Harkaram Grewal / implicator - Qualcomm unveils FastConnect 8800 Wi-Fi 8 chip with 11.6 Gbps speeds and a 30-company 6G coalition targeting 2029 commercial networks.

#ai #mobiletech #semiconductors #networking #chips #broadband #wireless #technology #telecommunications #qualcomm

Qualcomm readies phones for Wi-Fi 8, Bluetooth 7, and faster 5G era

4 days / digitaltrends

MWC 2026: Qualcomm Announces First Wi-Fi 8 Chip and Prepares For 6G Launch in 2029

4 days / thurrott / Laurent Giret

Qualcomm Launches First Wi-Fi 8 Chip at MWC, Targets 6G Commercial Networks by 2029

4 days / implicator / Harkaram Grewal

Qualcomm's next mobile connectivity chip ushers in the Wi-Fi 8 and Bluetooth 7 era

4 days / reddit / /u/Forsaken_Arm5698

Qualcomm: Prepping telecom infrastructure for AI-native 6G rollouts

4 days / telecomstechnews / Ryan Daws

(PR) Qualcomm Debuts AI-Native Wi‑Fi 8 Portfolio Unifying Client and Network Connectivity

5 days / techpowerup

The Future Of Wi-Fi Is Here And It's Fixing 7's Biggest Problems

5 days / bgr

Nvidia to invest $4 billion in two photonics companies

cnbc - Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.

#ai #hardware #semiconductors #networking #nvidia #stockmarket #business #datacenter #supplychain #technology

Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI

4 days / theverge / Stevie Bonifield

Nvidia’s $2 Billion Bet Sends Lumentum (LITE) Shares Soaring

4 days / parameter / Trader Edge

Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships

4 days / sherwood / Luke Kawa

Nvidia Commits $4 Billion to Photonics Leaders Lumentum and Coherent for AI Infrastructure

4 days / parameter / Trader Edge

Nvidia to invest $4 billion in two photonics companies

4 days / cnbc

Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies

4 days / sherwood / Luke Kawa

Nvidia to Invest $2 Billion in Both Lumentum and Coherent

4 days / wsj / Nicholas G. Miller

AMD details Ryzen AI 400 desktop with up to 8 cores, Radeon 860M graphics — APUs won’t be available as boxed units, only in OEM systems

tomshardware - After announcing Ryzen AI 400 APUs earlier this year, AMD has finally revealed the specifications for the chips. However, they’re targeting OEM systems, and they top out lower than AMD’s Ryzen AI 400 mobile lineup.

#ai #hardware #semiconductors #edge #genai #business #cpus #amd #diy #technology

AMD Ryzen AI 400G Series Desktop APUs Based on 4 nm "Gorgon Point" with 4P+4C Configuration

4 days / techpowerup

AMD announces Ryzen AI 400 Series desktop chips with Zen 5, RDNA 3.5, and an XDNA 2 NPU

5 days / techspot

AMD just gave desktop PCs an AI brain with the Ryzen AI 400 series

5 days / digitaltrends

AMD Unveils Ryzen AI 400 Desktop APUs: 8 CPU & GPU Cores, 50 TOPS, AM5 Socket Support

5 days / wccftech / Hassan Mujtaba

(PR) AMD Launches Ryzen AI 400 Series Processors for Mobile and Desktop

5 days / techpowerup

AMD will bring its "Ryzen AI" processors to standard desktop PCs for the first time

5 days / arstechnica / Andrew Cunningham

AMD details Ryzen AI 400 desktop with up to 8 cores, Radeon 860M graphics — APUs won’t be available as boxed units, only in OEM systems

5 days / tomshardware

Qualcomm's Snapdragon Wear Elite is the biggest smartwatch chip upgrade in 3 years

Matt Swider / theshortcut - Six things to know about Qualcomm's new 3nm wearable platform that brings on-device AI, satellite messaging, and 5G to your wrist

#ai #5g #semiconductors #wearables #google #samsung #camera #qualcomm #snapdragon #satellite

