China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar with the matter told Reuters.
In a major coordinated push to reshape high-performance computing, Lightmatter has announced strategic collaborations with Global Unichip Corp. (GUC), Synopsys, and Cadence.
Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely on a single foundry. Qualcomm has confirmed plans to return to a dual-track strategy for its processor system-on-chip products, placing orders with both TSMC and Samsung Electronics.
Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast, A Bit Personal. Following its January 16 debut episode featuring an in-depth conversation with Nvidia CEO Jensen Huang, the series' second episode, released on January 23, spotlighted AMD CEO Lisa Su.
MIPS is repositioning itself within the RISC-V ecosystem following the integration of the ARC Processor IP business acquired from Synopsys, moving beyond a CPU-centric model toward a broader processor platform that combines CPUs, NPUs, DSPs, and software tools.
MIPS has accelerated the development timeline of its S8200 neural processing unit, a RISC-V–based NPU designed for real-time, low-latency edge AI, as the company continues to advance its strategy around what it calls "Physical AI," following its integration into GlobalFoundries.


