Hardware

Recovery: 텐스토렌트, RISC-V 기반 '갤럭시 블랙홀' AI 서버 출시... 11만 달러의 파괴적 스펙

Recovery: 텐스토렌트, RISC-V 기반 '갤럭시 블랙홀' AI 서버 출시... 11만 달러의 파괴적 스펙

Supply Chain Fragility in the AI Era: CCL Lead Times Double as High-Performance PCB Demand Peaks

Supply Chain Fragility in the AI Era: CCL Lead Times Double as High-Performance PCB Demand Peaks

The 1.6T Optical Frontier: Coherent Corp Extends Backlog to 2030 Amid InP Material Expansion

The 1.6T Optical Frontier: Coherent Corp Extends Backlog to 2030 Amid InP Material Expansion

Customer-Funded Fabs: Big Tech's Strategic CAPEX Injection into SK Hynix for HBM and EUV Seniority

Customer-Funded Fabs: Big Tech's Strategic CAPEX Injection into SK Hynix for HBM and EUV Seniority

Structural Collapse in Mature 2D NAND Supply: Strategic Exit by Samsung and Micron Triggers Industrial Volatility

Structural Collapse in Mature 2D NAND Supply: Strategic Exit by Samsung and Micron Triggers Industrial Volatility

South Korea Commits US$344.3 Million to Secure Next-Gen Power Semiconductor Supply Chain

South Korea Commits US$344.3 Million to Secure Next-Gen Power Semiconductor Supply Chain

SpaceX Unveils US$119 Billion 'Terafab' Strategy: A Radical Pivot Toward AI Silicon Sovereignty

SpaceX Unveils US$119 Billion 'Terafab' Strategy: A Radical Pivot Toward AI Silicon Sovereignty

Nuvoton Dominates as AI Rack Density Surges: BMC Count Rises from 80 to 120 Units

Nuvoton Dominates as AI Rack Density Surges: BMC Count Rises from 80 to 120 Units

Gemtek Accelerates 1.6T Optical Transceiver Roadmap: Targeting 4Q26 Mass Production Amid High-End Infrastructure Surge

Gemtek Accelerates 1.6T Optical Transceiver Roadmap: Targeting 4Q26 Mass Production Amid High-End Infrastructure Surge

Sony Projects Double-Digit Profit Growth via Strategic Ecosystem Expansion Despite Chip Volatility

Sony Projects Double-Digit Profit Growth via Strategic Ecosystem Expansion Despite Chip Volatility

IBM Releases 'Bob': Scaling AI-Assisted Coding from Internal Guinea Pigs to General Availability

IBM Releases 'Bob': Scaling AI-Assisted Coding from Internal Guinea Pigs to General Availability

The Great Inference Pivot: How AI Hardware Startups are Challenging Nvidia’s Hegemony in a Disaggregated World

The Great Inference Pivot: How AI Hardware Startups are Challenging Nvidia’s Hegemony in a Disaggregated World

TSMC Accelerates Arizona Expansion to Support US AI Infrastructure Demand

TSMC Accelerates Arizona Expansion to Support US AI Infrastructure Demand

MicroLED Facing Headwinds as Sony Honda Mobility and Samsung Shift Strategies

MicroLED Facing Headwinds as Sony Honda Mobility and Samsung Shift Strategies

Memory Supply Constraints Hamper AI Storage Growth as Component Costs Rise

Memory Supply Constraints Hamper AI Storage Growth as Component Costs Rise

AI Infrastructure Pivot: Global EMS Supply Chains Realign as Hyperscaler Capex Hits $800B

AI Infrastructure Pivot: Global EMS Supply Chains Realign as Hyperscaler Capex Hits $800B

The End of Copper Bottlenecks: Ayar Labs and Wiwynn Unveil a 1,024-GPU Photonic Rack-Scale System

The End of Copper Bottlenecks: Ayar Labs and Wiwynn Unveil a 1,024-GPU Photonic Rack-Scale System

The Resurgence of Non-Binary Logic: Implementing General-Purpose Ternary CPUs via Modern FPGA Interconnects

The Resurgence of Non-Binary Logic: Implementing General-Purpose Ternary CPUs via Modern FPGA Interconnects