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Kicking things off with a bang, Valve officially released the Steam Frame, its latest VR headset, which adds functionality that allows the headset to act as both a standalone and PC VR headset. Our VR expert Brandon Hill reviewed the headset itself and managed to interview the engineers at Valve about their efforts on the new hardware and the software powering the company's next generation of Virtual Reality.
Valve Steam Frame interview — why it costs up to $1,300, Snapdragon power, and 10x foveated streaming
Reporter Chris Stokel-Walker investigated the deepening DRAM and NAND crisis, honing in on how SLC and NOR Flash are the next products that have been affected by the ongoing demand for AI. Featuring expert interviews and a grim outlook on the electronics the world relies on, he explored how the ongoing data center gold rush is leaving other supply chains decimated in its wake.
NOR Flash and SLC NAND production are under threat as capacity gets routed to more profitable products — 'severe undersupply' threatens everyday electronics
Nanya-backed company PieceMakers debuted on Taiwan's stock market this week, making a bold bet that it's not just HBM that's useful for integration in AI devices. Instead, the company offers a different look at how hybrid-bonded chips might also be useful for inference chips. We've broken down exactly how the company views the future of memory for inference accelerators.
PieceMakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding
Next up, AI leaders butted heads this week over alleged safety concerns about new, advanced models. It all started with one ex-OpenAI and Anthropic worker warning that the technology could endanger human existence and 'kill us all' by 2030. In response, AI leaders like Dario Amodei and Sam Altman have committed to delivering safe AI and 'pacing the frontier' of AI development, while figureheads like Mark Zuckerberg and Jensen Huang argue against the claim that AI models would do such drastic things, so long as they are developed responsibly.
This week on Tom's Hardware Premium: September 12, 2026
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
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- https://www.tomshardware.com/tech-industry/this-week-on-toms-hardware-premium-september-19-2026-steam-frame-interview-killer-ai-models-and-the-dram-crisis-deepens#main
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Informational only. No financial advice. Do your own research.