Semiconductor News & Analysis Feed

Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components.

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.

We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.

Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.

Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.