Fujitsu and DT-Axis collaborate to advance digital health

 ​BluGlass enters A$1.25M development program with Tier 1 defence prime; receives first A$560k order  - Highlights Customer is a tier-1 defence prime supplying advanced systems and services across commercial, military and business aviation sectors Order…

 EV magnet market set to reach $9.5 billion by 2030  - The global electric-vehicle (EV) magnet market is on a strong growth trajectory as electrification accelerates across the…

 Applied Materials VP warns AI growth may hit energy, not chip limits  - AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.

+4 from  digitimes

 Chinese SSD maker YMTC lists first commercial PCIe 5.0 SSD as worldwide shortage intensifies — Xtacking 4.0 NAND powers speeds of up to 10,500 MB/s  - The newly listed PC550 SSD targets AI PCs and commercial systems and features PCIe 5.0 x4 connectivity, NVMe 2.0 support, and a four-channel design.

+1 from  tomshardware

 [Marvell 3/5/2026 Earnings] Hilarious Short Squeeze  - Matt Murphy Redemption Arc?

 Small, Smart and Connected: Simplify Your Connected Design with the New i.MX 93W Apps Processor  - The i.MX 93W microprocessor (MPU) brings high-performance compute and tri-radio connectivity to space-constrained industrial and IoT designs.

 TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness  - TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

 Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin  - Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity at TSMC to its next-generation Vera Rubin platform, as regulatory barriers in both the US and China continue to cloud prospects for sales to Chinese customers, the Financial...

+10 from  digitimes

 Lock in the RTX 5070 for $599 before prices skyrocket even further — custom overclocked model is only $50 above MSRP  - The RTX 5070 offers strong 1440p performance, 12GB of GDDR7 memory, and support for Nvidia’s latest features like DLSS 4 and Reflex 2.

+1 from  tomshardware

 PC processors entered the Gigahertz era today in the year 2000 with AMD's Athlon — AMD hit marketing gold with its 1 GHz Athlon, beat Intel by a nose  - Today in the year 2000, AMD shipped an undisputable milestone processor, its 1 GHz Athlon CPU. Thus, the Gigahertz PC era was born on Monday, March 6, 2000.

+3 from  tomshardware

 ASE Drives AI and Green Transformation for a Sustainable Future in Kaohsiung

 Foxconn and TSMC advanced packaging spur V5 to consider France, US sites  - High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025....

+1 from  digitimes

 Beijing warns of more chip supply worries after Nexperia China claims it was cut off from SAP  - PLUS: Indonesia joins kids social media ban; China frets about AI job impacts; India’s PC market fails to launch, again; And more

 [News] Samsung, SK hynix Reportedly Tapped as NVIDIA Rubin HBM4 Suppliers; Shipments Could Start in March  - Ahead of NVIDIA’s GTC next week, all eyes are on the HBM4 supply for its next-gen AI accelerator, Vera Rubin, set for release in the second half of the year. Hankyung, citing industry sources, reports that Samsung Electronics and SK hynix are on the component supplier list. With HBM4 production ta......

+2 from  trendforce

 Memory bit flips cause up to 15% of Firefox crashes, asserts Mozilla engineer — figure inferred from 470,000 auto-submitted crash reports  - A Mozilla engineer has shared survey data and calculations suggesting that up to 15% of Firefox crashes are due to a bit flip.

+1 from  tomshardware

 Unpacking the deceptively simple science of tokenomics  - feature Inference at scale is much more complex than more GPUs, more tokens, more profits

 半導體風雲／台積電帶動供應鏈赴美 投資上看1兆美元？  - 台灣跟美國在今 初兩個 內，簽署了兩份文件：分別是1 15 和美國商務部的《投資合作備忘錄（MOU）》、及2 12 跟美國貿易代表署的台美《對等貿易協定》（ART）。其中，前者「我方同意以兩類性質不同的資本承諾投資美國」，可以視為由台積電領銜帶領供應鏈赴美投資最終金額，究竟可能最多會是多少？...

 Oracle and OpenAI's Texas Stargate datacenter expansion reportedly on the skids  - Meta supposidly considering untapped capacity in deal brokered by Nvidia