Changxin Memory TechnologiesCXMT's IPO Is Not a Tech Triumph. It's a Supply Chain Declaration.China is funding a memory fab that trails the leaders by generations. The bet is not on winning benchmarks today , it's on eliminating a critical industrial dependency.CXMTDRAMChina Semiconductor StrategyMemory ChipsTheo·Jun 26, 2026·5 min readRead the story
02Intel Arc G3 ExtremeIntel's Arc G3 Extreme Beats AMD's Z2 Extreme in Handhelds. Yes, Really.Intel Arc G3 ExtremeMSI Claw 8 EX AI+Handheld Gaming PCAMD Ryzen Z2 ExtremeTheo·Jun 26, 2026·5 min readRead the story
03Augmented reality glassesSnap Specs at $2,195: A Real Price Tag Finally Lands on Consumer ARSnap SpecsAR GlassesAugmented Reality HardwareQualcomm SnapdragonTheo·Jun 23, 2026·5 min readRead the story
04Semiconductor foundry manufacturing strategyAMD Is Courting Samsung to Build Zen 6. The Yield Math Is the Whole Story.AMDSamsung FoundryZen 6TSMCTheo·Jun 23, 2026·5 min readRead the story
05Semiconductor manufacturing equipmentThe Equipment Layer Is the Bottleneck: Applied Materials' New Tools Show Where 3D Chip Scaling Gets StuckApplied Materials3D NAND ScalingAtomic Layer DepositionGate-All-Around TransistorsTheo·Jun 19, 2026·6 min readRead the story
06Intel 18A-P process nodeIntel's 18A-P Enters Risk Production: What a 9% Gain Really Means for the Foundry RaceIntel FoundryIntel 18A-PSemiconductor Process NodesVLSI Symposium 2026Theo·Jun 19, 2026·6 min readRead the story
07Neuromorphic computingHKU Rewired a Power Transistor to Think Like a Neuron at Near Absolute ZeroNeuromorphic ComputingUniversity of Hong KongSilicon CarbideCryogenic ElectronicsTheo·Jun 16, 2026·5 min readRead the story
08Semiconductor manufacturing process technologySMIC N+3 Teardown: How DUV Multi-Patterning Outpitched Intel 18ASMIC N+3Semiconductor ManufacturingDUV LithographyIntel 18ATheo·Jun 16, 2026·6 min readRead the story
09India Semiconductor MissionIndia's Semicon 2.0 Isn't Building More Fabs. It's Building the Industry Behind the Fabs.India Semiconductor MissionSemicon 2.0Chip Design PolicyMicron IndiaTheo·Jun 12, 2026·5 min readRead the story
10Intel Foundry ServicesGoogle Just Bet Three Million TPUs on Intel Foundry. Here's Why That's the Signal Everyone Missed.Intel FoundryGoogle TPUNvidiaAdvanced PackagingTheo·Jun 12, 2026·5 min readRead the story
11RISC-V instruction set architectureARM's Licensing Shift Is the Best Accelerant RISC-V Never Had to Build ItselfRISC-VARM ArchitectureProcessor DesignOpen Source HardwareTheo·Jun 9, 2026·5 min readRead the story