Korea, UAE Advance AI and Semiconductor Investment Ties

Summary: The Ministry of Trade, Industry and Energy, the Ministry of Science and ICT, and the Presidential Committee on National AI Strategy held the 「Korea-UAE AI Infrastructure and Semiconductor Investment Forum」 at the Grand InterContinental Seoul Parnas on May 13.Following the state visit to the UAE in J


LS Eco Energy Supplies Cables for Viettel AI Data Center

Summary: LS Eco Energy announced on May 14 that its Haiphong production subsidiary, LS-VINA, will supply power cables for a mega-scale AI data center construction project by Viettel Group, Vietnam’s largest telecommunications company.This project is one of the largest AI infrastructure projects in northern V


Global Semiconductor Materials Market Reaches Record $73.2 Billion in 2025

Summary: The global semiconductor materials market reached a record high in 2025 as rising demand for advanced semiconductor processes and high-bandwidth memory (HBM) fueled industry growth amid the expansion of artificial intelligence technologies.According to SEMI on May 13, global semiconductor materials


AI Servers to Account for Up to 55% of DRAM Demand by 2028

Summary: Artificial intelligence infrastructure demand is expected to push AI servers' share of global DRAM consumption to as much as 55% by 2028, according to market research firm Sigmaintell.On May 12, Sigmaintell projected that AI servers will account for 50% to 55% of DRAM demand by 2028, including DDR,


Foreign Broker Links Draw Capital To Korean Stocks

Summary: Posts about Korean stocks are spreading like memes on social media platform X (formerly Twitter). From step-by-step guides on how to purchase Korean stocks directly through Interactive Brokers (IBKR) to breakdowns of SK Hynix’s corporate governance structure, interest from individual foreign investo


Texas Instruments boosts in-house chip output for AI infrastructure boom


Will Singapore warm to nuclear as 20% of electricity goes to data centers?


The AI space race: US and China bet big on orbital data centers


China's demographic decline is not the disaster many fear


Nidec confirms 'suspected improper conduct' over quality irregularities


三星勞資談判破局！中國華強北 DDR4 報價急漲 20%

Summary: 三星電子與韓國工會 13 日未能就薪資協議達成共識，工會表示在預定的大規模罷工前，「不再考慮進一步談判」。目前 […]


記憶體漲價潮蔓延，日本三星 SSD 9100 PRO 8TB 暴漲要價近 55 萬日圓

Summary: 日本 SSD 市場近期再度出現劇烈波動，三星多款 SSD 通路售價大幅上調，部分型號較 1 月累積漲幅更超過 […]


Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand

Summary: Lam Research said it will hire more than 1,000 professional engineers in Taiwan in 2026 as customer demand mounts and the company expands technical support services for foundry, memory and assembly and test customers.


Foxconn Wisconsin ransomware attack spotlights cybersecurity gap at Taiwan manufacturers

Summary: Foxconn confirmed a ransomware intrusion at its Wisconsin plant in the US, and said the affected facility continued operating normally after the incident. The attack renewed scrutiny of cybersecurity practices across Taiwan's tech manufacturing sector, where executives said rapid advances in AI servers, semiconductors, and space systems have heightened the…


HDRE to deploy containerized AI compute at Australian and Japanese storage sites

Summary: HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize cooperation projects in the first half of 2026. The firm said it will colocate GPUs with existing storage battery sites to boost the value of power output and address permitting r…


Taiwan plans green power spot market to ease surplus renewable power by 2027

Summary: Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures on semiconductor and other energy-intensive industries, market sources said. The move aims to address mismatches between peak renewable output and corporate electricity demand th…


[Analyst Interview | Kim Rok-ho, Hana Securities] Key beneficiaries of AI infrastructure expansion and increased memory demand

Summary: SK hynix continued to deliver solid results in the first quarter of 2026 amid favorable market conditions, once again reaffirming its presence as a leader in AI memory. In particular, expanded investment in AI servers and rising demand for high-performance memory centered on data centers are being viewed as key factors driving not just a […] The post [Analy…


Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise

Summary: Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles from 38 months to 42 months. Still, the company expected higher sales value from stronger demand for mid-to-high-end models. The firm launched its new Find X9 series in Taiwan o…


AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue

Summary: AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor and benefited from strong demand for its IoTRAM customized memory. The Taiwan-based chip packaging and memory supplier said silicon capacitor shipments entered a ramp-up phase i…


Welcome to the vulnpocalypse, as vendors use AI to find bugs and patches multiply like rabbits

Summary: Palo Alto Networks found and fixed 75 flaws this month, up from its usual five


AWS to Quick admins: The access control didn't work, but you weren't using it anyway, so what's the problem?

Summary: If a setting fails in the forest and nobody hears it ...


Google's AI-enabled mouse pointer understands 'this' and 'that'

Summary: Right-clicking could go the way of the 3.5-inch floppy at the Chocolate Factory


Summary: 已转帖Tim Fist@fiiiiiist·5小时If true, the facts alleged here are pretty damning for NVIDIA. Claims from the report: - While NVIDIA claims that its compute revenues from China have dropped to zero, over 20% of its FY2026 AI compute revenue was driven by China, both through illegal chip smuggling and the use如果属实，这里所指控的事实对英伟达来说相当不利。报告的主要内容包括： 尽管英伟达声称其来自中国的计算收入已降至零，但其2026财年人工智能计算收入的20%以上来自中国，这既包括非法芯片走私，也包括使用非法芯片。引用Culper@CulperResearch·9小时NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in…


Summary: @BenBajarin·5小时Had a number of vendor conversations today that make me think most have not fully reconciled how different the shape, and requirement, of inference demand compute is going to be. Especially with storage and memory. The word you will want to brace for is superlinearly :)今天和几家供应商进行了交流，这让我觉得大多数供应商还没有完全意识到推理计算的需求和形式将会发生多么大的变化，尤其是在存储和内存方面。 你最需要注意的词是“超线性” :)65575,884


Summary: @danielnewmanUV·6小时Can I say something?我可以说句话吗？引用Culper@CulperResearch·9小时NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.最新消息：我们做空英伟达 ( $NVDA) 。我们认为英伟达在中国市场面临严峻挑战。请访问我们的网站查看完整报告及披露信息（链接见个人简介）。281653.1万


MRAM Gets Its Own SIG

Summary: SNIA MRAM alliance looks to unite a broader ecosystem to encourage magnetoresistive random access #memory (#MRAM) adoption. The post MRAM Gets Its Own SIG appeared first on EE Times .


Datacenters are having fewer, but bigger failures

Summary: And neither AI nor international conflict are helping


Anthropic butts in to small business, promises help with payroll and other core tasks

Summary: But Pro or Max biz users should know that the company may train its AI on your data


Summary: 已转帖Ed Ludlow@EdLudlow·7小时Woah: CISCO SEES FY26 ORDERS FROM HYPERSCALERS $9B, UP FROM $5B哇哦： 思科预计2026财年来自超大规模数据中心的订单额将达到90亿美元，高于去年的50亿美元。114026010万


Bug hunter tracks down three massive MCP flaws and one vendor won't fix theirs

Summary: Apache, Alibaba databases vulnerable and only one has a patch


See through local AI lies with Irish eyes

Summary: ICCL Enforce project offers Verity fact-checking server


DapuStor R6060 122TB Review: Read-Heavy Gen5 QLC at Scale

Summary: The DapuStor R6060 is a PCIe Gen5 enterprise QLC SSD built around the company’s DP800 controller and 3D QLC NAND. The series spans U.2, E3.L, and E1.L form factors, with capacities of 15.36TB, 30.72TB, 61.44TB, and 122.88TB, plus a 245TB SKU at the top of the stack. The interface supports PCIe 5.0 x4 or 2×2 The post DapuStor R6060 122TB Review: Read-Heavy G…


Build Smarter B2B Pricing For Long-Term Growth And Profitability

Summary: Effective B2B AI pricing must balance several goals that often pull in different directions: It needs to reduce buyer risk and accelerate adoption, especially as many organizations are still experimenting with how AI fits into their workflows. It should align price to measurable value. This gives customers a clear connection between what they pay and […]


Summary: @BenBajarin·9小时In hindsight, this report we did on the customer (and capacity) reordering at TSMC would have made it very clear why Intel is well positioned as a second source.事后看来，我们之前对台积电客户（及产能）重新订购情况所做的这份报告，本可以非常清楚地说明为什么英特尔作为第二供应商具有良好的地位。The Reordering To AI/HPC: TSMC's 2026 Outlook and Beyond向人工智能/高性能计算重新排序：台积电2026年及以后的展望来自 thediligencestack.com24193,413


Summary: @BenBajarin·9小时Digging into two phase liquid cooling so will check this out when I'm there next week.引用Accelsius@AccelsiusATX·10小时NEXT WEEK: We'll be attending Dell Tech World alongside strategic partner Legrand! Be sure to visit Legrand's booth (#307) to learn more about how we're partnering to scale our liquid cooling solution for mission critical data centers.1133,266


Summary: @danielnewmanUV·6小时$CSCO nearly doubled its guide for AI infrastructure orders in FY26. Massive move here. Cisco has been an obvious beneficiary of the AI buildout. Appropriate recognition. $CSCO 思科在 2026 财年将其人工智能基础设施订单预期提高了近一倍。这是一个巨大的举措。思科显然是人工智能建设浪潮的受益者。这是理所应当的。 引用Wall St Engine@wallstengine·7小时$CSCO Q3 EARNINGS HIGHLIGHTS Revenue: $15.8B (Est $15.54B) ; +12% YoY Adj. EPS: $1.06 (Est $1.04) ; +10% YoY Product Orders: +35% YoY Networking Product Orders: +50%+ YoY AI Infrastructure Orders: FY26 expected orders raised to $9B from $5B FY26 Guide: 思科第三季度财报亮点 收入：$15.8B（预计 $15.54B） ；同比+12% 调整后每股收益…


OpenAI’s Daybreak Promises To Improve AppSec But Introduces A New Pricing Model: Five Buyer-Side Implications For CISOs

Summary: OpenAI recently announced Daybreak, its vision for making agentic application security faster and more capable. While promising, Daybreak will also make security more expensive per unit of work. In this model, customers will pay for tokens and multiagent workflows burn tokens. CISOs and CIOs should budget for application security (AppSec) line-item inflatio…


Summary: SemiWiki@DanielNenni·10小时Configurable xSPI memory controller IP core is FuSa-ready https://semiwiki.com/ip/cast/369140-configurable-xspi-memory-controller-ip-core-is-fusa-ready/… #AutomotiveFunctionalSafety #ISO26262ASIL-D #SerialFlash #SerialPSRAM #XSPIMemoryController可配置的 xSPI 存储器控制器 IP 核已准备好支持 FuSa https://semiwiki.com/ip/cast/369140-configurable-xspi-memory-controller-ip-core-is-fusa-ready/… #AutomotiveFunctionalSafety #ISO26262ASIL -D #SerialFlash #SerialPSRAM #XSPIMemoryController Configurable xSPI memory controller IP core is FuSa-ready - Semiwiki可配置的 xSPI 存储器控制器 IP 核符合 FuSa 标准 - Semiw…


Dissatisfied: Three-fourths of AI customer service rollouts are a letdown

Summary: AI rollback rates hit 81% at firms with mature guardrails, suggesting enterprises are struggling to manage the systems in production, says Sinch


Everpure Portworx Integrated Into Red Hat OpenShift Console

Summary: Everpure, formerly known as Pure Storage, said it has partnered with Red Hat to integrate the data management capabilities of its Portworx platform directly into the Red Hat OpenShift console. The integration is designed to allow customers to manage storage and data operations for AI workloads, cont


Utah mega datacenter could dump 23 atomic bombs worth of energy per day

Summary: Physicist warns proposed Stratos campus could seriously affect local environment


MinIO Introduces MemKV for Petabyte-Scale AI Inference Memory

Summary: MinIO has announced MemKV, a context memory store designed to address a growing bottleneck in large-scale AI inference environments. Positioned as the second core component of the company’s portfolio alongside AIStor, MemKV extends MinIO’s data infrastructure into the memory tier, targeting persistent, shared context for agentic AI workloads operating acros…


Mystery Microsoft bug leaker keeps the zero-days coming

Summary: Security pros warn YellowKey claim could make stolen laptops a much bigger problem


Scality Introduces ADI Platform for AI-Driven, Sovereign Data Infrastructure

Summary: Scality has announced Scality Autonomous Data Infrastructure (ADI), a platform aimed at enterprises facing increasing pressure to support diverse AI workloads, strengthen cyber resilience, and maintain sovereign control over data. The offering combines Scality’s distributed object storage foundation with a new autonomous operations layer designed to reduce…


Summary: SemiWiki@DanielNenni·11小时- MATCH Act targets key chipmaking tools that foreign companies like #ASML supply #China - China has been vocal in opposition, prepared countermeasures including new decree #Semiconductors #Semiconductor #Semiconductormanufacturing- MATCH 法案针对的是外国公司（如 #ASML ） 供应的关键芯片制造工具 #China 中国一直公开反对，并准备了包括新法令在内的应对措施。 #Semiconductors #Semiconductor #Semiconductormanufacturing semiwiki.comChina criticizes US chip equipment bill in run-up to Beijing talks在与北京会谈前夕，中国批评美国芯片设备法案。- MATCH Act targets key chipmaking tools that foreign companies like ASML supply China - China has been vocal…


