Nvidia CEO Jensen Huang is taking his case against AI chip export controls directly to U.S. lawmakers. His closed-door meeting with Senate Republicans highlights the intense lobbying battle over the future of AI technology and its critical hardware.
Nvidia’s $2 billion investment in Synopsys is creating major tension in the AI hardware world. Synopsys is a key board member and IP provider for the UALink consortium, which is building an open standard to compete directly with Nvidia’s proprietary NVLink technology.
Apple is reportedly planning to have Intel manufacture its lower-end M7 chips in US factories starting around mid-2027. This would mark the first time M-series chips aren’t exclusively made by TSMC. The move appears driven by supply chain diversification and potential political considerations.
Apple is reportedly testing Intel’s 18A-P manufacturing process and could begin production of M-series chips by late 2026. The first devices with Intel-made Apple silicon might ship as early as Q2 2027. This would mark a major shift in Apple’s chip manufacturing strategy away from TSMC.
The South Wales-based compound semiconductor cluster CSconnected just marked its 10th anniversary with major achievements. The ecosystem has generated over £434 million in revenue and supports about 3000 high-value jobs across the region.
TSMC has filed a lawsuit against former senior vice president Wei-Jen Lo, accusing him of violating non-compete agreements and potentially transferring trade secrets to Intel. The case involves allegations that Lo accessed advanced technology information about A16 and A14 process nodes before joinin
Technology stocks extended their Friday gains with a significant rally on Monday. Alphabet surged over 6% while semiconductor companies like Broadcom, AMD, and Micron posted substantial increases. The Magnificent Seven tracking fund saw its largest jump since May.
Nvidia’s CEO revealed in a leaked meeting that the company faces impossible expectations from investors. Even after reporting record earnings and projecting half a trillion in future revenue, the stock sold off. Huang says Nvidia is now in a “no-win situation” with Wall Street.
Federal prosecutors have charged two Americans and two Chinese nationals with orchestrating a sophisticated GPU smuggling operation. The group allegedly shipped hundreds of Nvidia’s restricted AI chips to China using falsified documents. This case highlights the ongoing battle over advanced semicond
Nvidia’s incredible AI-fueled growth shows no signs of slowing down. The company reported $57 billion in revenue for the quarter ending October 26, 2025, with data center chips driving nearly 90% of the total. CEO Jensen Huang says Blackwell sales are “off the charts” as AI demand compounds across i
