The Hot Take: We'll see where glass takes us, it's an interesting change for sure.
Intel Foundry is leading the race towards Glass Substrates with its Rio Rancho facility, aiming to become the world's first to initiate mass production. Glass Substrates Are The Future of Semiconductors & Intel Foundry is Well on Its Way To Become The First To Initiate Mass Production Glass Core substrates have been gaining interest, as they have several benefits over traditional organic substrate solutions. The current substrates are also facing shortages due to the AI supercycle, leading one of the biggest substrate suppliers, Ajinomoto, to raise prices. These supply constraints are pushing the industry to look into new advanced packaging solutions, and […]Read full article at https://wccftech.com/intel-foundry-rio-rancho-facility-crown-jewel-in-production-of-glass-substrates/
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The Hot Take: They're getting bad.
Nvidia finance chief Collette Kress says rivals moaning about memory prices should have ordered the stuff ages ago.
Kress has blamed other firms for being caught short in the ongoing memory squeeze. She said Nvidia saw the price surge coming and acted before everyone started clutching their pearls.
In an interview with Tae Kim, Kress said her firm ordered memory in advance because it understood prices were about to go north. That is not the sort of line which will calm customers now paying more for DRAM.
The surge in memory prices has been driven by huge demand from AI chip companies. It has reshaped the industry, handing workers at SK hynix chunky bonuses while Samsung staff have been protesting.
AI GPUs have created chaos in high-bandwidth memory and DDR memory markets. These chips are greedy little beasts, and the supply chain is not enjoying the feeding frenzy.
Estimates suggest demand for Nvidia’s Rubin AI platform alone could exceed the combined memory needs of the Fruity Cargo Cult Apple and Samsung. Job’s Mob is expected to need 2.9 billion gigabytes of LPDDR memory in 2027, while Samsung may need 2.7 billion gigabytes.
Rubin AI chips could need as much as six billion gigabytes of LPDDR memory in 2027. That is the kind of number which makes procurement departments stare sadly at spreadsheets.
AI GPUs need DDR memory as well as HBM. Since both are made using the same machines, increased HBM demand pushes manufacturers to shift capacity away from DDR.
That capacity shift creates shortages in DDR too. Chinese firms are now believed to be eyeing the gap as a chance to become more important players in the memory market.
Nvidia has managed to stay ahead of the supply mess. Kress said the company had foreseen the disruption and lined up supply before the scramble began.
Discussing other firms complaining about high prices, Kress said many companies “are sitting here going, oh my gosh, the memory price went up… Nvidia knew that was going to happen. It was something everybody should have, at least we did, ordered a long time ago.”
That is a fairly blunt way of saying Nvidia thinks the rest of the industry failed its homework. It is probably true, though it is easier to say when your company is minting cash from the AI gold rush.
Kress said Nvidia was not simply buying chips off the shelf. It has been working directly with memory suppliers to design and build what it needs.
“They’re designing it with us. And then they go, now how much supply do we need? And we’re not just doing it with one. We’re doing it with all three memory suppliers. We say, here’s what we’re building. And then we’ve got to get them all in line and working with us. I don’t see another company doing that.”
The memory shortage is now another AI tax on the rest of the tech world. Nvidia gets first-class treatment because its GPUs are driving the boom which caused the mess in the first place.
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The Hot Take: Lets see if they are able to catch up GPU wise. I hope they aren't dropping Discrete GPUs like I've been hearing.
Intel is reportedly preparing a specialized Nova Lake processor aimed at edge AI and local inference workloads, according to information shared by leaker @GoldenPigUpgradePack.
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The Hot Take: Only time will tell on this one. I don't think so but we'll see here soon enough.
A new report from GF Securities (via SeekingAlpha) claims NVIDIA is gearing up to use its June 1st Computex keynote to pitch its upcoming Arm-based Vera CPU as an x86 killer. The financial analysts claim NVIDIA will boast that Vera delivers up to "1.5x faster speeds, 2x the performance, and 4x the density per rack," as compared to traditional
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The Hot Take: Linux becoming a target with people migrating over to it for sure.
Qualys's Threat Research Unit (TRU) has discovered and published a logic flaw in Linux kernel "that permits an unprivileged local user to disclose sensitive files and execute arbitrary commands as root on default installations of several major distributions." Friday their blog pointed out "The bug has resided in mainline Linux since November 2016 (v4.10-rc1)."
"Upstream patches and distribution updates are already available."