Shinsung E&G Unveils Integrated AI Data Center, Cleanroom Solutions at HVAC Korea 2026

Summary: Shinsung E&G said Tuesday it will showcase integrated heating, ventilation and air conditioning (HVAC) solutions at HVAC Korea 2026, highlighting technologies aimed at AI data centers and semiconductor cleanroom operations.HVAC Korea 2026, a major South Korean mechanical facilities exhibition, will


Applied Materials, TSMC Expand Collaboration Through EPIC Center Partnership

Summary: Applied Materials said Tuesday it has entered a new collaboration agreement with TSMC aimed at advancing energy-efficient semiconductor performance.Under the partnership, the two companies will work together at Applied Materials' EPIC Center in Silicon Valley to address key challenges tied to advanc


Summary: SemiWiki@DanielNenni·12小时- #Trump and #Xi set to hold series of talks May 14-15 - #Nvidia's Huang added to trip last minute, source says - Business delegation largely trying to resolve #China issues #Semiocnductors #Semiconductor- #Trump 和 #Xi 定于 5 月 14 日至 15 日举行一系列会谈 据消息人士透露， #Nvidia 的黄在最后一刻加入了行程。 - 业务代表团主要致力于解决 #China 个问题 #Semiocnductors #Semiconductor semiwiki.comTrump lands in China for Xi summit with Nvidia CEO in tow特朗普携英伟达 CEO 抵达中国参加与习近平的峰会- Trump and Xi set to hold series of talks May 14-15 - Nvidia's Huang added to trip last minute, source says - Business delegation largely trying to…


Rust stalks IBM mainframes, but only in nightly form

Summary: Patch series would bring memory-safe code to Linux's s390 port, with compiler caveats attached


Summary: SemiWiki@DanielNenni·12小时CEO Interview with Dr. Jekaterina Viktorova of Syenta https://semiwiki.com/ceo-interviews/369204-ceo-interview-with-dr-jekaterina-viktorova-of-syenta/… #Chiplet-based #DeepTech #Dr.JekaterinaViktorova #SemiconductorIndustry #Syenta对 Syenta 公司首席执行官 Jekaterina Viktorova 博士的采访 https://semiwiki.com/ceo-interviews/369204-ceo-interview-with-dr-jekaterina-viktorova-of-syenta/… #Chiplet -based #DeepTech #Dr .JekaterinaViktorova #SemiconductorIndustry #Syenta CEO Interview with Dr. Jekaterina Viktorova of Syenta - Semiwiki对 Syenta 公司首席执行官 Ekaterina Viktorova 博士的采访 - Semiwiki来自…


Royal Household seeks £3M finance system fit for a King

Summary: One seeks contractor to manage millions in taxpayer cash, will provide generous 20% off Windsor biscuit tins and tea towels


Apple Watch Series 11 5G Teardown

Summary: Apple Watch Series 11 5G Teardown JWinters Wed, 05/13/2026 - 14:32


The Market Every Western Executive Should Be Watching. IDC’s CEO Already Is.

Summary: When IDC CEO Lorenzo Larini chose China as one of his first major destinations as a new chief executive, he wasn’t following a script. He was reading the data. Four months into his tenure, Larini is heading to Beijing to see firsthand what IDC’s analysts have been tracking for years: a market in a fundamental shift that most Western executives are still […]…


Korea's Emerging 'Double Taxation' Logic on Memory Chip Profits

Summary: President Lee Jae-myung, Industry Minister Kim Jung-kwan and Labor Minister Kim Young-hoon have all delivered messages with strikingly similar undertones regarding the union's demand for higher bonuses at Samsung Electronics.Their argument is straightforward: Samsung's success was not achieved solel


Samsung Electronics Targets Mass Production of CXL 3.1 Memory in Fourth Quarter

Summary: Samsung Electronics is preparing to begin mass production of memory products based on the Compute Express Link (CXL) 3.1 standard as early as the fourth quarter, according to industry sources.CXL is a high-speed interconnect technology built on the PCI Express (PCIe) standard that enables faster dat


You’ve Got More Time: Enterprise Architecture Award Deadline Extended To June 2

Summary: If you were considering a nomination for Forrester’s global Technology Awards ths year — including the Enterprise Architecture Award, presented in partnership with The Open Group — the submission deadline has been extended to Tuesday, June 2. Here’s the reason I’m genuinely excited about this year’s EA entries (and why a short extension matters): The […]


Microsoft aims to speed Windows with 'leap forward' in WinUI 3 perf

Summary: Bittersweet post tells devs what they already knew: The framework is too slow


NetApp claims faster backup and recovery for Red Hat OpenShift VMs


Kioxia launches XG10 PCIe 5.0 client SSD


SpaceX sets date for Starship test that asks: Did we break anything in the upgrade?

Summary: May 19 launch will put redesigned rocket, pad, and engines through their paces


Greater Manchester still says no to NHS data platform with Palantir at its heart

Summary: Public concern has only grown, says ICB, while evidence of benefits remains thin


Microsoft gives Windows Update a Ctrl-Z for bad drivers

Summary: Cloud-powered undo will roll back dodgy code without users or hardware partners lifting a finger


London cops hail fixed facial recognition cams after suspects collared every 35 mins

Summary: Croydon trial helped secure 173 arrests, though civil liberties groups remain unconvinced


Alphabet: Fiscal 1Q26 Financial Results

Summary: Summary: Consolidated Alphabet revenues increased 22%, or 19% in constant currency, to $109.9 billion, reflecting strong performance across the business and our 11th consecutive quarter of double-digit growth Google Services revenues increased 16% to $89.6 billion, led by 19% growth in Google Search & other, 19% in Google subscriptions, platforms, and devic…


euNetworks Strengthens Super Highway Network with New Frankfurt-Strasbourg Route

Summary: Summary: Frankfurt to Strasbourg makes up the latest route in euNetworks’ state-of-the-art Super Highway fibre system The route addresses demand in an increasingly busy corner of the FLAP-D region, which comprises of Europe’s largest data centre markets euNetworks’ Super Highway network is the only modern fibre network system live today that connects key da…


NEO Semiconductor Demonstrates 3D X-DRAM Proof-of-Concept, Secures Strategic Investment to Advance AI Memory

Summary: NEO Semiconductor, an innovator in advanced AI and memory technologies, announced successful proof-of-concept (POC) results for its 3D X-DRAM technology, marking a major milestone toward next-gen, high-density memory solutions for AI and data-centric systems.The company also announced a new strategic investment led by Stan Shih, founder and former chairman…


SAIMEMORY Selected for NEDO Grant to Advance Commercialization of ZAM Next-Gen Memory

Summary: SAIMEMORY Corp., a subsidiary of SoftBank Corp., announced that its next-generation memory technology development project, “Development of High-Density, High bandwidth, Low-Power ZAM (Z-Angle Memory)”, jointly promoted with Intel K.K., has been selected under the research theme “Development of Innovative Memory Manufacturing Technology with High Density, Hi…


Red Hat Summit 2026: Red Hat AI Factory with Nvidia Expands Support for a New Class of Autonomous Agents in the Enterprise

Summary: Red Hat, a key provider of open source solutions, announced new milestones in its co-engineered Red Hat AI Factory with Nvidia software platform – advancing enterprise adoption of AI and autonomous, long-running agents.The latest updates introduce enhanced security capabilities for continuously operating agents and deliver ready-to-deploy solutions that hel…


Red Hat Summit 2026: Red Hat Unites Builders and Operators on the Agentic Future with Major Advancements to Red Hat AI

Summary: Red Hat, a key provider of open source solutions, announced significant advancements across the Red Hat AI portfolio to help bridge the gap between AI experimentation and production-grade operational control.By delivering a unified, metal-to-agent platform, Red Hat AI 3.4 simplifies the development and deployment of agentic workflows, allowing organizations…


OCP EMEA Summit 2026: Supermicro Expands Data Center Building Block Solutions Flexibility with Arm-Based Platforms and OCP Systems for Next-Gen AI Infrastructure

Summary: Summary: Arm AGI CPU-based platforms increase performance-per-watt for modern workloads High-density liquid-cooled systems accelerate HPC and AI workloads Flexible infrastructure supports agentic AI across cloud and enterprise environments Super Micro Computer, Inc., an AI, enterprise, storage, 5G/edge total solution provider, expanded its Data Center Build…


OCP EMEA Summit 2026: Celestica Accelerates AI-Scale Networking with the DS6000-Series 1.6TbE Switch

Summary: Celestica Inc., an active player in data center infrastructure and advanced technology solutions, announced its DS6000-series 1.6TbE switches are available for order to initial customers.This milestone signals the platform’s transition from development to ready-to-order status, providing the critical backbone for the next generation of generative AI and mac…


The University of Manchester Picks Datadobi’s Unstructured Data Platform to Transform its Storage Optimisation Strategy

Summary: Datadobi, a player in unstructured data management, announced that The University of Manchester, an education institutions, has selected StorageMAP, Datadobi’s intelligent data management platform, to transform its storage optimization strategy.The deployment will enable the University to make significant cost savings over the next five years by efficiently…


Apricorn Appoints Jeanclaude Toma as Chief Executive Officer

Summary: Apricorn, a provider of quantum-resistant hardware-encrypted external storage solutions, announced the appointment of Jeanclaude Toma as CEO. Mr. Toma joins Apricorn at an important growth stage in the company’s evolution as it builds on its reputation for products that deliver secure data at rest and in transit. A seasoned executive with more than 25 years…


Seagate Announces the Retirement of Michael R. Cannon, Lead Independent Director, After a 40 Year History in the Disk Drive Industry

Summary: Seagate Technology Holdings plc, an innovator of mass-capacity storage, announced that Mike Cannon, lead independent director, has informed the company of his decision to retire from Seagate’s Board of Directors at the conclusion of his current term in October 2026. Cannon has served on the Board since February 2011, including 5 years as Lead Independent [……


Linux gains more critical Windows apps: 3D Movie Maker and Space Cadet Pinball

Summary: Further demonstrating its role as industry default OS the versatility of modern porting tools


dBase debased: Database titan fades to black after 47 years

Summary: Blog post mourning decline appears to have helped knock what was left of the veteran app's online presence offline


Summary: The challenges of long-term data storage and the technologies that can enable it diane.marsili Wed, 05/13/2026 - 10:41 Summary A panel of experts, including SNIA board member Scott Shadley, discuss how we will store data long into the future with DNA data storage. Date Wed, 03/11/2026 - 06:44 Source Intelligent Data Systems Event URL https://www.intelligent…


This browser add-in doesn't just hide ads, it tells you to OBEY

Summary: Chromium extension swaps promos for John Carpenter-style subliminal slogans


Summary: Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity. The post Europe’s Photonics Push Runs Through Spain appeared first on EE Times .


美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能

Summary: 美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能 shuranzhang@mi… May 13, 2026 美光推出 256GB DDR5 伺服器模組樣品，重新定義 AI 效能 May 14, 2026 at 11:00 AM CST Taiwan 繁體中文 採用 1-gamma DRAM  與先進封裝技術，提供業界最快速效能 愛達荷州博伊西， 2026  年 5  月 14  日   —  美光科技（ Nasdaq: MU ）今日宣布，已向主要伺服器生態系合作夥伴提供 256GB DDR5  具暫存器雙列直插式記憶體模組（ RDIMM ）樣品。該模組採用業界領先的 1-gamma  製程技術，最高速度可達每秒…


SAP U-turn brings AI features to ECC and on-prem S/4HANA

Summary: CEO says there is 'no confusion at all' after cloud-only innovation plan drew flak


Ajinomoto raises ABF substrate film prices 30%

Summary: Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026. Taiwanese package substrate makers confirmed they have received the official notice, as cost pressure in the IC substrate supply chain remains elevated.


ZTE advances intelligent network monetization strategy at AGC2026, empowering ISPs for sustainable growth

Summary: Leveraging 10G PON, light OTN, and Wi-Fi 7 to modernize infrastructure and reduce operational costs for local operators


Commentary: AI server ODMs face margin squeeze as memory costs soar

Summary: As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue without lifting manufacturing fees at the same pace, leaving original design manufacturers (ODMs) facing lower gross margins as assembly orders grow.


Civil servants to protest outside Capita AGM over pension shambles

Summary: Union demands government strips outsourcer of contract after delays, bereavement failures, and data breach


ZTE hosts 2026 Broadband User Congress in São Paulo, under the Theme "Monetize Your Intelligent Broadband"

Summary: Empowering operators to move beyond basic connectivity with next-gen AI and ODN systems


Ecosystem Strategy in 2026: Why AI Is Rewriting Partner-Led Growth

Summary: AI is reshaping how partner ecosystems create value. As automation absorbs traditional delivery work, partner-led growth is shifting toward influence, orchestration, and trusted advisory roles. Here’s what ecosystem leaders need to know for 2026. Artificial intelligence (AI) has moved from experiment to operating reality across the technology ecosystem. Mod…


AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

Summary: ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI server deployments.


Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

Summary: Global smartphone AP shipments in the second quarter of 2026 are estimated to see a yearly decline of 15.2% as memory price hike pressure emerges.


