Nvidia's Rubin CPX could force AMD back to the drawing board
Maximilian Schreiner / the-decoder - Nvidia has introduced the Rubin CPX, a specialized accelerator built specifically for the "prefill" stage of AI inference. According to a new report from SemiAnalysis, the move could lock in Nvidia’s lead and force rivals like AMD back to the drawing boar…
Back to Top / Monday, September 15, 2025, 11:21 am / permalink 14549 / 2 stories in 5 months
SK hynix edges out rivals with first-to-market HBM4 chips for Nvidia and others
techspot - HBM4 is the sixth generation of SK hynix's high-bandwidth memory, a DRAM-based technology built for rapid data processing in advanced computing environments. According to the company, the new chips double the available bandwidth compared with previous HBM…
Back to Top / Friday, September 12, 2025, 11:21 am / permalink 14476 / 3 stories in 5 months
Alibaba and Baidu shift gears by adopting proprietary AI chips
Chinese tech giants Alibaba and Baidu are now leveraging in-house chip technology to train their AI models, marking a decisive pivot away from external chip suppliers. This strategic move not only reinforces operational autonomy but also signals a broader industry trend towards self-reliance and enhanced efficiency in the competitive AI landscape.
Back to Top / Thursday, September 11, 2025, 1:20 pm / permalink 14380 / 0 stories in 5 months
Trump Admin Eyes Annual Chip Supply Licenses in China
The Trump administration is mulling over an annual licensing scheme for chip supplies from Samsung and SK Hynix operating in China. The proposed framework is part of a tightening regulatory stance amid escalating US–China tech tensions, ensuring stricter control of semiconductor exports with a firm national security twist.
Back to Top / Monday, September 8, 2025, 7:20 am / permalink 14024 / 2 stories in 5 months
OpenAI is reportedly producing its own AI chips starting next year
Mariella Moon / engadget - OpenAI is gearing up to start the mass production of its own AI chips next year to be able to provide the massive computing power its users need and to lessen its reliance on NVIDIA, according to the Financial Times. The company reportedly designed the cu…
Back to Top / Friday, September 5, 2025, 8:21 am / permalink 13883 / 3 stories in 6 months
Trump warns ‘fairly substantial’ chip tariffs are coming; signals Apple, others will be safe
cnbc - Trump has reiterated a warning that he will soon impose "fairly substantial" tariffs on semiconductor imports, but spare firms like Apple investing in the U.S.
Back to Top / Thursday, September 4, 2025, 11:20 pm / permalink 13864 / 3 stories in 6 months
Broadcom projects robust AI chip sales with impressive forecast growth
Broadcom has delivered an upbeat forecast predicting a significant surge in AI chip sales amid a booming demand for next-generation semiconductors. The company’s optimistic projections highlight its strategic positioning in the rapidly evolving AI landscape, much to the delight of investors and industry watchers alike.
Back to Top / Thursday, September 4, 2025, 5:21 pm / permalink 13845 / 3 stories in 6 months
U.S. gov't revokes TSMC's authorization to ship tools to its fabs in China — special export license to be pulled by end of 2025
tomshardware - The U.S. will revoke TSMC’s special export license for its Nanjing Fab 16 by the end of 2025, potentially disrupting its 16nm and 28nm-class operations and shifting Chinese customer demand toward rivals like SMIC and HuaHong. However, SMIC vows to ensure …
Back to Top / Tuesday, September 2, 2025, 2:21 pm / permalink 13586 / 4 stories in 6 months
Exclusive / Abu Dhabi’s G42 eyes chip options beyond Nvidia - Semafor
google - Exclusive / Abu Dhabi’s G42 eyes chip options beyond Nvidia Semafor
Back to Top / Monday, September 1, 2025, 11:20 am / permalink 13495 / 3 stories in 6 months
TSMC reportedly cuts Chinese chipmaking tools from 2nm fabs as suppliers face scrutiny due to emerging new US restrictions
tomshardware - TSMC will no longer use Chinese-made equipment in its 2nm chip production lines, according to reports from both Digitimes and Nikkei Asia.
Back to Top / Friday, August 29, 2025, 10:21 am / permalink 13378 / 4 stories in 6 months
China’s AI stack goes domestic: fabs, funding, and a DeepSeek-led playbook
Robert Brown / implicator - China plans to triple AI chip output by 2026 through new fabs and coordinated funding, targeting replacement of Nvidia's "China-compliant" processors. DeepSeek's FP8 format becomes the organizing principle for domestic hardware alignment.
