Crushing shortages have pushed long-term supply agreements for SSDs and HDDs to record five years β large customers are signing large contracts Latest from Tom's Hardware By:ashilov@gmail.com (Anton Shilov) 4 May 2026 at 14:30 Demand for storage devices is so high that large customers are willing to sign up to five-year long-term supply agreements, according to Sandisk, Seagate, and Western Digital.
Jensen says Nvidia now has 'zero percent' market share in China β says US export policy 'has already largely backfired' Latest from Tom's Hardware By:ashilov@gmail.com (Anton Shilov) 3 May 2026 at 16:08 Jensen Huang says China has become a lost market for Nvidia due to U.S. sanctions, but warns that America could lose out in a broader AI competition.
Intel details 18A-P process node, touts higher performance, lower power, and better thermals β 9% more performance, thermal conductivity improved by 50% Latest from Tom's Hardware By:ashilov@gmail.com (Anton Shilov) 1 May 2026 at 15:00 Intel details improvements of 18A-P that include higher performance, lower power, reduced variability, improved yields, and more.
TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 β Fujitsu's Monaka CPU to benefit from face-to-face chiplet stacking Latest from Tom's Hardware By:ashilov@gmail.com (Anton Shilov) 29 April 2026 at 17:26 TSMC adds support for face-to-face stacking, 6.5 Β΅m and 4.5 Β΅m pitches for the next generation of SoIC 3D stacking.
More details emerge about how Intel now earns more revenue from each wafer by looking to the edges β analyst reports say reduced yield variability across each wafer leads to more sellable CPUs Latest from Tom's Hardware By:ashilov@gmail.com (Anton Shilov) 29 April 2026 at 15:00 According to analyst reports, Intel is reducing wafer yield variability to get more useful CPU dies from wafer edges amid AI-driven demand.
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