DFT In Automotive

Summary: What's needed to ensure reliability of automotive chips, and why it’s about to get even tougher. The post DFT In Automotive appeared first on Semiconductor Engineering .


Summary: These III-V semiconductors are essential for super-high-bandwidth optical interconnects. The post Lasers Are The Heartbeat Of The Optical AI Data Center appeared first on Semiconductor Engineering .


Summary: As PCIe moves toward 128 GT/s and beyond, multistream architecture transitions from an optimization to a requirement. The post Scaling PCIe Controllers for AI Bandwidth: A Multistream Architecture Analysis for 64 GT/s and 128 GT/s appeared first on Semiconductor Engineering .


Blog Review: May 13

Summary: GPU rasterizer for computational lithography; restructuring techniques; inline memory encryption; automotive electronic stability program. The post Blog Review: May 13 appeared first on Semiconductor Engineering .


AI 狂潮爆 全球首檔記憶體 ETF 掛牌以來強漲 85%

Summary: 受惠 AI 需求爆發，記憶體成為當前市場最強主流族群，散戶資金大舉湧入全球首檔純記憶體 ETF「Roundhi […]


AI 促進晶片架構朝 3D 化升級，鉬可望繼承鎢成為新材料？

Summary: AI 帶動先進製程升級，鉬快速從研發選項躍升為下代半導體材料的焦點。SEMI 11 日在韓國水原舉行「Stra […]


Memory Boom Weighs on OLED Market as Smartphone Shipments Decline

Summary: Samsung Display posted a larger share of the global smartphone organic light-emitting diode (OLED) panel market in the first quarter than the combined total of four major Chinese panel makers, even as overall shipments declined amid weakening smartphone production.According to market research firm U


SoftBank Discusses Up to $100 Billion AI Fab Investment in France

Summary: SoftBank Group Chief Executive Masayoshi Son is discussing plans to build artificial intelligence-focused semiconductor fabs and data centers in France with investments that could reach as much as $100 billion, Bloomberg reported Sunday, citing people familiar with the matter.The initiative is being


[Tech Note EP.1] ‘It’s the Memory’, The Future of AI Will Be Decided by Memory

Summary: AI doesn’t wait. The foundations of every industry are already cracking. This isn’t a story about one sector. Manufacturing. Finance. Healthcare. Data centers. The entire industrial order is being rebuilt around AI — and it’s happening now. Knowing about AI is no longer a competitive advantage. You need to see through it. That’s why our […] The post [Tech N…


SAP Sapphire 2026: The Autonomous Enterprise Is Credible, But It Comes With Concentration Risk

Summary: At SAP Sapphire 2026, SAP consolidated eighteen months of M&A, product development, and AI strategy into a single integrated vision it dubbed the “autonomous enterprise.” JPMorganChase CFO Jeremy Barnum confirmed live on stage that the bank is migrating its general ledger to SAP’s latest version. Bayer, Novartis, Takeda, Ericsson, and H&M anchored the produ…


Summary: @lamw·5月12日 ESX on Arm 9.1 For those asking, we support the following hardware: @HPE RL300 Gen 11 w/Ampere Altra & AltraMax @GIGABYTEUSA w/Ampere Altra & AltraMax @Supermicro ARS-221GL Single or Dual Nvidia Grace (C1,C2) #VCF91 ESX on Arm 9.1 应部分用户的询问，我们支持以下硬件： @HPE RL300 Gen 11 带 Ampere Altra 和 AltraMax @GIGABYTEUSA 配备 Ampere Altra 和 AltraMax @Supermicro ARS-221GL 单路或双路 Nvidia Grace (C1,C2) #VCF91 210231,086


Summary: SNIA Cloud Data Management Interface (CDMI™) raul Tue, 05/12/2026 - 20:54 SNIA Cloud Data Management Interface (CDMI™) The SNIA Cloud Data Management Interface (CDMI™), also standardized as ISO/IEC 17826, is  an open, license-free and vendor-neutral international standard that specifies a management data representation (data object, container object an…


Anthropic, SpaceXAI, and the New Compute Race in AI

Summary: SpaceXAI has reached an agreement to provide Anthropic with large-scale AI compute capacity from its Colossus 1 facility. The deal grants Anthropic access to more than 300 megawatts of capacity and roughly 220,000 NVIDIA GPUs for training and inference workloads. The agreement marks one of the most significant infrastructure moves in the frontier AI market…


SNIA SMB3 Interoperability Lab

Summary: SNIA SMB3 Interoperability Lab diane.marsili Tue, 05/12/2026 - 19:02 The SNIA SMB3 Interoperability (IO) Lab will start on September 27 for set up, and take place September 28-October 1, 2026, in conjunction with SNIA's SDC at the Hyatt Regency Hotel in Santa Clara, CA. The purpose of the IO Lab is for vendors to bring their implementations of SMB3 to test,…


Summary: 已转帖Sravan Kundojjala 已发布SemiAnalysis@SemiAnalysis_·5月12日The EDA Primer: From RTL to Silicon Laying the Groundwork of the Current Chip Design ParadigmEDA 入门：从 RTL 到硅 奠定当前芯片设计范式的基础The EDA Primer: From RTL to SiliconEDA 入门：从 RTL 到硅来自 newsletter.semianalysis.com321881.5万


Seagate IronWolf Pro 32TB Review: Top-of-Stack Capacity for Multi-Bay NAS

Summary: The Seagate IronWolf Pro 32TB is the NAS-tuned member of Seagate’s first 32TB CMR generation, announced alongside matching 32TB Exos and SkyHawk AI variants in 2026, and has been shipping through Seagate’s channel since January. The drive is built on the Mozaic3+ platform, which uses heat-assisted magnetic recording (HAMR) to push areal density past 3TB The…


Navigating a Market Where the Wrong Bet Has Real Consequences

Summary: The sustainability software market has over 500 vendors, a consolidation wave in progress, and no obvious safe harbor. Here’s how to cut through it. More than 500 vendors now compete in the sustainability management software market — a field encompasses greenhouse gas (GHG) accounting, regulatory disclosure, supply chain emissions tracking, and decarbonizat…


Rackspace and AMD Plan Governed AI Cloud for Enterprise Workloads

Summary: Rackspace Technology and AMD have signed a memorandum of understanding establishing a framework for a multi-year strategic partnership focused on enterprise AI infrastructure for regulated organizations and sovereign workloads. The agreement centers on a proposed Enterprise AI Cloud designed for mission-critical AI deployments in which security, governance,…


Lenovo Refreshes ThinkPad and ThinkStation Lineup With AI-Focused Business Laptops and Workstations

Summary: Lenovo is expanding its business PC portfolio with new ThinkPad laptops and a ThinkStation desktop workstation aimed at organizations that need a mix of mobility, performance, manageability, and long-term serviceability. The lineup includes ultraportable systems for traveling professionals, scalable laptops for enterprise fleets, and a high-performance work…


HPE updates Alletras X and B10000, Zerto and Data Fabric in GreenLake private cloud update blast


A Comprehensive Study Of Integrating 2D Materials With CFET Architecture (SKKU, et al.)

Summary: A new technical paper, “Challenges and prospects of 2D electronics for future monolithic complementary field-effect transistors,” was published by researchers at Sungkyunkwan University, Hangyang University, Istituto Italiano di Tecnologia, Shanghai University, Jeonbuk National University, and Kyonggi University. Abstract “With planar complementary metal-ox…


ANN Framework for Thermal-Aware Modeling of GAAFETs (NYCU)

Summary: A new technical paper, “A Device-Physics-Informed Artificial Neural Network Approach for Thermal-Aware I-V and C-V Modeling of GAA FETs,” was published by researchers at National Yang Ming Chiao Tung University. Abstract “This work introduces a device-physics-informed neural network framework for simultaneous modeling of thermal-aware I-V and C-V characteri…


Silicon Photonics: Integrated Grating-Based Antennas for Optical Phased Arrays (MIT)

Summary: A new technical paper, “Reduced-crosstalk antennas for grating-lobe-free and wide-field-of-view integrated optical phased arrays,” was published by researchers at MIT. Abstract “Integrated optical phased arrays (OPAs) have emerged as a promising technology for many applications due to their ability to dynamically control free-space optical beams in a compac…


HW-Based Image Generation Using FTJs (SNU, Sungkyunkwan U., SK hynix et al.)

Summary: A new technical paper, “CMOS-compatible ferroelectric tunnel junctions integrate stochastic sampling and deterministic computing for image generation,” was published by researchers at Seoul National University, Sungkyunkwan University, Hanyang University, Sogang University, and SK Hynix. Abstract “Recent progress in generative modeling has intensified the n…


Supporting Safety Requirements from RTL Exploration Through Implementation in Semiconductor Devices (Politecnico di Torino, Synopsys)

Summary: A new technical paper, “Early Functional Safety and PPA evaluation for faster digital design development,” was published by researchers at Politecnico di Torino and Synopsys. Abstract “The use of semiconductor devices in safety-critical applications is increasing in both volume and complexity. Applications in markets such as automotive, data centers, and ae…


Summary: @SFoskett·5月12日#SymLink: FortiSASE Provide Support for BYOD with Full Regulatory Compliance @SPuluka #XFD15 #LinkedIn #SymLink ：FortiSASE 提供对自带设备办公 (BYOD) 的支持，并完全符合监管要求 @SPuluka #XFD15 #LinkedIn FortiSASE Provide Support for BYOD with Full Regulatory ComplianceFortiSASE 提供完全符合监管要求的 BYOD 支持来自 linkedin.com1138


Summary: Optimize AI Infrastructure Costs with a Hybrid Cloud AI Factory by Everpure Blog Discover how a hybrid cloud AI factory powered by Everpure FlashBlade//S, Red Hat OpenShift, NVIDIA GPUs, AWS, and Portworx securely scales AI training and inference across environments. The post Optimize AI Infrastructure Costs with a Hybrid Cloud AI Factory appeared first on…


The storage refresh that outlives the flash cycle


Speakers 2026

Summary: Speakers 2026 raul Tue, 05/12/2026 - 14:42 Speaker 2026 directory Skyler Windh MTS Systems Software Engineering Micron Technology S. Windh received a Ph.D. in computer science from the University of California (Riverside, California, USA) in 2018. He was a Research Assistant at the Embedded Systems Lab during his studies. He is currently an MTS Systems Soft…


Scality’s Autonomous Data Infrastructure does agent-driven tiering and more


Five Eyes Cybersecurity Agencies’ Careful Agentic AI Adoption Guidance, Operationalized By AEGIS

Summary: On May 1, 2026, six national cybersecurity agencies — CISA, the NSA, Australia’s ASD ACSC, and their counterparts in Canada, New Zealand, and the UK — published “Careful adoption of agentic AI services.” This joint guidance is the first coordinated multigovernment security guidance specifically targeting agentic AI systems, and it carries the full weight of…


Summary: @CormacJHogan·5月12日Configuring Microsoft SQL Server in Data Services Manager version 9.1 https://cormachogan.com/2026/05/12/configuring-microsoft-sql-server-in-data-service-manager-version-9-1/… via @CormacJHogan通过 Data Services Manager 版本 9.1 https://cormachogan.com/2026/05/12/configuring-microsoft-sql-server-in-data-service-manager-version-9-1/… 配置 Microsoft SQL Server @CormacJHogan cormachogan.comConfiguring Microsoft SQL Server in Data Services Manager version 9.1 - CormacHogan.com在 Data Services Manager 9.1 版本中配置 Microsoft SQL Server - CormacHogan.comhow to provision SQL Server Instances…


BNY Built Its Digital Workforce Backward — And It’s Working

Summary: Agentic AI works when you sequence it right. See how BNY built a governed platform and trained its workforce before deploying more than 130 digital employees.


Summary: Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module Content Import May 12, 2026 Micron Redefines AI Performance With Sampling of 256GB DDR5 Server Module May 12, 2026 at 9:01 AM EDT Product News Corporate News Malaysia Singapore India General Delivers industry’s fastest performance capability with 1-gamma DRAM and advanced packaging BO…


Summary: Calibre Vision AI helps SoC teams quickly group and analyze DRC violations, speeding debug, convergence, and tapeout predictability. The post AI Delivers Faster, Actionable DRC Closure for Complex SoC Designs appeared first on EE Times .


