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Lam Research Plans $3 Billion Chip R&D Lab Expansion
Lam Research will invest more than $3 billion over five years to expand its global R&D lab network and lift experiment capacity by more than 50 percent.
CH CHANNEL ARCHIVE
Tag: Hardware
Chips, devices, components, and infrastructure.
01 INCOMING
ARCHIVE
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CME Group Sets October 5 Launch for GPU Compute Futures
CME Group will launch the first regulated compute futures on October 5, tracking Nvidia H100 and B200 rental prices on NYMEX.
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Sony and TSMC Finalize Image Sensor Joint Venture in Japan
Sony and TSMC signed a binding deal for a Kumamoto image sensor joint venture, with Sony as controlling shareholder and production planned for 2029.
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Nvidia and Six Investors Plan $500 Billion for AI Compute
Nvidia is building compute financing platforms with six major investors to mobilize over $500 billion for AI infrastructure.
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AMDs Ryzen 5 439 and Ryzen 7 449 Ship Without an NPU
AMD adds Ryzen 5 439 and Ryzen 7 449 mobile chips with Zen 5 cores but no NPU, aiming at cheaper mainstream laptops.
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Microsoft Plans Maia 300 AI Chip Launch as Soon as Next Month
Microsoft is reportedly preparing to unveil its Maia 300 AI chip as soon as next month, ramping production and courting cloud customers like Anthropic.
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TONTOU Attack Bypasses Spectre v2 Defenses on AMD and Intel
MIT CSAIL researchers show a new attack, TONTOU, that uses timed interrupts to re-poison branch predictors and bypass Spectre v2 defenses on AMD and Intel CPUs.
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Olares Brings Personal AI Cloud to IFA 2026
Olares will show its RTX 5090M-powered personal AI cloud at IFA Berlin, putting local models and user-owned data at the center of its European debut.
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Anthropic Will Design Its Own Chips to Power Claude
Anthropic confirmed it is building a custom silicon team to co-design chips and models, a step that reduces its reliance on Nvidia as Claude demand grows.
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SpaceX and Nvidia Team Up on Starmind AI1 Satellite Compute
SpaceX and Nvidia are designing Starmind AI1, a satellite compute payload with Rubin GPUs and Vera CPUs, as SpaceX commits exclusively to Nvidia.