Huawei bid to build Egypt’s AI data centres, and Washington is scrambling
Huawei bid to build Egypt’s AI data centres, and Washington is scrambling

Huawei has bid to build AI data centres for the Egyptian government. The US State Department is now trying to assemble a rival consortium from Nvidia, AMD and Microsoft. The tender offer proposes exporting 1,408 of Huawei’s top-end Ascend 950-series ch…

Hot Chips 2026: d-Matrix stacks AI accelerator directly on custom DRAM for 100 TB/s per card — TSMC 4nm compute die bonded face-to-face at a 36-micron pitch on top of a custom-designed die
Hot Chips 2026: d-Matrix stacks AI accelerator directly on custom DRAM for 100 TB/s per card — TSMC 4nm compute die bonded face-to-face at a 36-micron pitch on top of a custom-designed die

d-Matrix presented Raptor, which it calls the first 3D DRAM accelerator for generative inference, showing a TSMC 4nm compute die bonded face-to-face at a 36-micron pitch on top of a custom-designed DRAM die.

Hot Chips 2026: Micron warns HBM wafer penalty is widening with every generation — AI memory uses 3x more silicon than DDR5, company says memory wall is ‘getting worse’ as prices rise
Hot Chips 2026: Micron warns HBM wafer penalty is widening with every generation — AI memory uses 3x more silicon than DDR5, company says memory wall is ‘getting worse’ as prices rise

Micron Fellow Raghu Sreeramaneni told the Hot Chips 2026 conference that the silicon penalty HBM carries against DDR5 is growing with every generation.

Hot Chips 2026: SK hynix pushes hybrid bonding to HBM5 as AI memory hits 775-micron ceiling — firm extends MR-MUF through Nvidia Rubin
Hot Chips 2026: SK hynix pushes hybrid bonding to HBM5 as AI memory hits 775-micron ceiling — firm extends MR-MUF through Nvidia Rubin

The problem, per SK, is that HBM cubes are capped at a total thickness of 775 microns, the standard thickness of a 300mm logic wafer.

Amazon raised its device prices by up to 60% overnight
Amazon raised its device prices by up to 60% overnight

Amazon raised the price of its own devices overnight on 21 August. The increases run to 60% on the cheapest product in the range, and they were not announced. Fortune reported the change across the hardware line. Pocket-lint had reported the Fire TV in…

Tesla loses another top chip engineer to ex-Dojo startup DensityAI
Tesla loses another top chip engineer to ex-Dojo startup DensityAI

Tesla has lost another senior chip engineer to DensityAI, the AI hardware startup built out of its own former Dojo team. Shishuang Sun, who spent more than five years as a Tesla AI hardware architect on Dojo and the Autopilot computers, now lists his r…

Micron is spending $10bn on a lab betting the memory cycle has changed
Micron is spending $10bn on a lab betting the memory cycle has changed

Micron is putting $10bn into a research lab built on the premise that AI has permanently changed what memory is worth. The company announced Micron Research Labs on Thursday, headquartered in Boise, Idaho, with a planned $10bn over the next decade. It …

Nvidia is in talks with the Korean inference chip designer Rebellions
Nvidia is in talks with the Korean inference chip designer Rebellions

Nvidia is in early talks with the Korean AI chip designer Rebellions about a technical partnership, an investment or possibly an acquisition, Bloomberg reported on Friday. Jensen Huang met Rebellions co-founder and chief executive Sunghyun Park at Nvid…