The Hot Take: We'll see where glass takes us, it's an interesting change for sure.
Intel Foundry is leading the race towards Glass Substrates with its Rio Rancho facility, aiming to become the world's first to initiate mass production. Glass Substrates Are The Future of Semiconductors & Intel Foundry is Well on Its Way To Become The First To Initiate Mass Production Glass Core substrates have been gaining interest, as they have several benefits over traditional organic substrate solutions. The current substrates are also facing shortages due to the AI supercycle, leading one of the biggest substrate suppliers, Ajinomoto,…
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The Hot Take: They're getting bad.
Nvidia finance chief Collette Kress says rivals moaning about memory prices should have ordered the stuff ages ago.
Kress has blamed other firms for being caught short in the ongoing memory squeeze. She said Nvidia saw the price surge coming and acted before everyone started clutching their pearls.
In an interview with Tae Kim, Kress said her firm ordered memory in advance because it understood prices were about to go north. That is not the sort of line which will calm customers now paying more for DRAM.
The surge in memory prices has…
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The Hot Take: Lets see if they are able to catch up GPU wise. I hope they aren't dropping Discrete GPUs like I've been hearing.
Intel is reportedly preparing a specialized Nova Lake processor aimed at edge AI and local inference workloads, according to information shared by leaker @GoldenPigUpgradePack.
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The Hot Take: Only time will tell on this one. I don't think so but we'll see here soon enough.
A new report from GF Securities (via SeekingAlpha) claims NVIDIA is gearing up to use its June 1st Computex keynote to pitch its upcoming Arm-based Vera CPU as an x86 killer. The financial analysts claim NVIDIA will boast that Vera delivers up to "1.5x faster speeds, 2x the performance, and 4x the density per rack," as compared to traditional
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The Hot Take: Will only complicate shortages once this hits.
The seemingly never-ending bonus-related saga at Samsung is now spurring a chain reaction across Asia's industrial heartland, with some TSMC employees now actively advocating for the tactics employed by Samsung's unions in recent days to counter the management's penny-pinching ways. TSMC Employees are increasingly coalescing around the idea of threatening Samsung-style strikes to defend their wage-related perks A lot of TSMC employees appear to be venting their rage in recent days on select Facebook pages, honing in on persistent rumors that…
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The Hot Take: Performance and less hybrid coming back to x86.
Intel's next-generation desktop platform is apparently going to persist for approximately three and a half full CPU generations if you include the mobile-only Titan Lake. That's just one of the major details released by serial leaker Moore's Law is Dead in a new video that also includes the claims that upcoming Intel CPUs will not only skip
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The Hot Take: Well was the shortage planned to hasten this?
Chinese memory has apparently started making its way to global vendors, as Corsair's DDR5 modules have been spotted with CXMT DRAM. CXMT Takes Charge of The Global DDR5 Memory Supply Chain As Taiwanese & US Firms Lock In DRAM Supply Towards AI There has been a lot of talk going around CXMT and YMTC flooding the global markets with DRAM and NAND chips, as the AI supercycle has created a tight supply chain around commodity memory and SSDs. There were already reports that the major PC manufacturers have started exploring the integration of…
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By ckasprzak | TkOut | May 21, 2026 |
Hardware
The Hot Take: When these start getting traction we'll get GPUs to drop in price.....
While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which products…
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The Hot Take: Just WOW.
AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.
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The Hot Take: We are going to need all the fabs we can get here.
ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.
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