HBM4E Race Heats Up Across Chipmakers

Summary: As SK hynix unveiled its HBM4E (7th generation High Bandwidth Memory) at Computex 2026, Asia’s largest IT show held in Taiwan, the HBM4E competition has begun in earnest. With the next-generation HBM market shifting toward a customized market, the memory supplier that achieves early next-generation


Orion Reaches Wage Deal Before Planned Strike

Summary: Orion, which faced its first strike crisis in its 70-year history, reached a dramatic settlement in wage negotiations between labor and management a day before the sales union’s planned ‘full strike’.According to industry sources on June 17, the Orion sales union and management reached an agreement


Why Kioxia is going easy on capex despite AI memory boom


Battery storage costs fall below gas-fired power plants for first time


Foxconn, Schneider Electric team up in AI data center equipment


JX Advanced Metals to raise optical chip wafer capacity for AI data centers


Vietnam's new rich rethink wealth as advisers target a nascent market


Call For Entries: Forrester’s B2B Forum EMEA 2026 Awards

Summary: Has your B2B organization successfully navigated complex buying dynamics to achieve results? We’d love to hear from you if so. Share your story for a chance to be honored at our B2B Forum EMEA in London.


CSP In-House ASIC Boom Drives MLCC Specification Concentration; Structural Shortages of High-End Specialty MLCCs May Emerge in 2H26, Says TrendForce

Summary: According to TrendForce’s latest MLCC industry research, the ongoing AI arms race among global CSPs is accelerating the adoption of in-house ASIC accelerators...


US AI export crackdown on Anthropic sparks global push for sovereign AI

Summary: A letter dated June 12 from US Commerce Secretary Howard Lutnick to Anthropic CEO Dario Amodei marked the most aggressive federal regulatory intervention targeting a leading generative AI firm to date, as Bloomberg confirmed.


Nvidia Vera CPU strains LPDDR supply as AI servers tap phone memory

Summary: Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyToday reported, citing electronics industry sources.


Samsung, SK Hynix suppliers seek war-cost payback after US-Iran shock drains chip materials inventory

Summary: Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.


Tesco is sprinting to quit VMware and Broadcom despite rapid migration risks

Summary: Supermarket giant has turned to third-party support as court sets date to hear licensing dispute


Summary: When is a complex chip design ready to be shipped to manufacturing? The post Signoff Of Synthesis-Optimized Registers appeared first on Semiconductor Engineering .


Summary: On-die monitors, localized analytics, and lifecycle data are giving architects new ways to close the gap between design intent and silicon behavior. The post Designing Chips That Can Explain Themselves appeared first on Semiconductor Engineering .


Blog Review: June 17

Summary: NVMe on-controller memory; SSN datapaths; Git-based chip workflows; low-light image enhancement; testing AI networks. The post Blog Review: June 17 appeared first on Semiconductor Engineering .


Developers build the best tools for developers – and are now defanging the AI menace

Summary: Fear and even grief are natural reactions to machines that do your job. The next reactions – acceptance and innovation – are more useful


Ta Tun Electric Wire and Cable opens Arizona office to target US chip and AI demand

Summary: Ta Tun Electric Wire and Cable is expanding into North America as semiconductor factories and AI data centers drive stronger demand for high-capacity power infrastructure worldwide. The company said its Arizona office and US certification push are meant to support chipmakers, cloud operators, and the broader energy needs of advanced computing facilities.


Shihlin Electric plans North America-focused plant as five business lines drive double-digit growth

Summary: Shihlin Electric said on June 17 that it expected double-digit revenue and profit growth for 2026, driven by momentum across five business lines: Taiwan Power grid resilience projects, energy transition initiatives, the AI data center supply chain, turnkey transportation and public works, and exports. Executives at the shareholders' meeting announced that a…


China PCB maker DSBJ bets US$1.2 billion on AI optical modules

Summary: Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.


MLCC 廠太陽誘電：現階段沒計劃因供需緊繃漲價

Summary: 日本積層陶瓷電容（MLCC）大廠太陽誘電（Taiyo Yuden）可能加快 MLCC 擴產速度，且現階段沒計劃 […]


Lithium carbonate prices recover as battery costs face fresh pressure

Summary: Lithium carbonate prices are beginning to recover as demand from China's power batteries and the global energy storage market strengthens. For readers worldwide, the shift could lift battery costs, reshape supply chains, and accelerate interest in sodium-ion technology as companies seek alternatives to lithium-heavy systems.


Taiwan's Astrogate taps South Korean wireless conferencing market, secures LG, SK Hynix

Summary: Taiwan-based wireless collaboration solutions provider Astrogate is establishing South Korea as its primary growth market. The company is leveraging cross-brand compatibility, secure Taiwanese manufacturing, and deep localized market insight to anchor its expansion.


Exclusive: Largan taps Han's Laser equipment as optics makers target FAU growth

Summary: Taiwan optical leader Largan Precision has disclosed an equipment order worth about NT$650 million (US$20.6 million) from Chinese laser-processing equipment maker Han's Laser Technology Industry Group. DIGITIMES has exclusively confirmed with sources inside Han's Laser that the equipment covers automation and glass solutions.


PCIM 2026: How high-voltage infrastructure is unifying AI and e-mobility sectors

Summary: Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders…


SK 海力士傳最快 8 月赴美掛牌！統一這檔 ETN 擁 28% 權重直接點火

Summary: 全球記憶體龍頭 SK 海力士（SK Hynix）傳出最快今年 8 月登陸那斯達克，成為下一個破兆美元 IPO（ […]


Cyberattack sees crops kept in the ground

Summary: Bitter harvest for Australia's Mackay Sugar, attacked in peak cane crushing season


Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility

Summary: AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.


Com2uS Holdings Showcases 'Fading Echo' and 'Zenonia 1' at Steam Next Fest

Summary: Com2uS Holdings said on June 16 that its upcoming PC and console titles, Fading Echo and Zenonia 1: The Threads of Memory, will participate in Steam Next Fest.Running through 10 a.m. Pacific Time on June 22, Next Fest is an online event hosted by global PC game distribution platform Steam. The event


Elice Group Wins GPU Cloud Slot in Gwangju National AI Data Center Project

Summary: AI full-stack company Elice Group said on June 16 that it has been selected as a supplier for the 2026 National AI Data Center Advancement Project led by the Gwangju Artificial Intelligence Industry Cluster Agency (AICA).The project aims to strengthen South Korea's AI industry competitiveness by pro


AI 吃掉八成 NAND 產能，慧榮：供應缺口 2027 年恐更嚴峻

Summary: AI 資料中心對儲存晶片的需求持續擴張，正把 NAND 市場推向前所未見的緊張局面。NAND 快閃記憶體控制晶 […]


FADU Extends eSSD Controller Contract Deadlines Again

Summary: FADU's enterprise solid-state drive (eSSD) controller supply contracts are seeing repeated extensions, with the combined contract value reaching approximately 70 billion won.On May 6, FADU disclosed a contract to supply eSSD controllers to an overseas NAND flash memory manufacturer. The contract was


Genesem Wins 7.4 Billion-Won Semiconductor Equipment Order From SK hynix

Summary: Genesem will supply semiconductor equipment, including saw singulation systems, worth about 7.37 billion won to SK hynix.The company disclosed on June 15 that it signed a semiconductor back-end equipment supply contract with SK hynix's Chongqing subsidiary in China. The contract value is about 7.37


Superior Plating Technology turns to AI liquid cooling and CPO

Summary: Superior Plating Technology chairman Lei-Je Hua said the company is shifting more resources into AI liquid cooling, CPO communication modules, and nearline HDDs for AI data centers, while expanding production in Thailand and adding a new manufacturing base in Vietnam to build a multinational supply chain and meet customers' capacity-relocation needs. After…


Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain

Summary: Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations of water contamination regulations. The decision removes the threat of a shutdown, but it also underscores the operational and regulatory risks still facing Apple's suppliers in Ind…


專訪十銓科技：從抗高溫到一鍵自毀，工業儲存如何成為無人載具的資料防線？

Summary: 從德國紐倫堡 Embedded World 到南港 Computex，今年接連幾個國際技術展會，十銓科技總經理 […]


AI 時代記憶體正迎接結構改變，外資調升美光目標價至 1.600 美元

Summary: 根據新加坡的獨立機構投資研究公司 Aletheia Capital 的報告表示，隨著人工智慧（AI）浪潮持續席 […]


Samsung Electro-Mechanics expands silicon capacitor push on integration edge

Summary: Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and…


Space data centers face cooling hurdles and cost barriers

Summary: As SpaceX's listing has sparked discussion of space data centers, SpaceX CEO Elon Musk said the concept requires no magic and is simpler than existing Starlink systems. But supply chain sources say that cooling remains a major hurdle, while DIGITIMES Research shows that the timing is another key problem: launch costs have yet to reach commercial viability.


ENF Technology Begins First Hydrofluoric Acid Supply to SK hynix

Summary: ENF Technology has localized hydrofluoric acid used in semiconductor manufacturing processes and has begun supplying the material to SK hynix.Hydrofluoric acid (HF), produced by diluting hydrogen fluoride in ultrapure water, is used in semiconductor etching and cleaning processes. The material remov


Google Details Five Generations Of TPU Training Supercomputers

Summary: Researchers from Google and University of California, Berkeley published a technical paper titled “Google’s Training Supercomputers from TPU v2 to Ironwood: Architectural Stability, Scale, Resilience, Power Efficiency, and Sustainability Across Five Generations.” The paper summarizes five generations of Google TPUs, from TPU v2 through Ironwood, and examine…


EE Times Magazine – June 2026

Summary: The June 2026 edition of EE Times Magazine explores autonomous aerospace and defense systems—from orbital data centers to AI-enabled drones. The post EE Times Magazine – June 2026 appeared first on EE Times .


AMD's Mext buy shows how AI could solve the RAM shortage it created

Summary: Running low on memory, can't afford more? The House of Zen's latest acquisition puts an AI spin on flash-based memory expansion


Contract Prices Surged More Than 100% in 1H26; Structural Shortages to Keep NOR Flash and SLC NAND Prices Rising in 2H26, Says TrendForce

Summary: Major memory suppliers continue to prioritize capacity allocation toward higher-value products such as HBM and advanced-layer 3D NAND...


AI Agents Are Your New Customer. But Can You Target and Grow Their Trust in Your Brand?

Summary: AI agents don’t browse your site or respond to marketing narratives. They retrieve, validate, and surface structured information to answer engines and consumer agents. That creates a fundamental shift towards business-to-agent (B2A) marketing strategies: how do marketing leaders target agents and grow their trust to retain their loyalty? To gain competitive…


Wi-Fi 7 Captures 44% of Enterprise WLAN Dependent Access Point Revenue as 1Q26 Market Grows 15.9% to Nearly $2.7 Billion

Brandon Butler, Petr Jirovsky and Diego Anesini

Summary: The worldwide WLAN market reached $2.7 billion in 1Q26, growing 15.9% year over year. Wi-Fi 7 (802.11be) now accounts for 44.5% of enterprise dependent access point revenues (up from 11.8% in 1Q25). Within four quarters, Wi-Fi 7 went from a nascent segment to the dominant enterprise Wi-Fi generation being deployed globally. The shift is driven […] The post…


Survey Insights: How Business Applications Are Purchased

Summary: Get Forrester data on how business applications are purchased by IT and business stakeholders.


The new Siri makes one of Apple's most convenient OS features a cumbersome mess

Summary: Goodbye, useful Spotlight; hello force-fed Apple intelligence bloatware that feels distressingly like Google AI Overviews


AI Is Ready. Enterprises Are Not. Vendors Need to Fix It.

Summary: We are projecting global IT spending on AI to reach $409 billion in 2026, roughly 53% year-over-year growth, and on track to reach $700 billion by 2029. That is not a trend. That is a structural transformation of the global technology economy, playing out in real time. And yet, for all that investment, the enterprise […] The post AI Is Ready. Enterprises Ar…


Python dev saved from disaster by intuition... and AI

Summary: I'm sorry, Dave. I can't install that repo that will totally hose your system


Intel-born networking tech resurfaces as InfiniBand alternative for DoE supers

Summary: Omni-Path lights up Lawrence Livermore system at 400 Gbps


HyVISION System Wins 95 Billion-Won ESS Battery Pack Equipment Order in North America

Summary: HyVISION System has secured a battery pack assembly equipment order worth 95 billion won for the North American energy storage system (ESS) market.The company disclosed on June 15 that it revised the value and duration of an ESS battery pack assembly equipment supply contract originally signed on Ma


Summary: When AWS S3 Keeps Changing, Who Keeps Up? diane.marsili Tue, 06/16/2026 - 19:29 Your customers don’t care who wrote the code, they care that “AWS S3 compatible” actually works with the apps they already run. That’s why SNIA developed the  Cloud Object Storage Plugfest Program – a collaborative, multi-vendor interoperability testing environment for S3 d…


AI and brain-computer interface allow speechless ALS patient to work a full-time job

Summary: The hardware isn't new, but a UC Davis research team's machine learning-powered method of translating brain activity in an ALS patient into sentences with 92% accuracy is


Three critical Fortinet sandbox bugs splattered by unknown attackers

Summary: All have patches, so make sure you upgrade to a fixed version


Governance: New Strategy, Old Hands On The Wheel …

Summary: You know the pattern: I show up, tell a story from a seat I actually sat in, and we get into what it takes to lead technology when the official playbook and the real one are two different documents. Today’s topic is governance, which I realize is not the word that makes anyone lean in. Nobody pitches “Let’s talk about […]


Commodore gets into the phone biz with Sailfish-powered retro 'Callback'

Summary: Ships sans email, web, or socials, but with plenty of beige plastic


HPE Expands Self-Driving Networks Across Edge, Campus, Data Center, and AI Factories

Summary: At HPE Discover 2026, HPE announced a broad set of networking enhancements to support AI infrastructure, autonomous operations, and zero-trust security. The updates span AI data center networking, AIOps, routing, and secure access, extending the company’s self-driving networking strategy across AI factories, enterprise data centers, and edge deployments. Th…


HPE Expands AI Factory Portfolio for Agentic AI Deployments

Summary: At HPE Discover 2026, HPE announced a series of enhancements to its AI infrastructure portfolio to help enterprises operationalize agentic AI with greater governance, security, and scalability. The updates expand HPE AI Factory offerings within the NVIDIA AI Computing by HPE portfolio and focus on moving AI initiatives from pilot projects into production en…


There's no such thing as an agentic CPU

Summary: AI agents are a general-purpose workload no different from any other


Firefox 152 understands 'Sssh!'