Meet Qualcomm’s Snapdragon Elite Wear Chip That Transforms Your Wearables Into Personal AI Devices

4 days / wccftech / Rohail Saleem

MWC 2026: Snapdragon Wear Elite brings big.LITTLE power to wearables

4 days / dataconomy / Kerem Gülen

Qualcomm’s Snapdragon Wear Elite paves the way for a new wave of AI wearables

5 days / digitaltrends

Qualcomm's Snapdragon Wear Elite chip is made for smartwatches and AI devices

5 days / engadget / Steve Dent

Qualcomm's Latest Chip Could Lead a New Wave of Camera-Equipped AI Watches and Wearables

5 days / cnet / Scott Stein

Samsung, Google and Motorola to Make AI Watches, Pins, Pendants With New Qualcomm Chip

5 days / cnet / Katie Collins

Qualcomm’s new chip is geared toward wearable AI gadgets

5 days / theverge / Victoria Song

Qualcomm's Snapdragon Wear Elite is the biggest smartwatch chip upgrade in 3 years

5 days / theshortcut / Matt Swider

Smartphone Market To Decline 13% in 2026, Marking the Largest Drop Ever Due To the Memory Shortage Crisis

msmash / slashdot - An anonymous reader shares a report: Worldwide smartphone shipments are forecast to decline 12.9% year-on-year (YoY) in 2026 to 1.1 billion units, according to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker. This decline…

#mobiletech #semiconductors #chips #storage #supplychain #economy #manufacturing #technology #smartphone #memory

Analysts: smartphone shipments set for record plunge (4)
Chipmakers race to add capacity; exports surge on demand (3)
Consumers trade in flagship phones amid buyer remorse (1)
Memory drought squeezes devices, hikes prices and delays launches (7)

Analysts: smartphone shipments set for record plunge

Smartphone market poised for 'sharpest decline on record' in 2026

7 days / reddit / /u/Dr_Neurol

Smartphone Market To Decline 13% in 2026, Marking the Largest Drop Ever Due To the Memory Shortage Crisis

7 days / slashdot / msmash

Global smartphone shipments expected to fall 13% amid memory supply crunch

7 days / techspot

Smartphone Shipments in 2026 to See Sharpest Decline on Record as Memory Crisis Deepens

8 days / reddit / /u/FragmentedChicken

6 days / cnbc

Memory vendor under fire for imposing hefty 15% depreciation fee on returns despite skyrocketing RAM value — user expected RMA replacement but gets hit with a loss instead

6 days / tomshardware

Orange Pi Neo Delayed Due to RAM Crisis: "We Are Now Waiting For a Good Time To Launch"

7 days / techpowerup

PCs and phones to get more boring and expensive in 2026 thanks to memory drought

7 days / theregister / O'Ryan Johnson

Global memory chip shortage impacting consumer electronics production

7 days / reddit / /u/Novel_Negotiation224

The Galaxy S26 is a photography nightmare

David Pierce / theverge - In many ways, Samsung's new phones are fairly normal upgrades. The S26 lines come with some useful new things - particularly the Privacy Display on the S26 Ultra, which looks like an extremely cool bit of tech and a really useful new feature - and a lot o…

#mobiletech #semiconductors #samsung #android #camera #cpus #photography #pricing #gadgets #smartphone

Accessories & features — S Pen change, Buds deals, third-party accessories (3)
Camera quality and AI edits — Reviewers slam photos; authenticity concerns (4)
Pricing backlash — Price hikes provoke buyer skepticism and broader concern (4)
Thermals & Exynos fix — Testing shows throttling largely resolved (1)

Accessories & features — S Pen change, Buds deals, third-party accessories

Belkin beats Samsung to market with S26 accessories (again)

7 days / tbreak / Abbas Jaffar Ali

Why Did Samsung Remove Bluetooth From The S Pen?

