#semiconductors

Un avertissement du consultant Stephan Keese souligne comment une pénurie d’hélium liée au conflit pourrait se répercuter sur la production de semi-conducteurs et mettre sous pression l’adoption des ADAS dans l’industrie automobile.

Une pénurie prolongée de mémoire pourrait continuer à peser sur les fabricants d’électronique pendant des années, avec une production qui ne couvrirait que 60 % de la demande d’ici fin 2027 et de nouvelles capacités largement dédiées à la mémoire pour l’IA.

Les nouveaux processeurs Core Series 3 non Ultra d’Intel rompent avec les anciens designs recyclés, en introduisant un silicium Wildcat Lake inédit avec CPU, GPU, NPU, connectivité et prise en charge mémoire mis à jour

Researchers describe a memristor design that operated for more than 50 hours at 1,300 degrees Fahrenheit and survived more than a billion switching cycles, pointing to new electronics for extreme environments.

SiFive has raised an oversubscribed $400 million round led by Atreides Management, underscoring growing investor interest in open RISC-V chip designs for AI data centers.

An IEEE Spectrum report highlights a MEMS photonics device small enough to project images at extreme miniaturization, with roots in quantum-computing hardware research.

Intel’s New Mexico operations are becoming a focal point for a quieter part of the chip business: advanced packaging, where smaller components are combined into custom systems that could bring revenue sooner than wafer-f

Intel is casting advanced chip packaging as a core growth engine, arguing that the once-obscure manufacturing step could become one of the company’s most important businesses in the AI era.

Nvidia reported fiscal Q4 revenue of $68.1 billion, a 73% year-over-year surge, as hyperscalers collectively committed $650 billion in AI infrastructure spending for 2026. Despite the blowout results, investors remain cautious about whether the AI boom can sustain its breakneck pace.

Apple has revealed an unprecedented look at how its custom silicon is manufactured in the United States, showcasing the intricate process behind the chips powering iPhones and Macs. The disclosure comes as the tech giant deepens its domestic production commitments amid growing national interest in semiconductor self-sufficiency.

A carbon-nanotube-based abrasive achieves over one billion grit, smoothing semiconductor surfaces to within a few atoms while eliminating toxic slurry.

Engineers developed a carbon nanotube polishing method achieving atomic-level flatness on semiconductor surfaces. It is a next-gen chip breakthrough.