Moorhead Analyzes NVDA, China Restrictions, Berkshire’s Google Bet
BROADCAST ANALYSIS: Patrick Moorhead Discusses $NVDA Computex, China Trade Restrictions, and Berkshire’s $GOOG Investment on CNBC Asia, June 1, 2026 https://t.co/gq1RhUZL7s
TSMC CEO Confident, Wishes Elon Musk Success on Chips
TSMC 'not afraid of competition' as CEO wishes Elon Musk good luck on chips https://t.co/9WKqcaHmQ5 via @NikkeiAsia
YMTC Secures 13% Share of $46B NAND Market
Chinese Chipmaker YMTC Claims 13% of $46 Billion Global NAND Market Wait, are controls working? https://t.co/Zpqu5AWv3s
Apple to Power Siri with Google’s Nvidia Chips
JUST IN: Apple will use Google’s Nvidia powered chips for the next generation of Siri
Yunnan Germanium Boosts InP Wafer Capacity for AI, Optics
Yunnan Germanium will expand InP wafer capacity as optical communications and AI data demand grow. https://www.metalnomist.com/2026/06/yunnan-chihong-yunnan-germanium-inp.html
Cisco Claims Silicon One Can Rival Jericho, Tomahawk
Cisco really thinks it can give both Jericho and Tomahawk a run for its money with Silicon One. Interesting.
UCIe Evolves: From Basic Links to Secure Chiplet Data Transfer
How the standard matured from simple connectivity to secure data movement across multiple chiplets and packaging approaches. https://t.co/OrZjsbw7rD #UCIe #chiplets @Cadence #semiconductor
SK Hynix to Double Memory Capacity, Alleviate Global Shortage
SK Hynix plans to double its memory chip capacity over the coming half-decade to help ease a global memory shortage - Bloomberg
AI Server Prioritizes Massive Memory Over Compute Power
Ever wonder what an AI server looks like when memory, not compute, is the primary design constraint? https://spectrum.ieee.org/huge-memory-ai-server?share_id=9550098
Intel Turns Capacity Into AI Accelerators, Not All Nvidia Competition
$INTC will use some of its capacity to build AI accelerators to meet insatiable demand. There, I rewrote it. Not everything is $NVDA compete. 😬😮💨
AMD Extends AM5 Support to 2029, Boosting Platform Longevity
Now $AMD at Computex 2026. AM5 socket support extended through 2029. [New.] A new extension of the prior commitment, which ran through 2027, plus the new EXPO Ultra Low Latency feature for DDR5. Platform longevity is one of AMD's most underrated...
Nvidia Launches Desktop AI Chip for PCs
Nvidia Brings AI Processing To The Desktop With New PC Chip https://t.co/J9ZlrpF4XA $NVDA $AMD $INTC $MSFT
Transformer Efficiency Needs 1000× Gains, Not Specialized Silicon
.@NextSilicon's Elad Raz tells me specialized silicon for transformers is not the way to go, since there is still 1000x improvements to be made. Full episode: https://t.co/BPTCuZSjIp https://t.co/Dj6H1QMzYP
Tabletop EUV Lithography Cuts 3D Patterning to Minutes
A tabletop EUV lithography device cuts semiconductor 3D patterning from days to minutes by printing multiple layers in parallel instead of one layer at a time. For now, it can pattern periodic structures. semiconductors
Expensive Surface’s 50W Chip Won’t Capture $300B Market
Please tell me how a 50W+ chip (or even 30W) in a $2k+ Windows Surface addresses a $300b TAM. Please tell me.