7 days / slashgear

Don’t Miss Out On Samsung’s Galaxy Buds4 And Galaxy Buds4 Pro Pre-order Offers On Amazon, Where You Can Get Up To A $30 Gift Card With Zero Conditions Involved

7 days / wccftech / Omar Sohail

Camera quality and AI edits — Reviewers slam photos; authenticity concerns

Galaxy S26 Ultra Ocean Mode, explained: underwater photos have never looked better

7 days / theshortcut / Max Buondonno

Galaxy AI's New Photo Editing Features Will Amplify Social Media's Inauthenticity Problem

7 days / cnet / Adam Benjamin

AI deepfakes are a train wreck and Samsung’s selling tickets

7 days / theverge / Sean Hollister

The Galaxy S26 is a photography nightmare

7 days / theverge / David Pierce

Pricing backlash — Price hikes provoke buyer skepticism and broader concern

Galaxy S26 vs. iPhone 17: Which entry-level flagship is right for you?

7 days / digitaltrends

How to get a taste of the Galaxy S26 on your old phone before spending big

7 days / digitaltrends

Samsung’s reason for Galaxy S26 price hike is a sign of bad things to come

7 days / digitaltrends

The Morning After: The Galaxy S27 Ultra’s Privacy Display is pretty cool

7 days / engadget / Mat Smith

Thermals & Exynos fix — Testing shows throttling largely resolved

Thermal Imaging Shows Samsung’s Exynos 2600 Has Solved The Dreaded Throttling Issues For Good

7 days / wccftech / Rohail Saleem

Japan Injects $1.7 Billion Into Rapidus, Retains Veto Power Over Chip Startup

Harkaram Grewal / implicator - Japan secures veto power over Rapidus with golden share as $1.7B funding round from 32 companies exceeds targets for 2nm chip venture.

#semiconductors #techpolicy #chips #government #business #supplychain #asia #manufacturing #technology #japan

Rapidus Secures $1.7 Billion in Funding to Back 2 nm Mass Production Plans by 2027

7 days / techpowerup

Japan's Rapidus lands $1.7B to chase 2nm chip production by 2027

7 days / theregister / Dan Robinson

Japan Injects $1.7 Billion Into Rapidus, Retains Veto Power Over Chip Startup

7 days / implicator / Harkaram Grewal

Rapidus secures $1.7 billion from Japan’s government and private investors for 2nm chip production — company says it is in active discussions with more than 60 potential customers

7 days / tomshardware

Japan bets $1.7B on Rapidus 2nm chips with METI, Toyota, SoftBank backing

8 days / techfundingnews / Vignesh R

Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

Jeff Carlson / cnet - AI-fueled memory scarcity is hitting the phone market hard this year, particularly for inexpensive, low-end devices.

#ai #mobiletech #semiconductors #chips #business #datacenter #supplychain #manufacturing #smartphone #memory

AI hardware prices spike; DGX Spark rises $700 (2)
Chip crunch threatens budget PCs and phones (3)
DRAM price surge: suppliers hike quotes and contracts (3)
IDC warns record 13% smartphone slump in 2026 (4)
All Other Stories

AI hardware prices spike; DGX Spark rises $700

Nvidia DGX Spark gets 18% price increase as memory shortages bite — Founders Edition now $4,699, up from $3,999

7 days / tomshardware

NVIDIA DGX Spark Sees $700 Price Hike Due To Ongoing Memory Shortages, $4699 New Pricing

8 days / wccftech / Hassan Mujtaba

Chip crunch threatens budget PCs and phones

RAM chip demand driving up PC costs, HP says

7 days / semafor / Tom Chivers

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns

7 days / slashdot / BeauHD

Chip crunch to hit smartphone, PC shipments in 2026 by over 10pc

8 days / siliconrepublic / silicon

DRAM price surge: suppliers hike quotes and contracts

What is causing the RAM shortage? Chip and supply chain experts explain

7 days / techxplore

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So ‘Absurd’ That Buyers Might Find It Better to Give Up