Some NAND and DRAM Pricing Impacts

Summary: During a recent trip to Taiwan and Japan, I visited several well-known electronics retail districts where consumer devices and components are sold. What struck me was the visible impact AI demand is having on both DRAM and NAND markets, and by extension, on memory stick and SSD pricing at the retail level. The photos below […] The post Some NAND and DRAM Pr…


FADU: Fiscal 1Q26 Financial Results

Summary: Summary: Revenue surged 210% YoY to KRW 59.5 billion from KRW 19.2 billion, driven by full-scale mass production for global hyperscalers Net income swung to profit, reaching KRW 10.2 billion in Q1 this year from a net loss of KRW 12.1 billion in Q1 last year New orders reached KRW 166.3 billion as of April […] The post FADU: Fiscal 1Q26 Financial Results ap…


SAP to Acquire Prior Labs to Establish a Globally Leading Frontier AI Lab in Europe

Summary: SAP SE and Prior Labs, a player in Tabular Foundation Models (TFMs), announced that they have entered into a definitive agreement for SAP to purchase Prior Labs, accelerating SAP’s success in TFMs that started with SAP-RPT-1, and bringing one of the world’s leading TFM research teams into the SAP family.Prior Labs will continue to operate as […] The post SA…


Carrier Ventures Expands Investment in ZutaCore to Scale Liquid Cooling for AI Data Centers

Summary: Carrier Global Corp., a reference in intelligent climate and energy solutions, announced that its venture group, Carrier Ventures, has expanded its investment in ZutaCore, a provider of direct-to-chip, waterless liquid cooling solutions.The move strengthens a strategic partnership to support high-density AI data centers and advances Carrier’s strategy to de…


Broadcom Announces VMware Cloud Foundation 9.1, Enabling Secure and Cost-Effective Infrastructure for Production AI

Summary: Broadcom Inc., a reference technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced VMware Cloud Foundation (VCF) 9.1, a secure and cost-effective infrastructure platform for production AI workloads.VCF 9.1 delivers an AI and Kubernetes native private cloud platform with integrated security…


Managed Backup and Cloud Storage, Impossible Cloud Is Now Natively Integrated into NovaBACKUP

Summary: Blog written by Josefine Fouarge, MD & Dir. of Product Marketing, NovaBACKUP, published April 28, 2026 In June 2025, NovaBACKUP and Impossible Cloud announced the first step of their technology partnership, which established Impossible Cloud as a supported S3 storage destination within NovaBACKUP. With today’s release, users don’t have to sign up for Impo…


Four European Tech Companies Unveil Europe’s First Fully Sovereign Disaster Recovery Pack

Summary: At the European Data Summit of the Konrad-Adenauer-Foundation in Berlin, Cubbit, SUSE, Elemento Cloud, and StorPool Storage unveiled Europe’s first fully sovereign disaster recovery pack.The system is designed to guarantee business continuity for organizations in the face of uncontrollable catastrophic external events, including a potential foreign vendor k…

Partnership (OEM, Channel, Dist. & Alliance)


ANZ Organizations Race to Scale AI but Lack Control to Keep Data Resilient

Summary: Commvault Systems Inc., a reference in unified resilience at enterprise scale, released new research highlighting that many organizations across Australia and New Zealand (ANZ) are rapidly embedding AI into critical business operations, often without adequate safeguards in place to manage risks introduced by AI agents and AI-driven applications.This was one…

Market Reports/Research & Certifications


NAB Show 2026: DigitalGlue’s creative.space Intelligence Wins Future’s Best of Show Award, Presented by TV Tech

Summary: creative.space Intelligence (CSI), part of the creative.space platform developed by DigitalGlue, has received Future’s Best of Show Award, presented at the 2026 NAB Show by TV Tech. Future’s Best of Show Awards are evaluated by a panel of engineers and industry experts. Criteria for selection includes innovation, feature set, perceived value and application…


MinIO adds petabyte-scale MemKV cache for Nvidia GPU inference


記憶體晶片短缺影響出貨！驊陞科技第一季每股賺 0.13 元營運承壓

Summary: 驊陞科技今日公布 2026 年第一季合併營業收入 7.04 億元，年減 24.95%，主要是受到全球記憶體成本 […]


Renuka Drummond Named Top 10 Corporate Counsel Worldwide by OnCon Icon Awards

Summary: At IDC, our analysts and data get a lot of the spotlight, and rightfully so. But behind every research report, every client relationship, and every strategic decision is a team of people making sure IDC can do what it does best. Renuka Drummond, IDC’s General Counsel, is one of those people. And this spring, the […] The post Renuka Drummond Named Top 10 Cor…


Summary: @sakacc·5月12日To be clear (because some haters seem to want to create conflict where there is none): I don’t think GPUs will be replaced by QPUs, ever. They will operate in hybrid workflows (point of the @IonQ_Inc paper below). The analogy of “purpose-built offload processors” fits.澄清一下（因为有些喷子似乎想无中生有地制造冲突）：我认为 GPU 永远不会被 QPU 取代。它们将在混合工作流程中运行（重点是……） @IonQ_Inc （详见下文）。“专用卸载处理器”的类比很贴切。引用Chad Sakac@sakacc·5月11日回复 @sakacc2) Important paper on quantum-enhanced LLM fine-tuning. 24% reduction in classification error. Favorable energy scaling. One of the first measurable energy-to-solution for hybrid GPU…


Summary: Explore how advanced interconnect solutions drive EV and AI infrastructure growth in this interview with Amphenol. The post Rising EV and AI Loads Bring Connectors Into Early Design Decisions appeared first on EE Times .


鈺創 COMPUTEX 展現穩定供應韌性，持續深化利基型記憶體布局

Summary: 在 AI 伺服器、高頻寬記憶體（HBM）及 DDR5 滲透率快速提升帶動下，全球 DRAM 產業正進入新一波成 […]


HBM 設備供應商 TOWA 財測遜、股價崩 20%

Summary: 台灣訂單暴增，HBM 設備等半導體設備供應商 TOWA 上年度營收創下歷史新高紀錄，且 TOWA 預估今年度獲 […]


韓政策首長提「全民紅利」想分杯羹引驚慌？非徵收特定公司暴利稅、韓股止跌回升

Summary: 韓國總統府政策室長金容范（Kim Yongbeom，音譯）今天在個人 Facebook 頁面提出「全民紅利」概 […]


What’s Really Needed For Advanced Test?

Summary: The industry's aspirations for machine learning are running ahead of the data plumbing required to support them. The post What’s Really Needed For Advanced Test? appeared first on Semiconductor Engineering .


三星、鎧俠陸續退出 2D NAND 市場，供不應求使價格飆漲 300%

Summary: 全球記憶體半導體業界為因應人工智慧（AI）熱潮，正將生產量能全面集中於高頻寬記憶體（HBM）與先進的 3D N […]


DDR5 價格飆漲引發詐騙潮，買家拆解驚見「玻璃纖維」假晶片

Summary: 隨著高效能電腦元件需求的激增，詐騙者開始利用市場短缺，向消費者販售假冒的 DDR5 記憶體。這些假模組使用空心 […]


AI 雙雄股價齊噴！SK 海力士傳結盟英特爾，靠 EMIB 技術破解 HBM 產能瓶頸

Summary: 隨著報導指出 SK 海力士正在測試英特爾（Intel）的 2.5D EMIB（嵌入式多晶片互連橋）技術以整合高 […]


5/21 罷工死線逼近！韓國政府急介入調解，三星力挽百億美元經濟狂瀾

Summary: 三星電子（Samsung Electronics）於 5 月 11 日，在政府調解下，與工會展開緊急的最後談判 […]


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月11日After studying 300 Leetcode Hards, solving every Jane Street puzzle from the Dwarkesh ads, and watching one Horace He lecture, he finally landed the $400k annualized Jane Street internship. Unfortunately, during onboarding his manager said “this diff is negative alpha,” so Jane在研究了 300 道 LeetCode 难题、解决了 Dwarkesh 广告中所有 Jane Street 谜题，并观看了 Horace He 的一次讲座后，他终于获得了年薪 40 万美元的 Jane Street 实习机会。 不幸的是，在入职培训期间，他的经理说“这个差异是负 alpha”，所以简91867112万


Summary: @sakacc·5月11日2) Important paper on quantum-enhanced LLM fine-tuning. 24% reduction in classification error. Favorable energy scaling. One of the first measurable energy-to-solution for hybrid GPU/QPU AI workloads. Expect a truckload of this in the coming months: https://arxiv.org/pdf/2605.027982) 一篇关于量子增强型 LLM 微调的重要论文。分类错误率降低了 24%。能耗扩展性良好。这是首批针对混合 GPU/QPU AI 工作负载进行可测量能耗与解决方案比的研究之一。预计未来几个月将涌现大量此类论文： https://arxiv.org/pdf/2605.02798 47467,573


NVIDIA DGX Spark Cluster Review: Distributed Inference on Dell, GIGABYTE, and HP

Summary: Two things tend to come up first whenever the conversation turns to the NVIDIA DGX Spark. The first is the headline spec: 128 GB of unified memory in a roughly $4,000 desktop box, a number that would have seemed implausible to put on an engineer’s desk even two years ago. The second is the 200 The post NVIDIA DGX Spark Cluster Review: Distributed Inference…


How To Build A Premium Airline In The Sky Of Sameness

Summary: Even in today’s environment of rock-bottom consumer sentiment, there remains a clear opportunity to grow with a premium product, with a vast middle willing to pay a premium for something sufficiently differentiated to justify the privilege.


HPE Introduces Compute Scale-up Server 3250 for Large In-Memory Workloads

Summary: HPE has announced general availability of the HPE Compute Scale-up Server 3250, a scale-up platform engineered for in-memory databases and business-critical transactional and analytics workloads. The system is built on Intel Xeon 6 processors and targets environments that require large memory footprints, high availability, and consistent performance under h…


Never Stop Learning: What Future Leaders Taught Us

Summary: “She truly embodies what it means to be a future leader through her curiosity and sincere commitment to always doing high-quality work.” “He leads through enablement: coaching and standardizing interpretation and turning analytics into shared operating knowledge rather than ‘numbers on a page.’” “She has an unusual skill set: She combines deep technical exp…


ORICO X50 Review: Thunderbolt 5 Speed in a Portable SSD Enclosure

Summary: The ORICO X50 is a Thunderbolt 5 portable SSD line for those who want external storage with much more bandwidth than a standard USB drive. ORICO is offering it in a few different forms, including a diskless version and preconfigured 512GB, 1TB, 2TB, and 4TB models, so it can work either as a ready-to-use portable The post ORICO X50 Review: Thunderbolt 5 Spe…


Summary: The DRAM crunch is real—secure your AI product roadmap now with memory compression or risk falling behind. The post The Memory Wall Is Real, Here Is the Door appeared first on EE Times .


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月11日Everybody knows about the toilet maker Toto and MSG umami inventor Ajinomoto that are powering AI, but have you heard of the Taiwanese kitchen equipment supplier that’s in Nvidia servers? (1/5) 大家都知道马桶制造商 Toto 和味精发明者味之素为人工智能提供支持，但你听说过那家为英伟达服务器提供技术支持的台湾厨房设备供应商吗？（1/5） 10362525.3万


MSP-focussed Virtuozzo goes all-in on AI


Dell Expands AI Platform with AMD GPU and Modular Infrastructure Options

Summary: Dell Technologies has announced two major updates to its Dell AI Platform with AMD, targeting organizations scaling from pilot AI deployments to full production environments. The enhancements focus on high-performance training infrastructure and a modular architecture that balances cost, scalability, and operational control. The first update introduces a la…


NVIDIA and IREN Partner to Accelerate Large-Scale AI Infrastructure Deployment

Summary: NVIDIA and IREN Limited have announced a strategic partnership to accelerate the deployment of next-generation AI infrastructure, with plans to support up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data center pipeline over time. The partnership brings together NVIDIA’s AI systems and architecture with IREN’s infrastructure…


Drowning In Rules: Navigating America’s AI Regulatory Patchwork

Summary: US companies are drowning in AI rules. With a labyrinth of conflicting state laws and no single federal requirement, even the most responsible innovators are struggling to stay afloat. California’s landmark Transparency in Frontier Artificial Intelligence Act proved that states can regulate AI without killing innovation, but it also underscores a hard truth…


Ten enterprise AI storage systems reviewed and reported


Summary: SNIA Cloud Object Storage Plugfest at SDC'26 diane.marsili Mon, 05/11/2026 - 14:40 The SNIA Cloud Object Storage Plugfest Program provides a unique opportunity for developers, architects, and leaders to collaborate on industry best practices, expand their expert peer technical network, and enhance interoperability testing via exposure to a wide array of clo…


DRAM and gloom-glut cyclicality


WLANs

Summary: WLANs JWinters Mon, 05/11/2026 - 14:19 WLANs Published through Q3 2025 The Synergy Research Group Wireless LANs (WLANs) research service provides quarterly market share and forecast reports, along with analyst inquiry support, delivering a comprehensive view of the global Wireless LAN market. The service provides detailed market share and sizing breakouts a…


SP Routers & Carrier Ethernet

Summary: SP Routers & Carrier Ethernet JWinters Mon, 05/11/2026 - 14:17 SP Routers & Carrier Ethernet Published through Q3 2025 The Synergy Research Group SP Router & Carrier Ethernet research service provides quarterly market share and forecast reports with analyst inquiry support, delivering a comprehensive view of the global Carrier Ethernet Switches…


Network Security Appliances & Software

Summary: Network Security Appliances & Software JWinters Mon, 05/11/2026 - 14:15 Network Security Appliances & Software Published through Q2 2025 The Synergy Research Group Network Security research service provides quarterly market share and forecast publications with analyst inquiry support, offering a comprehensive view of the global Network Security Appl…


Ethernet Switching

Summary: Ethernet Switching JWinters Mon, 05/11/2026 - 14:13 Ethernet Switching Published through Q3 2025 The Synergy Research Group Ethernet Switching research service provides quarterly market share and forecast publications, along with analyst inquiry support, delivering a comprehensive view of the global Ethernet Switching market. The service delivers detailed m…


Hyperscale Market Tracker

Summary: Hyperscale Market Tracker JWinters Mon, 05/11/2026 - 14:11 Hyperscale Market Tracker Published through Q3 2025 The Synergy Research Group Hyperscale Cloud Market Tracker monitors the small group of companies that operate global networks of massive data centers, supporting a rapidly growing share of the cloud services market. These hyperscale operators accou…


Summary: 已转帖Adam Schmitt@FirstWizardZed·5月11日回复 @DuncanYB 和 @vmpeteThe vSAN + VCF 9.1 story is one of the most practically impactful parts of this release for enterprise architects. Zero downtime vMotion for AI workloads alone changes the conversation around running GPU-intensive workloads in VCF environments — that's the operational guarantee对于企业架构师而言，vSAN + VCF 9.1 是此次版本发布中最具实际影响的部分之一。 单单针对 AI 工作负载的零停机 vMotion 就足以改变人们对在 VCF 环境中运行 GPU 密集型工作负载的看法——这就是运营保障。116497


Summary: Everpure Acquires 1touch, Extending Data Management Roadmap by Everpure Blog From any data to intelligent data: When it comes to unleashing data's power, context is everything. The post Everpure Acquires 1touch, Extending Data Management Roadmap appeared first on Everpure Blog .


