Nvidia hits $4 trillion market cap, first company to do so
cnbc - Nvidia topped a $4 trillion market cap for the first time as investors scooped stock in the tech giant building the hardware for the generative AI boom.
Back to Top / Wednesday, July 9, 2025, 9:21 am / permalink 9686 / 10 stories in 7 months
Chipmaker GlobalFoundries acquires chip designer MIPS
Simon Sharwood / theregister - A big bet that RISC-V can make a dent in the AI market GlobalFoundries has acquired chip design firm MIPS, creating a company that both designs and creates semiconductors.…
Back to Top / Wednesday, July 9, 2025, 1:20 am / permalink 9669 / 2 stories in 7 months
iOS 18 Code Leak Reveals All-New Chip Coming to iPhones, Apple TV, and HomePod Mini
Joe Rossignol / macrumors - A new leak has revealed several of Apple's next-generation chips coming to future iPhone, iPad, Mac, Apple TV, and HomePod mini models.Last month, an individual in China uploaded a YouTube video (with English subtitles) of an alleged iPhone 16 engineering…
Back to Top / Tuesday, July 8, 2025, 9:20 am / permalink 9596 / 4 stories in 7 months
TSMC shifts focus to US, postpones new chip plant in Japan
techspot - Individuals familiar with TSMC's strategy told The Wall Street Journal that the company is accelerating investment in its US projects ahead of potential trade measures from the Trump administration. President Trump has called for semiconductors to be made…
Back to Top / Saturday, July 5, 2025, 11:20 am / permalink 9456 / 2 stories in 8 months
U.S. lifts chip software curbs on China amid trade truce, Synopsys says
cnbc - The U.S. government has rescinded its export restrictions on chip design software to China, U.S.-based Synopsys announced.
Back to Top / Wednesday, July 2, 2025, 10:20 pm / permalink 9315 / 3 stories in 8 months
What to Expect From Apple's Rumored New MacBook With A18 Pro Chip
Joe Rossignol / macrumors - Apple supply chain analyst Ming-Chi Kuo expects an all-new, more-affordable MacBook model powered by an iPhone chip to launch next year.Below, we recap rumors and other possibilities for this new MacBook.ChipThe new MacBook will be equipped with the A18 P…
Back to Top / Wednesday, July 2, 2025, 1:21 pm / permalink 9268 / 2 stories in 8 months
Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A
tomshardware - Intel CEO Lip-Bu Tan is weighing whether to stop offering the company's 18A technology to external clients and instead focus on the next-generation 14A process, a move that could withdraw Intel from the broad foundry market for several years.
Back to Top / Wednesday, July 2, 2025, 12:20 pm / permalink 9263 / 3 stories in 8 months
Microsoft's own AI chip delayed six months in major setback — in-house chip now reportedly expected in 2026, but won't hold a candle to Nvidia Blackwell
tomshardware - A new report says Microsoft's in-house AI chip is delayed and won't be as good as Nvidia Blackwell when it finally does launch.
Back to Top / Friday, June 27, 2025, 10:21 am / permalink 8985 / 3 stories in 8 months
DeepSeek delays rollout as US export controls tighten chip supply
DeepSeek’s eagerly awaited R2 rollout has been pushed back amid US export restrictions that have exacerbated an already tight Nvidia chip supply. The delay underscores the unpredictable interplay between geopolitics and tech innovation, leaving industry insiders both frustrated and amused.
Back to Top / Thursday, June 26, 2025, 1:21 pm / permalink 8917 / 3 stories in 8 months
Micron’s AI Memory Chips Drive Stock Surge and Q4 Optimism
Investors are cheering as Micron Technology rides a wave of surging demand for AI-related memory chips. The company forecasts strong fourth-quarter revenue fueled by the growing appetite in the AI market, even as industry turbulence persists—proving once again that in tech, memory may be fleeting, but momentum isn’t.
