Copper wiring that connects transistors on microchips is hitting physical limits at 15nm widths. The resistance becomes so high that signals travel 20 times slower than transistors can switch. Researchers are exploring topological semimetals that actually conduct better as they shrink.
Apple is reportedly developing an M5 Ultra chip for the Mac Studio, targeting a 2026 release. This follows the company’s decision to skip an M4 Ultra variant entirely. The chip will likely power both Mac Studio and Mac Pro updates.
AMD delivered record quarterly revenue of $9.2 billion, driven by sharp increases in CPU and Instinct GPU sales. The company also deepened its partnership with OpenAI, which could generate over $100 billion in revenue over the next few years.
AMD’s latest Zen 5 processors are dealing with a critical security vulnerability in their random number generation. The bug causes the chips to return predictable zeros instead of truly random numbers about 10% of the time. Fortunately, patches are already rolling out and should reach all affected s
NVIDIA has achieved volume production of its advanced Blackwell AI chips in the United States within just nine months. CEO Jensen Huang credits Taiwanese partners including TSMC, Foxconn, Wistron, Amkor, and SPIL for making this possible through their US investments and round-the-clock work.
China is blaming the Netherlands for creating “chaos” in the semiconductor supply chain after the Dutch government seized control of Chinese-owned chipmaker Nexperia. The move has already disrupted chip supplies to automakers and triggered export restrictions from China.
A major US-China trade deal eases automotive chip exports as Xbox redefines its console strategy. Meanwhile, Tony Blair warns the UK risks falling behind in the quantum computing race.
While Robinhood leads S&P 500 gainers with 294% returns, the real story is the AI storage revolution. Western Digital and Micron represent sustainable growth engines in the data center boom. Here’s why their fundamentals support continued upside.
The AI memory boom has triggered a consumer DRAM crisis with prices skyrocketing 172% this year. Manufacturers are halting new orders as production shifts to meet AI demand, creating supply shortages that could persist through 2026.
Wolfspeed has significantly reduced its quarterly losses through aggressive cost-cutting and restructuring, but the silicon carbide pioneer faces ongoing market softness and technical hurdles. The company’s emergence from Chapter 11 provides breathing room, but fundamental challenges remain in scali
