Hardware

China Mobile Cloud debuts GPU-neuromorphic inference system: China Mobile Cloud and its partners have introduced a domestic GPU plus neuromorphic heterogeneous mixed-inference system for large models. Tested on DeepSeek V4 Flash, the system reportedly delivers approximately twofold output and energy gains alongside a 40% reduction in operating expenses.

Hardware • Pandaily

CXMT reportedly starts HBM3E risk production with samples sent to T-Head: ChangXin Memory Technologies has reportedly started risk production for HBM3E, with early samples undergoing qualification at Alibaba's T-Head and Cambricon. Yields, volumes, and final specifications remain undisclosed. Optimistic timelines suggest commercial production could begin around 2027.

Hardware • Pandaily

ASML partners with TSMC, Samsung, and Intel to boost EUV throughput by 40%: ASML has secured agreements with Samsung, TSMC, and Intel to transition to larger photomasks, which is expected to increase the throughput of its newest EUV machines by 40 percent.

Hardware • The Decoder

Arm introduces Neoverse CSS N4 platform for cloud computing: Arm has introduced its next-generation Neoverse CSS N4 semi-custom chip design platform for cloud computing. The platform supports configurations ranging from 8 to 128 Neoverse N4 cores at speeds up to 3.8 GHz, built on TSMC's N3P process node.

Hardware • Techmeme

Samsung and TSMC commit to adopting ASML High NA EUV machines by 2030: Samsung and TSMC have committed to adopting ASML's High NA EUV lithography machines by 2028 and 2030, respectively, joining Intel. Additionally, all four major chipmakers have agreed to transition from 6-inch to 12-inch photomasks for semiconductor production.

Hardware • Techmeme