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for: Monday, March 02, 2026



Nvidia invests $2B in Lumentum lasers for next-gen AI factories

Vignesh R / techfundingnews - NVIDIA has announced a long-term strategic partnership with Lumentum Holdings to develop advanced optics technology for next-generation AI…

#ai #semiconductors #chips #nvidia #gpu #datacenter #deeptech #supplychain #us #manufacturing

NVIDIA, AMD back Ayar Labs’ $500M raise for optical tech crushing AI copper bottlenecks

3 days / techfundingnews / Vignesh R

Nvidia invests $2bn each in Lumentum and Coherent for AI optics R&D

3 days / techmonitor / Swagath Bandhakavi

Ayar Labs Raises $500M in Series E Funding

3 days / finsmes / FinSMEs

Nvidia invests $2B in Lumentum lasers for next-gen AI factories

4 days / techfundingnews / Vignesh R

Nvidia burns $4B to light up American photonics manufacturing

4 days / theregister / Tobias Mann

Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent

4 days / siliconangle / Maria Deutscher

Back to Top / Monday, March 2, 2026, 7:21 pm / permalink 20033 / 6 stories in 4 days


Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market

tomshardware - A 130% surge in combined DRAM and SSD prices by the end of 2026 will push PC prices up 17% compared to 2025 levels and wipe out the sub-$500 PC market.


AI data centers starve budget smartphones of memory chips

AI Data Centers Starve Budget Smartphones of Memory Chips

4 days / pymnts / PYMNTS


Gartner warns sub-$500 PCs will vanish by 2028

Extinction Watch: Sub-$500 Computers in Danger, According to Report

4 days / cnet / Omar Gallaga

Entry-Level PC Segment Might Disappear by 2028, Claims Gartner

4 days / techpowerup

Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market

4 days / reddit / /u/imaginary_num6er

Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market

4 days / tomshardware

Gartner says sub-$500 entry level PCs could disappear by 2028 as memory prices surge

4 days / techspot

Entry level PCs costing less than $500 ‘will disappear by 2028’, research firm predicts

4 days / reddit / /u/PaiDuck


Phison demands prepayments as NAND prices surge 500%

Phison is now demanding customers pre-pay with shorter timelines — NAND squeeze affecting everyone in the SSD supply chain

4 days / tomshardware

Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500%

4 days / reddit / /u/sr_local

Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500% Over Six Months

4 days / techpowerup

Phison Shifts NAND Supply to ‘Prepayment’ Model to Make Sure It Secures the Cash Before Allocating Any Supply to Customers

4 days / wccftech / Muhammad Zuhair

Back to Top / Monday, March 2, 2026, 11:22 am / permalink 20002 / 11 stories in 4 days


ASML plans to expand beyond chip lithography into advanced packaging

Maximilian Schreiner / the-decoder - ASML, the world's sole manufacturer of EUV lithography machines used to produce advanced chips, is looking to expand beyond its core business.The article ASML plans to expand beyond chip lithography into advanced packaging appeared first on The Decoder.

#ai #innovation #semiconductors #chips #business #supplychain #engineering #manufacturing #technology

ASML plans to expand beyond chip lithography into advanced packaging

4 days / the-decoder / Maximilian Schreiner

ASML wants to go beyond EUV: expansion into advanced AI chips

4 days / techzine / Berry Zwets

ASML Surges 30% While Targeting AI Chip Packaging Revolution

4 days / parameter / Trader Edge

Back to Top / Monday, March 2, 2026, 11:22 am / permalink 20001 / 3 stories in 4 days


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More Top Stories...

Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


Google releases Workspace CLI enabling AI agents to access Gmail, Drive, Calendar

Google has shipped an open-source Workspace CLI that gives AI agents like OpenClaw programmatic access to Gmail, Drive, Calendar and other Workspace services via a built-in MCP server. The tool standardizes agent integration, making it easier — and slightly creepier — for automated assistants to act on users’ behalf across core productivity apps. More...


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