devtake.dev — #semiconductorArticles tagged semiconductor on devtake.dev.https://devtake.dev/en-usAlibaba's new Zhenwu M890 chip is 3x faster and aimed straight at agent workloadshttps://devtake.dev/article/alibaba-zhenwu-m890-qwen-3-7-max/https://devtake.dev/article/alibaba-zhenwu-m890-qwen-3-7-max/Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.Wed, 20 May 2026 10:00:00 GMThardwarealibabaai-chipscustom-siliconqwenai-infrastructurenvidiaai-agentssemiconductorhiro-tanakaSpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.https://devtake.dev/article/spacex-terafab-119b-texas-filing/https://devtake.dev/article/spacex-terafab-119b-texas-filing/SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.Thu, 07 May 2026 12:00:00 GMThardwarespacexteslaxaiterafabai-chipscustom-siliconintelsemiconductorhiro-tanakaAMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.Thu, 07 May 2026 11:45:00 GMThardwareamdai-chipsai-infrastructuresemiconductordata-centerslisa-suearningsnvidiahiro-tanakaIntel jumped 13% on a Bloomberg report that Apple is talking to its old chip supplier againhttps://devtake.dev/article/intel-apple-chip-stock-jump-13/https://devtake.dev/article/intel-apple-chip-stock-jump-13/Bloomberg says Apple is in early-stage talks with Intel and Samsung Foundry to build base M-series chips in the US starting 2027. Intel closed at a record $543B market cap.Wed, 06 May 2026 10:30:00 GMTappleappleintelsamsung-foundrytsmcm-seriessemiconductorfoundrymark-gurmannaomi-parkSamsung Q1 profit hit 57.2 trillion won. Memory chips for Nvidia drove 93% of it.https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/https://devtake.dev/article/samsung-q1-2026-record-ai-chip-profit/Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.Thu, 30 Apr 2026 09:00:00 GMThardwaresamsunghbmai-chipsdramsemiconductornvidiamemoryai-infrastructurehiro-tanakaAMD Zen 7 'Florence' leak: 288 cores, a separate cache die, and a 25% IPC swinghttps://devtake.dev/article/amd-zen-7-florence-288-core-leak/https://devtake.dev/article/amd-zen-7-florence-288-core-leak/Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.Mon, 27 Apr 2026 20:00:00 GMThardwareamdzen-7epycsemiconductorai-chipsipcserver-cpushardwarehiro-tanakaAnker built its own AI chip. It runs neural nets inside flash memory cells.https://devtake.dev/article/anker-thus-on-device-ai-chip/https://devtake.dev/article/anker-thus-on-device-ai-chip/Anker's Thus chip embeds compute inside NOR flash, claims 150x more on-device AI for noise cancellation, and ships in Soundcore earbuds on May 21. Here's why it matters.Mon, 27 Apr 2026 08:00:00 GMThardwareankerai-chipscustom-siliconon-device-aicompute-in-memorysoundcoresemiconductorhiro-tanakaAn AI agent built a working RISC-V CPU from a 219-word prompt in 12 hours. Here's what it actually did.https://devtake.dev/article/ai-agent-risc-v-cpu-design/https://devtake.dev/article/ai-agent-risc-v-cpu-design/Verkor's Design Conductor agent went from a 219-word spec to a tape-out-ready RISC-V core called VerCore in 12 hours. The catch: it's still a Celeron.Sat, 25 Apr 2026 13:00:00 GMTaiai-agentsautomationrisc-vchip-designllmhardwareedasemiconductordieter-morelliCerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pockethttps://devtake.dev/article/cerebras-ipo-filing/https://devtake.dev/article/cerebras-ipo-filing/Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.Sat, 25 Apr 2026 08:30:00 GMThardwarecerebrasai-chipsiposemiconductornvidiaopenaicustom-siliconwafer-scalehiro-tanakaIntel's foundry finally has a whale: Musk says Tesla's Terafab will run on 14Ahttps://devtake.dev/article/intel-tesla-14a-foundry/https://devtake.dev/article/intel-tesla-14a-foundry/Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.Thu, 23 Apr 2026 10:30:00 GMThardwareintelteslaterafab14a-processfoundryelon-musklip-bu-tansemiconductorhiro-tanakaSamsung workers are heading for a strike over SK Hynix's bonus checkshttps://devtake.dev/article/samsung-sk-hynix-wage-strike/https://devtake.dev/article/samsung-sk-hynix-wage-strike/Samsung's union voted to walk out May 21 over a bonus gap that sees SK Hynix engineers pocket roughly 4x more. 200+ have already defected.Thu, 23 Apr 2026 10:00:00 GMTpolicysamsungsk-hynixlaborsemiconductorsouth-koreastrikehbmmemoryclara-wexler