7 days / wccftech / Muhammad Zuhair

Samsung secures 100% price hike from Apple for iPhone 17 memory

8 days / dataconomy / Emre Çıtak

IDC warns record 13% smartphone slump in 2026

Smartphone market poised for 'sharpest decline on record' in 2026

8 days / cnbc

Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

8 days / cnet / Jeff Carlson

Smartphone Mkt to Decline 13% in '26, Largest Drop Ever Due to Memory Shortage

8 days / ycombinator

Smartphone sales could be in for their biggest drop ever

8 days / theverge / Emma Roth

All Other Stories

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns https://hardware.slashdot.org/story/26/02/27/008259/memory-price-hikes-will-kill-off-budget-pcs-and-smartphones-analyst-warns?utm_source=rss1.0mainlinkanon&utm_medium=feed

7 days / bsky / @slashdot.org / slashdot.org

Intel Foundry Manager Kevin O'Buckley Departs for Qualcomm

techpowerup - The head of Intel Foundry, Kevin O'Buckley, is leaving the company to join Qualcomm. He will take on the role of Executive Vice President of Global Operations and Supply Chain at Qualcomm, effective March 2, 2026. At Qualcomm, O'Buckley will oversee globa…

#semiconductors #chips #business #jobs #supplychain #intel #manufacturing #technology #qualcomm

Latest Intel exit sees Foundry lead Kevin O’Buckley joining Qualcomm

8 days / siliconrepublic / Suhasini Srinivasaragavan

Intel Shares Slide 3% as Foundry Leader Jumps Ship to Qualcomm

8 days / parameter / Trader Edge

Intel Foundry boss leaves for Qualcomm

8 days / ycombinator

Intel Foundry Manager Kevin O'Buckley Departs for Qualcomm

8 days / techpowerup

Intel Foundry Services Head Leaves For Qualcomm Supply Chain Post

8 days / reddit / /u/-protonsandneutrons-

Intel Foundry boss leaves for Qualcomm — Naga Chandrasekaran takes charge of the unit

8 days / tomshardware

Nvidia posts $68.1 billion quarter as AI demand surges worldwide

Camila Nogueira / betanews - Nvidia reported record financial results on Wednesday, delivering $68.1 billion in revenue for the fourth quarter of fiscal 2026 as demand for artificial intelligence infrastructure continued to accelerate. The quarterly figure rose 73% from a year earlie…

#ai #cloud #semiconductors #nvidia #gpu #stockmarket #earnings #business #datacenter #technology

Investors balk as Nvidia stock tumbles post-earnings (4)
Markets wobble: tech slump and crypto give back gains (5)
On the floor: Nvidia's record $68.1B AI quarter (3)

Investors balk as Nvidia stock tumbles post-earnings

Jim Cramer isn't fretting Nvidia's post-earnings sell-off. Here's how he would respond

8 days / cnbc

Nvidia stock falls despite strong earnings

8 days / semafor / J.D. Capelouto

Wall Street analysts are staying bullish on Nvidia. Traders aren’t

8 days / qz / Shannon Carroll

NVIDIA Corporation (NVDA) Stock:Drops Below $190 Despite Bullish Q4 Revenue Outlook

8 days / parameter / Yasmin Werner

Markets wobble: tech slump and crypto give back gains

Bitcoin and Tech Stocks Tumble in Tandem as Nvidia Earnings Trigger Risk-Off Trading

8 days / parameter / Trader Edge

Nvidia stumbles, crypto shivers, markets wobble: The AI reckoning begins

8 days / e27 / Anndy Lian

Tech weighs down stocks as investors digest Nvidia’s earnings

8 days / sherwood / Tasha Matsumoto

Bitcoin falls back below $67,000, rapidly giving back Wednesday's gains

8 days / coindesk / Stephen Alpher

Nvidia earnings, Big Tech's White House visit, protein prices and more in Morning Squawk

8 days / cnbc

On the floor: Nvidia's record $68.1B AI quarter

How Nvidia’s Record Quarter Signals a Major Shift for Tesla’s Robot Future

8 days / parameter / Trader Edge

Nvidia posts $68.1 billion quarter as AI demand surges worldwide

8 days / betanews / Camila Nogueira

Have we seen peak pricing power for Nvidia chips?

