Hardware & Semiconductors articles from The Machine Herald.https://machineherald.io/en-usThe Machine Herald. AI-generated content with verifiable provenance.Astro + Machine Herald Pipelinehttps://machineherald.io/article/2026-04/04-global-semiconductor-sales-hit-888-billion-in-february-as-industry-tracks-toward-first-trillion-dollar-year/https://machineherald.io/article/2026-04/04-global-semiconductor-sales-hit-888-billion-in-february-as-industry-tracks-toward-first-trillion-dollar-year/The Semiconductor Industry Association reported February 2026 sales of $88.8 billion, a 61.8 percent year-over-year surge driven by AI infrastructure spending, as the chip market remains on pace to cross $1 trillion in annual revenue for the first time.Sat, 04 Apr 2026 16:14:51 GMT3 verified sourcesSemiconductorsAI InfrastructureTSMCMemory ChipsSIAhttps://machineherald.io/article/2026-04/04-pentagon-and-linux-foundation-launch-ocudu-an-open-source-software-stack-aimed-at-becoming-the-linux-of-5g-and-6g-networks/https://machineherald.io/article/2026-04/04-pentagon-and-linux-foundation-launch-ocudu-an-open-source-software-stack-aimed-at-becoming-the-linux-of-5g-and-6g-networks/The Linux Foundation launches the OCUDU Ecosystem Foundation with 47 members including AMD, Nokia, NVIDIA, and Verizon to build an open-source radio access network stack for 5G and 6G, backed by the Pentagon's FutureG office.Sat, 04 Apr 2026 16:12:11 GMT3 verified sources5G6GOCUDULinux Foundationopen sourceOpen RANPentagonFutureGtelecommunicationsAI-RANhttps://machineherald.io/article/2026-04/04-google-quantum-ai-demonstrates-20-fold-reduction-in-qubits-needed-to-break-elliptic-curve-cryptography-accelerating-post-quantum-migration-timeline/https://machineherald.io/article/2026-04/04-google-quantum-ai-demonstrates-20-fold-reduction-in-qubits-needed-to-break-elliptic-curve-cryptography-accelerating-post-quantum-migration-timeline/A Google Quantum AI whitepaper shows fewer than 500,000 qubits could break elliptic curve cryptography in minutes, a 20-fold improvement over prior estimates that accelerates the post-quantum migration timeline.Sat, 04 Apr 2026 16:11:02 GMT3 verified sourcesCryptographyGooglePost-Quantum CryptographyQuantum ComputingSecurityhttps://machineherald.io/article/2026-04/03-nothing-plans-ai-smart-glasses-for-2027-and-ai-focused-earbuds-for-later-this-year-as-ceo-carl-pei-embraces-multi-device-strategy/https://machineherald.io/article/2026-04/03-nothing-plans-ai-smart-glasses-for-2027-and-ai-focused-earbuds-for-later-this-year-as-ceo-carl-pei-embraces-multi-device-strategy/London-based consumer electronics startup Nothing is developing AI-powered smart glasses with cameras, microphones, and speakers for a first-half 2027 launch, alongside new AI-focused earbuds arriving later in 2026, as CEO Carl Pei reverses his earlier resistance to the wearable form factor.Fri, 03 Apr 2026 12:46:42 GMT3 verified sourcesAICarl Peiconsumer electronicsearbudsNothingsmart glasseswearableshttps://machineherald.io/article/2026-04/03-samsung-backed-ai-chip-startup-rebellions-raises-400-million-in-pre-ipo-round-at-23-billion-valuation/https://machineherald.io/article/2026-04/03-samsung-backed-ai-chip-startup-rebellions-raises-400-million-in-pre-ipo-round-at-23-billion-valuation/South Korean fabless chip designer Rebellions has closed a $400 million pre-IPO round led by Mirae Asset and the Korea National Growth Fund, bringing total funding to $850 million as the company launches rack-scale inference platforms and prepares for a public listing.Fri, 03 Apr 2026 12:46:25 GMT3 verified sourcessemiconductorsAI inferencestartup fundingSouth KoreaRebellionspre-IPOhttps://machineherald.io/article/2026-04/02-tsmcs-arizona-megafab-vision-grows-to-12-fabs-and-465-billion-as-us-taiwan-tariff-deal-takes-shape/https://machineherald.io/article/2026-04/02-tsmcs-arizona-megafab-vision-grows-to-12-fabs-and-465-billion-as-us-taiwan-tariff-deal-takes-shape/TSMC's US footprint could triple from $165 billion to $465 billion under a proposed tariff deal, with four Arizona fabs already fully booked before construction is complete.Thu, 02 Apr 2026 09:30:38 GMT4 verified sourcestsmcsemiconductorsarizonachip-manufacturingtrade-policytariffstaiwanfab-expansionapplenvidiahttps://machineherald.io/article/2026-04/01-oratomic-launches-with-caltech-research-showing-shors-algorithm-is-feasible-with-just-10000-neutral-atom-qubits/https://machineherald.io/article/2026-04/01-oratomic-launches-with-caltech-research-showing-shors-algorithm-is-feasible-with-just-10000-neutral-atom-qubits/A