Chinese tech giants like ByteDance have ordered over 2 million Nvidia H200 AI chips. But with only 700,000 in stock, Nvidia needs TSMC’s help to meet 2026 delivery targets, all while navigating a political minefield.
Nvidia just dropped a staggering $20 billion to license Groq’s technology and scoop up its engineering talent. While theories swirl about SRAM memory or killing a competitor, the real value likely lies in Groq’s unique “data flow” chip design. This could give Nvidia a new lever to pull for future AI
A powerful earthquake struck northern Taiwan, prompting evacuations at TSMC’s key facilities. Thanks to years of seismic hardening, the chipmaker reported no damage and quickly resumed full production, averting a potential global tech supply chain crisis.
The AI boom is creating a major memory shortage, and your next game console could be a casualty. A new report suggests Sony is considering delaying the PS6’s planned 2027 release due to skyrocketing RAM costs.
2025 was a year of semiconductor extremes. Breakthroughs like diamond-integrated cooling and 6,000-device 2D chips emerged, while political turmoil killed key R&D hubs. The path from lab to fab has never been more dramatic.
Renesas is pushing into software-defined vehicles with its new 3nm automotive chip, the R-Car X5H. It promises massive AI performance and the ability to run multiple car systems at once, with sampling already underway.
Samsung is making a major push to reclaim its smartphone soul from Qualcomm. With a new 2nm chip and custom GPU in development, the goal is to make Exynos the dominant processor in future Galaxy phones, cutting off a massive and growing bill to its rival.
Samsung’s upcoming Exynos 2600 chip is shaping up to be a potential game-changer. It combines a cutting-edge 2nm manufacturing process, a new in-house GPU, and novel cooling tech to tackle the brand’s historic weaknesses.
After struggling with its HBM3E chips, Samsung appears to have turned things around. Its upcoming HBM4 memory has reportedly received the highest evaluation scores in NVIDIA’s tests for a 2026 AI accelerator, potentially leading to a larger-than-expected supply contract.
In a move to stabilize the EV supply chain, Bosch and Fuji Electric are joining forces on silicon carbide power modules. Their goal is to create mechanically compatible parts that can be swapped into an inverter without redesign. This should cut development time and give carmakers more sourcing opti
