Taiwan Pledges $250 Billion in U.S. Spending in Exchange for Lower Tariffs
Amrith Ramkumar / wsj - Under the agreement, Taiwan Semiconductor Manufacturing will add new factories to its cluster in Arizona as part of a $250 billion investment in the U.S., the Commerce Department said.
- Controversial details and disputed figures (2)
- Standard $250B chip investment deal (10)
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Controversial details and disputed figures
Standard $250B chip investment deal
All Other Stories
Back to Top / Thursday, January 15, 2026, 3:20 pm / permalink 17937 / 14 stories in 7 wks
Gamers face another crushing blow as Nvidia allegedly slashes GPU supply by 20%, leaker claims — no new GeForce gaming GPU until 2027
tomshardware - Hardware leaker MEGAsizeGPU claims Nvidia has reportedly slashed graphics card supply to its AIC partners by 15% to 20%, and there won't be any new GeForce graphics cards until 2027.
Back to Top / Thursday, January 15, 2026, 12:35 pm / permalink 17912 / 3 stories in 7 wks
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage
msmash / slashdot - Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for production capacity as Nvidia's AI chip orders consume an ever-larger share of…
Back to Top / Thursday, January 15, 2026, 12:21 pm / permalink 17909 / 5 stories in 7 wks
The RTX 5070 Ti is effectively dead, and the GPU market is worse for it
techspot - The headline story is that Nvidia has essentially killed off the GeForce RTX 5070 Ti from the market. Asus, the largest Nvidia AIB partner, explicitly told us this model is currently facing a supply shortage and, as a result, has been placed into end of l…
Back to Top / Thursday, January 15, 2026, 12:21 pm / permalink 17907 / 5 stories in 7 wks
The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China
Rebecca Szkutak / techcrunch - The Trump administration formalized its 25% cut of H200 chip sales in China with a tariff that applies to certain semiconductors.
Back to Top / Thursday, January 15, 2026, 11:21 am / permalink 17905 / 4 stories in 7 wks
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
cnbc - TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.
Back to Top / Thursday, January 15, 2026, 1:20 am / permalink 17888 / 12 stories in 7 wks
OpenAI Forges $10 Billion Deal With Cerebras for AI Computing
Ian KingShirin Ghaffary / bloomberg - OpenAI signed a multiyear deal to use hardware from Cerebras Systems Inc. for 750 megawatts’ worth of computing power, an alliance that will support the company’s rapid build-out of AI infrastructure.
- Boosted AI speeds via enhanced compute (2)
- Detailed deal terms announced (13)
- IPO implications and financial shifts (3)
- Other miscellaneous mentions (2)
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Boosted AI speeds via enhanced compute
Detailed deal terms announced
IPO implications and financial shifts
Other miscellaneous mentions
All Other Stories
Back to Top / Wednesday, January 14, 2026, 3:21 pm / permalink 17872 / 21 stories in 7 wks
Chinese customs told to block H200 imports, report claims — directive would effectively ban the Nvidia AI chip from China
tomshardware - Chinese customs officers were allegedly told to disallow the entry of Nvidia H200 chips, effectively banning the entry of these AI processors into the country. The command comes as other sources say that Beijing will only allow the import of these AI GPUs…
Back to Top / Wednesday, January 14, 2026, 6:20 am / permalink 17855 / 5 stories in 7 wks
China’s Zhipu Unveils New AI Model Trained on Huawei’s Chips
Luz Ding / bloomberg - Chinese AI startup Knowledge Atlas Technology JSC Ltd. released a new multimodal model that it says is the country’s first to be fully trained using domestic chips, in a sign of progress toward meeting Beijing’s goal of reducing reliance on American techn…
Back to Top / Tuesday, January 13, 2026, 11:21 pm / permalink 17852 / 6 stories in 7 wks
Washington Opens the Door on Nvidia Chips. Beijing Starts Closing It.
Marcus Schuler / implicator - Washington spent years blocking Nvidia's advanced chips from China. Tuesday, the Trump administration approved H200 exports with a 25% government cut. By afternoon, Beijing told its own companies to hold off.
Back to Top / Tuesday, January 13, 2026, 10:21 pm / permalink 17851 / 12 stories in 7 wks
SK Hynix to invest $13 billion in new plant amid memory chip shortage
cnbc - South Korea's SK Hynix will invest 19 trillion Korean won into a new advanced packaging plant, as the company attempts to meet growing memory demands.