Summary: As Google continues crippling Chrome ad-blockers, it's a good time to try Firefox


Summary: AI Is Driving the Semiconductor Industry Toward a $2 Trillion Market JWinters Tue, 06/16/2026 - 15:40


US Health Insurers Show Experience Improvements

Summary: Forrester’s 2026 health insurer experience rankings signal the end of a prolonged decline — but it’s too soon to declare victory just yet. Read the takeaways from this year’s report.


VAST Data and the evolving neoclouds


Microsoft faces down sueball, capacity problems in series of challenges

Summary: Misleading statements about Copilot and AI? Surely not!


Crooks found a new way to collaborate using Teams – by hiding command-and-control traffic

Summary: Custom malware routed communications through legitimate Microsoft services, making malicious activity look like routine corporate collaboration


KC Tech Breaks Into SK hynix Supply Chain for Supercritical Cleaning Equipment

Summary: Equipment materials company KC Tech is commercializing supercritical cleaning equipment specialized for advanced semiconductor manufacturing after years of research and development (R&D).The system is considered one of the industry’s most technically demanding cleaning tools, commercialized by only


Linux kernel 7.1 sends Intel 486 support to silicon heaven

Summary: More than 140,000 lines of code bite the dust as ancient CPUs, bus mice, and other legacy leftovers face the chop


AMD Snaps MEXT to Break the Memory Wall

Summary: AMD acquires MEXT to slash AI memory costs and break the memory wall. The post AMD Snaps MEXT to Break the Memory Wall appeared first on EE Times .


Non-x86 servers now nearly half the market, IDC says

Summary: Demand for AI systems plus the shortage of DRAM and NAND are shaping the global market


Summary: Samsung K4VOF165ZC D1b 12 Gb GDDR7 DRAM Memory Floorplan Analysis JWinters Tue, 06/16/2026 - 13:29


Lumi Loglake enables fast searches of unstructured log data


IDC ranks Dell, NetApp, Everpure, Huawei and HPE in external storage systems market


Announcing The Forrester Wave™: Accounts Payable Invoice Automation Software, Q2 2026

Summary: I’m thrilled to announce the publication of The Forrester Wave™: Accounts Payable Invoice Automation Software, Q2 2026! This is the second edition of this evaluative research (you can find the first here). This report helps our clients navigate the complexities of the rapidly evolving finance automation market and offers insights into how fast-evolving a…


NHS Palantir claims face scrutiny after data suggests uneven results

Summary: Campaign group says FOI figures show some trusts carried out fewer procedures than before


OpenAI Has Confidentially Submitted a Draft S-1 to the SEC

Summary: Blog written by OpenAI published June 8, 2026 We recently submitted a confidential S-1.We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated […] The post OpenAI Has Confidentially Submitted a Draft S-1 t…


Nakivo Reports Q1 2026 Results

Summary: Nakivo, a software company specializing in data protection and disaster recovery solutions, announced strong financial results for the first quarter of 2026, marked by continued global expansion, customer growth, and increasing demand across all major regions.MSP Business Continues Strong Global Expansion The number of MSPs grew by 18% in Q1 2026 compared w…


IT Press Tour 68: JuiceFS

Summary: We had the opportunity to meet JuiceFS for the 2nd time during the recent 68th edition of The IT Press Tour held last week in Boston, MA.Joe Zhou, DevRel, JuiceFS (Juicedata), refreshed the group on file storage approach, very intersting as Amazon has added recently S#Files. Zhou positioned object storage as the de facto backend of […] The post IT Press Tou…


IT Press Tour 68: Paradigm4

Summary: We had the opportunity to meet Paradigm4 for the 1st time during the recent 68th edition of The IT Press Tour held last week in Boston, MA.Marilyn Matz, CEO, Paradigm4, introduced the company with Gary Planthaber, CTO, Andy Cosgrove, CRO, and David Freund, technical sales partner for flexFS. It worth noticing that the company has been co-founded […] The pos…


Data + AI Summit 2026: Databricks Announces OpenSharing

Summary: Summary: Hosted by the Linux Foundation, OpenSharing is the next evolution of Delta Sharing, the most widely adopted open protocol for secure zero-copy data sharing, used by Amadeus, Atlassian, LSEG, SAP, Stripe, TheTradeDesk, and thousands of enterprises OpenSharing introduces the first open, vendor-neutral protocol for securely sharing AI assets, includin…


Rubrik Forward 2026: Rubrik Introduces Autonomous Business Recovery Solution for Cloud Applications

Summary: Summary: Achieves orchestrated recovery for cloud applications with dependency mapping across data, configurations and code Delivers agentic-based recovery with Preemptive Recovery Engine Restores customers’ Minimum Viable Business (MVB) for cloud applications Rubrik, a security and AI operations company, unveiled Autonomous Business Recovery (ABR) for Clou…


Rubrik Forward 2026: Rubrik Unlocks AI on Unstructured Data

Summary: Rubrik, a security and AI operations company, unveiled the next stage of Rubrik Annapurna, establishing the AI-ready unstructured data layer for enterprise Data Intelligence platforms of choice.Annapurna scans and catalogs unstructured data in place across distributed systems, publishes a queryable catalog into a lakehouse, and eliminates the data duplicati…


SiPearl Rhea1 Brought to Life

Summary: Summary: The most complex server CPU ever designed in Europe, the key component for a sovereign comprehensive compute/AI stack Fulfilment of the mission entrusted to SiPearl by the European Union: the return to Europe of high-end processor technology and expertise The bring up of Rhea1 launched with great success General availability of Rhea1 scheduled end…


Milestone Systems Expands Cloud Capabilities with XProtect 2026 R1 and Arcules Updates

Summary: Milestone Systems, a player in open platform video management software, announced XProtect 2026 R1 and Arcules VSaaS platform enhancements, delivering updates to strengthen security operations, simplify system management, and expand cloud flexibility across a wide range of deployment environments.“XProtect 2026 R1 and the latest Arcules enhancements reflect…


TerraMaster Introduces D1 SSD Rugged Enclosure IP67 Waterproof with USB 3.2 Gen2 Port

Summary: TerraMaster Technology Co. Ltd. introduces the all-new D1 SSD rugged portable SSD enclosure.Designed for users who demand both data security and high-speed performance, the D1 SSD features an aircraft-grade all-metal chassis, IP67 water and dust resistance, and 1.2-ton crush resistance. Combined with high-speed data transfer, silent cooling, and broad platf…


Dell Tech World 2026: All News

Summary: Dell Technologies World 2026 took place in May in Las Vegas, NV, and it was the opportunity to hear all latest news and products developments plus key AI directions fueled by strategic partnerships. Jensen Huang, CEO, Nvidia, was again on stage with Michael Dell, CEO, Dell… Below is a selection of key announcements made during […] The post Dell Tech World 2…


NASA said nyet to Roscosmos plan to cut into leaky ISS segment

Summary: Crew sheltered in SpaceX Dragon as aging Zvezda segment's cracks continue to test orbital nerve


Cardiac monitor maker's security skips a beat as data thieves go for the jugular

Summary: Attackers used social engineering to access third-party business apps and steal patient information


Qualcomm said to be circling AI chip biz Tenstorrent in $10B RISC-V power play

Summary: Potential takeover would represent significant commitment to the open instruction set architecture


Scammers keep scoring: Brits fleeced for £1.3B as Americans lose $3.5B to impersonators

Summary: More reasons to love social media and AI


Capita is about to sail past deadline to fix civil service pensions scheme

Summary: Union says outsourcer will miss June 30 target after portal meltdown and mounting complaints


ZTE Day 2026 in Almaty Showcases Innovations Shaping Kazakhstan's Intelligent Telecom Future

Summary: PARTNER CONTENT: Empowering Kazakhstan’s "Year of Digitalization and AI" with Next-Gen Connectivity and Supercomputing Solutions


SQL Server may be too lucrative for Microsoft to ditch, but too legacy to love

Summary: Analysts say Redmond still has billions of reasons to keep backing its flagship DBMS, even as Azure, Postgres, and AI hog the spotlight


Summary: Multi-GPU traffic modeling; physical neural computing; RISC-V fault injection; automotive CAN timing analysis; EUV source optimization; lithography defect detection; dual-beam EUV efficiency. The post Chip Industry Technical Paper Roundup: June 16 appeared first on Semiconductor Engineering .

Korea Institute of Industrial Technology


上半年合約價漲幅皆破 100%，2H26 結構性缺貨帶動 NOR Flash、SLC NAND 價格持續上漲

Summary: TrendForce 最新記憶體產業研究，由於記憶體大廠產能規劃持續傾向 HBM、高層數 3D NAND 等高 […]


微軟 Xbox 憂明年儲存成本恐暴漲 5 倍 美光飆史高

Summary: 微軟（Microsoft Corp.）旗下 Xbox 事業部新任執行長 Asha Sharma 日前警告，即使 […]


Yujin Technology Expands Supply of Key Components for North American ESS Production Lines

Summary: Yujin Technology has expanded supplies of key components for prismatic battery production lines used in energy storage systems (ESS) by a global battery cell maker in North America.The company said on June 15 that it is increasing shipments of precision notching presses and cutter sets to production


Sebang Lithium Battery to Partner With LGES on North American ESS Supply Worth 1.8 Trillion Won

Summary: Sebang Lithium Battery, a subsidiary of "Rocket Battery" maker Sebang Global Battery, is entering the US energy storage system (ESS) market. Its partner has been identified as LG Energy Solution. The contract is valued at 1.8 trillion won, with revenue expected to begin in the fourth quarter of this


突破手機端 AI 運算極限，華為、小米密謀 LLW 記憶體技術

Summary: 根據 Wccftech 引述微博爆料者「定焦數碼」的報導，中國手機品牌如華為與小米被傳在研究一種名為「低延遲寬 […]


AI 引爆「記憶體超級循環」！外資看好美光居核心地位，2027 年獲利迎暴衝式成長

Summary: 美國記憶體大廠美光（Micron）再度成為市場焦點。根據 Aletheia Capital 6 月 15 日發 […]


AMD 宣布併 AI 記憶體優化商 MEXT、股價飆史高

Summary: 為緩解不斷上漲的記憶體成本壓力，超微（AMD）宣布收購 AI 記憶體優化商 MEXT，股價應聲躍上歷史收盤高。 […]


Modeling Multi-GPU Traffic For Distributed AI Workloads (UW Madison, AMD)

Summary: Researchers from University of Wisconsin-Madison and AMD Research and Advanced Development published a technical paper titled “Eidola: Modeling Multi-GPU Network Communication Traffic in Distributed AI Workloads.” Abstract: “As distributed AI workloads grow in scale, multi-GPU systems have become essential for training large models. Although techniques like…


Optical Interconnects Become Critical to AI Factory Expansion; CPO/NPO Market Expected to Exceed US$39 Billion by 2030, Says TrendForce

Summary: TrendForce’s recent research on silicon photonics (SiPh) shows that the rapid growth of AI training and inference workloads is pushing AI data centers toward increased power use, higher rack densities, and larger clusters...


Physical Neural Networks: A Survey (U. of Lübeck, TU Hamburg)

Summary: Researchers from the University of Lübeck and TU Hamburg published a technical paper titled “Beyond Silicon: Materials, Mechanisms, and Methods for Physical Neural Computing.” Abstract: “Physical implementations of neural computation now extend far beyond silicon hardware, encompassing substrates such as memristive devices, photonic circuits, mechanical met…


Summary: GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers. The post GlobalFoundries: First Chipmaker to Support Open Standard for AI Scale Up appeared first on EE Times .


US Banks’ Total Experience Is Improving, But Most Still Have Work To Do

Summary: Improvement is real in US banking — but fragile. Forrester’s 2026 Total Experience Score rankings show that gains in customer experience and brand perception are driven by better execution of the basics, not bold transformation. Sustaining that progress will depend on closing gaps in clarity, advice, and employee enablement.


