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NEWS TAGGED CHIPS
Tuesday 24 March 2026
Small nations face structural limits in AI sovereignty, Swiss expert says
As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor...
Tuesday 24 March 2026
The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race
Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way...
Monday 23 March 2026
China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...
Monday 23 March 2026
China's DeepLink unifies heterogeneous chips to boost AI computing power
The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough...
Monday 23 March 2026
Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?
Elon Musk has unveiled one of his most ambitious industrial visions yet: a "Terafab" that would allow Tesla and SpaceX to design and manufacture their own semiconductors for artificial...
Monday 23 March 2026
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...

Monday 23 March 2026
At Cheonan, Samsung is rewriting HBM's bonding playbook
Samsung Electronics is accelerating the expansion of its high-bandwidth memory (HBM) backend capacity at its Cheonan campus while preparing a transition to next-generation bonding...
Sunday 22 March 2026
Samsung union votes to strike, risking Nvidia HBM4 supply disruption
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to...
Saturday 21 March 2026
Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era
Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The...
Friday 20 March 2026
Nvidia and AWS strike massive GPU supply deal through 2027

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

Friday 20 March 2026
Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements...
Friday 20 March 2026
Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...
Friday 20 March 2026
Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating...

Friday 20 March 2026
Intel pushes large-area AI packaging to close foundry gap
Intel is reportedly preparing large-area AI chip packaging to strengthen its foundry business and challenge TSMC and Samsung Electronics.
Thursday 19 March 2026
Analysis: GTC 2026 widens US-China AI compute gap
The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear...