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SK hynix breaks ground on the first HBM plant in the US, bringing key AI component production to the States — says production starts in 2029

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SK hynix’s HBM production site in West Lafayette, Indiana, will specialize in advanced packaging, testing, and R&D of HBM. The facility is set to cost the company around $4 billion, which highlights its advanced technolo…

Many talks between data center developers and local governments are wrapped in secrecy behind non-disclosure agreements — residents question the need for NDAs,

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Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electron…

Mad scientist makes LEDs in his backyard — semiconductor wizard who made his own RAM turns his attention to using bathroom eBay laser to etch sapphire wafers

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The entire video is fascinating and information-dense, so we suggest you watch it to get the complete picture. Hartensveld started off with gallium nitride atop a sapphire wafer, that he proceeded to break into shards an…

Hot Chips 2026: Cerebras lays out the future of wafer-scale AI — Nexus system architecture triples rack-scale performance, CS-6 wafer to incorporate stacked DRA

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Mounting the wafer-scale engines vertically in the backpack modules lets Cerebras do away with a PCB or substrate for the wafer to handle all its supporting infrastructure. Instead, the backpack connects the large copper…

Mad scientist makes LEDs in his backyard — semiconductor wizard who made his own RAM turns his attention to using bathroom eBay laser to etch sapphire wafers

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The entire video is fascinating and information-dense, so we suggest you watch it to get the complete picture. Hartensveld started off with gallium nitride atop a sapphire wafer, that he proceeded to break into shards an…

Nvidia to buy Hugging Face for $12.9 billion, report claims — could strengthen Nvidia’s open-model strategy and shore up position against rivals

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If Nvidia proceeds with the takeover, the transaction will be a part of Nvidia’s increasingly aggressive investments across the AI ecosystem that spans from hardware to models to software. Last week, Nvidia agreed to pay…

China’s YMTC aims to become the world’s largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

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YMTC’s listing turns that position into a funding mechanism. Margins earned at the top of the memory cycle are already paying for domestic tool development, and the IPO adds a capital source that sits outside the reach o…

Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI ‘has reached its inflection point’

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For the second quarter of Nvidia’s FY2027, which ended on July 26, 2026, the company’s GAAP revenue hit a record $96.221 billion, up 18% quarter-over-quarter (QoQ) and 106% compared to the same quarter a year ago. Nvidia…