Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Meanwhile, for Google’s rivals, the milestone will underscore the growing importance of vertically integrated AI infrastructure, where cloud providers design chips tailored to their own software stacks, workloads, and da…

Shanghai Aishengna named as the maker of China’s first domestic immersion DUV chipmaking tools — first viable domestic 7nm-capable scanner to be completed by 20

Carl Zeiss SMT has been ASML’s sole projection optics supplier since 1983, and Zeiss SMT revenue grew from €1.2 billion in 2016 to €4.1 billion in 2024. It’s not currently known what, if any, Japanese tooling is inside t…

Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as

The high-end Spectrum-X Photonics configuration runs 512 ports at 800 Gb/s for 400 Tb/s of switching, and Quantum-X Photonics InfiniBand runs 144 ports at 800 Gb/s. Co-packaging also shifts the laser type toward high-pow…

Intel’s upcoming Nova Lake desktop SKU to require 65W of separate power delivery for its iGPU, leaker claims — beefy integrated graphics could require two VCCGT

Hassam Nasir is a die-hard hardware enthusiast with years of experience as a tech editor and writer, focusing on detailed CPU comparisons and general hardware news. When he\u2019s not working, you\u2019ll find him bendin…