Hardware & Semiconductors
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Global Semiconductor Sales Hit $88.8 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.
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.
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.
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.
Samsung-Backed AI Chip Startup Rebellions Raises $400 Million in Pre-IPO Round at $2.3 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.
TSMC's 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.
Oratomic Launches With Caltech Research Showing Shor's Algorithm Is Feasible With Just 10,000 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.
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.
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.
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.
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.
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.