8 days / cnbc

HP warns RAM now makes up 35% of the cost of building a PC

techspot - Over the past few months, RAM chips used in new PCs have nearly doubled in price. According to HP Inc. CFO Karen Parkhill, memory's share of the PC bill of materials has risen from 15 percent to 18 percent, and now to roughly 35 percent. And that may be o…

#ai #hardware #semiconductors #chips #business #supplychain #pricing #manufacturing #gadgets #memory

Samsung exec confirms you can blame RAM — and other materials — for the Galaxy S26’s higher pricetag www.theverge.com/tech/885566/...

8 days / bsky / @theverge.com / theverge.com

IDC says phone makers will ship only 1.12 billion smartphones as compared to 1.26 billion last year

8 days / bsky / @techcrunch.com / techcrunch.com

Samsung exec confirms you can blame RAM — and other materials — for the Galaxy S26’s higher pricetag

8 days / theverge / Sean Hollister

This Person Paid $300 for a RAM Kit and Ended Up With a Box Full of Modules Worth Over Ten Times More; Talk About Crazy Luck

8 days / wccftech / Muhammad Zuhair

DRAM Shortage Will Cause 'Seismic Shift' in Smartphone Market, But Apple Will Be Less Affected

8 days / macrumors / Juli Clover

IDC: Worldwide smartphone market to decline more than ever in 2026 due to memory shortage driving up costs

8 days / sherwood / Rani Molla

Memory shortage could cause the biggest smartphone shipments dip in over a decade

8 days / techcrunch / Ivan Mehta

RAM supply is so tight, Samsung may be charging Apple double

8 days / reddit / /u/InsaneSnow45

HP warns RAM now makes up 35% of the cost of building a PC

8 days / techspot

Apple Accepts Samsung’s 100% Price Increase on LPDDR5X Memory

8 days / iphoneincanada / Steve Vegvari

RAM now represents 35 percent of bill of materials for HP PCs

8 days / reddit / /u/jluizsouzadev

HP warns: RAM now costs 35% of a PC’s total build

9 days / dataconomy / Emre Çıtak

HP says memory costs doubled in one quarter, now account for 35% of PC build materials

9 days / tomshardware

Nvidia warns of constrained supply of gaming GPUs — 'we do believe for a couple of quarters it is going to be very tight'

tomshardware - Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.

#gaming #semiconductors #chips #nvidia #gpu #business #supplychain #pricing #memory

Michael Burry flags “troubling” jump in Nvidia’s supply commitments

8 days / sherwood / Hyunsoo Rim

Image post - please click to view at origin

8 days / bsky / @techpowerup.com / techpowerup.com

As Nvidia’s gaming results underwhelm, the company sees “very tight” quarters ahead

8 days / sherwood / Max Knoblauch

Nvidia warns of constrained supply of gaming GPUs — 'we do believe for a couple of quarters it is going to be very tight'

8 days / tomshardware

NVIDIA Confirms Supply Constraints May Limit Gaming GPU Availability

8 days / techpowerup

NVIDIA confirms GeForce RTX 50 shortages due to the global memory crisis, impacting supply through fiscal 2027

9 days / reddit / /u/sr_local

Nvidia's 6-year-old cloud GPUS completely consumed by compute demand

9 days / reddit / /u/CompetitiveLake3358

NVIDIA’s QoQ Gaming Revenue Takes a Hit as CFO Warns Upcoming Months Will Be “Very Tight” For Gaming GPUs Amid Memory Shortages

9 days / wccftech / Muhammad Zuhair

Callosum Raises $10.25M in Funding

FinSMEs / finsmes - Callosum, a London, UK-based AI infrastructure company for AI models, raised $10.25M in funding. The round was led by Plural, with participation form Advanced Research, Invention Agency (ARIA), Charlie Songhurst (Meta), Stan Boland (FiveAI), John Lazar. T…

#ai #startups #vc #cloud #hardware #semiconductors #chips #uk #deeptech #supplychain

