Intel CEO embraces its 18A node for external customers as 18A-P gets ‘inbound interest’ — company cites increasing yields

Intel sees ‘inbound interest’ for 18A-P process technology despite 18A process variability.

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Europe achieves record-breaking gigabit per second data transfer between a geostationary satellite and an aircraft

The European Space Agency has successfully tested a 2.6 Gbps data transmission from a laser satellite orbiting Earth 36,000 km away.
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Taiwan expects power demand to increase by more than 5GW by 2030, enough to power nearly 4 million homes — rise in electricity consumption driven by semiconductor manufacturing and AI data center deployments

New semiconductor fabs and data centers are fueling Taiwan’s growing power demand, with the island expected to require more than 5GW of new electricity sources and power infrastructure to keep up.
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Trump summons tech giants to White House to pledge power payment commitments — ‘ratepayer protection plan’ will make data center operators negotiate discrete payment structure for electricity use

Some of the U.S.’s biggest AI tech companies are expected to go to the White House to sign the “ratepayer protection pledge” that promises they will pay for all of their electricity usage and not pass on the burden of incr…

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Nvidia invests $4 billion into photonics firms in a bid to bolster data center interconnect supply chains — Lumentum and Coherent investment to fund U.S. R&D and manufacturing facilities, supports capacity rights and future access

Nvidia has invested a combined $4 billion USD in photonics and networking companies Lumentum and Coherent in a deal that will see both building U.S. facilities, while locking down access rights and capacity for future tech…

Arm’s $250 million deal with Malaysia probed by anti-corruption authorities — $1.27 million seized from safehouse of prominent politician, former army chief arrested

Malaysia’s anti-corruption body is investigating the former Economy Minister who spearheaded the $250-million Malaysia-Arm Holding deal, raising concerns that the probe will impact the agreement.
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Gemini API key thief racks up $82,314 in charges in just two days, victim ‘facing bankruptcy’ — affected devs call for basic guardrails against ‘catastrophic usage anomalies’

A Google Gemini user has taken to Reddit ‘in a state of shock and panic’ after getting an $82,314 bill.

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AI memory crunch forces DRAM market into ‘hourly pricing’ model, report claims — small and medium-sized businesses fighting for survival

According to DigiTimes, these companies began struggling to absorb soaring memory costs in the second half of 2025.

2026 will bring sharpest PC declines in over a decade — PC shipments to fall 10.4%

The forecast puts 2026 on track for the steepest device shipment contraction in over a decade, according to Ranjit Atwal, senior director analyst at Gartner.
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Nvidia-backed trial shows AI data centers can flexibly adjust power use in near real time, with global implications for energy consumption — suggests hyperscalers can reduce consumption as necessary, ensuring grid isn’t overloaded during peak demand

A U.K. study suggests that AI data centers can reduce their power demands during peak hours instead of running at maximum capacity at all times.
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