Intel is reportedly seeking to acquire SambaNova, a prominent AI inference chip specialist. The deal has a high probability of closing, primarily due to a significant governance alignment:...
The rapid push by companies such as SpaceX and Amazon to develop space-based AI data centers is creating new applications for optical communications, a technology long viewed as central...
Intel's recruitment of Wei-jen Lo, formerly TSMC's Senior Vice President of Strategy Development, signals an aggressive push by the US IDM to regain process leadership. However, industry...
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power...
Intel has announced several key executive appointments, including Robin Colwell, former deputy director of the US National Economic Council under US President Donald Trump, as senior...
French semiconductor IP vendor Dolphin Semiconductor said its collaboration with HCLTech reflects growing demand for pre-optimized, platform-based system-on-chip development, as energy...
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...
Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with...
Samsung Electronics is close to finalizing negotiations with Nvidia to supply more than 30% of its sixth-generation high-bandwidth memory (HBM4) for 2026, aiming to regain market...
Samsung Electronics has reportedly stabilized the performance of its 12-layer high-bandwidth memory, a development that could allow the company to expand shipments to Google's artificial...
Escalating US-China tech rivalry and the politicization of the supply chain are accelerating a structural transformation in the global semiconductor equipment sector. While the US...
Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact...
Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...