UK Social Media Ban Forces Platform Accountability

Summary: The ban marks a moment where government regulation is catching up to consumer expectations. But it's not just about online safety — it's a regulatory demand that will influence social media platform experiences and product decision-making.


Total Recall: A Cautionary Fable Of Anthropic And The US Government

Summary: On Friday, June 12, the same model class covered by our previous blog post went dark. Anthropic suspended Fable 5 and Mythos 5 worldwide after the US Department of Commerce issued an export control directive, which led to requests from prominent cybersecurity pros to undo the action. The bypass that triggered the export controls, per […]


HPE Expands Quantum Ecosystem to Advance Hybrid HPC and Quantum Computing

Summary: HPE has announced that it has expanded its collaborations with eight quantum technology companies as it works to develop hybrid computing environments that combine high-performance computing (HPC) and quantum systems. The effort is designed to accelerate the development of practical classical-quantum workflows and support future large-scale scientific and i…


Consumers Aren’t Ready To Delegate Payments To AI Agents

Summary: AI agents may soon be able to shop and pay on consumers’ behalf. But today, most consumers aren’t willing to hand over the keys — trust is the real barrier. Learn more.


McObject’s embedded eXtremeDB/rt database has hardware-free flash simulation support


HPE Unifies HPE and Juniper Partner Programs Under Partner Ready Vantage

Summary: At HPE Discover 2026 in Las Vegas, HPE announced plans to consolidate its HPE and Juniper Networks partner programs into a single global framework under HPE Partner Ready Vantage. Effective November 1, 2026, partners will operate under a single program structure spanning networking, hybrid cloud, AI, and services, with aligned incentives, common competencie…


Summary: Philips 5000 Series Palm Recognition Smart Lock Teardown JWinters Mon, 06/15/2026 - 17:19


Summary: The company said it can consume an order of magnitude less power per token versus GPU alternatives. The post Tensordyne Tapes Out LNS-Based AI Chip, Claims Huge Power Advantages appeared first on EE Times .


Summary: Samsung Galaxy S26+ RF Architecture Analysis: Inside Samsung's Exynos 2600 Connectivity Platform JWinters Mon, 06/15/2026 - 14:27


Smart Glasses Surge: The XR Market Is Rewriting Its Own Rules

Summary: The extended reality (XR) market is not the same industry it was two years ago. What was once defined by bulky headsets and gaming-first use cases has transformed, rapidly and decisively, into a market shaped by smart glasses you’d actually want to wear to the grocery store. IDC’s latest data from the Worldwide Quarterly Wearable […] The post Smart Glasses…


HYCU’s springboard: organizations will develop corporate memories


PhoenixAI leaves legacy analytics ashes behind to build AI agent database


Summary: Architecting AI Data Foundations: Object Storage Patterns for Scale, Access, and Longevity diane.marsili Mon, 06/15/2026 - 12:53 AI systems are only as powerful as the data foundations that support them. As applications increasingly rely on vectors, tables, graphs, and long-lived datasets, object storage must evolve to do more than simply hold data—it must…


Milvus invents Vector Lakebase


Summary of Week 24 – June 8-12, 2026

Summary: Top News June 12 – Oracle: Fiscal 4Q26 and FY26 Financial Results June 11 – SpaceX IPO is Coming Very Soon Now June 10 – CoreWeave and Meta Announce $21 Billion Expanded AI Infrastructure Agreement June 9 – Anthropic Confidentially Submits Draft S-1 to the SEC June 8 – Summary of Week 23 – June 1-5, 2026 Our selection FuriosaAI Partners with Broadcom to […]…


Nscale Secures $790 Million in Financing to Support AI Infrastructure Buildout in Norway

Summary: Nscale is pleased to announce an additional $790 million in financing – committed by ABN AMRO, DNB, Eksfin, Nordea and SEB – to reinforce the continued development of the AI data center in Narvik, Norway. This data center project is the largest AI infrastructure investment in Norway. The committed financing includes an additional $790 million […] The post N…


IT Press Tour 68: ExaGrid

Summary: We had the opportunity to meet ExaGrid for the 4th time during the recent 68th edition of The IT Press Tour held last week in Boston, MA.Bill Andrews, CEO, ExaGrid, introduced the company as the largest independent vendor focused 100% on backup storage, shipping for over 18 years with a customer base exceeding 5,200 organizations across […] The post IT Pres…


IT Press Tour 68: IO River

Summary: We had the opportunity to meet IO River for the 1st time during the recent 68th edition of The IT Press Tour held last week in Boston, MA.IO River, founded in 2022 by CEO Edward Tsinovoi and CTO Michael Hakimi, both veterans of Akamai’s core platform where they led edge compute development, is backed by S […] The post IT Press Tour 68: IO River appeared fir…


Rubrik Forward 2026: Rubrik Now Available as AI Agent

Summary: Rubrik, a security and AI operations company, announced the launch of Rubrik AI, which transforms its platform with agentic-first experiences to operate at AI speed.Rubrik AI adapts to each organization’s context and security threats and autonomously acts at machine speed across Rubrik’s product portfolio. From day one, Rubrik built an API-first platform to…


Rubrik Forward 2026: Rubrik Launches Rubrik Agent Cloud for Anthropic’s Claude Code

Summary: Rubrik, a security and AI operations company, announced Rubrik Agent Cloud (RAC) for Anthropic’s Claude Code and Claude Cowork.Organizations can now deploy Claude-powered agents at scale with observability, control, and the industry’s only agent rewind to reverse unintended actions, and immutable codebase recovery when an incorrect action outruns version co…


Data + AI Summit 2026: Databricks Announces Keynote Lineup and Programming for the World’s Largest Data and AI Conference

Summary: Databricks, a data and AI company, announced the full agenda and lineup of speakers for this year’s Data + AI Summit, the world’s largest data, analytics and AI conference.From June 15-18, more than 30,000 data and AI professionals are expected to gather in person at the Moscone Center in San Francisco, with tens of thousands […] The post Data + AI Summit 2…


RAISE Summit Returns to Paris on July 8–9, 2026 at the Carrousel du Louvre

Summary: As artificial intelligence moves from experimentation to large-scale deployment across every sector of the economy, RAISE Summit returns to the Carrousel du Louvre on July 8–9, 2026, bringing together 9,000 global leaders at a pivotal moment for the industry alongside the launch of the CxO Summit & MACHINA Summit.With more than 80% of attendees at […] The p…


Cohesity Expands Strategic Alliance with HPE to Deliver Industry-Leading Cyber Resilience, Data Protection, and Hybrid Cloud Solutions

Summary: Cohesity,a player in AI-powered data security, announced a significant expansion to its seven-year strategic collaboration with HPE to further help customers improve cyber resilience, simplify hybrid cloud operations, and recover faster from disruption.The enhanced alliance introduces new resell agreements, deepens technical integrations, and strengthens jo…

Partnership (OEM, Channel, Dist. & Alliance)


Summary: Chip and system designers scramble to leverage existing and future standards as edge AI increases demand for faster data movement and greater reliability. The post Wi-Fi Flies Higher As Edge AI Build-Out Takes Root appeared first on Semiconductor Engineering .


Research Bits: June 15

Summary: NAND in space; integrated photonic functions on silicon; light-emitting organic transistor with memory. The post Research Bits: June 15 appeared first on Semiconductor Engineering .


Fault Injection Framework Targets RISC-V Security Weak Spots

Summary: Researchers from Politecnico di Torino and CEA-List published a technical paper titled “InjectV: Modeling Fault Injection Attacks in RISC-V Simulation Environment.” Abstract “Fault Injection Attacks (FIAs) are a significant threat to hardware security, capable of compromising systems by inducing malicious faults in computation or storage. Evaluating resilie…


質疑黃仁勳不是聖誕老人帶禮物來，韓國業者強調與中國交易仍不可少

Summary: 輝達（Nvidia）執行長黃仁勳在 9 日結束為期 5 天 4 夜的訪韓行程。期間從吃烤五花肉、棒球場開球到參 […]


記憶體迎接更高更久超級週期，小摩力挺華邦電目標價 255 元

Summary: 摩根大通（J.P. Morgan，小摩）發布了最新的投資研究報告，針對台灣記憶體大廠華邦電（Winbond）釋 […]


Strong AI Demand and Early Consumer Electronics Inventory Build Drive Top 10 Foundries to 3.7% QoQ Revenue Growth in 1Q26, Says TrendForce

Summary: TrendForce's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1Q26...


WWDC 2026: Apple’s AI Credibility Test

Francisco Jeronimo, Tom Mainelli and Nabila Popal

Summary: Although WWDC is a developers’ conference, this year’s keynote was primarily a statement of intent about Apple’s future and demonstration of its AI credibility. The most important announcement this year was the new Siri AI. Apple rebuilt it from the ground up, trying to make AI feel native, useful and invisible across devices people already […] The post WWD…


Valvoline Launches Beyond Fluid Platform for AI, HPC, and Energy Storage Cooling

Summary: Valvoline Global Operations has introduced Beyond by Valvoline, a new fluid platform focused on advanced thermal management applications, including AI infrastructure, high-performance computing (HPC), and utility-scale battery energy storage systems. To get up to speed on the science behind Valvoline’s work, check out our podcast interview. The announcement…


AI Is Making MSPs More Efficient. Here’s How to Share in the Gains.

Summary: In my last blog, I explained that when your CMDB is a mess, AI makes that mess happen faster. The same principle applies when your Managed Service Provider (MSP) gets there first. MSPs are now moving fast. AI is now embedded across service delivery operations. IDC research shows how AI is shifting IT services away […] The post AI Is Making MSPs More Efficie…


HPE Alletra Storage MP B10000 and NIST CSF 2.0: A Full-Stack Cyber Resilience Architecture

Summary: HPE has built a coordinated cyber resilience architecture around the Alletra Storage MP B10000. It extends the platform’s native security capabilities through an integrated stack that includes virtualization with Morpheus and VM Essentials, continuous data protection with Zerto, long-term backup retention with StoreOnce, and observability via vendor-agnosti…


DDN wants strategic investors


BeeGFS and GRAU DATA add tape archive backend to parallel file system


Summary: Why AIOps for Proactive Storage Support Matters More than Availability Guarantees by Everpure Blog Help prevent storage downtime before it starts with Everpure AI-powered telemetry and proactive support, which identify and remediate issues early. The post Why AIOps for Proactive Storage Support Matters More than Availability Guarantees appeared first on Eve…


Micron D1γ 16 Gb DDR5 DRAM Analysis

Summary: Micron D1γ 16 Gb DDR5 DRAM Analysis JWinters Fri, 06/12/2026 - 12:53


SK 海力士清州廠再傳火警，本月已第二起工安事件引外界擔憂

Summary: 根據韓國媒體報導，韓國半導體大廠 SK 海力士（SK Hynix）位於清州的第四園區近期工安意外頻傳。12 日 […]


記憶體還有好幾季榮景？分析：無塵室成擴產瓶頸

Summary: 市場近來高度擔憂記憶體景氣循環是否已經步入高點，但華爾街投行摩根士丹利（Morgan Stanley，通稱大摩 […]


微星徐祥：記憶體供貨能見度僅一個月，PC 漲價效應第三季見真章

Summary: PC 售價調漲、消費者是否買單？將在第三季見分曉。微星董事長徐祥指出，記憶體漲價使第二、三季 DIY 市場狀況 […]


短暫回檔後強勢反彈，市場分析師紛紛調高美光目標價

Summary: 在當前人工智慧（AI）需求持續發燒，帶動記憶體晶片市場進入超級大循環週期之際，記憶體大廠美光受惠於此，股價在歷 […]


券商看旺、目標價上修 163% 鎧俠今年來飆漲逾 6 倍

Summary: 券商看旺，大幅上修獲利預估且將目標價大幅調升 163%，日本 NAND Flash 大廠鎧俠（Kioxia）昨 […]


AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterprise SSD Brands Post Record US$18.46 Billion Revenue in 1Q26, Says TrendForce

Summary: TrendForce’s latest analysis of the enterprise SSD market reveals that rapid adoption of AI Agent services and strong procurement demand from CSPs...


Marvell Announces CFO Transition


The Dark Funnel: How Answer Engine Optimization is Reshaping B2B Brand Visibility

Summary: The way business buyers find and evaluate solutions has changed more in the last two years than in the previous two decades. The arrival of AI-powered search hasn’t just added a new channel. It has reorganized where discovery happens, who shapes the shortlist, and whether a brand even gets a chance to be seen. During a recent IDC expert panel, Addressing th…


Summary: Apple iPhone 17e Teardown: A19 Processor, SK hynix Memory & BOM Analysis JWinters Thu, 06/11/2026 - 15:46


High-end Hitachi Vantara arrays and Nvidia AI support


Quantum fills missing marketing head spot


Storage Ticker - 11 June


Summary: Changing SQL Server Cyber Resilience Economics with Purity DeepReduce by Everpure Blog Explore how Purity DeepReduce increases storage efficiency for an organization's most critical operations, allowing greater consolidation and efficiency gains. The post Changing SQL Server Cyber Resilience Economics with Purity DeepReduce appeared first on Everpure Blog .


