Intel's new platform for Nova Lake chips leaked, up to 48 PCIe lanes and all-new chipset — 900-series motherboards with LGA1954 socket arrive in late 2026  - Specifications of Intel's B960, Z970, Z990, Q970, and W980 platforms leak out, showcasing up to 48 PCIe lanes and an all-new chipset category.

+4 from  tomshardware

 Gartner Says Worldwide Sovereign Cloud IaaS Spending Will Total $80 Billion in 2026

 Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere  - Moving 40% of semiconductor production to America is 'impossible' says vice premier

 New Devices Might Scale the Memory Wall  - An 8-layer stack of bulk RRAM runs a continually-learning neural network

 EU Commission commits €347m to submarine cable security  - The European Commission is stepping up efforts to protect submarine data cables, the backbone of global…

+2 from  eenewseurope

 The biggest hits of Bad Bunny’s Apple Music Super Bowl LX Halftime Show

 AI-Fueled Supercycle Propels Memory Market Revenue to More Than Twice That of Foundry Industry, Says TrendForce  - The current AI surge is anticipated to boost both the memory and wafer foundry sectors to record-breaking revenues by 2026, based on TrendForce’s recent data. Limited supply and rapidly increasing prices are likely to grow the memory market's total worth to $551.6 billion. Meanwhile, the global foundry...

 Can ZAM replace HBM? Intel, SoftBank push 'alternative' memory architecture  - As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix, and Micron.

+12 from  digitimes

 Cache is king and DIMMS are bling as memory prices soar  - Upgraders and home lab builders flaunt their memory

 Famine: The 3rd Rider of the Apocalypse  - A Dive into the Lavish Semiconductor Memory Business of SK Hynix

 India roundup: India's annual budget to boost AI and chip ecosystem  - India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as India diversifies trade partners.

+3 from  digitimes

 Thumbwheel switches: Turning numbers into control  - Thumbwheel switches offer a straightforward, tactile method for setting numerical values in electronic instruments and control systems. The post Thumbwheel switches: Turning numbers into control appeared first on EDN .

 ASUS IoT launches PE1000U for industrial edge AI  - ASUS IoT has rolled out a compact, fanless industrial PC aimed squarely at edge AI workloads…

+1 from  eenewseurope

 AMD's investment in photonics and modular architecture signals shift in AI infrastructure development  - AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating photonics technology and modular rack-scale platforms. CTO Mark Papermaster, speaking in a recent interview, highlighted...

 Intel XeSS 3 MFG mod triples Arc A380 triples performance in Cyberpunk 2077 — supercharged 6GB GPU pumps out 140 FPS at 1080p on low preset  - Intel XeSS 3 Frame Generation is shown to work effectively, even on entry-level GPUs. Cyberpunk 2077 increased from 55 to 60 FPS to as high as 140 FPS with MFG enabled.

+1 from  tomshardware

 Why VanEck Semiconductor ETF -- the Best AI ETF, in My View -- Gained 12% in January  - aol.com

+15 from  news.google

 Marvell Technology, Inc. Announces Conference Call to Review Fourth Fiscal Quarter and Fiscal Year 2026 Financial Results

 Taiwan says 40% shift of chip capacity to US is ‘impossible’  - WKZO

+24 from  news.google

 VSORA Board Chair Sandra Rivera on Solutions for AI Inference and LLM Processing  - Sandra Rivera, a Silicon Valley veteran who is the former CEO of Altera, an Intel FPGA spinout, and long-time Intel executive, recently became Chair of the Board of Directors of Paris-based VSORA . VSORA, a technology leader redefining AI inference for next-generation data centers, cloud infrastructure...

 Elkem ASA - Invitation to fourth quarter 2025 results presentation (webcast link changed)

 Silicon Photonics In The Data Center: What A CMOS Exec Needs To Know  - Photonics will replace copper for all interconnects in ~5 years; TSMC may go from zero to #1 The post Silicon Photonics In The Data Center: What A CMOS Exec Needs To Know appeared first on Semiconductor Engineering .

+1 from  semiengineering

 This week’s outside five sigma (#85)  - Additively Manufactured UHV Chamber

 [News] Global Memory Interconnect Leader Montage Technology Rides AI Data Center Boom to HK IPO  - As 2026 gets underway, China’s capital markets are already heating up with chip IPOs. Montage Technology, a designer of chips that speed data flows across data centers and AI accelerators, soared 57% on its Hong Kong debut February 9, backed by cornerstone investors including JP Morgan and Alibaba......

 In Space, Power Is Destiny: Solar Panels and the Future of Satellites  - Original Article By SemiVision Research

+1 from  tspasemiconductor.substack

 Cross-functional teams: from autonomy to accountability  - When teams own customer-facing value end-to-end, use quantitative metrics to guide decisions, are organized around a value model, are accountable for outcomes and evolve with value streams, they become powerful engines for continuous value delivery.

