Samsung Developing Dedicated AI Chip for PCs, HP and Lenovo Reportedly Testing PrototypesThe chip, codenamed GAIA, is a memory-centric accelerator designed to challenge Intel, AMD, and Qualcomm in the burgeoning AI PC market.23 days ago
Apple Mac Shipments Surge 10% in a Declining PC Market Hit by RAM Price HikesWhile the global PC market contracted nearly 5% due to a severe memory shortage, Apple was the only top vendor to achieve significant growth, increasing its market share to 9.9%.27 days ago
Apple Seeks US Approval to Buy Chips from Blacklisted Chinese Firm CXMT Amid ShortageThe tech giant is reportedly lobbying the Trump administration to partner with a memory chipmaker on a Pentagon list, citing intense supply chain pressures.about 1 month ago
Intel to Deliver 14A Chip Toolkit to SpaceX and Apple This Fall, Seeks Final Commitments by 2026The move is a critical step in Intel's foundry ambitions, as it provides potential high-volume customers with the tools needed to evaluate its next-generation manufacturing process.about 1 month ago
OpenAI and Broadcom Unveil “Jalapeño” Chip for Large-Scale AI InferenceThe AI leader partners with Broadcom to develop a custom chip, codenamed 'Jalapeño,' aiming to reduce its reliance on Nvidia and optimize performance for its next-generation models.about 1 month ago
Samsung to Power Next-Gen AI with Ultra-Fast UFS 5.0 Mobile StorageThe new JEDEC standard doubles storage speeds to 10.8 GB/s, paving the way for advanced on-device AI in future flagship smartphones like the Galaxy S27.about 1 month ago
Japanese Chip Equipment Sales to China Plunge 10% Amid Beijing's Push for Domestic TechForeign suppliers are losing market share as China's government actively promotes local semiconductor equipment manufacturers, reshaping the global supply chain.about 1 month ago
Apple to Manufacture Chips in US with Intel, Trump AnnouncesThe deal marks a significant shift in Apple's supply chain strategy and a major validation of Intel's turnaround efforts, following a social media announcement by the U.S. President.about 2 months ago
Apple to Raise Prices as AI Boom Devours Memory Chips, Tim Cook ConfirmsIn an interview with The Wall Street Journal, the outgoing CEO called the price hikes "unavoidable" as the company grapples with a global supply crunch driven by AI data centers.about 2 months ago
Elon Musk Unveils Terafab as Joint Tesla and SpaceX Chip VentureNew silicon company consolidates hardware engineering for Musk's biggest companies4 months ago
Qualcomm Q1 Earnings Beat Overshadowed by Weak Q2 OutlookGlobal memory shortages and supply chain constraints pressure handset revenue despite record quarterly performance6 months ago
TSMC to Build 3nm Chip Plant in Kumamoto for $17 BillionJapan secures advanced semiconductor production to power AI and automotive sectors6 months ago
Apple Hits Record Q1 Revenue Amid TSMC Supply ConstraintsRecord iPhone sales face bottlenecks from semiconductor limits and rising AI-driven memory costs6 months ago
SK Hynix Secures Exclusive HBM3E Deal for Microsoft Maia 200South Korean firm to provide 12-layer high-bandwidth memory for Microsoft's latest AI accelerator6 months ago
Apple Silicon Reaches 20% Laptop Market ShareApple matches AMD in a historic shift for the portable computing industry6 months ago
OpenAI and Cerebras Sign $10B Ultra-Low Latency AI DealPartnership targets 70x speed gains via 750MW inference cluster7 months ago
China Narrows AI Innovation Gap Through OptimizationAnalyzing the shift from hardware-dependent scaling to architectural efficiency in the global AI race7 months ago
TSMC Q4 Profit Surges 35% Driven by AI Chip DemandRecord earnings and 2nm roadmap solidify foundry dominance7 months ago
Apple Faces Critical Chip Component Shortages Driven by Global Artificial Intelligence Supply Chain Strains7 months ago
Tesla Breaks Qualcomm’s Grip: Samsung’s 5G Modems Move InSamsung secures its first-ever connectivity deal with Tesla, starting with the Robotaxi fleet as part of a geopolitical supply chain pivot.7 months ago