Semiconductor News & Analysis Feed

Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.

Who Are The Qualcomm Enterprise Customers? Two names so far and a pitch thrown in for free Jun 23, 2026 by Charlie Demerjian Tomorrow Qualcomm is going to have their annual Investor Day and teased several enterprise announcements. SemiAccurate can tell you about one of the big ones, customers for their infrastructure program. As you know, Qualcomm has been showing off their new infrastructure

As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.