研調：Q1 智慧手機 SoC 出貨量年減 8%；聯發科續居冠

Summary: 中媒 IT 之家報導，據 Counterpoint 公布今年第一季全球智慧手機 AP-SoC 市占率數據報告。 […]


SK 海力士今年底量產 375 層 NAND，首導入「鉬材料」提升堆疊密度

Summary: SK 海力士計劃今年底開始量產下一代 375 層 3D NAND 快閃記憶體，並首度在高層數 NAND 製程中 […]


SK 海力士加速擴產！崔泰源：計劃 2034 年將晶圓產能提高三倍

Summary: 韓國 SK 集團董事長崔泰源近日接受日經採訪時表示，為滿足人工智慧（AI）運算對記憶體晶片日益增長的需求，SK […]


AI 代理狂潮引發企業級 SSD 供應危機，第一季五大品牌營收衝破 184.6 億美元創新高

Summary: TrendForce 最新企業級 SSD 產業調查，受 AI 代理服務普及與 CSP 業者強勁訂單帶動，202 […]


[SOD’s Review] COMPUTEX 2026: SK hynix beyond memory – how the AI factory era is reshaping the company’s identity

Summary: Reading the AI industry at COMPUTEX Taipei 2026 Not long ago, COMPUTEX was a gathering place for gaming PC enthusiasts. This year, for the first time, the head of a memory semiconductor company took the stage there. As someone with a background in semiconductors who creates content in the deep tech space, I attended after […] The post [SOD’s Review] COMPUTE…


英特爾揭露 Project Firefly 計畫，藉手機供應鏈重新定義平價筆電

Summary: 英特爾（Intel）在 6 月 10 日進一步揭露「Project Firefly」計畫，目標是把原本常見於高 […]


記憶體飆漲 日本今年度平板出貨量恐大減 16%

Summary: 換機需求加持，日本 2025 年度平板出貨量大增 22%，其中蘋果 iPad 市占率衝破 6 成、創 15 年 […]


SK 海力士發 ADR 引海外資金活水 傳最快 8 月掛牌

Summary: 受惠人工智慧（AI）熱潮帶動晶片產業高速發展，韓國記憶體大廠 SK 海力士（SK Hynix）傳出最快將於 8 […]


Veeam Adds Three Agentic AI Agents to the DataAI Command Platform for Privacy and AI Governance

Summary: Veeam Software has introduced new agentic AI capabilities within its Veeam DataAI Command Platform, addressing enterprise challenges related to privacy, compliance, and AI governance. The update adds three AI-driven agents designed to automate policy enforcement and provide continuous, evidence-based validation of compliance across complex data environments…


10ZiG and Liquidware Expand Partnership to Simplify Application Delivery with FlexApp

Summary: 10ZiG Technology and Liquidware have expanded their partnership to deepen the integration between 10ZiG OS and Liquidware FlexApp, aiming to deliver applications more efficiently in virtual desktop and cloud-hosted environments. The joint effort combines 10ZiG’s thin- and zero-client endpoint solutions and management platform with Liquidware’s FlexApp dynam…


Agentic AI Is Breaking Your ROI Model. Here’s How to Fix It

Summary: There is a well-established playbook for calculating the return on an IT investment. Define a baseline, model the efficiency gains, project the cost savings, and present a number to the CFO. For most technology investments, that approach works. Agentic AI breaks it. Unlike conventional software deployments, agentic AI (systems that execute multi-step tasks…


When the Question Can’t Wait: How Kyndryl Delivers Enterprise Intelligence at Speed

Summary: When Kyndryl separated from IBM in 2021, it entered the market as a startup of 80,000 people. The scale was deliberate. Kyndryl launched as one of the world’s largest managed service providers from day one, with a mandate to help the world’s most critical systems run better and a mission to become an AI-first organization. […] The post When the Question Can…


WEKA software speeds long context AI inferencing on Oracle’s public cloud


Summary: Announcing the Everpure OpenSharing Connector by Everpure Blog Learn how the new Everpure OpenSharing Connector enables Databricks to access Iceberg and Delta tables on Everpure object storage without moving or duplicating data. The post Announcing the Everpure OpenSharing Connector appeared first on Everpure Blog .


Rubrik using AI for a service interface, Anthropic Claude safety net and cloud app stack recovery


Summary: Micron Selects Bechtel as Construction Partner for Historic New York Semiconductor Project Content Import Jun 10, 2026 Micron Selects Bechtel as Construction Partner for Historic New York Semiconductor Project June 10, 2026 at 9:05 AM EDT Corporate News India Malaysia Singapore United States General Selection marks the next phase of construction on Micron's…


Summary: A New Approach to Performance-Based Storage TCO diane.marsili Wed, 06/10/2026 - 12:37 Traditional storage TCO models focus on hardware, capacity, and power costs. For today's AI, analytics, and data-intensive workloads, performance can have just as much impact on overall cost. Join us as we introduce a new performance-based approach to storage TCO. Learn ho…


Autonomous context graphs get Jedi powers


Me~eh~eh~mory! The secret behind the flock leading the AI era — Behind the scenes of SK hynix’s new ad, “The Memory Shepherd”

Summary: SK hynix has unveiled its new brand campaign, “The Memory Shepherd”, on YouTube. A flock of sheep suddenly materializes in the middle of a city. “Me~eh~eh~mory.” Listen closely, and the sheep’s bleating resolves into a single, unmistakable word — MEMORY, the essential force powering the AI era. In a time when the world is captivated […] The post Me~eh~eh~mo…


Summary: Micron Appoints Alexis Black Björlin to Board of Directors Content Import Jun 9, 2026 Micron Appoints Alexis Black Björlin to Board of Directors June 9, 2026 at 4:05 PM EDT Corporate News General BOISE, Idaho, June 09, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced the appointment of Dr. Alexis Black Björlin to its b…


Synology Extends ActiveProtect to AWS, Azure, Proxmox, and Nutanix with APM 2.0 at COMPUTEX 2026

Summary: At COMPUTEX 2026, Synology unveiled updates across its storage, data protection, collaboration, surveillance, and private cloud portfolios. The announcements centered on AI integration, hybrid cloud management, and expanded data governance capabilities for both enterprise and consumer environments. Synology also unveiled ActiveProtect Manager 2.0. Synology…


Broadcom 2026 Survey: Cost Overtakes Security as Top Public Cloud Concern

Summary: Broadcom has released its Private Cloud Outlook 2026 report, highlighting a significant shift in enterprise AI deployment strategies. According to the survey, organizations are increasingly moving production AI workloads to private cloud environments as concerns about cost, governance, security, and data sovereignty reshape infrastructure planning. The repo…


Summary: By Klaus Jensen, Principal Engineer, Samsung Semiconductor and Nicole Ross, SSD Architect, Samsung Semiconductor The demands of high-availability data centers and AI-driven infrastructure are pushing the boundaries for virtualization architecture. […] The post Standardizing SSD Virtualization: NVMe® Technology Building Blocks first appeared on NVM Express .


Big Blue’s Redbook on Storage Scale KV Cache management


Mimulus' molecular DNA storage project


Cloudian closes gap between enterprise AI ambitions and messy production deployments


Summary: Unlock Oracle AI Database 26ai Readiness with an Actionable Infrastructure Assessment by Everpure Blog Explore how an Everpure infrastructure assessment can help simplify your Oracle AI Database 26ai migration. The post Unlock Oracle AI Database 26ai Readiness with an Actionable Infrastructure Assessment appeared first on Everpure Blog .


Summary: Building AI Data Foundations: Object Storage Patterns for Scale, Access, and Longevity raul Mon, 06/08/2026 - 21:29 AI systems are only as powerful as the data foundations that support them. As applications increasingly rely on vectors, tables, graphs, and long-lived datasets, the object storage developers build against must do more than simply hold data -…


Resiliency for AI workloads

Summary: Resiliency for AI workloads raul Mon, 06/08/2026 - 21:26 When your AI jobs fail at scale, where does the blame really lie—the model, the hardware, or the layers underneath that move and manage data? This session dives into how modern storage and execution infrastructure can turn fragile AI pipelines into resilient, self-healing systems. AI Checkpointing and…


Summary: Beyond POSIX: Building a Protocol-Native VFS for User-Space NAS raul Mon, 06/08/2026 - 21:23 Modern NAS protocols are not simply remote wrappers around POSIX. NFSv4 and SMB3 expose richer client intent through compound operations, stable handles, stateful opens, leases, delegations, durable handles, replay behavior, and metadata operations. S3 adds object s…


Why the Grey Market Won’t Disappear in the Middle East and Africa: The Case of Notebooks

Summary: The persistent presence of unauthorized device channels in the Middle East and Africa (MEA) is frequently mischaracterized. To many observers, the grey market appears to be the product of loose regulatory frameworks, complex trader networks, or opportunistic supply chain manipulation. IDC data tells a more straightforward story. The grey market in MEA runs…


Summary: New SNIA AI Data Workloads Technical Working Group raul Mon, 06/08/2026 - 21:17 Benchmarking and characterization of storage for AI continues to be a challenge across the industry. There are broadly available tools for executing benchmarks and a broad array of workload definitions. The problem we face is understanding which workload is important to customer…


Summary: pNFS Lattice: Decoupling Metadata, State and Control in Parallel Filesystems raul Mon, 06/08/2026 - 21:12 Traditional parallel filesystems scale the data path effectively, but metadata and control plane scalability remain constrained by tightly coupled architectures, static metadata services and complex failover models. This talk presents the architect…


Summary: DiskANN: Storage-Aware Provider Architecture for Vector Search raul Mon, 06/08/2026 - 21:07 Vector search systems have traditionally treated storage primarily as a persistence layer for vector datasets and index recovery, while relying on DRAM-resident structures for active query execution. As vector datasets continue to scale beyond practical memory limits…


Cisco Cloud Control: One Login for Human and AI Agent Operations

Summary: At Cisco Live, Cisco introduced Cisco Cloud Control, a unified management platform intended to bring networking, security, compute, observability, and collaboration into a single operational plane. The company positions the platform as the foundation of its broader AgenticOps model, in which human operators and AI agents work from the same data, telemetry,…


VROC Returns to Active Development Under Graid Technology, Backed by Lenovo and Supermicro

Summary: Graid Technology has introduced VROC by Graid Technology, a rebranded and actively developed version of Intel VROC that will continue to support existing deployments while adding new platform support, licensing changes, and future product features. Graid launched the platform at Computex Taipei. The updated platform builds on Intel VROC’s established role a…


Rubrik beats revenue guidance as it rides cyber-resilience wave


Summary: What STAC New York Revealed About Quant AI Infrastructure by Everpure Blog Explore key takeaways from the 2026 New York STAC Summit, and learn how quant AI infrastructure is moving into production with higher GPU efficiency, multimodal data pipelines, and unified platforms. The post What STAC New York Revealed About Quant AI Infrastructure appeared first on…


Continually increasing data storage capacity is unsustainable


SK Hynix and Nvidia co-developing memory and memory manufacturing tech


Summary: Everpure Delivers the Agile Data Foundation for VMware Cloud Foundation 9.1 by Everpure Blog Discover how Everpure paired with VMware Cloud Foundation 9.1 can help enterprises reduce private cloud costs, strengthen cyber resilience, and power AI and database workloads at scale. The post Everpure Delivers the Agile Data Foundation for VMware Cloud Foundation…


Print, AI, and the expanded buying committee: highlights from IDC’s Print Executive Dinner in London

Phil Sargeant, Gala Spasova, Jacqui Hendriks, Roberto Alunni and Sandra Ng

Summary: Last week, a select group of senior print and imaging executives gathered in London for IDC’s Print and Imaging Leadership Dinner. During this invitation-only evening, a conversation unfolded between IDC analysts and the people shaping the industry, moderated by IDC’s Sandra Ng. What came out of that dinner? Some of the discussions reaffirmed what many alre…


SK hynix and NVIDIA Announce Multi-year Technology Partnership to Advance Memory for AI Factories

Summary: News Highlights Seoul, June 08, 2026 – SK hynix Inc. (or “the company”, www.skhynix.com) and NVIDIA today announced a multi-year technology partnership to advance next-generation memory for the global AI factory buildout and accelerate semiconductor design and manufacturing. The agreement builds on years of deep co-engineering collaboration that has powered…


Enterprises need unified NFS+SMB file services, and files and file servers will outlive us all


Summary: Scale LanceDB Vector Search for Production AI with FlashBlade by Everpure Blog See how FlashBlade powers LanceDB for production AI with reliable concurrent writes, fast vector search over S3, and efficient background compaction. The post Scale LanceDB Vector Search for Production AI with FlashBlade appeared first on Everpure Blog .