Summary: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠@IanCutress·5月11日People of special skill, ie top athletes, TV stars, even influencers creating entertainment, have to obtain an O-1B visa, which are for single entry events. O-1B visas have a 92.7% acceptance rate. But you need a new one every time, for every trip. Filming/support staff can get拥有特殊技能的人士，例如顶尖运动员、电视明星，甚至是创作娱乐内容的网红，都需要申请 O-1B 签证，这种签证只能用于单次入境活动。O-1B 签证的获批率高达 92.7%。但每次出行都需要重新申请。拍摄/后勤人员可以获得 O-1B 签证。引用Dexerto@Dexerto·5月10日YouTuber Mrwhosetheboss says he was “traumatized” after being detained by US Customs while visiting to film a video He revealed he was s…


Summary: @DuncanYB·5月11日Brand new Unexplored Territory episode: What's new for vSAN with VCF 9.1 featuring Pete Koehler aka @vmpete ! (UT-118)全新一期《未知领域》节目：VCF 9.1 中 vSAN 的新特性，嘉宾：Pete Koehler @vmpete ！（UT-118）What's new for vSAN with VCF 9.1 featuring Pete Koehler! (UT-118)vSAN VCF 9.1 新增功能，Pete Koehler 倾情讲解！（UT-118）来自 linkedin.com121303


Summary: マイクロン、業界最高水準の245TB容量を誇るMicron 6600 IONデータセンター向けSSDの出荷を開始 rchi@micron.com May 11, 2026 マイクロン、業界最高水準の245TB容量を誇るMicron 6600 IONデータセンター向けSSDの出荷を開始 May 12, 2026 at 11:00 AM JST Japan 日本語 ハードドライブと比較して画期的な電力効率を実現し、ラックスケールの密度を再定義 2026 年 5 月 5 日、米国アイダホ州ボイシ — Micron Technology, Inc. （ Nasdaq:MU ）は本日、現在市場で入手可能な SSD として世界最大の容量である 245TB を誇る「 Micron ® 6600 ION SSD 」の出荷開始…


From Labor Arbitrage to Platform-Led Outcomes: How Agentic AI Is Rewriting the IT Services Playbook

Summary: For three decades, the IT and business services industry has run on a familiar formula: scale headcount, drive utilization, price work by time and materials. That model built a $1.6 trillion industry. It will not carry the next one. Agentic AI is changing the economics, the contract, and the control point of the services market. […] The post From Labor Arbi…


營益傳飆 4 倍、「超越豐田」 NAND Flash 廠鎧俠飆史高

Summary: 受惠記憶體價格揚升，日本 NAND Flash 大廠鎧俠（Kioxia）今年度（2026 年 4 月至 202 […]


三星勞資雙方本週回談判桌 罷工警報能否解除？

Summary: 韓國科技巨頭三星電子（Samsung Electronics）勞資談判出現轉機。三星最大工會 8 日表示，將於 […]


股價用喊的？SanDisk、美光股價飆漲為台股本週走勢埋下火種

Summary: 隨著全球市場對美伊衝突的關注度逐漸降溫，加上美國最新公布的就業報告數據優於市場預期，上週五（5 月 8 日）美 […]


Summary: 已置顶Patrick Moorhead@PatrickMoorhead·5月10日The Week Ahead In Tech for May 11, 2026: The $700B hyperscaler AI capex story gets two real-world tests. $CSCO AI orders ($2.1B last Q, $5B FY) are the demand read. $AMAT WFE guide (>20% CY26) is the supply read. @SAP Sapphire, @RedHatSummit. Also $RGTI, $QBTS quantum2026 年 5 月 11 日科技行业未来一周展望： 7000 亿美元的超大规模人工智能资本支出计划将接受两次现实世界的检验。 $CSCO 人工智能订单（上季度为 21 亿美元，本财年为 50 亿美元）反映了市场需求。 $AMAT WFE 指南（>20% CY26）是供应读取。 @SAP 蓝宝石， @RedHatSummit 。 还 $RGTI ， $QBTS 量子引用Patrick Moorhead@PatrickMoorhead·5月3日1:48The Week Ahead In Technology for May 4, 2026: Hyperscalers just…


Summary: 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠@IanCutress·5月11日Strix Halo, Hamoa, Panther Lake, M-Ultra. Are laptops 'good enough' yet?Strix Halo、Hamoa、Panther Lake、M-Ultra。 笔记本电脑现在“足够好”了吗？引用Max Weinbach@mweinbach·5月10日dGPUs in a laptop are largely unnecessary, unified memory plus a large iGPU are better in almost every way笔记本电脑中的独立显卡（dGPU）在很大程度上是不必要的，统一内存加上强大的集成显卡（iGPU）在几乎所有方面都更胜一筹。113578,514


Summary: @dvellante·5月10日Semis are booming. @nvidia is lagging the group but its idea of AI Factories is much more than GPUs and will power a new enterprise operating model. In this Breaking Analysis @dfloyer & I explain the technical and operating model AI factories will enable. https://thecuberesearch.com/314-breaking-analysis-nvidia-ai-factories-and-the-transition-to-accelerated-computing/…半挂车市场蓬勃发展。 @nvidia 虽然落后于集团，但其人工智能工厂的理念远不止于 GPU，它将为一种全新的企业运营模式提供动力。在这篇深度分析中，我们将对此进行深入探讨。 @dfloyer 我将解释人工智能工厂将实现的技术和运营模式。 https://thecuberesearch.com/314-breaking-analysis-nvidia-ai-factories-and-the-transition-to-…


苟嘉章：記憶體廠 80% 毛利率連台積電都眼紅，長江存儲有望成 NAND 霸主

Summary: 慧榮科技總經理苟嘉章指出，在人工智慧（AI）狂潮的推波助瀾下，記憶體原廠正迎來前所未有的「印鈔票」高毛利時代， […]


AI 狂潮下記憶體產能爭奪戰！慧榮苟嘉章：擴產要三年市場糾結成死胡同

Summary: 在AI浪潮的推動下，全球半導體產能正面臨前所未有的爭奪戰。慧榮科技總經理苟嘉章指出，擴充產能並非一蹴可幾，記憶 […]


記憶體價格翻倍、AI 搶產能！任天堂、索尼紛示警遊戲成本壓力加劇

Summary: 任天堂與索尼（Sony）週五（8 日）雙雙指出，記憶體價格飆升正衝擊遊戲業務。隨著 AI 熱潮擠壓晶片供應，整 […]


毛利率 53.4% 刷紀錄！華邦電 Q1 狂賺百億，陳沛銘：AI 需求「緊得不得了」

Summary: 記憶體廠華邦電 5 日舉行法說會，繳出亮眼成績單。《財訊》報導，今年第一季毛利率達 53.4%，創歷史新高，稅 […]


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月8日OPINION: Ever since private equity bought the @Veritasium YouTube channel, the content just hasn't been as good. Used to be a GREAT channel, maybe the best Science channel on YouTube, and now? SAD! Very UNFORTUNATE 观点：自从私募股权收购以来…… @Veritasium YouTube 频道的内容质量不如以前了。以前是个很棒的频道，也许是 YouTube 上最好的科学频道，现在呢？太可惜了！非常遗憾！ 48104475.4万


Summary: Geopolitical tensions are rewriting memory sourcing—ditch old habits and future-proof your supply chain to avoid costly disruption. The post Geopolitics Is Rewriting Memory Sourcing appeared first on EE Times .


Amazon Opens Its Supply Chain Empire To All — But Is It A Fit For Your Business?

Summary: Amazon’s AWS Playbook: Now Applied To Supply Chain Logistics Per ShipMatrix, in 2025, Amazon surpassed the US Postal Service, FedEx, and UPS to become the largest parcel carrier in the US by volume. Globally, it delivers an estimated 13 billion packages every year. After decades spent building one of the world’s most formidable logistics networks […]


DDN storage being used in French Pangea supercomputer


N-able not quite able yet but re-enabling nicely


Anthropic Signs SpaceX Colossus 1 Deal For Major Claude Compute Expansion

Summary: Anthropic’s new compute agreement with SpaceX gives the AI company access to all compute capacity at SpaceX’s Colossus 1 data center, adding more than 300 megawatts of capacity and more than 220,000 NVIDIA GPUs within the month. While the immediate impact is higher capacity for Claude users, the deal also stands out as a major The post Anthropic Signs Space…


Storage News Ticker - 8 May


Summary: Earth Month 2026: How Everpure Employees Took Action Around the World by Everpure Blog Last month, Everpure employees throughout the world learned, listened, and volunteered in support of the environment. The post Earth Month 2026: How Everpure Employees Took Action Around the World appeared first on Everpure Blog .


Summary: 已转帖Tom's Hardware@tomshardware·5月8日AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with four moves noted as permanent美国各地对人工智能数据中心的禁令正在迅速增加——已有69个司法管辖区禁止新建此类设施，其中4项禁令被认为是永久性的。AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with...美国各地对人工智能数据中心的禁令正在迅速增加——已有69个司法管辖区禁止新建此类设施……来自 tomshardware.com14982293万


華邦電 4 月營收年增 182.22%，延續第一季強勁成長態勢

Summary: 記憶體廠華邦電（含新唐科技等子公司）近期營運表現亮眼，受惠於人工智慧（AI）浪潮帶動伺服器及網通設備需求，加上 […]


Summary: @SKundojjala·5月8日GloFo sees 10-12% long-term revenue CAGR (vs TSMC's 25% CAGR) and 40% GM exiting 2028 and 45% long-term. Also put new SiPh target of $2B by 2030 and IP revenue of $1B by that time. GloFo is pivoting from smartphones to focus on auto/comms/DC/IoT.GloFo 预计其长期营收复合年增长率将达到 10-12%（台积电为 25%），到 2028 年底的毛利率将达到 40%，长期目标将达到 45%。该公司还设定了新的目标，到 2030 年实现 20 亿美元的 SiPh 营收，以及 10 亿美元的 IP 营收。GloFo 正在从智能手机领域转型，专注于汽车、通信、数据中心和物联网领域。12163,153


群聯第一季毛利率逾六成，單季 EPS 衝上 68.8 元改寫單季新高

Summary: 快閃記憶體控制晶片大廠群聯電子（Phison）於8日召開法人說明會，並公布第一季財務報告與4月營收表現。受惠於 […]


AI 打破記憶體循環週期，創見募資 30 億元資金因應需求

Summary: 創見資訊董事長束崇萬近日與媒體茶敘時指出，AI 浪潮帶來的改變堪比蒸汽機與電力的發明，這波強勁需求將引發記憶體 […]


創見束崇萬：記憶體缺貨還要至少兩年，手握百餘億庫存因應需求

Summary: 受惠於人工智慧（AI）的強勢帶動，記憶體產業正迎來史無前例的巨大變革。創見資訊董事長束崇萬指出，AI 浪潮是人 […]


Summary: @SKundojjala·5月8日TSMC Apr 2026 - Revenue up 0.4% M/M and 22.4% y/y to $13.084B, new monthly ATH, third record month of 2026 (Jan, Mar, Apr) - 4M YTD through Apr $48.9B, +35.1% y/y - 2Q26 guide on track; April alone covers 33% of midpoint, in line with normal first-month pacing - TSMC needs to台积电 2026年4月 - 营收环比增长 0.4%，同比增长 22.4% 至 130.84 亿美元，创下新的月度历史新高，也是 2026 年第三个创纪录的月份（1 月、3 月、4 月）。 - 截至4月，今年前4个月累计收入489亿美元，同比增长35.1% - 2026年第二季度业绩指引按计划进行；仅4月份就完成了其中点的33%，符合正常的首月进度。 台积电需要212545,611


次世代 DRAM 架構戰開打！三星擬導入 GAAFET、SK 海力士走垂直堆疊

Summary: 根據業界消息，三星與 SK 海力士正採用兩種不同策略來製造下一代 DRAM 記憶體晶片，三星考慮將環繞閘極電晶 […]


已转帖Sravan Kundojjala 已发布Ray Wang@rwang07·5月7日SK Hynix. Important news.SK 海力士。重要新闻。108351516万


Capacity Cuts and Surging Demand for AI Power ICs Set Stage for Mature-Node Foundry Price Increases, Says TrendForce

Summary: The global mature-node supply–demand landscape is undergoing a structural shift...