Working exploits are circulating publicly, and administrators should apply vendor kernel updates without delay. During ongoing research into Linux kernel privilege boundaries, TRU identified a narrow window in which a privileged process that is dropping its credentials remains reachable through ptrace-family operations even though its dumpable flag should have closed that path. By pairing this window with the pidfd_getfd() syscall (added in v5.6-rc1, January 2020), an attacker can capture open file descriptors and authenticated inter-process channels from a dying privileged process and re-use them under their own uid. The primitive is reliable and turns any local shell into a path to root or to sensitive credential material [including host private keys under /etc/ssh ]
CVE-2026-46333 is local-only, but the impact is severe... Any unprivileged shell on a vulnerable host is enough to read /etc/shadow, exfiltrate SSH host private keys, or execute arbitrary commands as root through hijacked dbus connections to systemd. In practice, the distinction between an unprivileged foothold and full host compromise collapses: a phished developer account, a constrained CI runner, a low-privilege service account, or a shared multi-tenant host all become direct paths to root. With the vulnerable code shipping in mainline kernels since v4.10-rc1 (November 2016), the historical exposure spans nine years of enterprise fleets, cloud images, and container hosts.
Qualys followed responsible disclosure throughout. Qualys reported the vulnerability privately to the upstream Linux kernel security contact on 2026-05-11. Over the following three days the kernel security team developed and reviewed the fix, CVE-2026-46333 was assigned, and the patch was committed publicly on 2026-05-14. We then engaged the linux-distros mailing list, the standard pre-disclosure channel for downstream coordination. A short time later, an independent exploit derived from the public kernel commit appeared.... Qualys is releasing the complete advisory today because the underlying technique is novel, the public picture is now incomplete and uneven, and independent researchers have already achieved local root and published exploit material. Doing so gives defenders, detection engineers, and downstream maintainers a single authoritative reference for the flaw, the race against do_exit(), the role of pidfd_getfd(), and the four exploitation case studies.
Read more of this story at Slashdot.
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The Hot Take: Will only complicate shortages once this hits.
The seemingly never-ending bonus-related saga at Samsung is now spurring a chain reaction across Asia's industrial heartland, with some TSMC employees now actively advocating for the tactics employed by Samsung's unions in recent days to counter the management's penny-pinching ways. TSMC Employees are increasingly coalescing around the idea of threatening Samsung-style strikes to defend their wage-related perks A lot of TSMC employees appear to be venting their rage in recent days on select Facebook pages, honing in on persistent rumors that TSMC might cut employee bonuses. Of course, TSMC has a special place within Taiwan's discourse, with the company often […]Read full article at https://wccftech.com/tsmc-employees-are-exploding-with-rage-over-rumored-bonus-cuts-despite-a-58-profit-jump-and-are-coalescing-around-samsung-style-strikes/
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The Hot Take: Performance and less hybrid coming back to x86.
Intel's next-generation desktop platform is apparently going to persist for approximately three and a half full CPU generations if you include the mobile-only Titan Lake. That's just one of the major details released by serial leaker Moore's Law is Dead in a new video that also includes the claims that upcoming Intel CPUs will not only skip
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The Hot Take: Well was the shortage planned to hasten this?
Chinese memory has apparently started making its way to global vendors, as Corsair's DDR5 modules have been spotted with CXMT DRAM. CXMT Takes Charge of The Global DDR5 Memory Supply Chain As Taiwanese & US Firms Lock In DRAM Supply Towards AI There has been a lot of talk going around CXMT and YMTC flooding the global markets with DRAM and NAND chips, as the AI supercycle has created a tight supply chain around commodity memory and SSDs. There were already reports that the major PC manufacturers have started exploring the integration of Chinese memory into their products due to […]Read full article at https://wccftech.com/chinese-memory-enters-global-markets-corsair-ddr5-modules-spotted-with-cxmt-dram/
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By ckasprzak | TkOut
| May 21, 2026 |
Hardware
The Hot Take: When these start getting traction we'll get GPUs to drop in price.....
While AI GPU giant NVIDIA's chips are widely believed to offer superior total cost of ownership (TCO) compared to custom AI chip alternatives, analysts from Evercore ISI believe that AI engineers are unimpressed by them. NVIDIA CEO Jensen Huang has defended his firm's AI chip price points on multiple occasions by claiming that they offer better performance efficiency compared to peers. However, according to the Evercore report, AI engineers are also focused on other metrics, such as the cost of cooling the chips, when deciding which products to use. Power Consumption & Cooling Are Important For NVIDIA's AI Chip Costs, […]Read full article at https://wccftech.com/nvidia-loses-ground-with-ai-engineers-as-cooling-and-power-costs-push-hyperscalers-toward-custom-asics-evercore-warns/
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The Hot Take: Just WOW.
AMD has announced that its 6th Gen EPYC processor, codenamed Venice, has entered production ramp on TSMC's N2 process in Taiwan.
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