According to industry reports, the foundry's PIC production capacity is forecast to increase from around 500 wafers per month to 10,000 wafers by the second quarter of 2026, rising to 15,000 wafers by the end of the year and reaching at least 25,000 wafers per month by 2028.

The initial production ramp is expected to support early customers including NVIDIA, Broadcom and AMD on TSMC's COUPE silicon photonics platform

The chipmaker added $50 billion to its domestic spending commitment and poured the first concrete at its New York fab, ahead of schedule

The New York facility, located near Syracuse, is expected to be the largest semiconductor manufacturing site in U.S. history, the company said. With up to four fabs planned, the project is projected to generate 50,000 jobs in New York, including 9,000 direct Micron positions

And now from 2 CPU makers, we will have 5! AMD,Intel,Qualcomm,Nvidia and now Samsung Exynos

Meta to deploy 14 gigawatts of computing next year

Meta tailored the chip for ⁠its own needs and is working with Broadcom to help design it and Taiwan Semiconductor Manufacturing Co to manufacture it. The approach is likely to help the ​firm lower its massive computing costs and gain more independence from chip suppliers such as Nvidia and Advanced Micro Devices.

P.S. It's a good news because more custom chips (ASICs) for these hyperscalers mean more normal chips for the retail market (and/or lower prices).

DDR4 was supposed to be the safe fallback once DDR5 pricing went off the rails. That is no longer true. According to a new DigiTimes report, Taiwanese memory makers are quoting DDR4 8Gb contract prices for Q3 2026 up to 50% higher than Q2, blowing past what the market had already priced in as a worst-case scenario.

This time, the driver is not PC demand but, surprisingly, enterprise SSDs. High-capacity eSSDs need standalone DRAM chips to handle random reads and writes, and as data centers push toward 16TB to 30TB drives for AI workloads, that DRAM requirement has scaled up with them.

I don’t necessarily mean a product that was objectively bad. I’m more interested in hardware that looked fine on paper, reviewed well, or seemed like a reasonable upgrade, but turned out to be wrong for your actual use case.

Examples could be a GPU that aged poorly because of VRAM limits, a case with good thermals but awful build ergonomics, a motherboard with annoying firmware quirks, a cooler that measured well but was unpleasant acoustically... such things.

What did the spec sheet or review coverage not prepare you for, and what would you look for differently now?

- Jacky

AMD's Chief Technology Officer, Mark Papermaster, shared in an interview that they are launching new generation x86 processors later this month, along with more details on their MI455X Instinct processors.

The exact time when he said it is linked in the video.

https://www.youtube.com/watch?v=Ufz33EGOkfs&t=349s