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| AMD and Meta strike $100 billion AI deal that includes 10% stock deal |
2/26/2026 |
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New partnership will see AMD provide up to 6 gigawatts of AMD Instinct computing power to power Meta's AI ambitions. The deal includes a colossal performance-based share incentive that could see Meta awarded with up to 160 million AMD shares, roughly 10% of the company's total stock.
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| Kioxia samples UFS 5.0 NAND for AI smartphones |
2/26/2026 |
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Kioxia has begun sampling UFS 5.0 NAND, which JEDEC is standardizing to meet the performance needs of AI-enabled smartphones. UFS 5.0 uses MIPI M-PHY 6.0 and UniPro 3.0, offering speeds up to 46.6 Gbps per lane.
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| ASML's 1,000W light source to boost EUV processing |
2/25/2026 |
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ASML has unveiled a 1,000-watt light source that is expected to increase the throughput of its high-numerical-aperture extreme ultraviolet machines from 220 wafers per hour to 330 by 2030. The advancement was achieved by doubling the rate at which molten tin drops are exposed to a carbon dioxide laser beam to make plasma that sends out EUV radiation. ASML shipped eight high-NA machines last year and expects to ramp up production to 20 per year by 2027.
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| AMD, Meta reach $100B deal to boost AI infrastructure |
2/25/2026 |
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Advanced Micro Devices and Meta Platforms have signed a multiyear partnership that could be worth over $100 billion, with AMD providing up to 6 gigawatts of computing power for Meta's AI infrastructure. Both companies have emphasized the long-term nature of the deal, planning to rapidly scale Meta's AI capabilities and support the development of cutting-edge AI models.
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