Archive

Micron crosses $1 trillion — the first pure-play memory company to reach that threshold — and SK Hynix joins them in the $1T club just hours later

Huawei's Tau Scaling Law targets 1.4nm without EUV; Quantinuum prices IPO at $12.7B; Intel's full 18A stack in discussion at Computex.

Micron starts 1α DRAM production in Virginia, Anthropic may be buying Maia chips, and Modal raises $355M

Nvidia's networking revenue grew 199% YoY in Q1 FY27. Anthropic and SpaceX deal revealed in SEC filing.

ASML confirms first High-NA EUV chips within months; Analog Devices acquires Empower Semi for $1.5B; Alibaba's T-Head hits 560K units deployed