Buried in 238 pages of targets and inventories are the things nobody puts in a press release: a formal corporate policy on shoe soles, a fish that lives in a fab, a lizard evacuation...
The four major US cloud service providers (CSPs) have already rewritten their 2026 capital expenditure records, and ASIC vendors are increasingly confident that demand will remain...
Apple on August 25 unveiled the M6 and M5 Ultra chips without holding a launch event, with the M6 becoming the company's first processor built on TSMC's 2nm process and debuting in...
China's AI investment boom is translating into sharply higher semiconductor profits while accelerating a longer-term expansion of domestic advanced-node capacity, memory production...
In an effort to accelerate its custom silicon initiative and curb reliance on external hardware suppliers, artificial intelligence developer Anthropic held discussions to acquire AI...
China's memory-chip industry is narrowing parts of the technology gap with global leaders on two fronts. YMTC is approaching SK Hynix in NAND revenue share while running a more advanced...
Huawei's Ascend 910C is already sold out in China, but domestic chips still cannot fully replace Nvidia's H200s. The shortage matters beyond China because AI compute constraints, pricing,...
According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules...
Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...
Samsung Electronics expects products based on its first-generation zHBM specifications to appear in 2029 or later, giving the 3D memory concept unveiled earlier this month an initial...
Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G...
Surging AI chip demand continues to outstrip TSMC's advanced packaging capacity. At the same time, massive AI server shipments are driving up demand for CPUs, networking equipment,...