Summary: 已置顶Anshel Sag@anshelsag·5月7日My review of the @Samsung Galaxy Book6 Pro and @Intel's Panther Lake chip, with its most powerful integrated graphics yet.我对……的评价 @Samsung Galaxy Book6 Pro 和 @Intel 的 Panther Lake 芯片，拥有迄今为止最强大的集成显卡。RESEARCH NOTE: Samsung’s Redesigned Galaxy Book6 Pro with Intel Core Ultra 3 Is a Welcome Upgrade研究报告：三星重新设计的 Galaxy Book6 Pro 搭载英特尔酷睿 Ultra 3 处理器，是一款值得期待的升级产品。来自 moorinsightsstrategy.com116656


Summary: 已转帖SemiAnalysis@SemiAnalysis_·5月7日We are so used to seeing chip company marketing teams exaggerate specs that it is refreshing to see them understate specs for a change. Here's one example from Cerebras's website, where they understate on-chip SRAM by a factor of 8! @cerebras y'all are far too modest!16172834.2万


AMD Instinct MI350P: Enterprise PCIe AI Inference Returns to Standard Servers

Summary: AMD has announced the Instinct MI350P, a PCIe accelerator aimed at enterprises that want on-premises AI inference without rebuilding their data center. The card is a dual-slot, full-height, full-length design built for standard air-cooled servers. It is also the first time in nearly four years that AMD has put a current-generation Instinct chip into a The p…


Sessions 2026

Summary: Sessions 2026 raul Thu, 05/07/2026 - 16:06 Sessions 2026 More sessions to be announced! To view last year’s agenda, Click here - Any - Mon Sep 16 Tue Sep 17 Wed Sep 18 - AI Ready Data: Data Preparation, Versioning, and Vector Stores — The Expanding Role of Storage in the AI Pipeline Himabindu Tummala Distinguished Engineer Dell Technologies - Batched I/O: R…


EMEA IT Market 2026 – Q2 Updates: 5 Key Takeaways on AI, IT Spending and Market Trends

Stephen Minton, Andrea Siviero, Ewa Zborowska and Lapo Fioretti

Summary: The EMEA IT market continues to grow in 2026. But the real story is not growth alone. It is how that growth is evolving under pressure. In our latest State of the Market webinar, IDC analysts Andrea Siviero, Stephen Minton, Ewa Zborowska and Lapo Fioretti explored how AI acceleration, geopolitical developments and rising resilience priorities […] The post E…


Summary: Predictable Enterprise Data Reduction at Scale with Purity DeepReduce by Everpure Blog In the third blog in our series, we explore the metrics that really matter when it comes to enterprise data reduction at scale and how Purity DeepReduce sets a new standard. The post Predictable Enterprise Data Reduction at Scale with Purity DeepReduce appeared first on E…


Summary: Compute is the New Bottleneck for Frontier AI by Everpure Blog As a global compute crunch drives AI token prices higher, see how 2026’s flagship models reshaped pricing and what it means for your AI costs. The post Compute is the New Bottleneck for Frontier AI appeared first on Everpure Blog .


Tiny xMEMS chip aims to keep SSDs from losing their cool


Arctera takes compliance platform down SaaS street


Object First corrals Ootbi backup boxes with Fleet Manager


PCIe 8 draft races ahead, final spec still on track for 2028


StorageMAP scanning 3.5 billion files at the University of Manchester


Summary: @RyanSmithAT·5月7日AMD has released a PCIe version of its Instinct MI350 accelerator, the MI350P. Their first Instinct PCIe card in over 4 years, it's neat enough. But underneath the hood it has an extra surprise: a brand-new chip with a 4 XCD + 1 IOD configuration. https://servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/…AMD 发布了 Instinct MI350 加速卡的 PCIe 版本——MI350P。这是 AMD 四年多来推出的首款 Instinct PCIe 显卡，外观相当不错。但它的内部构造却隐藏着一个惊喜：一颗全新的芯片，采用 4 个 XCD 通道和 1 个 IOD 通道的配置。 https://servethehome.com/amd-intros-instinct-mi350p-accelerator-cdna-4-comes-to-pcie-cards/… 9493673.8万


Summary: @DuncanYB·5月7日New Blog: What's new for vSAN 9.1?最新博客：vSAN 9.1 有哪些新特性？What's new for vSAN in 9.1? - Yellow BricksvSAN 9.1 版本有哪些新特性？ - Yellow Bricks来自 yellow-bricks.com31343


North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce

Summary: TrendForce’s latest findings on the AI industry highlight that several major North American CSPs have recently raised their 2026...


Summary: The Ever-Growing Operational Burden of the Database Estate by Everpure Blog Explore how growing application dependencies make database operations more complex, turning routine patches and upgrades into high-risk work that consumes time through revalidation. The post The Ever-Growing Operational Burden of the Database Estate appeared first on Everpure Blog .


Claw Agents to the Rescue

Summary: Claw Agents to the Rescue by Everpure Blog The latest installment in our technical how-to series on AI looks at how an agentic swarm of coders (“claws”) can impact use cases from a developer’s or administrator's backlog of things to do. The post Claw Agents to the Rescue appeared first on Everpure Blog .


VMware Cloud Foundation 9.1 Positions Private Cloud as the Home for Enterprise AI

Summary: Broadcom announced VMware Cloud Foundation 9.1, positioning the platform as a private cloud foundation optimized for production AI workloads. The release focuses on tighter integration of AI and Kubernetes, expanded hardware support across AMD, Intel, and NVIDIA, and embedded security capabilities designed for enterprise AI deployments. The update targets o…


Summary: Patrick J Kennedy 已转帖帕特里克·J·肯尼迪去世AMD EPYC@AMDServer·5月6日What matters most when buying servers in 2026? It’s not just performance: Consolidation Power + licensing costs System-level efficiency Great breakdown from @ServeTheHome for teams planning their next refresh. 2026 年购买服务器时，最重要的是什么？ 不仅仅是表现： 合并 电力 + 许可费用 系统级效率 精彩的分析 @ServeTheHome 适用于正在计划下一次系统更新的团队。 引用STH@ServeTheHome·3月1日Buying traditional compute and storage servers in 2026 is rough (thank you, DRAM and NAND pricing.) We go through some strategies you can use to save money in our 2026 Server Buyer's Guide. https://youtu.be/9yOo6-ll4I01314…


WD Announces Equity-for-Equity Exchange

Summary: WD Announces Equity-for-Equity Exchange Content Import Wed, 05/06/2026 - 09:15 WD Announces Equity-for-Equity Exchange May 6, 2026 General SAN JOSE, Calif. --(BUSINESS WIRE)--May 6, 2026-- Western Digital Corporation (Nasdaq: WDC) today announced that it has entered into exchange agreements with certain institutional investors on May 5, 2026 , pursuant to w…


Summary: @bobodtech·5月6日ICYMI, had the opportunity to share some thoughts on the potential security impact of AI threats on banks and the efforts by companies like @Cisco, @PaloAltoNtwks and others to address them for @AsharqNews Bloomberg. https://now.asharq.com/clips/1808048/%D8%AA%D8%AD%D8%B0%D9%8A%D8%B1%D8%A7%D8%AA-%D8%A3%D9%85%D9%86%D9%8A%D8%A9-%D8%AA%D8%B9%D9%83%D8%B3-%D8%A7%D8%B3%D8%AA%D8%B9%D8%AF%D8%A7%D8%AF-%D8%A7%D9%84%D8%A8%D9%86%D9%88%D9%83-%D9%84%D9%85%D9%88%D8%AC%D8%A9-%D9%87%D8%AC%D9%85%D8%A7%D8%AA-%D8%B3%D9%8A%D8%A8%D8%B1%D8%A7%D9%86%D9%8A%D8%A9/…1115


Object First Fleet Manager for Distributed Ootbi Backup Environments is Generally Available

Summary: Object First announced general availability of Fleet Manager, a cloud-based management service designed to simplify operations across distributed Ootbi backup storage deployments for Veeam environments. The service is included at no additional cost for customers with active support contracts and is targeted at enterprises and service providers managing mult…


AI Optical Interconnect Boom Drives U.S. Firms to Expand Southeast Asia Outsourcing, Opening the Door for Cross-Industry Entrants, Says TrendForce

Summary: Global shipment volume of optical transceivers is projected to more than triple from 26.5 million units in 2023 to over 92 million units by 2026...


Summary: KV Cache as Distributed Storage: What Disaggregated Inference Demands from the Storage Stack raul Tue, 05/05/2026 - 21:40 Disaggregating prefill and decode — running them on separate node pools — is now production reality. Mooncake, SGLang, and vLLM all ship disaggregated backends. The architecture works. What disaggregation introduces, however, is a set of…


Summary: Memory Fabrics for AI-Native Data Services at Scale raul Tue, 05/05/2026 - 21:34 This talk explores fabric-attached, shared, disaggregated, and multi-tier memory architectures designed to meet the rapidly scaling memory demands of XPUs.  We present intelligent memory fabrics powered by smart memory devices capable of in-situ data transformation and red…


Summary: From Fragmented Data to Open Standards: Product Category Rules and LCA at Scale for IT Hardware raul Tue, 05/05/2026 - 21:29 At SDC 2025, engineers and technologists from Meta, Microsoft, and Google made the case for open standards to measure the carbon footprint of IT hardware. That panel catalyzed two concrete outcomes: the creation of a new SNIA Sustaina…


Summary: 已转帖STH@ServeTheHome·5月5日After nearly a decade, SPEC has released a new version of its industry-defining CPU benchmark, SPEC CPU 2026. We take a look at what is new, as well as the new benchmark performance on a modern AMD, Intel, and NVIDIA CPU trio时隔近十年，SPEC 发布了其业界领先的 CPU 基准测试软件 SPEC CPU 2026 的最新版本。我们将深入了解其新增功能，以及在最新的 AMD、Intel 和 NVIDIA CPU 三款处理器上的基准测试性能。SPEC Consortium Releases SPEC CPU 2026 Benchmark Suite: The Next Decade of CPU BenchmarkingSPEC 联盟发布 SPEC CPU 2026 基准测试套件：CPU 基准测试的下一个十年来自 servethehome.com114436,620


IBM Combines AI Operations, Sovereign Infrastructure, and Quantum Drug Discovery Progress at Think 2026

Summary: At Think 2026, IBM made a broad set of announcements to show how it wants enterprises to operationalize AI across data, infrastructure, governance, and regulated environments. The company’s updates included a new enterprise AI operating model, the general availability of IBM Sovereign Core, and a separate quantum computing milestone with Cleveland Clinic an…


Pinecone providing compiled vector artifacts to accelerate AI Agents


Komprise patents dynamic load balancing tech


Micron's new SSD replaces disk for fast access storage


SAP bags Dremio and Prior Labs in enterprise AI data push


Backblaze beats guidance as AI drives growth


美光业界领先的 245TB 6600 ION 数据中心 SSD 现已出货

Summary: 美光业界领先的 245TB 6600 ION 数据中心 SSD 现已出货 shuranzhang@mi… May 5, 2026 美光业界领先的 245TB 6600 ION 数据中心 SSD 现已出货 May 6, 2026 at 10:00 AM CST China 简体中文 凭借超越机械硬盘的突破性能效，重新定义机架级存储密度 2026  年 5  月 6  日，爱达荷州博伊西市   —   美光科技股份有限公司（纳斯达克股票代码： MU ）近日宣布，正式出货   245TB  容量的美光 6600 ION SSD 。作为业界容量领先的商用 SSD ，该产品标志着数据中心机架级存储密度实现重大飞跃。美光 245TB 6600 ION…


Summary: Industry-Leading 245TB Micron 6600 ION Data Center SSD Now Shipping Content Import May 5, 2026 Industry-Leading 245TB Micron 6600 ION Data Center SSD Now Shipping May 5, 2026 at 9:01 AM EDT Product News Corporate News Malaysia Singapore India General Redefining rack-scale density with breakthrough energy efficiency versus hard drives A Media Snippet accompa…


Summary: IDC projects Japan's AI infrastructure market will surpass ¥1 trillion by 2029. Understand the structural forces, vendor dynamics, and semi-sovereign AI model shaping growth through 2030. The post Japan’s AI Infrastructure Market Is Heading for ¥1 Trillion and Here Is What Comes Next appeared first on IDC .