Startup challenging the ‘AI monoculture’ raises £7.5m

8 days / uktech / Oscar Hornstein

London-Based Callosum Raises $10.25M Funding Round Led By Plural

8 days / startuprise / Kailee Rainse

Callosum Raises $10.25M in Funding

9 days / finsmes / FinSMEs

Plural’s €9.5M bet on Cambridge’s Callosum to break Nvidia’s AI grip

9 days / techfundingnews / Abhinaya Prabhu

UK AI infrastructure startup Callosum challenging AI Silicon Valley “monoculture” comes out of stealth

9 days / tech / John Reynolds

China freeze on H200 chip sales clouds Nvidia’s record earnings

scmp - Nvidia has yet to generate any revenue from its H200 chips in China and does not know if any sales will be allowed in the country, the company said, even as the US chip giant reported record quarterly revenue on surging demand for data centre processors.W…

#ai #cloud #semiconductors #techpolicy #china #nvidia #gpu #earnings #datacenter

China export freeze: H200 sales blocked (3)
Other: GPU supply shortages, AI fears and market reaction (2)
Record quarter: Nvidia tops forecasts, guides even higher (12)
Vera Rubin: first samples ship, Rubin platform imminent (3)
All Other Stories

China export freeze: H200 sales blocked

Nvidia still hasn't sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over

9 days / cnbc

China freeze on H200 chip sales clouds Nvidia’s record earnings

9 days / scmp

Nvidia hasn't made a cent in China lately - and might not need to given $120 billion profit

9 days / theregister / Tobias Mann

Other: GPU supply shortages, AI fears and market reaction

Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears

9 days / wsj / Dan Gallagher

Nvidia warns of 'very tight' GPU supplies for next two quarters

9 days / tbreak / Tbreak Editor

Record quarter: Nvidia tops forecasts, guides even higher

Nvidia revenue hits $68B as Jensen Huang declares “Compute is Revenue”

9 days / dataconomy / Aytun Çelebi

Nvidia's Jensen Huang thinks markets “got it wrong” on software stocks sell-off

9 days / sherwood / Hyunsoo Rim

Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

9 days / tomshardware

Nvidia's blockbuster quarter eases AI spending fears as data center revenue explodes

9 days / techspot

Nvidia's stock sees only marginal gains after better-than-expected results. Here's the latest

9 days / cnbc

Nvidia (NVDA) Stock: Jumps After Hours on $78B AI Revenue Forecast

9 days / parameter / Newton Kitonga

Nvidia Posts Record Q4 as Jensen Declares ‘Compute Equals Revenues’ in AI Era

9 days / pymnts / PYMNTS

Hong Kong stocks extend rebound as Nvidia’s earnings beat boosts AI trade

9 days / scmp

‘Compute Equals Revenues’: Nvidia Needs Jensen Huang’s New Catchphrase to Be True

9 days / gizmodo / Ece Yildirim

Nvidia keeps the AI party alive with a booming quarter and even better outlook

9 days / cnbc

Nvidia Beats Back Bubble Fears With Record $68 Billion in Sales in Fourth Quarter

9 days / wsj / Robbie Whelan

Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%

9 days / reddit / /u/Logical_Welder3467

Vera Rubin: first samples ship, Rubin platform imminent

NVIDIA Ships First "Vera Rubin" VR200 Samples to Customers

9 days / techpowerup

Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market

9 days / cnbc

Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

9 days / tomshardware

All Other Stories

Why Nvidia’s terrific quarter is getting a terrible reaction

8 days / sherwood / Luke Kawa

The Nvidia CEO said agentic AI will use software tools like Excel, SAP, and ServiceNow — not replace them — after reporting strong earnings and guidance. https://sherwood.news/markets/nvidias-jensen-huang-thinks-markets-got-it-wrong-on-software-stocks-sel

8 days / bsky / @sherwood.news / sherwood.news

Apple is quietly assembling a US chip supply chain, one layer at a time

techspot - TSMC's vast complex outside Phoenix is central to that effort. The 2,000-acre site is slated to host six fabrication plants along with supporting infrastructure. Apple is positioning itself as the anchor customer: the company plans to purchase more than 1…