Intel Launches Xeon 6+ on 18A With 288 E-Cores, E835 200GbE Ethernet, and Crescent Island GPU Details

Summary: Intel announced a set of data center updates at Computex 2026 in Taipei spanning compute, networking, and its AI accelerator roadmap. The headline item is the introduction of Intel Xeon 6+ processors, paired with an expanded 800 Series Ethernet lineup based on Intel Ethernet E835 controllers and adapters. Intel also provided an update on its The post Intel…


NetApp and Cisco Expand FlexPod With Validated AI Architectures and Splunk SOAR Storage Response

Summary: NetApp and Cisco have introduced an expanded set of FlexPod-validated solutions to simplify the deployment of secure, scalable AI infrastructure. The announcement builds on the long-standing FlexPod partnership, positioning the platform as a pre-validated foundation for organizations looking to address the performance, data management, and security demands…


Nutanix Unified Storage Earns Enterprise-Level NVIDIA Certification for Production AI Workloads

Summary: Nutanix announced that its Nutanix Unified Storage (NUS) solution is now NVIDIA-Certified at the enterprise level, validating the platform for enterprise and cloud provider deployments running large-scale production AI workloads. The certification provides a validated configuration intended to reduce integration risk and help customers scale AI infrastructu…


Folio Photonics gets A-round cash for multi-layer optical disk tech


Summary: Why Infrastructure Complexity Is Becoming a Governance Risk in the AI Era by Everpure Blog Security and governance can no longer sit on top of a fragmented environment as separate control layers. In the AI era, organizations need protection, policy, visibility, and recovery built into how data is managed across the enterprise. The post Why Infrastructure Co…


Veeam says enterprises need AI agents to monitor AI agents


From Database and Virtualized Workloads to Backup: Dell PowerEdge R4715 and R5715 for SMB Realities

Summary: Although Dell’s PowerEdge R4715 and R5715 are two separate products, they should be viewed as a configurable matrix. The matrix includes two chassis, four AMD EPYC 9005 Series CPU options, a wide range of storage configurations, and the full Dell management and support ecosystem. The combination is purpose-built for SMB organizations that need to match The…


SK hynix and the Ministry of Climate, Energy and Environment Co-host ‘AI for Green Impact, Inspiring Young Minds to Shape a Greener Future

Summary: On June 5, World Environment Day SK hynix co-organized ‘AI for Green Impact,’ a hands-on educational program jointly hosted with the Ministry of Climate, Energy and Environment. The event took place at the Conference Hall on the third floor of COEX in Seoul. Approximately 100 participants — elementary, middle, and high school students and their […] The post…


Summary: Count the Logins: What a Fragmented Storage Management Model Really Costs by Everpure Blog Before you believe claims of seamless cloud, count how many interfaces your team will actually use, because if the answer is more than one, your team will eventually pay for that seam in complexity and operational overhead. The post Count the Logins: What a Fragmented…


ZutaCore Raises $100M Series C to Scale Waterless Two-Phase Cooling for AI Data Centers

Summary: ZutaCore has secured $100 million in Series C funding, with participation from Mitsubishi Electric, Carrier Ventures, Samsung Electronics, and others through its corporate venture arm, Samsung Ventures. The investment is aimed at accelerating global commercialization, expanding deployments, and advancing research and development as demand for high-density A…


CoolIT Systems Demonstrates 15kW Coldplate, Extending Single-Phase DLC Beyond 2030

Summary: CoolIT Systems has announced the development of what it describes as the first 15kW direct liquid cooling (DLC) coldplate design, positioning single-phase liquid cooling as a viable path for AI infrastructure well beyond 2030. The company reports that the design delivers nearly four times the performance of earlier single-phase coldplates, indicating that t…


Summary: Purity DeepReduce: The Next Frontier in Data Efficiency by Everpure Blog Discover how Purity DeepReduce uses global similarity-based reduction to improve storage efficiency for AI, backup, and archival workloads while reducing costs and preserving performance. The post Purity DeepReduce: The Next Frontier in Data Efficiency appeared first on Everpure Blog .


‘From Chips to AI Systems’… Chairman Chey Strengthens Partnership with Foxconn

Summary: SK Group Chairman Chey Tae-won met with Foxconn Chairman Young Liu and senior executives in Taipei, Taiwan, on June 3 (local time), to discuss measures to strengthen competitiveness in next-generation AI infrastructure. As the AI industry’s center of gravity extends beyond semiconductors to encompass the broader infrastructure landscape — including servers…


HPE XD230 STAC-A2 Record: Intel Xeon 6980P and Micron MRDIMMs Lead Financial Risk Benchmarks

Summary: Financial services infrastructure continues to be defined by the need to process larger risk models within fixed power and space constraints. As Monte Carlo-based analytics scale, system bottlenecks increasingly shift from compute to memory bandwidth, where data movement dominates runtime. Monte Carlo methods use repeated random sampling to calculate the pr…


MSI Brings Liquid-Cooled ORv3 Racks, NVIDIA MGX Servers, and a DGX Station Desktop to COMPUTEX 2026

Summary: At COMPUTEX 2026, MSI showcased a broad range of AI and data center infrastructure platforms, with a clear emphasis on liquid cooling as rack power density continues to climb. The company’s exhibit featured OCP ORv3 rack-scale architectures, NVIDIA MGX-based GPU servers for training and inference, an NVIDIA DGX Station-derived desktop system for local AI wo…


IBM and Red Hat Launch $5B Project Lightwell, Join Anthropic’s Project Glasswing

Summary: IBM and Red Hat have expanded their enterprise security strategy with two announcements in quick succession: joining Anthropic’s Project Glasswing on May 19 and introducing Project Lightwell on May 28, aligning large-scale engineering investment with industry collaboration to address growing risks in open-source and AI-driven environments. IBM and Red Hat L…


JEDEC® Releases New SiC Guidelines to Improve Reliability and Evaluation in Power Electronics


SK Group Chairman Chey Tae-won Meets TSMC Chairman and CEO C.C. Wei in Taiwan to Solidify Global AI Chip Partnership

Summary: SK Group Chairman Chey Tae-won met with TSMC Chairman and CEO C.C. Wei in Taiwan on Jun. 3 (local time), where the two leaders exchanged views on the latest trends in next-generation AI technologies and held in-depth discussions on how to jointly shape the future of the AI ecosystem. The meeting marked the first in-person […] The post SK Group Chairman Chey…


Micron 6600 ION 245TB SSD Review: A Quarter Petabyte Per Drive Bay

Summary: Micron’s 6600 ION NVMe SSD has reached 245.76TB, pushing the company’s capacity-focused PCIe Gen5 QLC line into quarter-petabyte territory. Micron began shipping the 245TB model on May 5, 2026, and is positioning it as the highest-capacity commercially available SSD. The drive sits at the top of the 6600 ION family, uses Micron’s ninth-generation G9 QLC The…


Summary: By: Cameron Brett and Carter Snay, NVM Express MWG Co-Chairs In April, NVM Express members gathered in Denver for the two-day 2026 NVM Express Annual Members Meeting. The event united […] The post Advancing NVMe® Technology Through Collaboration: 2026 NVM Express Annual Members Meeting Recap first appeared on NVM Express .


JetCool Brings SmartPlate Liquid Cooling to Dell PowerEdge R770 and R7725

Summary: JetCool has launched its SmartPlate System for Dell PowerEdge R770 and R7725 servers, expanding its direct-to-chip liquid cooling portfolio to align with next-generation server platforms based on 5th Gen AMD EPYC and Intel Xeon 6 processors. The company originally announced the Dell PowerEdge support at Dell Technologies World in May, positioning the soluti…


Chairman Chey Tae-won and CEO Jensen Huang Reunite at COMPUTEX Taipei 2026

Summary: On June 2 (local time), SK Group Chairman Chey Tae-won and NVIDIA CEO Jensen Huang met at COMPUTEX Taipei 2026, touring the SK hynix exhibition booth together and reviewing key AI memory technologies and displays. NVIDIA CEO Jensen Huang signing a collaborative product display featuring both companies’ joint work at the SK hynix exhibition booth […] The pos…


Memory Solutions Grab the AI Wave — SK hynix Makes Its Mark at COMPUTEX 2026

Summary: Overview of the SK hynix booth at COMPUTEX Taipei 2026 Exhibition booths packed with companies showcasing their latest products fill every corner of the expansive venue, while visitors move busily from one display to the next. COMPUTEX — one of the world’s largest ICT and computer component exhibitions — opened its doors once again this year, running from J…


AMD Radeon RX 9070 GRE Review: 12GB RDNA 4 for 1440p Gaming

Summary: The Radeon RX 9070 GRE is not a new GPU. AMD introduced it last year as a China-only part, and at Computex 2026, the company gave it a global release. It slots into the upper-mainstream space below the RX 9070, focused on 1440p performance, modern display support, and the hardware behind newer features such as The post AMD Radeon RX 9070 GRE Review: 12GB RD…


Summary: Micron Powers AI Everywhere at COMPUTEX 2026 Content Import Jun 1, 2026 Micron Powers AI Everywhere at COMPUTEX 2026 June 1, 2026 at 6:00 PM EDT Product News Corporate News Malaysia Singapore India General End-to-end AI memory and storage portfolio spans data center to intelligent edge, with key products now in high-volume production TAIPEI, Taiwan, June 01…


Summary: FlashBlade Integration into Cisco Intersight Is Now Generally Available by Everpure Blog We’re excited to announce the general availability of Everpure FlashBlade integration with Cisco Intersight. Learn more about this powerful unified file and object management solution at Cisco Live 2026. The post FlashBlade Integration into Cisco Intersight Is Now Gener…


Marvell Announces Availability of Industry’s First 102.4 Tbps Switch Purpose-Built for AI and Cloud Data Center Infrastructure


Summary: WD at Computex 2026: AI Doesn't Just Run on Compute - It Runs on Data Content Import Mon, 06/01/2026 - 08:00 WD at Computex 2026: AI Doesn't Just Run on Compute - It Runs on Data June 1, 2026 General WD Takes the Stage at Computex to Reframe AI Infrastructure as a Data System and Demonstrates the Storage Innovations and Platforms Required to Scale Persisten…


美光於 COMPUTEX 2026 展現 AI 全面驅動力

Summary: 美光於 COMPUTEX 2026 展現 AI 全面驅動力 rchi@micron.com Jun 1, 2026 美光於 COMPUTEX 2026 展現 AI 全面驅動力 June 2, 2026 at 6:00 AM CST Taiwan 繁體中文 端到端的 AI  記憶體和儲存產品組合，涵蓋資料中心及智慧邊緣，核心產品現已量產 台灣台北， 2026 年 6 月 2 日 —   美光科技（ Nasdaq: MU ）今天宣布將於 COMPUTEX 2026  期間展示其完整的 AI  最佳化記憶體與儲存解決方案產品組合，全面賦能下一代 AI  資料中心與智慧邊緣應用。隨著 AI  工作負載從模型訓練拓展到大規模推論，包括推理密集型和 AI&nbs…


Summary: Building Trust into Enterprise AI for the Agentic Era by Everpure Blog Explore how a trusted data foundation can enable enterprises to deploy agentic AI securely, enforce controls in real time, and scale AI in production. The post Building Trust into Enterprise AI for the Agentic Era appeared first on Everpure Blog .


SK Group Chairman Chey Tae-won Attends GTC Taipei 2026 Keynote, Reinforcing Vision as ‘An Innovative Partner to Build the Next-Gen AI Architecture Together’

Summary: SK Group Chairman Chey Tae-won visited Taipei for GTC Taipei 2026, just months after participating in GTC 2026 in San Jose this past March. By once again positioning himself at the forefront of AI innovation, Chairman Chey further solidified SK hynix’s partnership with NVIDIA, demonstrating his commitment to deepening collaboration with the world’s leading…


Summary: Data Reduction vs. Data Tiering: What Storage Efficiency Claims Really Mean by Everpure Blog Explore how storage efficiency guarantees are calculated and why separating on-array data reduction from tiering, snapshots, and clones can lead to more predictable flash capacity planning. The post Data Reduction vs. Data Tiering: What Storage Efficiency Claims Rea…


Summary: Designing Infrastructure for Better Control in Volatile Markets by Everpure Blog Learn how infrastructure leaders can gain better control in volatile markets by prioritizing efficiency, flexibility, and modernization strategies that reduce forced decisions and preserve optionality. The post Designing Infrastructure for Better Control in Volatile Markets app…


Summary: 慧荣科技推出专为AI PC打造的SM2524XT主控，提供2.5M IOPS的AI推理与KV Cache性能 ranjit.singh@n… May 29, 2026 慧荣科技推出专为AI PC打造的SM2524XT主控，提供2.5M IOPS的AI推理与KV Cache性能 May 29, 2026 at 12:48 PM CST Others General 全球NAND闪存主控芯片领导厂商慧荣科技（NasdaqGS: SIMO），今日宣布推出SM2524XT，专为AI推理和KV Cache密集型工作负载所打造的新一代PCIe Gen5 DRAM-less SSD主控芯片。SM2524XT采用全新四核处理器核心架构，结合PCIe Gen5 x4和高达4800MT/s的NAND接口速度，可实现高达14GB/…


Summary: 慧榮科技推出專為 AI PC 設計的 SM2524XT SSD 控制晶片，強化 AI 推論與 KV Cache 效能 ranjit.singh@n… May 29, 2026 慧榮科技推出專為 AI PC 設計的 SM2524XT SSD 控制晶片，強化 AI 推論與 KV Cache 效能 May 29, 2026 at 12:45 PM CST Others General 台北訊，2026 年 5 月 29 日，全球 NAND 快閃記憶體控制晶片領導廠商慧榮科技 (NasdaqGS: SIMO)，今日宣布推出 SM2524XT，一款專為 AI 推論與高強度 KV Cache工作負載打造的新世代 PCIe Gen5 DRAMless SSD 控制晶片。SM2524XT 採用全新四核心處理器架構，支援 PC…


