David covers semiconductors, foundries, and the hardware supply chain for The Silicon Valley News — process nodes, packaging, and the silicon underneath the AI boom.
Renewable energy sources in the US have crossed the 30% mark of total electricity generation in early 2026, driven by significant gains in solar, wind, and battery storage capacity.
AMD and Cerebras collaborate to integrate EPYC processors with Cerebras' wafer-scale AI engines in the Helios platform, targeting low-latency, high-throughput AI inference workloads for data centers.
Global power demand is rising sharply, with renewables overtaking coal for the first time as the primary electricity source, signaling a pivotal shift in the energy landscape.
Isuzu's trial of a rapid battery-swapping system for electric garbage trucks in Yokohama aims to eliminate charging downtime and boost commercial EV efficiency.
Nvidia reveals architectural enhancements in its Rubin GPU platform focused on boosting inference performance and power efficiency across the data center hierarchy.
Hyundai Motor Group has opened its first group-operated waste-to-hydrogen production and refueling facility, aiming to localize hydrogen supply, cut transport costs, and enhance regional energy self-sufficiency in Korea.
The ZEISS Crossbeam 750 FIBSEM introduces uninterrupted low-kV focused ion beam milling, enhancing TEM lamella preparation and tomography with higher resolution and faster acquisition.
Janus Electric is converting 67 Class 8 diesel trucks into battery-swap electric vehicles, addressing heavy-duty freight electrification with scalable modular technology.
AMD’s upcoming 10-core Medusa Point mobile APU achieves its highest Geekbench single-core score yet, surpassing all other x86 mobile chips and signaling a major leap in mobile CPU performance.
Geely's new electric vehicle powertrain achieves a record 93.8% efficiency, signaling a major leap in reducing energy losses and improving EV range and performance.
Nvidia's next-gen RTX 50 Super GPUs face launch delays as the cost of 3GB GDDR7 memory modules triples that of 2GB variants, threatening to push prices well beyond targets.
PJM Interconnection’s traditional capacity auction system is failing to meet rising electricity demand from data centers, prompting proposed reforms to accelerate power infrastructure development.
ASML’s decision to raise prices on its Low-NA EUV lithography tools challenges TSMC’s capital expenditure strategy, potentially reshaping foundry capacity growth and semiconductor node progression.
TSMC reports that its A14 process technology is progressing ahead of N2, delivering notable yield and performance gains, drawing strong interest from AI, HPC, and smartphone sectors.
China is transitioning from electric passenger vehicles to heavy-duty battery-electric trucks, marking a significant shift that could disrupt global diesel markets and accelerate the transport sector’s energy transition.
Solar power generated a record 52 TWh in Europe last month, accounting for 25% of the EU’s electricity and overtaking coal for the first time.
Intel has become the first to deploy ASML’s High Numerical Aperture EUV lithography in high-volume production for select layers of its 18A Panther Lake processors, marking a key step in advanced node manufacturing.
The Pentagon's concerns over wind turbines disrupting military radar systems have stalled more than 150 wind energy projects, complicating US renewable energy expansion.
Intel's $5.7 billion investment in a new fab in Ireland leverages its proven Fab 34 pipeline and Intel 3 node to address growing HPC market needs, marking a strategic pivot from its cancelled German and Polish projects.
A surge in energy prices in Ohio is causing a significant rise in power shutoffs, affecting 7.7% of utility customers and highlighting systemic affordability challenges.
Intel's new Starfire system-on-chip integrates an 18A CPU and advanced GPU on Intel 3 node, targeting space applications for US government use.
Bengaluru startup Vimag Labs has secured its fifth patent for an electric motor that eliminates rare-earth magnets, relying on advanced power electronics and software control to generate magnetic fields, aiming to reduce EV motor costs and supply chain risks.
Apple is designing the M7 Ultra chip to support up to 1.5TB of unified memory and AI performance rivaling Nvidia's Blackwell accelerators, signaling a major leap in SoC capabilities contingent on easing memory constraints.
UNIGRID has deployed its Na+Casa sodium-ion home battery in Europe, marking a significant step for alternative battery chemistries in residential energy storage.
Colibrì’s proof-of-concept demonstrates a breakthrough in running a 1.5-TB AI model on minimal hardware, requiring only 25GB RAM and modest CPUs, promising accessible local AI deployments.
BYD secured a contract to provide 11.3 GWh of battery storage for Masdar’s Round the Clock project, integrating 5.2 GW solar with 19 GWh storage, setting a new scale for utility-grade renewables.
Japanese chipmaker Rapidus aims to disrupt the advanced foundry market with 2nm-class silicon priced around $20,000 per wafer, undercutting TSMC's rates and challenging established pricing norms.
Volvo's new FH Aero Electric truck delivers up to 700 km range and megawatt charging, showcasing significant progress in battery electric heavy-duty trucking.
Xiaomi’s Sky Nomad series introduces a rugged full-size extended-range electric SUV with over 1,500 km combined range, intensifying competition in China’s EV market.
As AI workloads demand ever-larger memory capacity and bandwidth, chipmakers explore lateral stacking of DRAM dies to overcome thermal limits and boost high-bandwidth memory density.
Quaise Energy secures $134 million to develop its first superhot geothermal plant in Oregon, aiming to unlock higher temperature geothermal resources for reliable clean power.
Intel's upcoming Nova Lake desktop processors will restore AVX-512 support, extending native 512-bit SIMD execution to both performance and efficiency cores, reversing the previous AVX-512 disablement and impacting AI, HPC, and multimedia workloads.
California's new RIDE program significantly boosts electric vehicle incentives for rideshare drivers, aiming to increase EV adoption in high-mileage urban fleets and reduce emissions from the transportation sector.
Intel's new XBM patent introduces a backend-transistor DRAM stack linked via UCIe chiplet interfaces, eliminating costly silicon interposers and integrating repair logic to address AI memory bottlenecks with reduced packaging complexity and cost.
Duke Energy's new proposal for data center-specific pricing in North Carolina marks a critical recognition of the unique grid demands imposed by these facilities, aligning with national trends toward tailored utility rules.
Huawei plans to challenge Nvidia in South Korea by deploying Atlas SuperPods with 8,192 Ascend 950 AI accelerators, promising triple inference performance at a quarter of the cost.
South Korea’s top memory manufacturers are investing over $550 billion to build new DRAM and NAND fabs, aiming to alleviate global supply constraints and support AI-driven computing growth.
Amid unprecedented heat waves stressing power grids, electric vehicles have shifted from perceived liabilities to critical assets by supplying stored electricity back to the grid.
Intel has reportedly fixed critical wafer-to-wafer yield problems on its 18A node, enabling production ramp to 15,000 wafers monthly across two sites, a key step for its next-gen process viability.
Firmus signed a 12-year agreement to supply 600 MW of firm power to Gunvor Group, supported by 1.2 GW of new renewable generation and battery storage, marking a significant step in large-scale clean energy integration.