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02.02.26 - 01:12
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Micron ramps global memory investments as Nvidia prepares HBM4 rollout (Digitimes)
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As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics and SK Hynix. Yet the company's recent surge in capacity investments signals growing confidence in its memory business. At the same time, its expansion in Singapore—focused on NAND Flash—is widely seen as a forward-looking technological move....
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02.02.26 - 01:12
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Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes (Digitimes)
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With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open major growth opportunities. AI data centers are becoming the main growth driver in 2025, while 2026 is widely seen as the first year of large-scale commercial rollout for silicon photonics....
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01.02.26 - 16:24
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AI’s Fundraising Frenzy Continues (WSJ EN)
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Plus, China's EV victory, 7 reasons teens say no to AI, trouble with the Nvidia-OpenAI megadeal and how AI is coming for Apple's profit margins, in this edition of the Technology newsletter....
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