Back to Top / Wednesday, August 27, 2025, 7:20 am / permalink 13171 / 6 stories in 6 months
Nvidia suspends China-focused H20 AI chip production amid crackdown
Nvidia has halted production of its China-specific H20 AI chip as Beijing ramps up regulatory scrutiny over technology imports. The chipmaker’s directive to key suppliers to suspend production reflects rising national security concerns and a dramatic shift in its China operations.
Back to Top / Friday, August 22, 2025, 6:20 am / permalink 12875 / 6 stories in 6 months
China Tells Tech Giants to Halt Nvidia H20 Orders After U.S. Official’s ‘Addiction’ Remark — Chinese leaders call Lutnick's comments 'insulting'
tomshardware - Sec. Lutnick’s remarks drew the ire of Chinese leaders who could have potentially drawn on historical parallels.
Back to Top / Thursday, August 21, 2025, 12:21 pm / permalink 12807 / 3 stories in 6 months
EU, US detail tariff deal, confirm 15pc ceiling on chips, pharma
Suhasini Srinivasaragavan / siliconrepublic - The EU and US have detailed their agreed-upon tariff deal, elaborating on the 15pc cap on EU exports and announcing purchase commitments.Read more: EU, US detail tariff deal, confirm 15pc ceiling on chips, pharma
Back to Top / Thursday, August 21, 2025, 10:21 am / permalink 12795 / 2 stories in 6 months
Nvidia’s B30A exposes the new price of access in China
Marcus Schuler / implicator - Nvidia's new B30A chip for China reveals how Washington is monetizing export controls. The Blackwell-based processor delivers half the power of flagship models while requiring 15% revenue sharing with U.S. government—turning restrictions into tolls.
Back to Top / Tuesday, August 19, 2025, 7:20 am / permalink 12593 / 6 stories in 6 months
Arm hires Amazon's AI chip developer, ostensibly to help create its own processors — Rami Sinno returns to the company, boasts Trainium and Inferentia on resume
tomshardware - Arm has hired Amazon's director of engineering for Amazon Web Services, who helped develop its homegrown AI hardware. This is part of ARM's drive towards developing its own complete processors, rather than just designing them for third parties.
Back to Top / Tuesday, August 19, 2025, 7:20 am / permalink 12591 / 3 stories in 6 months
Applied Materials Issues Downbeat Forecast Amid Trade Concerns
Applied Materials delivered a disappointing quarterly outlook amid persistent trade headwinds and macroeconomic uncertainties, resulting in a sharp 10% dip in its stock. The downbeat forecast has raised alarm bells among investors, as the semiconductor and electronics sectors continue to struggle in a challenging global market environment.
Back to Top / Thursday, August 14, 2025, 6:20 pm / permalink 12368 / 2 stories in 6 months
DeepSeek delays AI model after Huawei chips fail
Robert Brown / implicator - DeepSeek's R2 AI model stuck after Huawei chips failed training runs. Chinese startup forced to use Nvidia for heavy computing, Huawei only for lighter tasks. Beijing's tech independence push meets engineering reality.
Back to Top / Thursday, August 14, 2025, 1:20 am / permalink 12297 / 8 stories in 6 months
Nvidia’s China Licenses Start Flowing—Just as Beijing Questions the Chips’ Integrity
Maria Garcia / implicator - Jensen Huang's White House visit unlocked Nvidia's China chip licenses in 48 hours—while Beijing demanded proof the same hardware wasn't compromised. Both capitals are using semiconductors as leverage in a tech standoff neither side can win.
Back to Top / Friday, August 8, 2025, 7:20 pm / permalink 11974 / 2 stories in 6 months
Silicon Motion sets the stage for PCIe 6.0 SSDs with Neptune controller
techspot - The new controller, called Neptune, is designed for the PCIe 6.0 x4 interface. Upon release, it's expected to deliver sequential read speeds exceeding 25 GB/s and support up to 3.5 million IOPS for random read operations. Compared to current SSDs using PC…
Back to Top / Friday, August 8, 2025, 10:22 am / permalink 11926 / 2 stories in 6 months