Summary: 실리콘모션, AI PC를 위한 AI 최적화 SM2524XT PCIe Gen5 디램리스 SSD 컨트롤러 공개 ranjit.singh@n… May 29, 2026 실리콘모션, AI PC를 위한 AI 최적화 SM2524XT PCIe Gen5 디램리스 SSD 컨트롤러 공개 May 29, 2026 at 12:41 PM CST Others General AI 추론과 KV 캐시워크로드를위하여  업계최고수준의 2.5M IOPS 랜덤읽기성능을제공     대만 타이페이 – 2026년 5월 29일 – SSD 디바이스용 NAND 플래시 컨트롤러 분야의 글로벌 리더인 실리콘모션(Silicon Motion Technology Corp…


Summary: シリコン・モーション、AI PC向けに先進AIへ最適化したPCIe Gen5 DRAMレスSSDコントローラ「SM2524XT」を発表 ranjit.singh@n… May 29, 2026 シリコン・モーション、AI PC向けに先進AIへ最適化したPCIe Gen5 DRAMレスSSDコントローラ「SM2524XT」を発表 May 29, 2026 at 12:32 PM CST Others General AI推論やKVキャッシュのワークロード向けに業界最高水準の250万IOPSランダム性能を実現 台北（台湾）、2026年5月29日 － ソリッドステート・ストレージデバイス向けNANDフラッシュ・コントローラの設計およびマーケティングのグローバルリーダーであるシリコン・モーション・テクノロジー・コーポ…


Summary: VM Migrations to Azure Local on Everpure FlashArray Made Easy with Azure Migrate by Everpure Blog Explore how Everpure FlashArray and Azure Migrate streamline virtual machine migrations to Microsoft Azure Local with scalable performance and minimal downtime. The post VM Migrations to Azure Local on Everpure FlashArray Made Easy with Azure Migrate appeared f…


Summary: WD Appoints Manuvir Das to Board of Directors Content Import Thu, 05/28/2026 - 09:01 WD Appoints Manuvir Das to Board of Directors May 28, 2026 General Veteran technology executive and AI infrastructure leader brings deep expertise in enterprise AI, data infrastructure and cloud computing SAN JOSE, Calif. --(BUSINESS WIRE)--May 28, 2026-- Western Digital Co…


Summary: Silicon Motion Introduces Advanced AI-Optimized SM2524XT PCIe Gen5 DRAMless SSD Controller for AI PCs Content Import May 28, 2026 Silicon Motion Introduces Advanced AI-Optimized SM2524XT PCIe Gen5 DRAMless SSD Controller for AI PCs May 28, 2026 at 9:00 AM EDT Others General Delivering Industry-Leading 2.5M IOPS Random Performance for AI Inference and KV Cac…


慧榮科技將於 COMPUTEX展示專為AI基礎設施與平台打造的新一代儲存架構

Summary: 慧榮科技將於 COMPUTEX展示專為AI基礎設施與平台打造的新一代儲存架構 ranjit.singh@n… May 28, 2026 慧榮科技將於 COMPUTEX展示專為AI基礎設施與平台打造的新一代儲存架構 May 28, 2026 at 2:23 PM CST Others General 台北訊—2026 年 5 月 28日 – 全球 NAND 快閃記憶體控制晶片領導廠商慧榮科技 (NasdaqGS: SIMO)今日宣布將於 COMPUTEX 2026 展出專為邊緣 AI、實體 AI 與 AI 工廠打造的新一代儲存創新技術。隨著 AI 快速發展從雲端訓練延伸至邊緣推論與自主實體 AI 系統，儲存技術已成為 AI 資料移動、低延遲存取、模型回應速度，以及持續工作負載效能的關鍵基礎，並在整體 AI 運算…


Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2027 Financial Results


Summary: Micron Technology to Report Fiscal Third Quarter Results on June 24, 2026 Content Import May 27, 2026 Micron Technology to Report Fiscal Third Quarter Results on June 24, 2026 May 27, 2026 at 4:01 PM EDT Corporate News India Singapore Malaysia United States General BOISE, Idaho, May 27, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced…


Summary: Silicon Motion Showcases Next-Generation Storage Architectures for AI Platforms and Infrastructure at COMPUTEX 2026 Content Import May 27, 2026 Silicon Motion Showcases Next-Generation Storage Architectures for AI Platforms and Infrastructure at COMPUTEX 2026 May 27, 2026 at 9:00 AM EDT Others General Enabling Next-Generation AI Workloads with High-Performa…


Summary: Smarter Operations Across the Everpure Platform by Everpure Blog See how Everpure May 2026 updates simplify operations, strengthen control, and improve resilience. The post Smarter Operations Across the Everpure Platform appeared first on Everpure Blog .


Summary: Database Administrators are Operating Differently in the AI Era by Everpure Blog AI-native databases can remove a significant amount of manual effort, but they don’t eliminate the variability introduced by fragmented infrastructure The post Database Administrators are Operating Differently in the AI Era appeared first on Everpure Blog .


Marvell Keynote at COMPUTEX 2026: The Future of AI Scaling Depends on Connectivity


Summary: AI Is Breaking the Traditional Infrastructure Model—Here’s What’s Replacing It by Everpure Blog Fragmented infrastructure is slowing AI, and a more unified approach offers a clearer path to scale. The post AI Is Breaking the Traditional Infrastructure Model—Here’s What’s Replacing It appeared first on Everpure Blog .


Summary: Zero-Copy Migrations with Nutanix Move and Everpure FlashArray by Everpure Blog Learn how Nutanix Move and Everpure FlashArray cut downtime and minimize risk with zero-copy migrations from VMware to Nutanix. The post Zero-Copy Migrations with Nutanix Move and Everpure FlashArray appeared first on Everpure Blog .


Summary: Micron Advances Made-in-America Memory With Manufacturing Expansion in Virginia Content Import May 22, 2026 Micron Advances Made-in-America Memory With Manufacturing Expansion in Virginia May 22, 2026 at 9:25 AM EDT Corporate News India Malaysia Singapore United States General News highlights : Micron starts manufacturing of 1α (1-alpha) DRAM, the most adva…


Summary: Why Purity DeepReduce is Architecturally Different for Modern Data by Everpure Blog In the fourth post in our series on storage efficiency, we look at the key architectural principles of Purity DeepReduce and how it delivers predictable efficiency at scale. The post Why Purity DeepReduce is Architecturally Different for Modern Data appeared first on Everpur…


慧榮科技通過 ISO 26262 車用功能安全認證，強化智慧車用儲存技術布局

Summary: 慧榮科技通過 ISO 26262 車用功能安全認證，強化智慧車用儲存技術布局 ranjit.singh@n… May 21, 2026 慧榮科技通過 ISO 26262 車用功能安全認證，強化智慧車用儲存技術布局 May 21, 2026 at 4:10 PM CST Others General 台北與美國加州訊，2026 年 5 月 21 日– 全球 NAND 快閃記憶體控制晶片領導廠商慧榮科技 (Silicon Motion Technology Corp., NasdaqGS: SIMO)，今日宣布成功取得 ISO 26262 車用功能安全流程認證。     ISO 26262 為道路車輛功能安全的國際標準，針對車用電子與電子系統的開發及驗證流程制定嚴格規範。此次取得認證，不僅展現…


慧荣科技获得 ISO 26262 功能安全流程认证，夯实车载存储解决方案

Summary: 慧荣科技获得 ISO 26262 功能安全流程认证，夯实车载存储解决方案 ranjit.singh@n… May 21, 2026 慧荣科技获得 ISO 26262 功能安全流程认证，夯实车载存储解决方案 May 21, 2026 at 4:05 PM CST Others General 全球 NAND 闪存主控芯片领导厂商慧荣科技 (NasdaqGS: SIMO)，今日宣布成功获得 ISO 26262 汽车应用领域的功能安全流程认证。     ISO 26262 是道路车辆功能安全领域的国际标准，为汽车电气与电子系统的开发和验证制定了严格要求。慧荣科技获得此认证，展现了其在汽车级工程技术卓越发展的持续投入，以及致力于为新一代汽车提供安全、可靠且高性能存储技术的承诺。 慧荣科技终端与车用…


실리콘모션, ISO 26262 자동차 기능 안전 인증 획득

Summary: 실리콘모션, ISO 26262 자동차 기능 안전 인증 획득 ranjit.singh@n… May 21, 2026 실리콘모션, ISO 26262 자동차 기능 안전 인증 획득 May 21, 2026 at 4:01 PM CST Others General 이 인증은 안전하고 신뢰할 수 있으며 지능적인 자동차용 스토리지 솔루션을 제공하기 위한 실리콘모션의 의지를 공고히 한다 타이페이/캘리포니아 밀리타스, 2026년 5월 20일 /PRNewswire/ -- 오늘 SSD용 NAND 플래시 컨트롤러 설계 및 제조의 글로벌 리더인 실리콘모션(Silicon Motion Technology Corporation, NasdaqGS: SIMO)은 ISO 262…


Summary: WD Customer Survey Highlights Growing Focus on Scale, Economics, and Reliability in AI Infrastructure Planning Content Import Wed, 05/20/2026 - 09:00 WD Customer Survey Highlights Growing Focus on Scale, Economics, and Reliability in AI Infrastructure Planning May 20, 2026 General Data concludes surveyed enterprises prefer a proven and reliable storage laye…


NVM Express Member Spotlight: Sandisk

Summary: The “NVM Express Member Spotlight” is a blog series targeted at highlighting our diverse membership and how they leverage and contribute to the NVM Express® (NVMe®) technology ecosystem. NVM Express […] The post NVM Express Member Spotlight: Sandisk first appeared on NVM Express .


Summary: Sandisk Announces Participation in Investor Conferences Content Import Mon, 05/18/2026 - 14:20 Sandisk Announces Participation in Investor Conferences May 18, 2026 General MILPITAS, Calif. --(BUSINESS WIRE)--May 18, 2026-- Sandisk Corporation (NASDAQ: SNDK) announced today management’s participation in the following upcoming investor conferences: Event: J.P…


Summary: WD Advances Next-Generation Trusted Infrastructure with Industry’s First Post-Quantum Cryptography Hard Drives to Help Secure the Future of AI Data Content Import Mon, 05/18/2026 - 09:00 WD Advances Next-Generation Trusted Infrastructure with Industry’s First Post-Quantum Cryptography Hard Drives to Help Secure the Future of AI Data May 18, 2026 General Ult…


Summary: Sandisk Recommends Stockholders Reject “Mini-Tender” Offer by Tutanota LLC Content Import Thu, 05/14/2026 - 20:00 Sandisk Recommends Stockholders Reject “Mini-Tender” Offer by Tutanota LLC May 14, 2026 General MILPITAS, Calif. --(BUSINESS WIRE)--May 14, 2026-- Sandisk Corporation (Nasdaq: SNDK) (“Sandisk”) today announced that it recently became aware of an…


Summary: WD Named to 2026 S&P Dow Jones Best‑in‑Class Index North America, Recognizing Leadership in Sustainable AI Infrastructure Content Import Thu, 05/14/2026 - 09:00 WD Named to 2026 S&P Dow Jones Best‑in‑Class Index North America, Recognizing Leadership in Sustainable AI Infrastructure May 14, 2026 General First ‑ Time Inclusion Reflects WD’s Leadership…


Summary: 已转帖Tim Fist@fiiiiiist·5小时If true, the facts alleged here are pretty damning for NVIDIA. Claims from the report: - While NVIDIA claims that its compute revenues from China have dropped to zero, over 20% of its FY2026 AI compute revenue was driven by China, both through illegal chip smuggling and the use如果属实，这里所指控的事实对英伟达来说相当不利。报告的主要内容包括： 尽管英伟达声称其来自中国的计算收入已降至零，但其2026财年人工智能计算收入的20%以上来自中国，这既包括非法芯片走私，也包括使用非法芯片。引用Culper@CulperResearch·9小时NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in…


Summary: @BenBajarin·5小时Had a number of vendor conversations today that make me think most have not fully reconciled how different the shape, and requirement, of inference demand compute is going to be. Especially with storage and memory. The word you will want to brace for is superlinearly :)今天和几家供应商进行了交流，这让我觉得大多数供应商还没有完全意识到推理计算的需求和形式将会发生多么大的变化，尤其是在存储和内存方面。 你最需要注意的词是“超线性” :)65575,884


Summary: @danielnewmanUV·6小时Can I say something?我可以说句话吗？引用Culper@CulperResearch·9小时NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.最新消息：我们做空英伟达 ( $NVDA) 。我们认为英伟达在中国市场面临严峻挑战。请访问我们的网站查看完整报告及披露信息（链接见个人简介）。281653.1万


Summary: Targeting the performance segment, the new KIOXIA XG10 Series leverages PCIe® 5.0 technology to elevate speed and responsiveness across data-intensive client applications. The post Kioxia Unveils High Performance XG10 Series SSDs for PC OEMs first appeared on NVM Express .


