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All posts related to the industry in general.

China's YMTC & CXMT Are Doubling Wafer Output in an 'Epic Expansion,' Yet Buyers Are Scrambling to Prepay for Supply 1

Here’s What One of the Largest DRAM Suppliers, SK hynix, Has to Say About the Ongoing Memory Shortage and the Efforts Being Made to Sort It Out

Two unidentified individuals are in front of a digital rendering of an AMD EPYC processor.

Samsung Is in Talks With AMD to Supply 2nm Chips, Potentially for EPYC Venice CPUs, as the Foundry Emerges as a Serious TSMC Challenger

NVIDIA Slashes H20 AI GPU Pricing In China To Compete With Domestic Alternatives From Huawei 1

NVIDIA H200 AI GPUs Witness Massive Demand In China, Increasing Capacity To Ensure Zero Impact On US Customers

Intel’s AI Strategy Will Favor a “Broadcom-Like” ASIC Model Over the Training Hype, Offering Customers Foundry & Packaging Services

Intel's CEO Lip-Bu Tan with Intel building in background

Intel’s CEO Lip-Bu Tan Faces Allegations of Steering Acquisition Deals Toward Companies Linked to His Investment Portfolio, Prompting Internal Tensions

A person with gray hair and glasses stands in front of a pixelated background featuring the Chinese flag.

NVIDIA’s ‘Recent’ China H200 AI Chip Approval Brings More Constraints Than Opportunities Under the New, Tougher Guardrails

NVIDIA Alone Has TSMC’s Advanced Packaging Lines Booked for Several Years Ahead, Leaving Little Room for Competitors

NVIDIA graphics card model A800 overlaid on U.S. and Chinese flags.

U.S. Authorities Bust AI Chip “Trafficking Network” Trying to Smuggle $160 Million in NVIDIA AI Chips to China by Hiding the Shipments’ Final Destination

Jim Keller Says That Tenstorrent Is Going After AI Markets That Aren't "Served Well" By NVIDIA 1

NVIDIA Might End the ‘CUDA Moat’ With Its Latest Update, Says Chip Architect Jim Keller, Who Claims It Will Now Be Easier to Port Kernels

TSMC could surpass Apple in market value by 2030, predicts analyst

TSMC’s Advanced Packaging Production Lines Are So ‘Bottled Up’ That the Firm Is Now Looking to Outsource Orders to Meet Demand

Three men in business suits are signing documents at a table with a marble bust visible in the background.

Intel Has Secured a Massive Deal With India’s Tata On Semiconductor Grounds, Strengthening Its Global Strategy

A floating black square with 'SAMSUNG DDR5' text appears over a backdrop of Earth viewed from space, with digital light connections spreading across the globe.

Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5, to Ensure That It Gets “Maximized Profits”

A reflective close-up of a square chip labeled Ironwood with a blurred bokeh background.

Google’s TPUs May Deliver ‘Impressive’ Performance, But One Overlooked Bottleneck Could Bring External Scaling to a Halt Before It Even Begins

NVIDIA’s Next GTC Event Returns to San Jose on March 15, 2026, with CEO Jensen Huang Expected to Outline the Next Era of AI Infrastructure

HBM3E and HBM4 chips on display in a lighted frame.

Once Left Behind, Samsung Is Now Regaining Momentum in Its HBM Business as It Targets NVIDIA’s HBM4 Approval as Early as This Month

TSMC ‘Scrambles’ to Bring Advanced Packaging to the U.S. as Soaring Demand Reportedly Pushes Clients Toward Rival Foundries

A person in grayscale with a background of digital representations of the Chinese and U.S. flags.

China’s AI Chip Output Is Expected to Far Exceed Domestic Demand, as NVIDIA’s CEO Warns the World About the AI ‘Belt & Road’ Initiative

Intel ‘Doubles Down’ on 18A and 14A Progress; VP Says the Firm Now Has “Momentum” In Getting External Customers For Advanced Packaging

Two individuals examining an NVIDIA-branded server unit in an office setting with a motivational quote on the wall.

“Nobody Wanted NVIDIA’s First AI Supercomputer Except Elon Musk,” Reveals Jensen Huang; Fast-Forward, and Everyone’s Desperate to Buy One

NVIDIA's Entire Blackwell AI GPU Supply Sold Out For The Next 12 Months, AI Firms Gobble Up 100K Units In A Single Order Highlighting Insane Demand 1

NVIDIA Dismisses ASIC Competition as CFO Says Its AI Stack Is Irreplaceable; Vera Rubin Development Is “Seamless” and On Track for H2 2026

A person holding a semiconductor wafer on stage.

After Leaving Intel, Pat Gelsinger Attracts U.S. Government Support as xLight Receives $150 Million for EUV Lithography Development

China's YMTC & CXMT Are Doubling Wafer Output in an 'Epic Expansion,' Yet Buyers Are Scrambling to Prepay for Supply 1

Two of the Biggest DRAM Suppliers, Samsung and SK Hynix, Are Skeptical About Increasing Production as They Eye “Long-Term” Profitability

A large, green circuit board with four prominent chips is mounted vertically within a data center environment.

NVIDIA’s Partners Are Beginning to Tilt Toward Google’s TPU Ecosystem, with Foxconn Reportedly Securing TPU Rack Orders

NVIDIA CEO Makes Unprecedented Visits to Taiwan This Year, Reflecting the High-Stakes Battle for Limited TSMC Chip Capacity

“Quantum Computing Will Pop the AI Bubble,” Claims Ex-Intel CEO Pat Gelsinger, Predicting GPUs Won’t Survive the Decade

Intel’s 18A-P Process Is Expected to Be Adopted by Apple for Upcoming “M-Series” SoCs Following Optimism Around Early PDK Sampling

Two people wearing red shirts and ID lanyards stand and converse in a group setting with blurred audience chairs labeled with names in the background.

NVIDIA’s CEO Breaks Silence on Intel–TSMC Executive Dispute, Praising the Taiwan Giant for Its “Excellent” Defense of Sensitive Information

Moore Threads Is Being Touted as the “NVIDIA of China” Ahead of Its Mega-IPO, But Is the Firm Truly Worthy of the Title?

Intel CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

Intel Announces “Full Support” for Ex-TSMC Executive in Upcoming Lawsuit, as CEO Lip-Bu Tan Says There’s No Merit to Technology Transfer Allegations

Silicon wafer inside a semiconductor manufacturing machine.

The U.S. Has Captured Nearly 90% of Semiconductor Investments This Year, Surging Ahead as the Leading Destination for Chip Titans Like TSMC

Two unidentified individuals are juxtaposed with a chip labeled 'Ironwood' in the background.

NVIDIA Hits Back at Claims That Google’s TPUs Could Overtake Its AI Stack, Saying It Offers “Greater Performance and Versatility” Than ASICs

TSMC Has Officially Sued Its Ex-Executive for Joining Intel, Claiming That He Has Access to “Confidential” Data and May Use It to Aid Competition

A man in a suit against the backdrop of a factory or industrial setting with orange-tinted lighting.

Elon Musk Claims Tesla Must Outproduce NVIDIA, AMD, and All Other AI Chip Makers in Volume if It Wants to Win the Real-World AI Race

A variety of Lenovo Think devices, including ThinkBook, ThinkPad laptops, a desktop, monitors, a tablet, and a VR headset, are displayed in a lineup.

Lenovo Has Relied on a “Massive” Inventory Buildout to Keep Prices Stable This Year, But Warns of Aggressive Hikes if Memory Shortages Persist Into 2026