AI demand is bending the entire memory industry: HBM eats 23% of DRAM wafer output, contract prices jumped 55–60% in a single quarter, and Samsung engineers are walking out the door to work for SK Hynix. We also track the quieter race on the logic side — Intel’s 14A foundry bet, Tesla’s Terafab, modular consumer hardware — because what gets fabbed, at what price, and by whom shapes which products actually ship.
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Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.
Samsung's union voted to walk out May 21 over a bonus gap that sees SK Hynix engineers pocket roughly 4x more. 200+ have already defected.
Framework opened pre-orders for the Laptop 13 Pro on April 21. Panther Lake or Ryzen AI 300, LPCAMM2, a 74Wh battery, and Framework's first touch display.
IEEE S&P 2026 papers extend GPUHammer with GeForge, GDDRHammer, and GPUBreach. They flip GDDR6 bits to break out of the GPU and own the host.
Article 11 of EU Batteries Regulation 2023/1542 kicks in February 18, 2027. Most flagship phones will dodge user-replaceable batteries through the Ecodesign exemption instead.
DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.
Unweight is Cloudflare Research's new BF16 weight compressor. 22% smaller bundles, 13% smaller inference footprint, 30-40% throughput overhead, BSD license.
Nawfal Motii's Aeris-10 phased-array radar beats $250,000 commercial systems at 3% of the cost. Hardware, firmware, and FPGA bitstream are all on GitHub.