Shares of Chinese chipmaker MetaX soar nearly 700% in blockbuster Shanghai debut
cnbc - Shares of Chinese chipmaker MetaX Integrated Circuits Shanghai soared nearly 700% after raising nearly $600 million in its initial public offering.
Back to Top / Tuesday, December 16, 2025, 9:21 pm / permalink 17048 / 4 stories in 2 months
QuantumDiamonds plans €152 million investment in quantum chip inspection facility in Munich
Rahul Raj / eu-startups - QuantumDiamonds (QD), a Munich-based quantum sensing company for semiconductor inspection, has unveiled plans to invest €152 million to build what it calls the world’s first production facility for advanced chip testing systems. The planned Munich facilit…
Back to Top / Monday, December 15, 2025, 4:20 am / permalink 16957 / 3 stories in 2 months
US lawmakers question basis for allowing sale of Nvidia H200 chips to China
ft - Committee chair warns the decision risks undermining Washington’s strategic advantage over Beijing in cutting-edge AI
Back to Top / Friday, December 12, 2025, 7:21 pm / permalink 16900 / 8 stories in 2 months
Intel Evaluates Wet Etch Equipment from China-Linked Supplier for 14A Node
techpowerup - Intel has conducted early tool qualification tests on wet etch systems from ACM Research as part of its preparations for the next-generation 14A node, which is scheduled for volume production in 2027. These evaluations have drawn external political attent…
Back to Top / Friday, December 12, 2025, 10:21 am / permalink 16875 / 3 stories in 2 months
Nvidia (NVDA) Stock: H200 China Deal Ignites Fierce Security Debate in Washington
Trader Edge / parameter - TLDR Nvidia received Trump administration approval to export H200 AI chips to China with 25% sales fee Reports indicate Beijing may restrict company access to H200 despite lifted export ban Huawei, Alibaba, and Baidu developed alternative AI chips during …
Back to Top / Wednesday, December 10, 2025, 5:21 pm / permalink 16806 / 6 stories in 2 months
Intel to explore making chips with mega-corp Tata in India’s first fab
Simon Sharwood / theregister - Chipzilla doesn’t need 28nm product, so maybe this is about landing another outsourced packaging partner Intel will explore manufacturing some chips in India’s first fab after forming an alliance with Indian mega-corp Tata.…
Back to Top / Tuesday, December 9, 2025, 1:20 am / permalink 16725 / 5 stories in 2 months
Apple's chip boss squashes exit rumors, says he's not leaving the company
cnbc - Bloomberg reported on Saturday that Srouji had told CEO Tim Cook that he was considering leaving.
Back to Top / Monday, December 8, 2025, 11:21 am / permalink 16698 / 8 stories in 2 months
Chinese AI Chip Maker Moore Threads Makes Strong Debut After $1 Billion IPO
Tracy Qu / wsj - Moore Threads, founded in 2020 by a former Nvidia executive, soared more than fourfold in its first day of trading on Friday after raising over $1 billion in its initial public offering.
Back to Top / Thursday, December 4, 2025, 11:21 pm / permalink 16592 / 7 stories in 3 months
Exclusive: AWS CEO Matt Garman declares a new era: Agents are the new cloud
John Furrier / siliconangle - After 13 years covering Amazon Web Services Inc. up close — including watching more than a decade of reinvention from the front row — I’ve learned to feel when the ground is shifting. And this year, that feeling is unmistakable. AWS re:Invent 2025 opens w…
- Autonomous Development (4)
- AWS Vision & Infrastructure (5)
- Nova & AI Innovations (4)
- Other Updates (2)
- All Other Stories
Autonomous Development
AWS Vision & Infrastructure
Nova & AI Innovations
Other Updates
All Other Stories
Back to Top / Tuesday, December 2, 2025, 2:20 pm / permalink 16486 / 18 stories in 3 months
Amazon (AMZN) Stock: AWS Takes On Nvidia With Game-Changing AI Servers
Trader Edge / parameter - TLDR AWS will integrate Nvidia’s NVLink Fusion technology into its future Trainium4 AI chip with no release date announced Amazon launched new Trainium3 servers on December 2, 2025, offering four times more computing power and 40% less energy use than pre…
Nvidia Partnership & Integration
Trainium Chip Innovations
All Other Stories
Back to Top / Tuesday, December 2, 2025, 10:21 am / permalink 16479 / 17 stories in 3 months
Nvidia takes USD2b stake in chip software maker Synopsys
Paige McNamee / capitalbrief - Nvidia said on Monday that it has purchasedUSD2 billion ($3.05 billion) of Synopsys’ common stock as part of a strategic engineeringand design partnership.
