Intel close to scoring a packaging deal with Apple
CoWoS shortages open the door for Chipzilla’s EMIB
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that the Fruity Cargo Cult Apple is weighing up Intel’s chip packaging tech as bottlenecks at TSMC threaten to slow its bespoke AI server silicon ambitions.
Samsung probes alleged bribes as DRAM shortage turns ugly
Taiwan distributors accused of paying staff to jump the memory queue
The DRAM shortage is getting so tight that Samsung is investigating claims its staff took bribes to secure scarce memory supply.
China upgrades ASML kit to get around US controls
Upgraded ASML kit keeps seven-nanometre production alive
China’s chip industry is outsmarting Western export controls as it upgrades advanced manufacturing tools to keep its AI ambitions on track.
Meta cooks up Mango as AI image race heats up
New models promise better video, sharper code and more bragging rights
Meta Platforms is building new AI image and video technology alongside a fresh language model as it scrambles to keep pace in an increasingly vicious generative arms race.
AI memory boom drives Micron to record quarter
Data centre demand and HBM sales send revenues soaring while refits bite consumers
Micron Technology smashed expectations with record quarterly results as AI-driven memory demand powered revenues higher, margins expanded sharply, and data centre sales reshaped the business.