業界領先的 245TB 美光 6600 ION 資料中心 SSD 現已出貨

Summary: 業界領先的 245TB 美光 6600 ION 資料中心 SSD 現已出貨 rchi@micron.com May 5, 2026 業界領先的 245TB 美光 6600 ION 資料中心 SSD 現已出貨 May 6, 2026 at 10:00 AM CST Taiwan 繁體中文 與硬碟相比，利用突破性的能源效率重新定義機架級密度規模 愛達荷州博伊西，2026 年 5 月 6 日 — 美光科技（Nasdaq: MU）今日宣布245TB容量的美光6600 ION SSD 已正式出貨，為全球容量最高的商用 SSD。該產品為資料中心機架級規模儲存密度帶來重大突破，專為支援 AI、雲端、企業級和超大規模工作負載而設計，包括次世代 AI 資料湖、雲端規模檔案與物件儲存。相較於 HDD 部署方案，245TB 美光…


Asia Pacific IT Spending Outlook 2026: How the Middle East War Is Reshaping IT Budgets

Summary: The Middle East War is no longer just a regional risk for technology leaders. It is becoming a global economic stress test — affecting energy prices, supply chains, inflation, business confidence, and IT budget decisions across Asia Pacific. For CIOs, CFOs, and technology suppliers, the question is not simply whether IT spending will continue to […] The pos…


Marvell Technology, Inc. Announces Conference Call to Review First Quarter of Fiscal Year 2027 Financial Results


The MIT-IBM Computing Research Lab Expands Scope to Quantum, AI, and Algorithms

Summary: IBM and the Massachusetts Institute of Technology (MIT) have launched the MIT-IBM Computing Research Lab, a new joint research organization intended to advance foundational work in artificial intelligence, algorithms, and quantum computing, with an emphasis on computing methods that can extend beyond the practical limits of classical systems. The lab evolve…


Scality Introduces ARTESCA+ Veeam HA with Integrated Triple High Availability

Summary: Scality has announced ARTESCA+ Veeam HA, an updated version of its unified software appliance that combines the Veeam Data Platform with Scality ARTESCA object storage on a single system. The release extends the original single-node design into a multi-node, highly available architecture, positioning the platform as a turnkey backup and recovery solution fo…


AI inference just plays by different rules


Panzura Nexus gives Copilot LLMs access to Panzura data


Summary: 已置顶Dan Nystedt@dnystedt·5月2日 文章Advanced Chip Packaging Trend Sends Taiwan Capex Skyrocketing先进芯片封装趋势推动台湾资本支出飙升Taiwan’s top chip packaging and testing firms have guided 2026 spending on new plants and equipment (capex) over NT$400 billion (US$12.6 B), mainly to catch a ride on the advanced semiconductor...台湾顶尖的芯片封装和测试公司预计，2026年用于新建工厂和设备的资本支出将超过4000亿新台币（126亿美元），主要目的是为了搭上先进半导体产业发展的顺风车……4231511.6万


Google Announces TPU 8t Sunfish and TPU 8i Zebrafish

Summary: At Google Cloud Next, Google announced its next-generation AI accelerators: the TPU 8t “Sunfish” for training and the TPU 8i “Zebrafish” for inference, along with its new Virgo data center fabric. From Google’s blog posts, it is clear these chips are optimized for “the agentic era”: training frontier mixture-of-experts models at the hundreds-of-thousands-of…


QNAP Introduces QAI-h1290FX Edge AI Storage Server for Private LLM and Generative AI Workloads

Summary: QNAP Systems has introduced the QAI-h1290FX, an edge AI storage server designed for organizations that want to run large language models, retrieval-augmented generation search, and other generative AI workloads on their own infrastructure. The system is designed for enterprises that balance AI adoption with requirements for data privacy, low latency, govern…


HPE Expands ProLiant Portfolio for Rugged Edge and AI Workloads

Summary: HPE has announced an expansion of its ProLiant edge compute portfolio, introducing new hardware designed to support AI inferencing and mission-critical applications in distributed or harsh environments. The update includes the new HPE ProLiant Compute EL2000 chassis, which serves as the foundation for two Gen12 servers, and an enhanced version of the HPE Pr…


Srini Pajjuri

Summary: Srini Pajjuri Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Srini Pajjuri RBC Capital Markets


Ben Reitzes

Summary: Ben Reitzes Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Ben Reitzes Melius Research


Harlan Sur

Summary: Harlan Sur Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Harlan Sur JP Morgan


Amit Daryanani

Summary: Amit Daryanani Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Amit Daryanani Evercore ISI


Parth Talsania

Summary: Parth Talsania Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Parth Talsania Equisights


Jun Yun Chen

Summary: Jun Yun Chen Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Jun Yun Chen Citic Securities


Jack Zhou

Summary: Jack Zhou Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Jack Zhou China Renaissance Securities (US)


Ishan Majumdar

Summary: Ishan Majumdar Donna.Al-Beiro… Fri, 05/01/2026 - 11:53 Ishan Majumdar Baptista Research


Summary: Everpure Continues to Simplify Purity Delivery by Everpure Blog At Everpure, we strive to make our products simple and straightforward to manage and operate. With FlashArray and FlashBlade continuous version numbering, customers can easily understand what different code releases and versions mean and which one is right for them. The post Everpure Continues…


Summary: Why Quant Teams Need Faster Paths from Insight to Production as Data Grows by Everpure Blog The firms pulling ahead in quantitative trading aren’t just buying more compute; they’re rethinking the data layer. The post Why Quant Teams Need Faster Paths from Insight to Production as Data Grows appeared first on Everpure Blog .


AI Competition Turns into a Supply Chain Arms Race, Tightening Advanced Packaging and 3nm Capacity, Says TrendForce

Summary: TrendForce’s latest foundry industry findings point out that AI demand has surged rapidly since 2023...


Summary: Sandisk Reports Fiscal Third Quarter 2026 Financial Results Content Import Thu, 04/30/2026 - 16:05 Sandisk Reports Fiscal Third Quarter 2026 Financial Results April 30, 2026 Earnings News Summary Third quarter revenue was $5.95 billion , up 97% sequentially and above the guidance range, with GAAP net income reported at $3,615 million ( $23.03 diluted net in…


From Digital Access to Accessibility with AI Enablement

Erica Spinoni, Amy Loomis, Ph.D. and Melinda-Carol Ballou

Summary: For years, digital accessibility, the practice of ensuring that digital products and services can be perceived, understood, and used by everyone regardless of ability, was treated as a compliance checkbox. That framing is no longer adequate. AI is reshaping accessibility into a strategic capability, one that is adaptive, continuous, and embedded in how peop…


Summary: WD Reports Fiscal Third Quarter 2026 Financial Results Content Import Thu, 04/30/2026 - 16:02 WD Reports Fiscal Third Quarter 2026 Financial Results April 30, 2026 Earnings Q3FY26 Highlights: Revenue of $3.34 billion , up 45% year-over-year GAAP gross margin of 50.2%; non-GAAP gross margin of 50.5% GAAP diluted EPS of $8.20 ; non-GAAP diluted EPS of $2.72 C…


JEDEC® Advances DDR5 MRDIMM Ecosystem with New Memory Interface Logic and Expanded MRDIMM Roadmap


Summary: @dvellante·4月30日I get a kick out of these stories. Hats off to TPUs and Trainiums but @amazon said its chip biz is running at $20B. NVidia has a $300B run rate chip business. Don't look at hyperscalers' chip business as competitive to @nvidia - they all buy from Nvidia for a reason3320


Summary: 6 Ways Portworx Helps Mitigate Rising Storage and Memory Costs by Everpure Blog From smarter governance to modern virtualization, explore six practical ways to regain control of rising memory and storage costs with Portworx. The post 6 Ways Portworx Helps Mitigate Rising Storage and Memory Costs appeared first on Everpure Blog .


Proxmox Backup Server 4.2 Adds Sync Controls And S3 Storage Support

Summary: Proxmox has released Proxmox Backup Server 4.2, a new update built on Debian 13.4 “Trixie” with refreshed packages, improved hardware support, and security updates from the newer base system. The release also moves to Linux kernel 7.0 as the stable default and includes ZFS 2.4 for storage environments that rely on ZFS-backed infrastructure. The update The p…


Summary: Micron Announces Participation in Investor Event Content Import Apr 29, 2026 Micron Announces Participation in Investor Event April 29, 2026 at 4:01 PM EDT Corporate News India Malaysia Singapore United States General BOISE, Idaho, April 29, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participat…


Summary: Unlock Fleet-Wide Storage Management with ‘Just Enough’ LDAP by Everpure Blog Learn how a minimal LDAP setup can unlock Everpure Fusion fleet-level storage management, consistent RBAC, and policy-driven governance without an IAM overhaul. The post Unlock Fleet-Wide Storage Management with ‘Just Enough’ LDAP appeared first on Everpure Blog .


Summary: 已转帖Tom's Hardware@tomshardware·4月29日TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 — Fujitsu's Monaka CPU to benefit from face-to-face chiplet stacking台积电 SoIC 3D 堆叠技术路线图概述了从目前的 6 微米间距到 2029 年 4.5 微米间距的发展路径——富士通 Monaka CPU 将受益于面对面芯片堆叠技术。TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 —...台积电 SoIC 3D 堆叠技术路线图概述了从目前的 6 微米间距到 2029 年 4.5 微米间距的发展路径——……来自 tomshardware.com10334,136


AI需求強勁帶動成長，慧榮科技2026年第一季營收創歷史新高

Summary: AI需求強勁帶動成長，慧榮科技2026年第一季營收創歷史新高 ranjit.singh@n… April 29, 2026 AI需求強勁帶動成長，慧榮科技2026年第一季營收創歷史新高 April 29, 2026 at 11:55 AM CST Others General 【2026/4/29，台北訊】慧榮科技(NasdaqGS: SIMO)公布2026年第一季財報，營收為3億4,211萬美元，創下歷史新高。營收較前一季成長23%，與前一年同期相比巨幅成長105%。第一季毛利率47.2%，稅後淨利5,385萬美元，每單位稀釋之美國存託憑證(ADS)盈餘1.58美元(約新台幣51元)。 在NAND與DRAM嚴重缺貨下，三大產品線營收仍逆勢大幅成長。Edge和企業級SSD控制晶片雖然較前一季微幅減少5%-10…


Summary: Silicon Motion Announces Results for the Quarterly Period Ended March 31, 2026 Content Import April 29, 2026 Silicon Motion Announces Results for the Quarterly Period Ended March 31, 2026 April 29, 2026 at 6:00 AM CST Financial Others General Business Highlights First quarter of 2026 sales increased 23% Q/Q and increased 105% Y/Y SSD controller sales: 1Q of…


Summary: With Storage in Tight Supply, Turn NAND Volatility into Predictable Economics by Everpure Blog As NAND prices rise and storage supply tightens, the decisions you make now will define your economics and risk. Learn how Everpure helps you stay efficient and predictable in a volatile market. The post With Storage in Tight Supply, Turn NAND Volatility into Pred…


Backblaze Q1 2026 Network Stats: Neocloud Cools, CDN Climbs, Geography Comes into View

Summary: Backblaze’s Q1 2026 Network Stats report shows a slower winter period for neocloud and hyperscaler traffic, with activity beginning to rise again in March. The report examines network-level infrastructure data across Backblaze’s environment, providing context on how data movement is changing as AI-related workloads continue to influence cloud and storage us…


KIOXIA Launches BG8 Client SSDs For Mainstream PC OEMs

Summary: KIOXIA has introduced the BG8 Series, a new client SSD line aimed at PC OEMs that brings the PCIe Gen5 interface into more mainstream systems. The lineup is designed for a broad range of everyday computing hardware, including slim laptops, consumer and commercial notebooks, and desktop PCs. KIOXIA BG8 Features and Performance KIOXIA’s BG8 Series The post KI…


Howard Marks @DeepStorage@mastodon.social 已转帖Utterly Purple@DefiantlyFree·4月28日403312,72966万


Strong AI Demand vs. Weak Consumer Segment Creates Pricing Divergence Among MLCC Suppliers, Says TrendForce

Summary: TrendForce’s latest research shows that the MLCC market in 2Q26 is showing a clear split between robust AI-driven demand and soft consumer demand...


Summary: @RyanSmithAT·4月27日We've been working on this one for a while, so I'm thrilled it's finally out. With "just" 200GbE, the scalability of a GB10 cluster varies. But it's a fun way to experiment with a Blackwell cluster for relatively cheap.我们为此努力了一段时间，所以很高兴它终于发布了。由于“只有”200GbE，GB10 集群的可扩展性会受到影响。但这确实是一种以相对较低的成本体验 Blackwell 集群的有趣方式。引用STH@ServeTheHome·4月27日We built a 1TB local AI cluster using 8x NVIDIA GB10 systems... with a twist https://youtu.be/uYepcMoqvKQ我们使用 8 台 NVIDIA GB10 系统构建了一个 1TB 的本地 AI 集群……但有点不一样 youtu.be/uYepcMoqvKQ101,173


Summary: Build a Secure Sovereign Cloud with Microsoft and Everpure by Everpure Blog Now generally available, Everpure FlashArray for Microsoft Azure Local provides high-performance external storage with enterprise-grade scale and reliability for sovereign clouds. The post Build a Secure Sovereign Cloud with Microsoft and Everpure appeared first on Everpure Blog .


The Economics of Reviving Struggling Regions Through Corporate-Led Initiative

Summary: How Can Regions Losing Their Growth Momentum Find a Solution? The atmosphere in regions facing the threat of extinction is heavy. While the glamorous Seoul metropolitan area continues to leap forward, the spaces of “struggling local areas1” are quietly losing their vitality. Statistics on rural farming, mountain, and fishing villages, beset by demographic c…


SK hynix receives 2026 IEEE Corporate Innovation Award for Driving AI Computing Expansion with HBM

Summary: News Highlights Seoul, April 26, 2026 – SK hynix Inc. (or “the company”, www.skhynix.com) announced today that it received the Corporate Innovation Award at the ‘2026 IEEE1 Honors Ceremony’ held in New York on the 24th (local time). 1IEEE: The Institute of Electrical and Electronics Engineers IEEE is the world’s largest technical professional organization d…


Summary: Why NAND Flash Prices Are Rising—and How to Navigate Today’s Supply Chain Pressure by Everpure Blog AI-driven demand is pushing NAND flash prices higher. Learn how to plan storage purchases and navigate today’s NAND supply chain pressures. The post Why NAND Flash Prices Are Rising—and How to Navigate Today’s Supply Chain Pressure appeared first on Everpure…


Summary: Silicon Motion Confirms Quarterly Dividend Content Import April 24, 2026 Silicon Motion Confirms Quarterly Dividend April 24, 2026 at 8:00 PM CST Financial Others General TAIPEI, Taiwan and MILPITAS, Calif., April 24, 2026 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation (NasdaqGS: SIMO)(“Silicon Motion” or the “Company”), a global leader in design…


Summary: Why Modern Data Needs a New Reduction Model by Everpure Blog In the second post in our series, we explore why legacy data reduction struggles with unstructured data at scale and how Purity DeepReduce is redefining data reduction for modern workloads. The post Why Modern Data Needs a New Reduction Model appeared first on Everpure Blog .