Summary: 已转帖Ed Ludlow@EdLudlow·7小时Woah: CISCO SEES FY26 ORDERS FROM HYPERSCALERS $9B, UP FROM $5B哇哦： 思科预计2026财年来自超大规模数据中心的订单额将达到90亿美元，高于去年的50亿美元。114026010万


Summary: @BenBajarin·9小时In hindsight, this report we did on the customer (and capacity) reordering at TSMC would have made it very clear why Intel is well positioned as a second source.事后看来，我们之前对台积电客户（及产能）重新订购情况所做的这份报告，本可以非常清楚地说明为什么英特尔作为第二供应商具有良好的地位。The Reordering To AI/HPC: TSMC's 2026 Outlook and Beyond向人工智能/高性能计算重新排序：台积电2026年及以后的展望来自 thediligencestack.com24193,413


Summary: @BenBajarin·9小时Digging into two phase liquid cooling so will check this out when I'm there next week.引用Accelsius@AccelsiusATX·10小时NEXT WEEK: We'll be attending Dell Tech World alongside strategic partner Legrand! Be sure to visit Legrand's booth (#307) to learn more about how we're partnering to scale our liquid cooling solution for mission critical data centers.1133,266


Summary: @danielnewmanUV·6小时$CSCO nearly doubled its guide for AI infrastructure orders in FY26. Massive move here. Cisco has been an obvious beneficiary of the AI buildout. Appropriate recognition. $CSCO 思科在 2026 财年将其人工智能基础设施订单预期提高了近一倍。这是一个巨大的举措。思科显然是人工智能建设浪潮的受益者。这是理所应当的。 引用Wall St Engine@wallstengine·7小时$CSCO Q3 EARNINGS HIGHLIGHTS Revenue: $15.8B (Est $15.54B) ; +12% YoY Adj. EPS: $1.06 (Est $1.04) ; +10% YoY Product Orders: +35% YoY Networking Product Orders: +50%+ YoY AI Infrastructure Orders: FY26 expected orders raised to $9B from $5B FY26 Guide: 思科第三季度财报亮点 收入：$15.8B（预计 $15.54B） ；同比+12% 调整后每股收益…


Summary: SemiWiki@DanielNenni·10小时Configurable xSPI memory controller IP core is FuSa-ready https://semiwiki.com/ip/cast/369140-configurable-xspi-memory-controller-ip-core-is-fusa-ready/… #AutomotiveFunctionalSafety #ISO26262ASIL-D #SerialFlash #SerialPSRAM #XSPIMemoryController可配置的 xSPI 存储器控制器 IP 核已准备好支持 FuSa https://semiwiki.com/ip/cast/369140-configurable-xspi-memory-controller-ip-core-is-fusa-ready/… #AutomotiveFunctionalSafety #ISO26262ASIL -D #SerialFlash #SerialPSRAM #XSPIMemoryController Configurable xSPI memory controller IP core is FuSa-ready - Semiwiki可配置的 xSPI 存储器控制器 IP 核符合 FuSa 标准 - Semiw…


Summary: SemiWiki@DanielNenni·11小时- MATCH Act targets key chipmaking tools that foreign companies like #ASML supply #China - China has been vocal in opposition, prepared countermeasures including new decree #Semiconductors #Semiconductor #Semiconductormanufacturing- MATCH 法案针对的是外国公司（如 #ASML ） 供应的关键芯片制造工具 #China 中国一直公开反对，并准备了包括新法令在内的应对措施。 #Semiconductors #Semiconductor #Semiconductormanufacturing semiwiki.comChina criticizes US chip equipment bill in run-up to Beijing talks在与北京会谈前夕，中国批评美国芯片设备法案。- MATCH Act targets key chipmaking tools that foreign companies like ASML supply China - China has been vocal…


Summary: SemiWiki@DanielNenni·12小时- #Trump and #Xi set to hold series of talks May 14-15 - #Nvidia's Huang added to trip last minute, source says - Business delegation largely trying to resolve #China issues #Semiocnductors #Semiconductor- #Trump 和 #Xi 定于 5 月 14 日至 15 日举行一系列会谈 据消息人士透露， #Nvidia 的黄在最后一刻加入了行程。 - 业务代表团主要致力于解决 #China 个问题 #Semiocnductors #Semiconductor semiwiki.comTrump lands in China for Xi summit with Nvidia CEO in tow特朗普携英伟达 CEO 抵达中国参加与习近平的峰会- Trump and Xi set to hold series of talks May 14-15 - Nvidia's Huang added to trip last minute, source says - Business delegation largely trying to…


Summary: マイクロン、256GB DDR5 サーバーモジュールをサンプル出荷開始。AI パフォーマンスを再定義 rchi@micron.com May 13, 2026 マイクロン、256GB DDR5 サーバーモジュールをサンプル出荷開始。AI パフォーマンスを再定義 May 14, 2026 at 1:00 PM JST Japan 日本語 1γ DRAM と高度なパッケージング技術により業界最速水準のパフォーマンスを実現 2026 年 5 月 12 日、米国アイダホ州ボイシ — Micron Technology, Inc. （ Nasdaq:MU ）は本日、 256GB DDR5  レジスタード・デュアル・インライン・メモリ・モジュール（ RDIMM ）のサンプル出荷を、主要なサーバーエコシステムパー…


Summary: SemiWiki@DanielNenni·12小时CEO Interview with Dr. Jekaterina Viktorova of Syenta https://semiwiki.com/ceo-interviews/369204-ceo-interview-with-dr-jekaterina-viktorova-of-syenta/… #Chiplet-based #DeepTech #Dr.JekaterinaViktorova #SemiconductorIndustry #Syenta对 Syenta 公司首席执行官 Jekaterina Viktorova 博士的采访 https://semiwiki.com/ceo-interviews/369204-ceo-interview-with-dr-jekaterina-viktorova-of-syenta/… #Chiplet -based #DeepTech #Dr .JekaterinaViktorova #SemiconductorIndustry #Syenta CEO Interview with Dr. Jekaterina Viktorova of Syenta - Semiwiki对 Syenta 公司首席执行官 Ekaterina Viktorova 博士的采访 - Semiwiki来自…


美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能

Summary: 美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能 shuranzhang@mi… May 13, 2026 美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能 May 14, 2026 at 11:00 AM CST Taiwan 繁體中文 採用 1-gamma DRAM  與先進封裝技術，提供業界最快速效能 愛達荷州博伊西， 2026  年 5  月 14  日   —  美光科技（ Nasdaq: MU ）今日宣布，已向主要伺服器生態系合作夥伴提供 256GB DDR5  具暫存器雙列直插式記憶體模組（ RDIMM ）樣品。該模組採用業界領先的 1-gamma  製程技術，最高速度可達每秒…


美光送样 256GB DDR5 服务器内存模块 重新定义 AI 性能

Summary: 美光送样 256GB DDR5 服务器内存模块 重新定义 AI 性能 shuranzhang@mi… May 13, 2026 美光送样 256GB DDR5 服务器内存模块 重新定义 AI 性能 May 21, 2026 at 11:00 AM CST China 简体中文 采用 1-gamma DRAM  与先进封装技术，为业界提供更快性能 2026 年 5  月 14  日，爱达荷州博伊西市   —   美光科技公司（纳斯达克股票代码： MU ）近日宣布，已向核心服务器生态系统合作伙伴送样 256GB DDR5 RDIMM  内存模块。该模块基于美光领先的 1-gamma  制程打造，传输速率最高可达   9,200 MT/…


Summary: @lamw·5月12日 ESX on Arm 9.1 For those asking, we support the following hardware: @HPE RL300 Gen 11 w/Ampere Altra & AltraMax @GIGABYTEUSA w/Ampere Altra & AltraMax @Supermicro ARS-221GL Single or Dual Nvidia Grace (C1,C2) #VCF91 ESX on Arm 9.1 应部分用户的询问，我们支持以下硬件： @HPE RL300 Gen 11 带 Ampere Altra 和 AltraMax @GIGABYTEUSA 配备 Ampere Altra 和 AltraMax @Supermicro ARS-221GL 单路或双路 Nvidia Grace (C1,C2) #VCF91 210231,086


Summary: 已转帖Sravan Kundojjala 已发布SemiAnalysis@SemiAnalysis_·5月12日The EDA Primer: From RTL to Silicon Laying the Groundwork of the Current Chip Design ParadigmEDA 入门：从 RTL 到硅 奠定当前芯片设计范式的基础The EDA Primer: From RTL to SiliconEDA 入门：从 RTL 到硅来自 newsletter.semianalysis.com321881.5万


Summary: @SFoskett·5月12日#SymLink: FortiSASE Provide Support for BYOD with Full Regulatory Compliance @SPuluka #XFD15 #LinkedIn #SymLink ：FortiSASE 提供对自带设备办公 (BYOD) 的支持，并完全符合监管要求 @SPuluka #XFD15 #LinkedIn FortiSASE Provide Support for BYOD with Full Regulatory ComplianceFortiSASE 提供完全符合监管要求的 BYOD 支持来自 linkedin.com1138


Summary: @CormacJHogan·5月12日Configuring Microsoft SQL Server in Data Services Manager version 9.1 https://cormachogan.com/2026/05/12/configuring-microsoft-sql-server-in-data-service-manager-version-9-1/… via @CormacJHogan通过 Data Services Manager 版本 9.1 https://cormachogan.com/2026/05/12/configuring-microsoft-sql-server-in-data-service-manager-version-9-1/… 配置 Microsoft SQL Server @CormacJHogan cormachogan.comConfiguring Microsoft SQL Server in Data Services Manager version 9.1 - CormacHogan.com在 Data Services Manager 9.1 版本中配置 Microsoft SQL Server - CormacHogan.comhow to provision SQL Server Instances…


Summary: Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module Content Import May 12, 2026 Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module May 12, 2026 at 9:01 AM EDT Product News Corporate News Malaysia Singapore India General Delivers industry’s fastest performance capability with 1-gamma DRAM and advanced packaging BO…


Summary: @sakacc·5月12日To be clear (because some haters seem to want to create conflict where there is none): I don’t think GPUs will be replaced by QPUs, ever. They will operate in hybrid workflows (point of the @IonQ_Inc paper below). The analogy of “purpose-built offload processors” fits.澄清一下（因为有些喷子似乎想无中生有地制造冲突）：我认为 GPU 永远不会被 QPU 取代。它们将在混合工作流程中运行（重点是……） @IonQ_Inc （详见下文）。“专用卸载处理器”的类比很贴切。引用Chad Sakac@sakacc·5月11日回复 @sakacc2) Important paper on quantum-enhanced LLM fine-tuning. 24% reduction in classification error. Favorable energy scaling. One of the first measurable energy-to-solution for hybrid GPU…


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月11日After studying 300 Leetcode Hards, solving every Jane Street puzzle from the Dwarkesh ads, and watching one Horace He lecture, he finally landed the $400k annualized Jane Street internship. Unfortunately, during onboarding his manager said “this diff is negative alpha,” so Jane在研究了 300 道 LeetCode 难题、解决了 Dwarkesh 广告中所有 Jane Street 谜题，并观看了 Horace He 的一次讲座后，他终于获得了年薪 40 万美元的 Jane Street 实习机会。 不幸的是，在入职培训期间，他的经理说“这个差异是负 alpha”，所以简91867112万


Summary: @sakacc·5月11日2) Important paper on quantum-enhanced LLM fine-tuning. 24% reduction in classification error. Favorable energy scaling. One of the first measurable energy-to-solution for hybrid GPU/QPU AI workloads. Expect a truckload of this in the coming months: https://arxiv.org/pdf/2605.027982) 一篇关于量子增强型 LLM 微调的重要论文。分类错误率降低了 24%。能耗扩展性良好。这是首批针对混合 GPU/QPU AI 工作负载进行可测量能耗与解决方案比的研究之一。预计未来几个月将涌现大量此类论文： https://arxiv.org/pdf/2605.02798 47467,573


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月11日Everybody knows about the toilet maker Toto and MSG umami inventor Ajinomoto that are powering AI, but have you heard of the Taiwanese kitchen equipment supplier that’s in Nvidia servers? (1/5) 大家都知道马桶制造商 Toto 和味精发明者味之素为人工智能提供支持，但你听说过那家为英伟达服务器提供技术支持的台湾厨房设备供应商吗？（1/5） 10362525.3万


Summary: 已转帖Adam Schmitt@FirstWizardZed·5月11日回复 @DuncanYB 和 @vmpeteThe vSAN + VCF 9.1 story is one of the most practically impactful parts of this release for enterprise architects. Zero downtime vMotion for AI workloads alone changes the conversation around running GPU-intensive workloads in VCF environments — that's the operational guarantee对于企业架构师而言，vSAN + VCF 9.1 是此次版本发布中最具实际影响的部分之一。 单单针对 AI 工作负载的零停机 vMotion 就足以改变人们对在 VCF 环境中运行 GPU 密集型工作负载的看法——这就是运营保障。116497


Summary: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠@IanCutress·5月11日People of special skill, ie top athletes, TV stars, even influencers creating entertainment, have to obtain an O-1B visa, which are for single entry events. O-1B visas have a 92.7% acceptance rate. But you need a new one every time, for every trip. Filming/support staff can get拥有特殊技能的人士，例如顶尖运动员、电视明星，甚至是创作娱乐内容的网红，都需要申请 O-1B 签证，这种签证只能用于单次入境活动。O-1B 签证的获批率高达 92.7%。但每次出行都需要重新申请。拍摄/后勤人员可以获得 O-1B 签证。引用Dexerto@Dexerto·5月10日YouTuber Mrwhosetheboss says he was “traumatized” after being detained by US Customs while visiting to film a video He revealed he was s…


