Semiconductor News & Analysis Feed

Recent reports from semiconductor research firm SemiAnalysis suggest that NVIDIA’s most advanced AI system, Kyber NVL144, has been delayed until 2028, pushing back its originally planned 2027 launch. Although NVIDIA publicly disputed the report, its stock rose slightly, reflecting market confidence

Recent reports from semiconductor research firm SemiAnalysis revealed that NVIDIA's next-generation AI system, the Kyber NVL144, has been delayed from 2027 to 2028 due to challenges with the PCB midplane—a critical component in the system's architecture. Although NVIDIA publicly denied the delay and

Recent reports from CNBC highlight growing U.S. national security concerns over the heavy reliance on Chinese-made printed circuit boards (PCBs) for AI chips. PCBs, essential components in nearly all electronic devices, are predominantly manufactured in China, raising vulnerabilities such as the pot

A startup called Itera claims its prototype of the 'world's first fluid circuit board' can be physically rewired in less than a minute, potentially accelerating hardware iteration by a factor of 1,000. The technology uses electrowetting to precisely control liquid metal alloys on a glass substrate v