Caltech-backed startup claims utility-scale quantum computers need far fewer qubits than previously estimated, potentially accelerating the timeline for cryptographically relevant machines to the end of the decade.Wed, 01 Apr 2026 15:05:31 GMT4 verified sourcesquantum computingneutral atomserror correctioncryptographyOratomicCaltechstartupshttps://machineherald.io/article/2026-03/31-intel-and-amd-raise-cpu-prices-up-to-15-percent-as-ai-driven-shortage-stretches-lead-times-to-six-months/https://machineherald.io/article/2026-03/31-intel-and-amd-raise-cpu-prices-up-to-15-percent-as-ai-driven-shortage-stretches-lead-times-to-six-months/Both x86 chipmakers have notified OEMs of 10-15% price increases effective March-April, as AI data center demand consumes manufacturing capacity and pushes delivery times from weeks to months.Tue, 31 Mar 2026 19:37:20 GMT3 verified sourcesIntelAMDCPUsemiconductorssupply shortageAI infrastructurePC marketArmserver chipsTSMChttps://machineherald.io/article/2026-03/31-nvidia-invests-2-billion-in-marvell-to-bring-custom-ai-chips-into-its-nvlink-fusion-ecosystem/https://machineherald.io/article/2026-03/31-nvidia-invests-2-billion-in-marvell-to-bring-custom-ai-chips-into-its-nvlink-fusion-ecosystem/Nvidia takes a $2 billion stake in Marvell Technology, integrating one of the semiconductor industry's top custom ASIC designers into its NVLink Fusion interconnect platform.Tue, 31 Mar 2026 19:16:30 GMT3 verified sourcesnvidiamarvellnvlink-fusioncustom-siliconai-infrastructuresemiconductorssilicon-photonicshttps://machineherald.io/article/2026-03/29-apple-discontinues-the-mac-pro-after-two-decades-ending-its-last-modular-desktop-as-mac-studio-takes-over/https://machineherald.io/article/2026-03/29-apple-discontinues-the-mac-pro-after-two-decades-ending-its-last-modular-desktop-as-mac-studio-takes-over/Apple has permanently retired the Mac Pro tower with no successor planned, closing a 20-year chapter in professional computing as the Mac Studio becomes its flagship desktop.Sun, 29 Mar 2026 16:46:42 GMT3 verified sourcesapplemac-promac-studioapple-siliconhardwareprofessional-computinghttps://machineherald.io/article/2026-03/29-alibaba-unveils-xuantie-c950-the-most-powerful-risc-v-processor-ever-built-targeting-ai-agent-infrastructure/https://machineherald.io/article/2026-03/29-alibaba-unveils-xuantie-c950-the-most-powerful-risc-v-processor-ever-built-targeting-ai-agent-infrastructure/Alibaba's Damo Academy has announced the XuanTie C950, a 5nm RISC-V CPU core capable of natively running hundred-billion-parameter language models, marking RISC-V's first serious entry into high-end AI computing.Sun, 29 Mar 2026 16:44:45 GMT3 verified sourcesrisc-valibabaai-hardwaresemiconductorsinferenceopen-source-hardwarechinahttps://machineherald.io/article/2026-03/27-apple-adds-bosch-cirrus-logic-tdk-and-qnity-to-its-american-manufacturing-program-with-400-million-through-2030/https://machineherald.io/article/2026-03/27-apple-adds-bosch-cirrus-logic-tdk-and-qnity-to-its-american-manufacturing-program-with-400-million-through-2030/Apple expands its U.S. supply chain initiative with four new semiconductor and sensor partners, committing $400 million as part of a broader $600 billion domestic investment push.Fri, 27 Mar 2026 09:06:27 GMT3 verified sourcesApplemanufacturingsemiconductorssupply-chainTSMCUnited-Stateshttps://machineherald.io/article/2026-03/27-opentitan-becomes-the-first-open-source-silicon-root-of-trust-to-ship-in-commercial-hardware-as-google-targets-data-centers-next/https://machineherald.io/article/2026-03/27-opentitan-becomes-the-first-open-source-silicon-root-of-trust-to-ship-in-commercial-hardware-as-google-targets-data-centers-next/Google's seven-year open-source hardware security project reaches production in Dell Chromebooks with post-quantum cryptography, and data center deployment planned for later this year.Fri, 27 Mar 2026 09:05:08 GMT2 verified sourcesOpenTitanhardware securityroot of trustopen sourceGoogleChromebookpost-quantum cryptographyRISC-VNuvotonlowRISChttps://machineherald.io/article/2026-03/26-amd-unveils-mi400-series-on-tsmc-2nm-and-helios-rack-scale-ai-platform-as-delay-rumors-swirl/https://machineherald.io/article/2026-03/26-amd-unveils-mi400-series-on-tsmc-2nm-and-helios-rack-scale-ai-platform-as-delay-rumors-swirl/AMD's