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Category: Semiconductors

AI Chips Are Quietly Becoming Your Computer’s Security Guard
AICybersecuritySemiconductors

AI Chips Are Quietly Becoming Your Computer’s Security Guard

A new wave of security is moving directly onto your PC’s processor. Chipmakers are using dedicated AI silicon, like NPUs, to run anti-phishing and deepfake detection without killing your battery or needing the cloud.

by Elisa RomeroJanuary 30, 2026
Nvidia’s China Gamble Pays Off as H200 Chips Get Green Light
AIBusinessSemiconductors

Nvidia’s China Gamble Pays Off as H200 Chips Get Green Light

Nvidia appears to have cleared a major regulatory hurdle in China. After CEO Jensen Huang’s personal diplomacy, companies like DeepSeek and Tencent are now getting approval to purchase its H200 AI GPUs.

by Nathan ColeJanuary 30, 2026
China’s letting DeepSeek buy NVIDIA H200 chips. With strings attached.
AISemiconductors

China’s letting DeepSeek buy NVIDIA H200 chips. With strings attached.

The U.S. export ban on advanced AI chips is getting a complicated, conditional carve-out. According to a new report, Chinese authorities have cleared the startup DeepSeek to buy NVIDIA’s flagship H200 accelerators, but final terms are still being worked out.

by Elisa RomeroJanuary 30, 2026
Kioxia and Sandisk Lock In NAND Supply for Another Decade
HardwareManufacturingSemiconductors

Kioxia and Sandisk Lock In NAND Supply for Another Decade

Kioxia and Sandisk have extended their Yokkaichi NAND flash joint venture agreement through December 31, 2034, adding five years to the partnership. The deal includes a $1.165 billion payment from Sandisk to Kioxia for manufacturing services, paid in installments from 2026 to 2029. This move locks i

by Nathan ColeJanuary 30, 2026
ASML Cuts 1,700 Jobs Despite a Record $39 Billion Year
ManufacturingSemiconductors

ASML Cuts 1,700 Jobs Despite a Record $39 Billion Year

In a surprising move, chip equipment giant ASML is cutting 1,700 jobs in the Netherlands and U.S. after reporting record financial results for 2025. The layoffs focus on leadership in tech and IT as the company aims to “strengthen focus on engineering.” This comes as CEO Christophe Fouquet forecasts

by Elisa RomeroJanuary 29, 2026
China’s Nvidia H200 Approval is a Strategic AI Compromise
AIComputingSemiconductors

China’s Nvidia H200 Approval is a Strategic AI Compromise

China has cleared sales of Nvidia’s H200 AI chips to its domestic tech giants. This move forces a dual-track deployment strategy, prioritizing foreign chips for core training while using domestic ones for inference.

by Nathan ColeJanuary 29, 2026
Intel’s New Panther Lake CPUs Are Finally Here
HardwareManufacturingSemiconductors

Intel’s New Panther Lake CPUs Are Finally Here

Intel has officially launched its Core Ultra Series 3 processors, the first built on its long-awaited 18A node. Laptops featuring these Panther Lake chips, promising up to 77% better gaming performance, will be available before January 27th.

by Elisa RomeroJanuary 8, 2026
Nvidia’s CES 2026 Was All About Control, Not Just Chips
AIHardwareSemiconductors

Nvidia’s CES 2026 Was All About Control, Not Just Chips

Nvidia’s CES 2026 keynote focused on its next-gen Rubin AI platform and a push into “physical AI” with Alpamayo for autonomous vehicles. The announcements show the company is moving beyond selling chips to defining the entire AI infrastructure stack. This strategy is about efficiency, control, and l

by Nathan ColeJanuary 8, 2026
Intel Sets Date for Its 2025 Financial Reveal
BusinessComputingSemiconductors

Intel Sets Date for Its 2025 Financial Reveal

Intel has announced the date for its fourth-quarter and full-year 2025 earnings report. The chipmaker will reveal its financial performance on January 22, 2026, after the market closes.

by Nathan ColeJanuary 8, 2026
AMD’s 2026 AI Chips Are All About That TOPS
ComputingHardwareSemiconductors

AMD’s 2026 AI Chips Are All About That TOPS

AMD has unveiled its 2026 laptop processor lineup, headlined by the Ryzen AI 400 “Gorgon Point” and Ryzen AI Max+ “Strix Halo” series. The chips feature upgraded XDNA 2 NPUs delivering up to 60 TOPS of AI performance, alongside new desktop parts like the Ryzen 7 9850X3D.

by Nathan ColeJanuary 7, 2026

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