“Overcoming Technological Limits Requires the Integration of Memory and Logic”: SK hynix Presents Vision at TSMC Symposium

Summary: At the TSMC Technology Symposium 2026, held in the heart of Silicon Valley, SK hynix demonstrated its dominant standing as an AI memory powerhouse and reaffirmed its strong partnership with TSMC. In a keynote address, the company put forth the concept of ‘the integration of memory and logic’ and outlined a roadmap for the AI […] The post “Overcoming Technol…


SK hynix Announces 1Q26 Financial Results

Summary: News Highlights Reports revenues of 52.5763 trillion won, operating profit of 37.6103 trillion won, net profit of 40.3459 trillion won Record-high quarterly performance driven by increased sales of high value-added products from strong AI demand By launching advanced products, the company will try to address growing market demand in the looming agentic AI e…


Marvell Announces Acquisition of Polariton Technologies, Advancing Optical Performance Scaling to 3.2T and Beyond


Summary: Why Energy Intelligence Is the New KPI for AI by Everpure Blog Discover how energy intelligence can help enterprises rein in data center power use, control energy costs, and fuel sustainable growth in the AI era. The post Why Energy Intelligence Is the New KPI for AI appeared first on Everpure Blog .


Summary: The “NVM Express Member Spotlight” is a blog series targeted at highlighting our diverse membership and how they leverage and contribute to the NVM Express® (NVMe®) technology ecosystem. NVM Express […] The post NVM Express Member Spotlight: Teledyne LeCroy first appeared on NVM Express .


Summary: WD Raises the Bar on Sustainable Infrastructure as AI Storage Demand Accelerates Content Import Wed, 04/22/2026 - 10:00 WD Raises the Bar on Sustainable Infrastructure as AI Storage Demand Accelerates April 22, 2026 General FY2025 Annual Sustainability Report Highlights Industry Recognition, Ambitious Targets, and Breakthrough Circularity Innovation, Unders…


Q1 2026 Earnings Conference Call Invitation

Summary: SK hynix Inc. will present its First quarter earnings of 2026 on Apr. 23th, 2026 (Thur.). Announcement of the earnings in a press release will be made before 9:00 a.m. of the day. The conference call will be held live in Korean-English consecutive interpretation at 9:00 a.m. on the same date. * Please find the conference […] The post Q1 2026 Earnings Confer…


What Does P&T7 Mean for Cheongju? A New AI Memory Production Hub and Catalyst for the Local Economy

Summary: At the far edge of the Cheongju Technopolis Industrial Complex in Oebuk-dong, Heungdeok-gu, Cheongju-si, Chungcheongbuk-do, the imposing silhouette of SK hynix’s nearby Cheongju Campus M15X stretches long across the horizon, while a vast expanse of land unfolds far beyond the line of sight. On this day, the usual stillness gave way to a palpable tension […]…


Summary: WD to Participate in Upcoming Investor Conferences Content Import Tue, 04/21/2026 - 20:00 WD to Participate in Upcoming Investor Conferences April 21, 2026 General SAN JOSE, Calif. --(BUSINESS WIRE)--Apr. 21, 2026-- Western Digital Corporation (Nasdaq: WDC) today announced management participation in the following upcoming investor conferences: Event: Barcl…


JEDEC® Previews LPDDR6 Roadmap Expanding LPDDR into Data Centers and Processing-in-Memory


Summary: Howard Marks @DeepStorage@mastodon.social 已转帖Nathan Strang@NavyStrang·4月21日The Spanish Flu caused 26% of the U.S. Army to be combat ineffective in 1918-1919. Most estimate say it killed somewhere around 65,000 service members.1918-1919年，西班牙流感导致美国陆军26%的士兵丧失战斗力。据估计，这场流感造成约65000名军人死亡。引用The Washington Post@washingtonpost·4月21日Breaking news: The military will no longer require U.S. troops to receive the annual flu vaccine, Defense Secretary Pete Hegseth said, rolling back what he described as “overreaching mandates that only weaken our war-fighting capabilities.” https://wapo.st/4dZY8UL突发新闻：美国国防部长…


Summary: Everpure KVA Meets FlashBlade//EXA: Enterprise KV Caching at Neocloud Scale by Everpure Blog Even with a massive GPU fleet, you can still lose on inference latency if storage can’t keep up. Everpure Key-Value Accelerator (KVA) on FlashBlade//EXA is built for neocloud scale. The post Everpure KVA Meets FlashBlade//EXA: Enterprise KV Caching at Neocloud Scale…


Summary: NVMe-over-Fabrics (NVMe-oF) with Windows Server Initiator and Everpure by Everpure Blog Learn how Windows Server’s new NVMe-oF initiator works with Everpure to deliver native NVMe/TCP connectivity, improved performance, and a simpler alternative to legacy iSCSI. The post NVMe-over-Fabrics (NVMe-oF) with Windows Server Initiator and Everpure appeared first o…


Summary: Howard Marks @DeepStorage@mastodon.social 已转帖Rogue POTUS Staff@RoguePOTUSStaff·4月21日During the Revolutionary War Gen. Washington mandated soldier inoculations to prevent disease from depleting readiness. In WWI, the mandate for short cropped hair and shaven faces emerged to control lice and facilitate gas masks. But this asshat thinks he knows better.美国独立战争期间，华盛顿将军强制要求士兵接种疫苗，以防止疾病削弱战备能力。第一次世界大战期间，为了控制虱子和方便佩戴防毒面具，士兵被要求剪短头发并剃光脸。 但这蠢货却自以为是。引用Secretary of War Pete Hegseth@SecWar·4月21日The War Department is once again restoring freedom to our Joint Force. We are discarding the mandatory flu vaccine…


SK hynix Vice President Woopyo Jeong Receives Order of Science and Technology Merit, Doyak Medal at National Science and Information and Communications Day Ceremony

Summary: SK hynix, which is leading the global memory market with its cutting edge semiconductor technologies, has been recognized by the Korean government for its contributions to the advancement of science and technology in the country. SK hynix announced that Vice President Woopyo Jeong, head of NAND Development, received the Order of Science and Technology Merit…


Summary: Howard Marks @DeepStorage@mastodon.social 已转帖Maddox@realmaddox·4月20日Just a reminder: Fuck Alex Jones.再次提醒：去他妈的亚历克斯·琼斯。引用g.@GeauxGabrielle·4月20日One of the Sandy Hook families lives in hiding 1500 mi away from their baby’s grave due to people stalking them. The graves of multiple children have been defaced. One of the fathers had to submit DNA evidence to prove his son was a REAL HUMAN BEING after Alex Jones’ book x.com/Variety/status…由于有人跟踪，桑迪胡克枪击案遇难者家属中的一户人家躲藏在距离他们孩子坟墓 1500 英里远的地方。 多名儿童的坟墓遭到破坏。 在亚历克斯·琼斯（Alex Jones）的书出版后，其中一位父亲不得不提交 DNA 证据来证明他的儿子是“真正的人类”。（x.com/Variety/status…）102673,4794.6万


Summary: 已转帖Jim Keller@jimkxa·4月19日Intel won by RISCifying their CISC - still amazed how well x86-64 worked out LPUs is a subset of AI, an accelerator, it's not the RISC @tenstorrent , Trainium, Google TPU are closer. Clean Tensor processor is step one. Then generality, memory and Networking. And of course LInux英特尔通过将 CISC 架构简化为 RISC 架构而获胜——至今仍对 x86-64 架构的成功感到惊讶。 LPU 是人工智能的一个子集，是一种加速器，它不是 RISC。 @tenstorrent Trainium 和 Google TPU 更接近目标。干净的张量处理器是第一步。接下来是通用性、内存和网络。 当然还有 Linux引用Pushkar Ranade@magicsilicon·4月19日NVIDIA GPUs are the modern-day equivalent of the CISC ISA. TPUs, LPUs and other accelerators are…


Summary: Howard Marks @DeepStorage@mastodon.social 已转帖Jill Filipovic@JillFilipovic·4月18日Bibi didn’t just torch support for Israel in the US; he squandered every shred of goodwill Israel ever had, made the country an international pariah, and led the slaughter of thousands of innocents. One of the most disastrous leaders any country has seen in my lifetime.内塔尼亚胡不仅摧毁了美国对以色列的支持，他还挥霍了以色列仅存的一点善意，使以色列成为国际社会的弃儿，并领导了对成千上万无辜平民的屠杀。他是我一生中所见过的任何国家最具灾难性的领导人之一。引用Barak Ravid@BarakRavid·4月18日Bibi torched U.S. support for Israel for a generation. Older Republicans and white Evangelicals are the last groups to hold maj…


Summary: Data Doesn’t Have Uptime. It Has Consequences by Everpure Blog Uptime isn’t enough anymore. It’s time for enterprises to move to tiered data services, SLAs, and XLAs that align storage performance with real business consequences. The post Data Doesn’t Have Uptime. It Has Consequences appeared first on Everpure Blog .


Summary: Everpure Cloud Azure Native: Technical Overview and AVS Integration by Everpure Blog Learn how Everpure Cloud Azure Native delivers scalable block storage for Azure VMware Solution and see how easy it is to deploy for VMware migrations. The post Everpure Cloud Azure Native: Technical Overview and AVS Integration appeared first on Everpure Blog .


Summary: WD to Announce Third Quarter Fiscal Year 2026 Financial Results on April 30, 2026 Content Import Mon, 04/13/2026 - 16:15 WD to Announce Third Quarter Fiscal Year 2026 Financial Results on April 30, 2026 April 13, 2026 General SAN JOSE, Calif. --(BUSINESS WIRE)--Apr. 13, 2026-- Western Digital Corporation (Nasdaq: WDC) plans to announce its third quarter fis…


Summary: 已转帖Duncan Epping@DuncanYB·4月13日Blog post: #116 – A VMware Cloud Foundation constructs primer featuring Gary Blake!博客文章：#116 – VMware Cloud Foundation 构建入门指南，由 Gary Blake 主讲！#116 - A VMware Cloud Foundation constructs primer featuring Gary Blake! - Yellow Bricks来自 yellow-bricks.com141797


慧榮科技台北總部動土，攜手台鐵推動都更、打造台北竹北雙城營運版圖

Summary: 慧榮科技台北總部動土，攜手台鐵推動都更、打造台北竹北雙城營運版圖 ranjit.singh@n… April 13, 2026 慧榮科技台北總部動土，攜手台鐵推動都更、打造台北竹北雙城營運版圖 April 13, 2026 at 3:17 PM CST Others General 【2026/4/13，台北訊】全球 NAND 快閃記憶體控制晶片領導廠商慧榮科技（NasdaqGS: SIMO）今日於台北南港舉行台北企業總部新建工程動土典禮，象徵公司邁入營運發展新階段。典禮邀請多位產官學代表出席，包括台鐵董事長鄭光遠、台北市都更處處長詹育齊，以及台北市立大學校長邱英浩，共同見證這一重要里程碑。 慧榮科技董事長周邦基於致詞中表示：「台北總部的設立，是我們邁向下一個成長階段的重要決策，也展現慧榮與台鐵攜手推動都市更…


Summary: Silicon Motion Announces First Quarter 2026 Earnings Conference Call Content Import April 10, 2026 Silicon Motion Announces First Quarter 2026 Earnings Conference Call April 10, 2026 at 8:00 PM CST Financial Others General TAIPEI, Taiwan and MILPITAS, Calif., April 10, 2026 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation (NasdaqGS: SIMO) (“Silicon…


David Gibson

Summary: David Gibson Donna.Al-Beiro… Thu, 04/09/2026 - 16:14 David Gibson MST Financial


Summary: By: Cameron Brett and Carter Snay, NVM Express MWG Co-Chairs As demands for data driven by AI, cloud, and emerging workloads grow, the role of NVM Express® (NVMe®) technology becomes […] The post Advancing the Future of Storage: Join Us at the 2026 NVM Express Annual Members Meeting first appeared on NVM Express .


JEDEC® Announces May 2026 Forums Focused on Next Generation Memory for AI, Server, Cloud, and Mobile Computing


Summary: By: Yoni Shternhell, Technologist, R&D Engineering, Sandisk As client platforms continue to evolve toward thinner, lighter and more power-efficient designs, system builders are increasingly focused on ensuring predictable power usage […] The post Introducing NVMe® Power Limit Configuration: Enabling Precise, Host-Driven Power Management first appeared on NV…