Back to Top / Thursday, June 26, 2025, 8:21 am / permalink 8882 / 2 stories in 8 months
Micron reports earnings, revenue beat and issues strong forecast
cnbc - Micron reported earnings and revenue on Wednesday that exceeded analysts' estimates.
Back to Top / Wednesday, June 25, 2025, 5:21 pm / permalink 8847 / 2 stories in 8 months
Lenovo promises 17 hours of battery life on its new Chromebook Plus 14
Nathan Ingraham / engadget - For years now, most Chromebooks have run some variety of Intel or AMD processor. The occasional device used a MediaTek chip, but they were often underpowered and cheap devices that were hard to recommend. ARM-based processors have worked tremendously well…
Back to Top / Monday, June 23, 2025, 9:21 am / permalink 8600 / 5 stories in 8 months
US tightens chip export controls to China
US officials appear set to impose stricter export controls as they target semiconductor supply chains feeding into China. Reports indicate potential revocation of waivers granted to allies, raising concerns among global chipmakers and rattling the markets, reflecting escalating US efforts to rein in China’s tech advancement.
Back to Top / Friday, June 20, 2025, 10:20 am / permalink 8476 / 2 stories in 8 months
Apple Considers Using Generative AI for Faster Apple Silicon Design
Tim Hardwick / macrumors - Apple is investigating generative AI to accelerate its custom chip design, according to remarks by hardware chief Johny Srouji last month.Srouji outlined the company's interest in AI-assisted chip design during a speech in Belgium, where he received an aw…
Back to Top / Thursday, June 19, 2025, 7:20 am / permalink 8385 / 5 stories in 8 months
Texas Instruments commits $60 billion to U.S. semiconductor manufacturing — includes planned expansions to Texas, Utah fabs
tomshardware - Texas Instruments follows the semiconductor industry in announcing its new investments in expanding U.S. facilities, though we already knew about most of the projects.
Back to Top / Wednesday, June 18, 2025, 1:20 pm / permalink 8339 / 4 stories in 8 months
Taiwan thumbs its nose at Beijing by blocking chip exports to SMIC and Huawei
Tobias Mann / theregister - A symbolic political move Taiwan has added China's leading foundry operator Semiconductor Manufacturing International Co. (SMIC) and IT giant Huawei to its export control list. The move effectively blacklists the duo from doing business with the chip manu…
Back to Top / Tuesday, June 17, 2025, 4:21 pm / permalink 8262 / 1 stories in 8 months
Intel to lay off up to 20% of Intel Foundry workers
Rebecca Szkutak / techcrunch - Rumors of these layoffs began back in April as Intel looks to refocus on its core business units and shed additional bloat.
Back to Top / Tuesday, June 17, 2025, 1:22 pm / permalink 8229 / 3 stories in 8 months
Trump Officials Weighed Broader China Tech Restrictions Ahead of Trade Talks
Amrith Ramkumar / wsj - Expanding export curbs on chip-making equipment was an option if London talks hadn’t gone well.
Back to Top / Tuesday, June 17, 2025, 4:20 am / permalink 8177 / 2 stories in 8 months
Taiwan bans chip exports to Huawei, SMIC — ban comes after Huawei tricked TSMC into making one million AI processors despite US restrictions
tomshardware - Two of the most important companies behind China’s semiconductor self-sufficiency and AI supremacy hopes were dealt a blow on Saturday, with their addition to Taiwan’s strategic high-tech commodities entity list.
Back to Top / Sunday, June 15, 2025, 12:20 pm / permalink 7997 / 2 stories in 8 months
Micron Announces $200 Billion US Investment for Chip Dominance
Micron Technology has unveiled an ambitious $200 billion investment plan in US manufacturing and R&D aimed at reinforcing its global chip dominance. The colossal strategy is set to boost production capacity and innovation in a fiercely competitive semiconductor market.
Back to Top / Thursday, June 12, 2025, 10:21 am / permalink 7801 / 0 stories in 8 months