Published Sep 13, 2026, 7:00 PM ET · Updated 2 months ago · 1 source

Speaker retracts belief that new AI chip announcement window had closed

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Original Report

The speaker admits being wrong about the window for new AI chip announcements closing, citing OpenAI's Halapeno chip as a significant new development, and also noted the ongoing importance of memory companies like Micron, Samsung, and SK Hynix, and photonic technologies at recent conferences.