Summary: @DuncanYB·5月11日Brand new Unexplored Territory episode: What's new for vSAN with VCF 9.1 featuring Pete Koehler aka @vmpete ! (UT-118)全新一期《未知领域》节目：VCF 9.1 中 vSAN 的新特性，嘉宾：Pete Koehler @vmpete ！（UT-118）What's new for vSAN with VCF 9.1 featuring Pete Koehler! (UT-118)vSAN VCF 9.1 新增功能，Pete Koehler 倾情讲解！（UT-118）来自 linkedin.com121303


Summary: 已置顶Patrick Moorhead@PatrickMoorhead·5月10日The Week Ahead In Tech for May 11, 2026: The $700B hyperscaler AI capex story gets two real-world tests. $CSCO AI orders ($2.1B last Q, $5B FY) are the demand read. $AMAT WFE guide (>20% CY26) is the supply read. @SAP Sapphire, @RedHatSummit. Also $RGTI, $QBTS quantum2026 年 5 月 11 日科技行业未来一周展望： 7000 亿美元的超大规模人工智能资本支出计划将接受两次现实世界的检验。 $CSCO 人工智能订单（上季度为 21 亿美元，本财年为 50 亿美元）反映了市场需求。 $AMAT WFE 指南（>20% CY26）是供应读取。 @SAP 蓝宝石， @RedHatSummit 。 还 $RGTI ， $QBTS 量子引用Patrick Moorhead@PatrickMoorhead·5月3日1:48The Week Ahead In Technology for May 4, 2026: Hyperscalers just…


Summary: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠@IanCutress·5月11日Strix Halo, Hamoa, Panther Lake, M-Ultra. Are laptops 'good enough' yet?Strix Halo、Hamoa、Panther Lake、M-Ultra。 笔记本电脑现在“足够好”了吗？引用Max Weinbach@mweinbach·5月10日dGPUs in a laptop are largely unnecessary, unified memory plus a large iGPU are better in almost every way笔记本电脑中的独立显卡（dGPU）在很大程度上是不必要的，统一内存加上强大的集成显卡（iGPU）在几乎所有方面都更胜一筹。113578,514


Summary: @dvellante·5月10日Semis are booming. @nvidia is lagging the group but its idea of AI Factories is much more than GPUs and will power a new enterprise operating model. In this Breaking Analysis @dfloyer & I explain the technical and operating model AI factories will enable. https://thecuberesearch.com/314-breaking-analysis-nvidia-ai-factories-and-the-transition-to-accelerated-computing/…半挂车市场蓬勃发展。 @nvidia 虽然落后于集团，但其人工智能工厂的理念远不止于 GPU，它将为一种全新的企业运营模式提供动力。在这篇深度分析中，我们将对此进行深入探讨。 @dfloyer 我将解释人工智能工厂将实现的技术和运营模式。 https://thecuberesearch.com/314-breaking-analysis-nvidia-ai-factories-and-the-transition-to-…


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月8日OPINION: Ever since private equity bought the @Veritasium YouTube channel, the content just hasn't been as good. Used to be a GREAT channel, maybe the best Science channel on YouTube, and now? SAD! Very UNFORTUNATE 观点：自从私募股权收购以来…… @Veritasium YouTube 频道的内容质量不如以前了。以前是个很棒的频道，也许是 YouTube 上最好的科学频道，现在呢？太可惜了！非常遗憾！ 48104475.4万


Summary: 已转帖Tom's Hardware@tomshardware·5月8日AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with four moves noted as permanent美国各地对人工智能数据中心的禁令正在迅速增加——已有69个司法管辖区禁止新建此类设施，其中4项禁令被认为是永久性的。AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with...美国各地对人工智能数据中心的禁令正在迅速增加——已有69个司法管辖区禁止新建此类设施……来自 tomshardware.com14982293万


Summary: @SKundojjala·5月8日GloFo sees 10-12% long-term revenue CAGR (vs TSMC's 25% CAGR) and 40% GM exiting 2028 and 45% long-term. Also put new SiPh target of $2B by 2030 and IP revenue of $1B by that time. GloFo is pivoting from smartphones to focus on auto/comms/DC/IoT.GloFo 预计其长期营收复合年增长率将达到 10-12%（台积电为 25%），到 2028 年底的毛利率将达到 40%，长期目标将达到 45%。该公司还设定了新的目标，到 2030 年实现 20 亿美元的 SiPh 营收，以及 10 亿美元的 IP 营收。GloFo 正在从智能手机领域转型，专注于汽车、通信、数据中心和物联网领域。12163,153


Summary: @SKundojjala·5月8日TSMC Apr 2026 - Revenue up 0.4% M/M and 22.4% y/y to $13.084B, new monthly ATH, third record month of 2026 (Jan, Mar, Apr) - 4M YTD through Apr $48.9B, +35.1% y/y - 2Q26 guide on track; April alone covers 33% of midpoint, in line with normal first-month pacing - TSMC needs to台积电 2026年4月 - 营收环比增长 0.4%，同比增长 22.4% 至 130.84 亿美元，创下新的月度历史新高，也是 2026 年第三个创纪录的月份（1 月、3 月、4 月）。 - 截至4月，今年前4个月累计收入489亿美元，同比增长35.1% - 2026年第二季度业绩指引按计划进行；仅4月份就完成了其中点的33%，符合正常的首月进度。 台积电需要212545,611


已转帖Sravan Kundojjala 已发布Ray Wang@rwang07·5月7日SK Hynix. Important news.SK 海力士。重要新闻。108351516万


Summary: 已置顶Anshel Sag@anshelsag·5月7日My review of the @Samsung Galaxy Book6 Pro and @Intel's Panther Lake chip, with its most powerful integrated graphics yet.我对……的评价 @Samsung Galaxy Book6 Pro 和 @Intel 的 Panther Lake 芯片，拥有迄今为止最强大的集成显卡。RESEARCH NOTE: Samsung’s Redesigned Galaxy Book6 Pro with Intel Core Ultra 3 Is a Welcome Upgrade研究报告：三星重新设计的 Galaxy Book6 Pro 搭载英特尔酷睿 Ultra 3 处理器，是一款值得期待的升级产品。来自 moorinsightsstrategy.com116656


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月7日We are so used to seeing chip company marketing teams exaggerate specs that it is refreshing to see them understate specs for a change. Here's one example from Cerebras's website, where they understate on-chip SRAM by a factor of 8! @cerebras y'all are far too modest!16172834.2万


Summary: @RyanSmithAT·5月7日AMD has released a PCIe version of its Instinct MI350 accelerator, the MI350P. Their first Instinct PCIe card in over 4 years, it's neat enough. But underneath the hood it has an extra surprise: a brand-new chip with a 4 XCD + 1 IOD configuration. https://servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/…AMD 发布了 Instinct MI350 加速卡的 PCIe 版本——MI350P。这是 AMD 四年多来推出的首款 Instinct PCIe 显卡，外观相当不错。但它的内部构造却隐藏着一个惊喜：一颗全新的芯片，采用 4 个 XCD 通道和 1 个 IOD 通道的配置。 https://servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/… 9493673.8万


Summary: @DuncanYB·5月7日New Blog: What's new for vSAN 9.1?最新博客：vSAN 9.1 有哪些新特性？What's new for vSAN in 9.1? - Yellow BricksvSAN 9.1 版本有哪些新特性？ - Yellow Bricks来自 yellow-bricks.com31343


Summary: Patrick J Kennedy 已转帖帕特里克·J·肯尼迪去世AMD EPYC@AMDServer·5月6日What matters most when buying servers in 2026? It’s not just performance: Consolidation Power + licensing costs System-level efficiency Great breakdown from @ServeTheHome for teams planning their next refresh. 2026 年购买服务器时，最重要的是什么？ 不仅仅是表现： 合并 电力 + 许可费用 系统级效率 精彩的分析 @ServeTheHome 适用于正在计划下一次系统更新的团队。 引用STH@ServeTheHome·3月1日Buying traditional compute and storage servers in 2026 is rough (thank you, DRAM and NAND pricing.) We go through some strategies you can use to save money in our 2026 Server Buyer's Guide. https://youtu.be/9yOo6-ll4I01314…


WD Announces Equity-for-Equity Exchange

Summary: WD Announces Equity-for-Equity Exchange Content Import Wed, 05/06/2026 - 09:15 WD Announces Equity-for-Equity Exchange May 6, 2026 General SAN JOSE, Calif. --(BUSINESS WIRE)--May 6, 2026-- Western Digital Corporation (Nasdaq: WDC) today announced that it has entered into exchange agreements with certain institutional investors on May 5, 2026 , pursuant to w…


Summary: @bobodtech·5月6日ICYMI, had the opportunity to share some thoughts on the potential security impact of AI threats on banks and the efforts by companies like @Cisco, @PaloAltoNtwks and others to address them for @AsharqNews Bloomberg. https://now.asharq.com/clips/1808048/%D8%AA%D8%AD%D8%B0%D9%8A%D8%B1%D8%A7%D8%AA-%D8%A3%D9%85%D9%86%D9%8A%D8%A9-%D8%AA%D8%B9%D9%83%D8%B3-%D8%A7%D8%B3%D8%AA%D8%B9%D8%AF%D8%A7%D8%AF-%D8%A7%D9%84%D8%A8%D9%86%D9%88%D9%83-%D9%84%D9%85%D9%88%D8%AC%D8%A9-%D9%87%D8%AC%D9%85%D8%A7%D8%AA-%D8%B3%D9%8A%D8%A8%D8%B1%D8%A7%D9%86%D9%8A%D8%A9/…1115


Summary: 已转帖STH@ServeTheHome·5月5日After nearly a decade, SPEC has released a new version of its industry-defining CPU benchmark, SPEC CPU 2026. We take a look at what is new, as well as the new benchmark performance on a modern AMD, Intel, and NVIDIA CPU trio时隔近十年，SPEC 发布了其业界领先的 CPU 基准测试软件 SPEC CPU 2026 的最新版本。我们将深入了解其新增功能，以及在最新的 AMD、Intel 和 NVIDIA CPU 三款处理器上的基准测试性能。SPEC Consortium Releases SPEC CPU 2026 Benchmark Suite: The Next Decade of CPU BenchmarkingSPEC 联盟发布 SPEC CPU 2026 基准测试套件：CPU 基准测试的下一个十年来自 servethehome.com114436,620


Marvell Technology, Inc. Announces Conference Call to Review First Quarter of Fiscal Year 2027 Financial Results


Summary: 已置顶Dan Nystedt@dnystedt·5月2日 文章Advanced Chip Packaging Trend Sends Taiwan Capex Skyrocketing先进芯片封装趋势推动台湾资本支出飙升Taiwan’s top chip packaging and testing firms have guided 2026 spending on new plants and equipment (capex) over NT$400 billion (US$12.6 B), mainly to catch a ride on the advanced semiconductor...台湾顶尖的芯片封装和测试公司预计，2026年用于新建工厂和设备的资本支出将超过4000亿新台币（126亿美元），主要目的是为了搭上先进半导体产业发展的顺风车……4231511.6万


Srini Pajjuri

Summary: Srini Pajjuri Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Srini Pajjuri RBC Capital Markets


Ben Reitzes

Summary: Ben Reitzes Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Ben Reitzes Melius Research


Harlan Sur

Summary: Harlan Sur Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Harlan Sur JP Morgan


Amit Daryanani

Summary: Amit Daryanani Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Amit Daryanani Evercore ISI


Parth Talsania

Summary: Parth Talsania Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Parth Talsania Equisights


Jun Yun Chen

Summary: Jun Yun Chen Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Jun Yun Chen Citic Securities


Jack Zhou

Summary: Jack Zhou Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Jack Zhou China Renaissance Securities (US)


Ishan Majumdar

Summary: Ishan Majumdar Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Ishan Majumdar Baptista Research


Summary: WD Reports Fiscal Third Quarter 2026 Financial Results Content Import Thu, 04/30/2026 - 16:02 WD Reports Fiscal Third Quarter 2026 Financial Results April 30, 2026 Earnings Q3FY26 Highlights: Revenue of $3.34 billion , up 45% year-over-year GAAP gross margin of 50.2%; non-GAAP gross margin of 50.5% GAAP diluted EPS of $8.20 ; non-GAAP diluted EPS of $2.72 C…


JEDEC® Advances DDR5 MRDIMM Ecosystem with New Memory Interface Logic and Expanded MRDIMM Roadmap


Summary: @dvellante·4月30日I get a kick out of these stories. Hats off to TPUs and Trainiums but @amazon said its chip biz is running at $20B. NVidia has a $300B run rate chip business. Don't look at hyperscalers' chip business as competitive to @nvidia - they all buy from Nvidia for a reason3320


Summary: 已转帖Tom's Hardware@tomshardware·4月29日TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 — Fujitsu's Monaka CPU to benefit from face-to-face chiplet stacking台积电 SoIC 3D 堆叠技术路线图概述了从目前的 6 微米间距到 2029 年 4.5 微米间距的发展路径——富士通 Monaka CPU 将受益于面对面芯片堆叠技术。TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 —...台积电 SoIC 3D 堆叠技术路线图概述了从目前的 6 微米间距到 2029 年 4.5 微米间距的发展路径——……来自 tomshardware.com10334,136


Howard Marks @DeepStorage@mastodon.social 已转帖Utterly Purple@DefiantlyFree·4月28日403312,72966万