Back to Top / Monday, December 1, 2025, 9:22 am / permalink 16436 / 12 stories in 3 months
Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit
tomshardware - A new legal battle is taking shape in the semiconductor industry, with TSMC suing its former employee, Wei-Jen Lo, after he joined Intel following his retirement at the Taiwanese firm. Intel CEO Lip-Bu Tan argues that TSMC's claims of trade-secret theft a…
Back to Top / Thursday, November 27, 2025, 5:20 am / permalink 16343 / 6 stories in 3 months
Tech Firms From Dell to HP Warn of Memory Chip Squeeze From AI
Debby Wu,Dina Bass,Yoolim Lee / bloomberg - Dell Technologies Inc., HP Inc. and other tech companies are warning of potential memory-chip supply shortages in the coming year due to soaring demand from the buildout of artificial intelligence infrastructure.
Back to Top / Wednesday, November 26, 2025, 5:20 pm / permalink 16331 / 6 stories in 3 months
Nvidia beats earnings forecasts amid Wall Street's AI jitters
bbc - The chip maker says revenue for the three months to October jumped 62% to $57bn.
- AI bubble debate: dismissing overhyped valuation fears (9)
- Earnings triumph: record revenue, profit, and forecasts (17)
- Market ripples: supply queries, sector trends, and crypto divergence (3)
- Strategic moves: partnerships and investments fueling AI growth (7)
- All Other Stories
AI bubble debate: dismissing overhyped valuation fears
Earnings triumph: record revenue, profit, and forecasts
Market ripples: supply queries, sector trends, and crypto divergence
Strategic moves: partnerships and investments fueling AI growth
All Other Stories
Back to Top / Wednesday, November 19, 2025, 4:20 pm / permalink 16123 / 37 stories in 3 months
Skycore Semiconductors zips €5M to fix the power bottleneck slowing AI data centres
Sofia Chesnokova / techfundingnews - As AI workloads continue to grow, data centres are reaching their limits for power delivery. Most still operate…
Back to Top / Thursday, November 13, 2025, 8:21 am / permalink 15927 / 3 stories in 3 months
Microsoft Accelerates AI Chip Strategy by Licensing OpenAI’s Custom Hardware IP
Markus Kasanmascheff / winbuzzer - Microsoft is licensing proprietary chip and system designs from OpenAI to fast-track its in-house AI accelerators, a move confirmed by CEO Satya Nadella that deepens their partnership and aims to create a vertically integrated hardware stack.The post Micr…
Back to Top / Thursday, November 13, 2025, 7:20 am / permalink 15922 / 4 stories in 3 months
China warns Dutch away from Nexperia as it lets chip exports resume
Brandon Vigliarolo / theregister - Netherlands court still overseeing governance at the chipmaker Tensions between China and the Netherlands over the state of chipmaker Nexperia have begun to ease, but the battle for company control doesn't appear to be entirely resolved yet. …
Back to Top / Friday, November 7, 2025, 2:21 pm / permalink 15770 / 3 stories in 3 months
AMD’s revenue and profit jumps again, but stock falls as margins disappoint
Mike Wheatley / siliconangle - Advanced Micro Devices Inc. delivered sharp increases in both profit and revenue today as it pushed deeper into the artificial intelligence data center market. However, its stock was headed lower in late-trading after disappointing investors with its marg…
Back to Top / Tuesday, November 4, 2025, 7:21 pm / permalink 15670 / 4 stories in 4 months
Microsoft gets a rare U.S. export license for UAE AI chips
Robert Brown / implicator - Microsoft won the first Trump-era export license to ship advanced Nvidia chips to the UAE, clearing a path for billions in data center spending. The trade: chip access for binding oversight that converts private infrastructure into alliance architecture.
Back to Top / Monday, November 3, 2025, 7:20 am / permalink 15607 / 5 stories in 4 months
AMD clarifies its clarifications on controversial RDNA 1 and 2 driver note — company will continue game optimization support after all
tomshardware - AMD's recent driver release continues to be surprisingly turbulent, with further clarification that it won't stop game optimization for older RDNA1 and RDNA2 cards, despite the release notes suggesting as such. This also comes after another error in the r…
Back to Top / Monday, November 3, 2025, 6:21 am / permalink 15604 / 4 stories in 4 months