Apple’s push into custom AI server chips is hitting a familiar wall: advanced packaging capacity. According to a brokerage note, the company may turn to Intel’s EMIB technology to get its “Baltra” server chips out the door by 2028.
The specs for Samsung’s upcoming 2nm Exynos 2600 chip have surfaced, pointing to a 10-core CPU and a new AMD GPU. However, tipsters are already disagreeing on the key details, casting doubt on the leak’s accuracy.
Micron Technology just posted a blowout quarter, with earnings and revenue soaring past Wall Street estimates. The real story is their staggering forecast for the current quarter, which is over $4 billion above expectations, all thanks to the AI infrastructure build-out.
Japan’s state-backed chipmaker Rapidus has developed a prototype glass interposer for AI chips, claiming it cuts costs and boosts efficiency. The company plans mass production for 2028 as part of a massive investment plan to rebuild Japan’s semiconductor base.
Oracle has sold its 29% stake in chip designer Ampere Computing to SoftBank for a $2.7 billion pre-tax gain. Chairman Larry Ellison says the move shifts Oracle to a policy of “chip neutrality” as AI technology rapidly evolves.
VisIC Technologies has secured $26 million in a Series B funding round. The investment, led by an unnamed global semiconductor leader, includes strategic participation from Hyundai Motor Company and Kia, aiming to integrate VisIC’s GaN technology into mass-production electric vehicle platforms.
Qualcomm is making another big move in its CPU ambitions, acquiring RISC-V startup Ventana Micro Systems. This gives Qualcomm serious expertise in the open-source architecture as it pushes its Oryon cores into PCs and servers.
The Trump administration reversed course, allowing Nvidia to sell its H200 AI accelerators to China in exchange for a 25% cut of revenue. But Chinese officials are already restricting access to imported chips, pushing companies to use domestic alternatives from Huawei and Baidu instead.
Lumotive is expanding internationally with new offices in Oman and Taiwan, following a $59 million Series B round. The company, which makes miniaturized 3D sensors using metamaterials, is shifting its primary focus from automotive to robotics and smart infrastructure.
Major PC makers Dell and Lenovo are reportedly preparing to raise prices for consumers. The culprit is a severe shortage of DRAM and SSD storage, driven by massive demand from AI data centers. This could reshape what we consider a “high-end” PC in the coming years.
