Hardware & Semiconductors

Six-company collaboration publishes Multipath Reliable Connection 1.0 through the Open Compute Project on May 6 after production use in OpenAI's Blackwell-class supercomputers at Microsoft Fairwater and Oracle Cloud Infrastructure Abilene.

London-based Quantum Motion has raised $160 million in Series C funding co-led by DCVC and Kembara to commercialize silicon-CMOS quantum processors that the company says fit in three standard server racks.

AMD and Intel released the AI Compute Extensions specification, marking the x86 Ecosystem Advisory Group's first joint matrix-multiplication standard since the rivals formed the consortium in October 2024 to fend off Arm.

Shanghai-based optical computing firm Lightelligence raised about US$306 million on April 28, 2026 in a Hong Kong IPO whose retail tranche was oversubscribed nearly 5,800 times, opening at HK$880 versus an HK$183.20 offer price for a roughly HK$81.5 billion market capitalization at the open.

Elon Musk picked Intel's 14A process for Tesla's Terafab AI chip complex, handing the struggling Intel Foundry its first marquee external win for a node that is still years from volume production.

Lam Research reported record Q3 FY2026 revenue of $5.84 billion on April 22, beat estimates, and raised its 2026 wafer fab equipment forecast from $135 billion to $140 billion with bias to the upside.

Meta will deploy tens of millions of AWS Graviton cores to power CPU-intensive agentic AI workloads in a multiyear, multibillion-dollar partnership that AWS describes as one of its largest Graviton commitments to date and that extends Meta's push to diversify beyond Nvidia.

South Korean memory giant reported 37.6 trillion won in operating profit on 52.6 trillion won in revenue, a 405% year-over-year jump and the highest operating margin in its history at 72%, as HBM and high-density server DRAM rode an AI-driven demand wave.

TSMC debuted its A13 and A12 process nodes and updated its full roadmap through 2029 at its North America Technology Symposium, while confirming A16 volume production slides to 2027.

Researchers from the Wellcome Sanger Institute and University of Oxford encoded the Hepatitis D virus genome onto IBM's 156-qubit Heron processor, marking the first time a complete genome has been processed on quantum hardware.

Leaked details reveal Google is preparing a screenless fitness band called Fitbit Air, priced at $99 with no mandatory subscription, targeting the recovery-tracking market dominated by Whoop.

GE Appliances' new 4-door French-door refrigerator ships this month with a built-in barcode scanner, an AI-powered FridgeFocus camera over the crisper drawers, and direct Instacart ordering from the SmartHQ app.