 TSMC & GCU Semiconductor Training Program: Preparing Tomorrow’s Workforce  - The expansion of semiconductor manufacturing in the United States, particularly with TSMC’s multi-fab campus in Phoenix, Arizona, has created a significant need for skilled technical workers. To meet this demand, TSMC has partnered with educational institutions, including Grand Canyon University (GCU)...

+1 from  semiwiki

 Distinctive Hyte X50 mid-tower case drops to a $129.99 all-time low on Amazon — premium, curved-glass, chassis with top-tier airflow goes on sale  - The X50 combines eye-catching curved aesthetics with practical features like extensive fan support, large GPU clearance, and excellent noise-normalized thermal performance.

+1 from  tomshardware

 半導體風雲／熊本二廠製程升級 台積電重新詮釋台灣+1  - 在為台積電 本熊本2廠提升製程技術這一決定喝彩前，得先解釋一下「中國＋1」以及之後出現的「台灣＋1」，才能明白台積電此舉在政經角度的成功之處。台積電創造出一個「對照組」，讓美國政府看到台積電亞利桑那的進度，比不過熊本，問題應該不在我方。呈現此一事實，在與美談判時，可以多一點點論據、籌碼。再者，這也確實是「台灣＋1」，只不過那個「1」，不是美國。...

 India Semiconductor Mission 2.0

 MSI's RTX 5090 Lightning storms in at a thunderous $5,200 — limited edition GPU shatters everything from world records to your bank account  - MSI has launched a lottery offering 10 winners the chance to purchase the limited-edition RTX 5090 Lightning.

+2 from  tomshardware

 PIC32WM-BZ6 module talks multiprotocol IoT  - Mouser is now stocking the PIC32WM-BZ6 multiprotocol module from Microchip Technology. PIC32WM-BZ6 The low-power module aims at multiprotocol applications. For example, IoT devices, heating, ventilation, and air conditioning (HVAC) systems. As well as automotive and telematics applications, and consumer...

 2030 and the looming quantum cryptography threat  - Dutch auditors point to 2030 as a possible breaking point for current cryptographic methods. Is that realistic or alarmist?

+2 from  bits-chips.nl

 CEO Seikku: Building for the next phase of the semiconductor cycle  - After navigating a challenging few years, the semiconductor industry enters 2026 with emerging opportunities alongside continued uncertainty. While the overall semiconductor market is set to grow, growth is bifurcated: AI-related segments are experiencing phenomenal growth, whereas consumer electronics...

 Notice Concerning Status of Repurchase of Shares pdf

 Veeco stockholders approve merger with Axcelis  - Merger expected to be completed in second-half 2026

+1 from  semiconductor-today

 This AI Bubble is Now Flashing the Granddaddy of Bearish Signals  - [Opinion] Paul Tudor Jones is among investors who see the 200-day MA as a metric to track. It's now showing warning signs for a number of AI players

 The Role of Batteries in Data Centers: Explainer video  - IDTechEx analyst Conrad Nichols discusses the role of batteries in data centers.

+1 from  idtechex

 2025 semi sales up 25.6% YoY  - 2025 semiconductor sales grew 25.6% to reach $791.7 billion compared to the 2024 total of $630.5 billion, says the SIA. Q4 sales were up 37.1% YoY and 13.5% QoQ at $236.6 billion. December sales were up 2.7% MoM at $78.9 billion. “The global semiconductor industry posted its highest-ever annual sales...

+5 from  electronicsweekly

 The data center boom and the opportunity ahead

 [News] AI Demand Blunts Foundry Seasonality: TSMC Sees 4% 1Q Growth; VIS, PSMC Raise Prices  - AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t......

+3 from  trendforce

 Silicon Motion posts strong Q4 results, forecasts continued growth in 2026  - Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter of 2025, driven by broad-based product growth and expanding market share across key segments.

 Key to ultra-dense next-gen data storage could be a new magnetic state found in twisted 2D materials — German researchers reveal 'super‑moiré' magnetic milestone  - Researchers have identified unusual magnetism in twisted, two-dimensional chromium triiodide, revealing long-range spin textures that extend beyond the material’s underlying moiré pattern.

+2 from  tomshardware

 A Flat Optical Surface Just Broke a Major Rule of Light  - A paper-thin surface now lets light follow two independent paths without losing color clarity. Broadband achromatic wavefront control plays a central role in next-generation photonic technologies, including full-color imaging and multi-spectral sensing. A research team led by Professor Yijun Feng and...

 Rutile TiO2 As A Post-ZrO2 Dielectric Platform for Next-Gen DRAM Capacitors (KIST)  - Researchers at Korea Institute of Science and Technology (KIST) published “Beyond ZrO2: Rutile TiO2 as the Dielectric Platform for Next-Generation DRAM Capacitors.” Abstract “As DRAM technology nodes move into the sub-10 nm regime, capacitor scaling is increasingly constrained by both footprint...