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| AMD sees unexpected demand for server CPUs |
3/5/2026 |
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Advanced Micro Devices is experiencing unexpectedly high demand for its server central processing units as agentic AI boosts adoption, CEO Lisa Su says. Su notes that demand has "far exceeded" expectations, leading to supply tightness as the supply chain adjusts. AMD is working with partners to address bottlenecks and expects to expand capacity next year.
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| iPhone 17e Is Here |
3/3/2026 |
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.Apple Adds MagSafe, Doubles Storage, Sticks With 1 Camera. iPhone 17e preorders begin on Wednesday, starting at $599 for a 256GB version.
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| Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab |
2/27/2026 |
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Samsung would stop operating the 12-inch line as early as March 2026. Hwaseong Line 12 has a monthly capacity of about 80,000 to 100,000 wafers. Customers were informed of the shutdown in 2025, consistent with Samsung's fourth-quarter guidance to phase out legacy planar NAND and shift investment to advanced processes.
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| Imec shows gas control boosts EUV lithography |
2/27/2026 |
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Imec has shown that controlling gas compositions during post-exposure extreme ultraviolet lithography steps can reduce exposure doses and increase wafer throughput. The research shows that increasing oxygen levels during post-exposure bake can improve the dose response of metal-oxide photoresists by 15% to 20%, while reducing costs and increasing efficiency.
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| AMD and Meta strike $100 billion AI deal that includes 10% stock deal |
2/26/2026 |
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New partnership will see AMD provide up to 6 gigawatts of AMD Instinct computing power to power Meta's AI ambitions. The deal includes a colossal performance-based share incentive that could see Meta awarded with up to 160 million AMD shares, roughly 10% of the company's total stock.
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| Kioxia samples UFS 5.0 NAND for AI smartphones |
2/26/2026 |
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Kioxia has begun sampling UFS 5.0 NAND, which JEDEC is standardizing to meet the performance needs of AI-enabled smartphones. UFS 5.0 uses MIPI M-PHY 6.0 and UniPro 3.0, offering speeds up to 46.6 Gbps per lane.
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| ASML's 1,000W light source to boost EUV processing |
2/25/2026 |
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ASML has unveiled a 1,000-watt light source that is expected to increase the throughput of its high-numerical-aperture extreme ultraviolet machines from 220 wafers per hour to 330 by 2030. The advancement was achieved by doubling the rate at which molten tin drops are exposed to a carbon dioxide laser beam to make plasma that sends out EUV radiation. ASML shipped eight high-NA machines last year and expects to ramp up production to 20 per year by 2027.
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