Nvidia CEO Jensen Huang admits that he has no idea whether Nvidia can sell its H200 chips in China even if Washington allows the company to export them.
Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei. Primarily set to rely on Semiconductor Manufacturing International for fabrication, it's not entirely clear how Cambricon will get enough wafers to achieve its goals.
Dutch intervention, China’s retaliation, and widening U.S. controls have turned a major European component supplier into the centre of a three-way dispute.
The U.S. House shelved the GAIN AI Act, blocking a rule that would have forced AMD and Nvidia to put U.S. buyers ahead of China for advanced GPUs, though Beijing's own limits blunt the impact.
IBM CEO Arvind Krishna used an appearance on The Verge’s Decoder podcast to question whether the capital spending now underway in pursuit of AGI can ever pay for itself.
Nvidia has taken a $2 billion equity stake in Synopsys, as the two companies announced a long-term collaboration to accelerate electronic design automation workloads on GPUs.
AMD and HPE are expanding their long-running partnership with a new agreement that will bring the AMD Helios rack-scale AI architecture into HPE’s product portfolio from 2026.
Taiwanese prosecutors are seeking financial compensation from Japanese semiconductor company, Tokyo Electron, claiming that it didn't take appropriate measures to prevent staff from trying to steal sensitive data from TSMC.
U.S. government to inject up to $150 million in xLight, a startup developing EUV light source based on a particle accelerator, with the first CHIPS and Science Act grant by the Trump Administration.
OpenAI's Sam Altman announced in an internal memo that the company is in 'Code Red' status, putting every other project on the backburner in favor of ChatGPT.
China has issued the first round of streamlined rare-earth export licences to at least three permanent-magnet manufacturers, allowing them to accelerate shipments to selected overseas clients.
Nvidia has released a paper describing TiDAR, a decoding method that merges two historically separate approaches to accelerating language model inference.
Samsung researchers have published a detailed account of an experimental NAND architecture that aims to cut one of the technology’s largest power drains by as much as 96%.
Alchip and Ayar Labs team up to build optical connectivity solution based on TSMC's COUPE framework that lets fabless chip designers to easily add optical connectivity to their designs.
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