#semiconductors #apple #chips #tsmc #business #supplychain #us #manufacturing #technology

Advanced Apple Silicon remains tied to Taiwan despite Arizona fab expansion

9 days / appleinsider

What I Saw Inside Apple’s Effort to Rebuild the U.S. Chip Supply Chain

9 days / wsj / Rolfe Winkler

Apple is quietly assembling a US chip supply chain, one layer at a time

9 days / techspot

Nvidia set to report quarterly results after the bell

cnbc - Nvidia has been the best performer on Wall Street this year among tech's megacap companies.

#ai #semiconductors #nvidia #gpu #stockmarket #earnings #datacenter #supplychain

Inside Nvidia's tech: Vera Rubin and chip-deal competition (2)
Nvidia's record quarter and blowout guidance reshape AI market (13)
Traders position ahead of Nvidia earnings; markets jitter (4)
All Other Stories

Inside Nvidia's tech: Vera Rubin and chip-deal competition

Nvidia and AMD’s different deals show that while AI chatbots may be commoditized, the chips aren’t

9 days / sherwood / Luke Kawa

Here’s a Look at One of the World’s Most Complex AI Systems, the NVIDIA Vera Rubin, Integrating a Million Components

9 days / wccftech / Muhammad Zuhair

Nvidia's record quarter and blowout guidance reshape AI market

Nvidia tops Wall Street’s expectations again as data center revenue surges 75%

9 days / siliconangle / Mike Wheatley

Nvidia has another record quarter amid record capex spends

9 days / techcrunch / Russell Brandom

Nvidia Earnings Results Steady Markets as AI Spending Debate Intensifies

9 days / decrypt / Sebastian Sinclair

Nvidia Revenues Jump 73 Percent to a Record $68.1 Billion

9 days / thurrott / Paul Thurrott

Nvidia’s $78 billion forecast dares the market to flinch

9 days / qz / Shannon Carroll

36% ($77.7 billion) of NVIDIA’s FY2026 revenue came from two customers

9 days / bsky / @edzitron.com

NVIDIA (NVDA) Stock: Soars as $68.1B Record Quarter and AI Boom Drives 73% Revenue Surge

9 days / parameter / Yasmin Werner

Nvidia’s Quarterly Profit Hits $43 Billion on Strong A.I. Chips Sales

9 days / nytimes / Tripp Mickle

Nvidia’s strong results, guidance lift AI ecosystem

9 days / sherwood / Luke Kawa

Nvidia posts first $200bn year on back of AI investment boom

9 days / ft

(PR) NVIDIA Reports Record $68.1B Q4 Revenue, $215.9B for Fiscal 2026

9 days / techpowerup

Nvidia rises after earnings beat Wall Street's expectations, lifting AI-related crypto stocks

9 days / coindesk / James Van Straten

Nvidia rises after better than expected Q4 results, big upside surprise in Q1 sales guidance

9 days / sherwood / Luke Kawa

Traders position ahead of Nvidia earnings; markets jitter

Stocks continue to climb as tech and hyperscalers rise

9 days / sherwood / Tasha Matsumoto

Western Digital jumps ahead of Nvidia earnings report later today

9 days / sherwood / Matt Phillips

Nvidia set to report quarterly results after the bell

9 days / cnbc

NVIDIA Corporation (NVDA) Stock: Near $200 Ahead of Crucial AI-Driven Earnings Report

9 days / parameter / Yasmin Werner

All Other Stories

Peep that Q1 sales guidance surprise $NVDA sherwood.news/markets/nvid...

