Researchers just made an important leap in ultrathin semiconductor production. Better quality at scale could help push the next generation of faster, more efficient chips for AI and beyond. #Semiconductors #AI #DeepTech #Innovation

Memory got the headlines, but server CPUs are running the same playbook a few months behind. Prices up 10–20% since March, average lead times stretched from 2 weeks to 8–12 (worse on popular SKUs), and both Intel and AMD signaling more increases in H2. This piece pulls the channel data into one table and looks at what it means for anyone holding Xeon or EPYC inventory — values on pulled processors track shortages like this with a lag.

https://www.buysellram.com/blog/server-cpu-prices-are-still-climbing-in-mid-2026/

#ServerCPU #Intel #AMD #EPYC #Xeon #AgenticAI #AIInfrastructure #DataCenter #Semiconductors #CPUShortage #ITAD #HardwareResale #TechSupplyChain

Server CPU prices are still climbing in mid-2026, and more hikes are already signaled

Server CPU prices are up 10–20% since March, with more hikes signaled for H2 2026. Where Xeon and EPYC supply, lead times, and used CPU values stand at mid-year.

BuySellRam

Memory got the headlines, but server CPUs are running the same playbook a few months behind. Prices up 10–20% since March, average lead times stretched from 2 weeks to 8–12 (worse on popular SKUs), and both Intel and AMD signaling more increases in H2.

https://www.buysellram.com/blog/server-cpu-prices-are-still-climbing-in-mid-2026/

#ServerCPU #Intel #AMD #EPYC #Xeon #AgenticAI #AIInfrastructure #DataCenter #Semiconductors #CPUShortage #technology

Server CPU prices are still climbing in mid-2026, and more hikes are already signaled

Server CPU prices are up 10–20% since March, with more hikes signaled for H2 2026. Where Xeon and EPYC supply, lead times, and used CPU values stand at mid-year.

BuySellRam
China has delivered five million gallium nitride radio frequency chips for 6G networks in the first large-scale commercial deployment of this cutting-edge semiconductor technology. Developed by China Electronics Technology Group and Nanjing Guobo Electronics, the chips target space-air-ground integrated networks, commercial aerospace and low-altitude economy applications. https://pandaily.com/china-gan-rf-chip-6g-delivery-jun2026 #China #Tech #Semiconductors
China Delivers 5 Million GaN RF Chips for 6G Networks in Breakthrough Commercial Deployment

China Delivers 5 Million GaN RF Chips for 6G Networks in Breakthrough Commercial Deployment China has delivered five million gallium nitride (GaN) radio freque...

What if Hsinchu were in Dresden?

Taiwan overlaid on Central Europe, with Hsinchu aligned to Dresden. Taiwan’s semiconductor capital meets one of Europe’s fastest-growing chip hubs.

#Taiwan #TSMC #Semiconductors #Dresden #Germany #cartography

Chinese memory module maker Biwin has signed a two-year deal worth 1.86B USD to secure flash memory chips, a sum larger than its annual revenue, as AI servers and data centres squeeze supply. The locked-volume, locked-price agreement runs from Q3 2026 through Q2 2028. The arrangement highlights how Chinese storage firms are locking in upstream supply earlier and for longer periods during the memory upcycle. https://www.scmp.com/tech/tech-trends/article/3356752/beat-chip-crunch-chinese-firm-inks-memory-deal-bigger-its-sales #China #Tech #Semiconductors
To beat chip crunch, Chinese firm inks memory deal bigger than its sales

The US$1.86 billion multi-year flash deal with unnamed supplier underscores how downstream companies scramble to secure capacity.

South China Morning Post
Google + Samsung + Palantir: The AI revolution isn't about code anymore, it's about forcing yield in failing fabs using military-grade surveillance tech. Big Tech is desperate, and the industry is moving toward total industrial control just to keep the lights on. #AI #BigTech #semiconductors
Xiaomi's next-generation Xuanjie O3 chip is set to match Qualcomm's Snapdragon 8E5, the Chinese firm's most ambitious move yet into in-house chip design. It will debut in a flagship widely expected to be the MIX Fold 5, a key milestone in reducing reliance on external suppliers. https://pandaily.com/xiaomi-xuanjie-o3-chip-snapdragon-8e5-jun2026 #China #Tech #Semiconductors
Xiaomi's Next-Gen Xuanjie O3 Chip Expected to Go Head-to-Head with Qualcomm Snapdragon 8E5

Xiaomi's Next-Gen Xuanjie O3 Chip Expected to Go Head-to-Head with Qualcomm Snapdragon 8E5 Xiaomi is gearing up for its most ambitious foray into in-house chip...

"The next 15 years of Moore's Law, according to Imec."

"The next evolution in CMOS transistors, the kind in almost all chips on the planet, will be the complementary field-effect transistor (CFET), and Imec predicts its commercial introduction will begin around 2033."

https://spectrum.ieee.org/semiconductor-technology-roadmap

#solidstatelife #mooreslaw #semiconductors

Imec Semiconductor Technology Roadmap: CFETs in 2033

We’re only seven years from the next evolution in transistors

IEEE Spectrum
Intel has committed over 1 billion USD to developing glass substrates for advanced chip packaging, replacing organic materials that struggle with AI accelerator workloads due to thermal expansion mismatch. https://pandaily.com/glass-substrates-semiconductor-packaging #China #Tech #Semiconductors
Glass Substrates Set to Reshape Semiconductor Packaging as Industry Giants Pour Billions Into Technology

Glass substrates and glass interposers are emerging as key replacements for traditional organic substrates and silicon interposers in advanced chip packaging, with Intel investing over $1 billion and multiple players racing to overcome manufacturing hurdles.