Back to Top / Tuesday, January 13, 2026, 2:21 am / permalink 17820 / 8 stories in 7 wks
Nvidia’s Blackwell gaming GPUs go through blower-style transformation to fuel AI data centers — RTX 5080, RTX 5070 Ti, RTX 5060 Ti blower GPUs up for purchase in China
tomshardware - China's underground GPU operations have birthed a few more spectacles, new Nvidia RTX 50-series SKUs with blower-style coolers, aimed at data centers and server farms. Listed on Taobao, the RTX 5080, 5070 Ti, 5060 Ti & more are all priced higher than thei…
Back to Top / Saturday, January 10, 2026, 11:20 am / permalink 17736 / 2 stories in 7 wks
AI memory is sold out, causing an unprecedented surge in prices
cnbc - Three primary memory vendors — Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
Back to Top / Saturday, January 10, 2026, 7:20 am / permalink 17725 / 11 stories in 7 wks
Fearing Sudden Pullouts and Policy Shocks, NVIDIA Makes H200 AI Chip Sales to Chinese Customers Pay-First, With Zero Room for Refunds
Muhammad Zuhair / wccftech - NVIDIA is reportedly adopting a new strategy regarding the sales of its H200 AI chip to China, and it is claimed that the company is demanding that domestic clients pay upfront. NVIDIA Wants to "Hedge" Against Uncertainity In the China Business, By Gettin…
Back to Top / Thursday, January 8, 2026, 8:20 am / permalink 17634 / 9 stories in 1 month
Samsung reports record Q4 operating profit amid booming chip demand
Samsung Electronics reported historic Q4 operating profits, with projections near 20 trillion won driven by surging memory and AI chip demand. Multiple outlets note unprecedented profit gains fueled by a chip market supercycle, underscoring Samsung’s dominant position in global semiconductor production.
AI Chip Impact
Memory Boom Highlights
Record Profit Announcements
Back to Top / Wednesday, January 7, 2026, 9:21 pm / permalink 17622 / 14 stories in 1 month
Nvidia says H200 demand in China is 'very high' as export licenses near completion — a month after the green light, Huang has high hopes for China buy-in despite political sensitivity
tomshardware - Nvidia says demand in China for its H200 data center GPU is “very high,” as it works through the final stages of U.S. export licensing, according to comments from Jensen Huang at CES 2026.
Back to Top / Tuesday, January 6, 2026, 4:20 pm / permalink 17568 / 7 stories in 2 months
Everything NVIDIA announced at CES 2026
Igor Bonifacic / engadget - Jensen Huang took to the CES stage on Monday to share the latest from NVIDIA, and while the presentation was more a refresher of technologies the company has been working on for the past few years, there were a couple of notable announcements. NVIDIA anno…
- CES Keynote & Data Center AI Innovations (9)
- CES Media Coverage and Expert Analysis (1)
- Gaming & Display Innovations Unveiled at CES (5)
- RTX AI PC Performance Upgrades (1)
CES Keynote & Data Center AI Innovations
CES Media Coverage and Expert Analysis
Gaming & Display Innovations Unveiled at CES
RTX AI PC Performance Upgrades
Back to Top / Monday, January 5, 2026, 11:21 pm / permalink 17536 / 16 stories in 2 months
Nvidia Details New A.I. Chips and Autonomous Car Project With Mercedes
Tripp Mickle / nytimes - At the CES conference, Jensen Huang, the company’s chief executive, said the more efficient and powerful chip would begin shipping later this year.
Back to Top / Monday, January 5, 2026, 10:22 pm / permalink 17535 / 8 stories in 2 months
AMD Ryzen AI 400 Laptop CPUs Launch: Up To 12 “Zen 5” Cores, 5.2 GHz CPU Clocks, 60 TOPS, 8533 MT/s Memory & 70% Faster Than Lunar Lake At Same TDP
Hassan Mujtaba / wccftech - AMD has officially launched its next-gen Ryzen AI 400 "Gorgon Point" CPUs for laptops, bringing better performance & improved features. AMD Ryzen AI 400 "Gorgon Point" Refreshes Strix With 10-12% Faster Performance, Upgraded Features, & Even More Copilot+…
Back to Top / Monday, January 5, 2026, 10:21 pm / permalink 17530 / 11 stories in 2 months
AMD Ryzen 7 9850X3D Is The Fastest Gaming CPU, Now Official With 5.6 GHz Clocks, Crushes Intel 285K With Up To 60% Faster Performance
Hassan Mujtaba / wccftech - AMD has officially announced its fastest 3D V-Cache CPU for gamers, the Ryzen 7 9850X3D, with up to 5.6 GHz clock speeds. AMD 3D V-Cache Lineup Gets Boosted With The Fastest Gaming CPU To Date, The Ryzen 7 9850X3D As expected, AMD's Ryzen 7 9850X3D CPU is…
Back to Top / Monday, January 5, 2026, 10:21 pm / permalink 17529 / 9 stories in 2 months