9 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

This is a very, very weird answer. If Jensen is expecting a positive inflection in cash flow from his major customers, that’s not something anyone is expecting. If it’s just positive cash flow generation, sure, but that’s forecast to slow

9 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies

9 days / cnbc

Nvidia's strong earnings calm AI bubble fears for now

9 days / semafor / J.D. Capelouto

Seoul shares open higher on strong Nvidia earnings

9 days / co / Kim Boram

Chip giant Nvidia flouts AI scepticism with record revenue

9 days / bbc

Watch Samsung Unpacked 2026 right here: Galaxy S26 series reveal starts at 10am PT / 1pm ET

techspot - Samsung is expected to reveal at least three phones in San Francisco today: the Galaxy S26, Galaxy S26+, and Galaxy S26 Ultra. It seems that reports the company dropped plans for a Galaxy S26 Edge (and likely any future Edge models) following weak S25 Edg…

#hardware #semiconductors #chips #samsung #android #supplychain #gadgets #smartphone #memory #bluetooth

Features: AirDrop support and AI's impact on resale values (2)
Live coverage: Unpacked launch and promotional stunts (3)
Other: unrelated tech and startup news (1)
Supply drama: DRAM sourcing, Micron role and internal distributor clash (5)
All Other Stories

Features: AirDrop support and AI's impact on resale values

Samsung Galaxy S26 to launch with AirDrop support

9 days / dataconomy / Emre Çıtak

Recycling biz reckons AI features are destroying smartphone resale values

10 days / theregister / Dan Robinson

Live coverage: Unpacked launch and promotional stunts

Samsung Is Sending Random Store Credits Just Before The Galaxy Unpacked Event

9 days / wccftech / Rohail Saleem

Watch Samsung Unpacked 2026 right here: Galaxy S26 series reveal starts at 10am PT / 1pm ET

10 days / techspot

Samsung Galaxy Unpacked live blog: See the latest updates

10 days / mashable

Other: unrelated tech and startup news

Flox Intelligence Raises €2.5M To Scale AI Wildlife Protection Across North America

9 days / startuprise / Kailee Rainse

Supply drama: DRAM sourcing, Micron role and internal distributor clash

Micron Reveals 24 Gbit GDDR7 Memory with 36 Gbps Bandwidth

9 days / techpowerup

Samsung’s Shadowy Internal War That Bungled Its Galaxy Unpacked Event

9 days / wccftech / Rohail Saleem

Micron Confirms 24Gb GDDR7 Modules With 36 Gbps Speeds For Next-Wave of Discrete GPUs

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Samsung Originally Intended To Charge Apple A 60% Premium For LPDDR5X RAM, But The iPhone Maker’s Desperation Led It Down A Costly Path

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Around Half Of The Galaxy S26 Series Units To Sport A Micron DRAM Instead Of One From Samsung

9 days / wccftech / Rohail Saleem

All Other Stories

Samsung S26 Series Hands-On First Look

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Samsung Galaxy Buds 4 and Buds 4 Pro Launch With Best Design Yet

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Samsung Galaxy S26 unveiled with world-first Privacy Display

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Live: Samsung unveils new Galaxy phones

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Samsung Unpacked 2026: live updates from the Galaxy S26 announcement event

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Turns Out Perplexity Might Be the Sleeper Feature on Samsung's Rumored Galaxy S26

9 days / cnet / Patrick Holland

Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200

tomshardware - SambaNova says its SN50 AI accelerator platform is about five times faster and three times more efficient than Nvidia's B200. In addition, the company signs a pact with Intel to offer Xeon-based AI systems to enterprises and governments.

#ai #startups #vc #hardware #semiconductors #ml #enterprise #chips #datacenter #performance

SambaNova bags $350m, unveils deals with Intel, SoftBank

9 days / siliconrepublic / Suhasini Srinivasaragavan

Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200

10 days / tomshardware

SambaNova introduces SN50 chip, secures $350m for expansion

10 days / techmonitor / Swagath Bandhakavi

SambaNova Raises $350M in Series E Financing

10 days / finsmes / FinSMEs

HP says memory’s contribution to PC costs just doubled to 35 percent

Simon Sharwood / theregister - Speeds up qualification of new suppliers to get more cheap parts into PCs, faster HP Inc. has revealed that memory now accounts for 35 percent of the cost of materials it needs to build a PC, up from between 15 and 18 percent last quarter. And the company…