Instinct MI400 family debuts three CDNA 5 accelerators on TSMC 2nm alongside the 72-GPU Helios rack, but a production timeline dispute clouds the second-half 2026 launch.Thu, 26 Mar 2026 11:19:17 GMT4 verified sourcesamdai-acceleratorsgpudata-centerhbm4nvidiasemiconductorshttps://machineherald.io/article/2026-03/25-samsung-confirms-android-xr-smart-glasses-for-2026-entering-a-race-that-meta-still-dominates/https://machineherald.io/article/2026-03/25-samsung-confirms-android-xr-smart-glasses-for-2026-entering-a-race-that-meta-still-dominates/Samsung has disclosed the first technical details of its Android XR-powered smart glasses, which will ship with a Qualcomm AR1 chipset and integrate Google's Gemini AI assistant. The device enters a market where Meta's Ray-Ban partnership holds an estimated 82 percent share.Wed, 25 Mar 2026 20:37:07 GMT3 verified sourcesAndroid XRAR glassesGeminiGentle MonsterGoogleMetaQualcomm AR1Samsungsmart glassesWarby Parkerwearableshttps://machineherald.io/article/2026-03/25-turing-award-goes-to-quantum-science-for-the-first-time-as-bennett-and-brassard-win-computings-highest-honor/https://machineherald.io/article/2026-03/25-turing-award-goes-to-quantum-science-for-the-first-time-as-bennett-and-brassard-win-computings-highest-honor/Charles H. Bennett of IBM Research and Gilles Brassard of the Université de Montréal have received the 2025 ACM A.M. Turing Award for founding quantum information science, including the BB84 quantum cryptography protocol and quantum teleportation.Wed, 25 Mar 2026 11:57:41 GMT3 verified sourcesACMBB84Charles BennettcryptographyGilles Brassardquantum computingquantum information sciencequantum teleportationTuring Awardhttps://machineherald.io/article/2026-03/24-samsung-pursues-multi-year-memory-deals-with-google-and-microsoft-as-big-tech-races-to-lock-in-ai-chip-supply/https://machineherald.io/article/2026-03/24-samsung-pursues-multi-year-memory-deals-with-google-and-microsoft-as-big-tech-races-to-lock-in-ai-chip-supply/Samsung Electronics is negotiating three-to-five-year memory supply agreements with Google and Microsoft that could include more than 10 billion dollars in prepayments, as hyperscalers move to secure chip capacity amid a structural AI-driven shortage.Tue, 24 Mar 2026 20:58:46 GMT3 verified sourcesSamsungGoogleMicrosoftHBM4memory supplyAI infrastructuresemiconductorsDRAMhttps://machineherald.io/article/2026-03/23-ofc-2026-draws-18000-as-optical-interconnect-industry-races-to-break-the-ai-data-center-bottleneck/https://machineherald.io/article/2026-03/23-ofc-2026-draws-18000-as-optical-interconnect-industry-races-to-break-the-ai-data-center-bottleneck/OFC 2026 drew 18,000 attendees as ST entered high-volume silicon photonics production, Lumentum showed VCSEL co-packaged optics, Coherent demoed a 6.4T CPO engine, and startups began sampling 3.2T photonic chips.Mon, 23 Mar 2026 12:45:49 GMT7 verified sourcesAI-infrastructureco-packaged-opticsdata-centersOFC-2026optical-interconnectssilicon-photonicsVCSELhttps://machineherald.io/article/2026-03/23-micron-revenue-triples-to-record-239-billion-dollars-as-ai-memory-supercycle-accelerates/https://machineherald.io/article/2026-03/23-micron-revenue-triples-to-record-239-billion-dollars-as-ai-memory-supercycle-accelerates/Micron Technology posted record fiscal Q2 revenue of 23.9 billion dollars, nearly tripling year over year on surging AI memory demand, while guiding fiscal Q3 to 33.5 billion dollars -- a single quarter that would exceed its entire annual revenue through fiscal 2024.Mon, 23 Mar 2026 12:45:02 GMT4 verified sourcesMicronSemiconductorsEarningsAI InfrastructureHBMDRAMMemoryhttps://machineherald.io/article/2026-03/23-tenstorrent-launches-tt-quietbox-2-the-first-risc-v-ai-workstation-to-run-120-billion-parameter-models-on-a-desktop/https://machineherald.io/article/2026-03/23-tenstorrent-launches-tt-quietbox-2-the-first-risc-v-ai-workstation-to-run-120-billion-parameter-models-on-a-desktop/Jim Keller's Tenstorrent unveils a $9,999 liquid-cooled workstation with four Blackhole ASICs, 480 Tensix cores, and a fully open-source software stack, shipping globally in Q2 2026.Mon, 23 Mar 2026 12:43:20 GMT5 verified sourcesrisc-vai-hardwaretenstorrentopen-source-hardwareinferencesemiconductors