250M EU Chip Funding
. @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 Proves Foldables Can Be Uncompromised with Razr
. @Moto just made the case that foldables don’t have to compromise anymore. First proper look at the Razr Fold. https://t.co/BALcN14z6F
Qualcomm Unveils AI200: Rack‑Scale Inference with 43 TB Memory
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...
Rising Memory Costs Threaten Entry‑Level PC Market
Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market https://t.co/GEatUh3y6S
Samsung Galaxy S26 Ultra: Best Android Phone Yet
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
AI‑Driven Earnings Surge Shapes Tech Market This Week
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...
Quantum Metal Powers End-to-End Full-Chip Design
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
Nvidia Co‑optimizes Every Vendor Component, Not Off‑the‑shelf
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.
Hybrid Bonding Crucial for Multi-Die Assemblies, Needs Refinement
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 Persists in ISM Manufacturing Survey
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 Unveils Budget iPhone 17e and Faster iPad Air
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
Memory Chip Prices Surge, Burden Downstream Industries
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
IPad Air M4: Powerful, Affordable Alternative to Pro
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 Brings Project Swan Headset to North America
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...
Leadership Emphasizes Real Constraints Over Hype in Chipmaking
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,...
Morgan Stanley Reinstates NVIDIA as Top Pick, Eyes 2027 Growth
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...
Samsung Adopts Qualcomm Snapdragon Wear Elite for Galaxy Watch
Sounds like @SamsungMobile is doubling down on @Qualcomm as the new @Snapdragon Wear Elite for Galaxy Watch https://t.co/5ifmPN6DPn
Snapdragon Wear Elite Powers Unified On‑Device AI Ecosystem
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
Qualcomm Expands Stack Control with 6G, Wear Elite
$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...
Qualcomm Sparks Hardware Buzz Amid AI Fatigue
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...
Chiplet Architecture Redefines Semiconductor Manufacturing Landscape
#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/
Six‑axis Robots Enable True 3D Printing
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...
I Bought It Now—Don’t Wait for Next Version
"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 Readies Stores for Massive Launch-Driven Customer Surge
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
Apple Swaps Core ML for New Core AI at WWDC
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
Hyperscaler Capex Slowing, Semis Set to Underperform
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
Apple Studio Display 2 Rumored: Two Models Incoming
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
Korea and Taiwan Set for Massive Chip Surpluses
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
AI and Connectivity Power Next‑Gen Services at CES
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
Edge AI and Autonomy Power Real‑Time Decisions in 2026
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
One Year of Hyperscaler Capex Stuns With Massive Scale
The sheer volume of just one year of hyperscaler capex spending is mind boggling https://t.co/MtseOemoPC
Lovart AI Speeds up Fun Content Creation Amid Chaos
While I'm monitoring the situation (the war in Iran) I'm playing around with @lovart_ai. Seems like years ago that Nano Banana 2 shipped, doesn't it? Because the news is so distracting, Lovart's new speed and quality, and ease of use due...
Xiaomi 17 Ultra Priced Unchanged at €1499
FWIW, the Xiaomi 17 Ultra has the same 1499 euro price as last year's model.
Xiaomi 17 Launches at €999, Matching Xiaomi 15 Price
Xiaomi 17 pricing is out now. Y'all reckon €999 is worth it? In line with Xiaomi 15.
Xiaomi 17 Ultra Packs 200MP Leica Variable Zoom
The Xiaomi 17 Ultra by Leica has a 200-megapixel variable zoom lens that offers optical zoom between 75mm and 100mm
Export Controls Force TSMC to Set Performance Limits
This is an example of a key player in the semiconductor industry being put in a difficult position by ill-conceived export controls that put the burden on TSMC to determine performance parameters. A thread. 🧵
Privacy Display and Creative Camera Redefine Phone Use
I asked Blake Gaiser, Head of Product management for Smartphone at @SamsungMobile, what he thinks is the real reason to upgrade to the S26. Privacy Display is five years in the making. Hardware-level, pixel-level privacy you can actually see, feel,...
Key Criteria for Choosing the Right ISVs
@Ambarella_Inc's Muneyb Minhazuddin on how to select ISVs. View the full episode of AI With Sally on the EE Times channel at: https://t.co/NbBpWDeyi1 https://t.co/QSE5d8xBfe
Chip Industry Surge: $1.7B Funding, $100B GPU Deal
Latest: Rapidus’ new $1.7B infusion; Intel & UMC exec moves; faster EUV; $100B GPU deal; Arm-Tensor robocar; smartphone market decline; HBF; $1B in AI chip funding; mCFET study; 1T1C 3D DRAM; automotive edge; chip industry earnings...https://t.co/rjAKYW2Kxa
Memory Crunch Threatens Custom ASIC Roadmaps and TCO Edge
With the Meta custom silicon, and recent Google TPU JV (selling TPU hardware), the dynamic for custom ASICs has completely changed with the memory crunch. Need to reconcile how not getting access to leading edge HBM will impact their...
Chiplets Transform Semiconductor Architecture with Modular Flexibility
#Technology #Thread #Semiconductor #Manufacturing #Chiplet The Semiconductor Let Us Explore Chiplet State: 1/ - Chiplets Are Redefining How Modern Semiconductor Systems Are Architected. - Instead Of Building One Large Monolithic Die, The Industry Is Moving Toward Modular Integration To Improve Flexibility And Scalability.
Pixel Watch Adds Optional Instant or Wrist‑raise Notifications
Google to bring a new Pixel Watch feature that lets users choose whether notifications light up the screen instantly or only when raising the wrist ✅ Details - https://t.co/W3F6Uwpfw6 https://t.co/s6ruZYOwix