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NEWS TAGGED CHIPS
Tuesday 24 February 2026
CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
Tuesday 24 February 2026
OpenAI agreement boosts Cerebras’ renewed IPO push
Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
Tuesday 24 February 2026
Intel on edge as Nvidia sells Grace CPU separately to Meta
Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...
Tuesday 24 February 2026
AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

Tuesday 24 February 2026
Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly...

Tuesday 24 February 2026
Analysis: MediaTek’s long game in cloud silicon
MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...
Tuesday 24 February 2026
Memory chip shortage will last until mid-2026, says Acer CEO
Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
Monday 23 February 2026
Altman dismisses space data centers, challenges Musk's orbital AI vision
The artificial intelligence boom has triggered a global race for chips, electricity, and land. Now it is fuelling something even more ambitious: proposals to move data centers into...
Monday 23 February 2026
Samsung Foundry rebounds with utilization above 80% in 1Q26
Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...
Monday 23 February 2026
Nvidia challenges Intel, AMD with AI laptop chips
Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...
Wednesday 18 February 2026
Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact
Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...
Wednesday 18 February 2026
Nexperia lands US$60 million loan to boost chip output during Dutch governance probe

Invest International will provide Nexperia with a US$60 million loan to expand chip production and upgrade manufacturing lines across...

Wednesday 18 February 2026
GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook

GlobalFoundries Inc. and Renesas Electronics Corp. have unveiled a multi-billion-dollar expansion of their manufacturing alliance, a move that underscores...

Tuesday 17 February 2026
Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay
A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and...
Monday 16 February 2026
China's GPU Four race to power large models, eye inference surge

China's leading domestic GPU makers Moore Threads, MetaX, Iluvatar CoreX, and Biren...