Hardware & Semiconductors
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Samsung's Largest-Ever Memory Strike Set for May 21 as Union and Management Break Off Talks Over AI-Era Bonus Cap
Nearly 45,000 Samsung workers plan an 18-day walkout from May 21 after talks collapsed over the 50% bonus cap and a 15% operating-profit share, putting HBM4 supply at risk.
Tata Electronics Signs ASML as Lithography Partner for India's $11 Billion Dholera 300mm Fab
ASML will supply the lithography toolset for Tata's Dholera 300mm fab, which Tata Electronics has costed at US$11 billion and aimed at 28nm-110nm chips for AI, automotive and mobile applications.
Cerebras Prices IPO at $185, Pops 68% on Nasdaq Debut and Closes With a $5.55 Billion Raise and a $106.75 Billion Fully Diluted Valuation
AI chipmaker Cerebras priced its IPO $25 above the upgraded range on May 13, opened at $350 on Nasdaq the next morning, and closed its first session at $311.07 before slipping roughly 10% on Friday.
Germany-China Team Runs Time-Bin QKD Over 120 km of Fiber for Six Hours, Using a Telecom Quantum Dot as the Single-Photon Source
Researchers led by Leibniz Hannover, Stuttgart, and Nanjing have published the first time-bin QKD link driven by an on-demand telecom quantum dot, holding stable across 120 km of standard fiber for six hours straight.
Q-CTRL and IBM Report a 3,000x Wall-Clock Speedup on a 120-Qubit Fermi-Hubbard Simulation, Claiming Practical Quantum Advantage
A 120-qubit simulation finished in two minutes versus more than 100 hours classically, with the team also reporting direct observation of spin-charge separation on 62 qubits.
OpenAI, AMD, Broadcom, Intel, Microsoft and NVIDIA Release MRC 1.0 to OCP, an Open RDMA Protocol Already Running OpenAI's Largest Training Clusters
Six-company collaboration publishes Multipath Reliable Connection 1.0 through the Open Compute Project on May 6 after production use in OpenAI's Blackwell-class supercomputers at Microsoft Fairwater and Oracle Cloud Infrastructure Abilene.
Quantum Motion Closes $160 Million Series C Co-Led by DCVC and Kembara to Scale Silicon-CMOS Qubits Into Standard Server Racks
London-based Quantum Motion has raised $160 million in Series C funding co-led by DCVC and Kembara to commercialize silicon-CMOS quantum processors that the company says fit in three standard server racks.
AMD and Intel Jointly Publish ACE, the First Matrix-Acceleration Standard for x86 Under the Ecosystem Advisory Group
AMD and Intel released the AI Compute Extensions specification, marking the x86 Ecosystem Advisory Group's first joint matrix-multiplication standard since the rivals formed the consortium in October 2024 to fend off Arm.
Lightelligence Surges Nearly 400% on HKEX Debut, Becoming the First AI Silicon Photonics Chipmaker to List in Hong Kong
Shanghai-based optical computing firm Lightelligence raised about US$306 million on April 28, 2026 in a Hong Kong IPO whose retail tranche was oversubscribed nearly 5,800 times, opening at HK$880 versus an HK$183.20 offer price for a roughly HK$81.5 billion market capitalization at the open.
Tesla Becomes Intel Foundry's First Major Customer for 14A as Musk Commits Terafab to Unproven Process
Elon Musk picked Intel's 14A process for Tesla's Terafab AI chip complex, handing the struggling Intel Foundry its first marquee external win for a node that is still years from volume production.
Lam Research Posts Record $5.84 Billion March Quarter and Lifts 2026 Equipment Outlook to $140 Billion as AI Capex Reshapes Wafer Fab Spending
Lam Research reported record Q3 FY2026 revenue of $5.84 billion on April 22, beat estimates, and raised its 2026 wafer fab equipment forecast from $135 billion to $140 billion with bias to the upside.
Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores as Agentic AI Reshapes the CPU Market
Meta will deploy tens of millions of AWS Graviton cores to power CPU-intensive agentic AI workloads in a multiyear, multibillion-dollar partnership that AWS describes as one of its largest Graviton commitments to date and that extends Meta's push to diversify beyond Nvidia.