AI Daily Briefing
- AMD Zen 7 ‘Grimlock’ Eyes 2028 With TSMC 1.4nm & FOPLP: Forget Zen 6 for a moment; the chip industry’s relentless march forward is already setting sights on 2028. AMD’s next-gen Zen 7 ‘Grimlock’ CPUs are lining up for a significant technological leap.
- China Integrates AI Chips into State Procurement Framework: Beijing has officially brought AI chips into its national security and reliability evaluation framework. This isn’t just about buying hardware; it’s a geopolitical and architectural statement.
- Samsung’s 900-Layer NAND: A Glimpse of Storage’s Sky-High Future: The relentless march of Moore’s Law in storage is taking a literal turn skyward. Samsung just unveiled a 900-layer V-NAND prototype, a jaw-dropping leap that redefines what we thought possible for data density.
- [China’s Memory Chip Giants] IPO Race Heats Up: China’s memory chip titans are going public. YMTC and CXMT are pushing for IPOs, signaling a seismic shift in the global semiconductor landscape.
- E Ink’s T2000: E-Paper Gets Video Superpowers!: Forget static signage. E Ink just dropped a bombshell: their new T2000 controller is turning massive e-paper displays into surprisingly fluid video canvases. This isn’t just an upgrade; it’s a fundamental platform shift for how we interact with information.
- SpaceX IPO: Musk’s US$4 Billion AI Bet Exposed: SpaceX’s IPO isn’t just about rockets anymore. It’s a colossal, multi-billion dollar gamble on artificial intelligence, and frankly, it smells like desperation.
- DRAM Revenue Nears $100B in 1Q26 on AI Frenzy: Forget incremental gains. Global DRAM revenue is going nuclear, barreling towards a staggering $100 billion in the first quarter of 2026. Blame AI, blame supply chain quirks, or blame the sheer desperation for more compute power.
- SK hynix iHBM: AI Just Got a Whole Lot Cooler: Forget the massive server racks and whirring fans of yesterday. SK hynix is weaving cooling directly into the silicon’s soul, promising a future of AI that’s not just faster, but fundamentally more efficient.
