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Category: Semiconductors

AMD sued over 3D V-Cache bonding tech
HardwareSemiconductors

AMD sued over 3D V-Cache bonding tech

Adeia has filed a patent lawsuit against AMD over hybrid bonding technology used in 3D V-Cache processors. The case involves ten patents covering bonding techniques and advanced process nodes.

by Elisa RomeroNovember 5, 2025
Nvidia’s AI Dominance: How Long Can It Last?
AISemiconductors

Nvidia’s AI Dominance: How Long Can It Last?

Nvidia’s AI chip dominance has propelled it to a $5 trillion valuation, with the company on track to earn more net income than its two main competitors’ combined sales. The AI gold rush shows no signs of slowing as data center investments continue pouring in.

by Elisa RomeroNovember 5, 2025
AMD Gets China AI Chip Licenses While NVIDIA Stuck
AISemiconductors

AMD Gets China AI Chip Licenses While NVIDIA Stuck

AMD has received US government approval to export its China-specific Instinct MI308 AI chips. This gives AMD a potential advantage over NVIDIA, which remains in regulatory deadlock for its competing H20 chips.

by Elisa RomeroNovember 5, 2025
AMD Gets Sued Over 3D V-Cache By Patent Firm You’ve Never Heard Of
InnovationSemiconductors

AMD Gets Sued Over 3D V-Cache By Patent Firm You’ve Never Heard Of

AMD faces a patent lawsuit from Adeia over its 3D V-Cache technology used in Ryzen X3D processors. The company has a history of similar suits against NVIDIA, Disney, and others. This looks like textbook patent trolling behavior.

by Elisa RomeroNovember 5, 2025
China Blames Netherlands for Chip Supply “Chaos”
ManufacturingPolicySemiconductors

China Blames Netherlands for Chip Supply “Chaos”

The Netherlands took control of Chinese-owned chipmaker Nexperia in September, citing national security concerns. China responded by blocking chip exports, creating what it calls “chaos” in the global semiconductor supply chain.

by Elisa RomeroNovember 4, 2025
China’s Green Juggernaut: Manufacturing Miracle Meets Market Reality
ManufacturingSemiconductors

China’s Green Juggernaut: Manufacturing Miracle Meets Market Reality

China’s “new three” industries—solar, EVs, and batteries—are achieving unprecedented scale and driving down global prices. But massive overcapacity and brutal competition signal a painful industry shakeout ahead.

by Elisa RomeroNovember 3, 2025
China’s Chip Deal, Xbox’s Pivot, and Quantum Warnings
BusinessSemiconductors

China’s Chip Deal, Xbox’s Pivot, and Quantum Warnings

China will ease automotive chip export restrictions as part of a new US trade agreement. Meanwhile, Xbox signals a strategic shift away from traditional consoles, and Tony Blair warns the UK risks falling behind in quantum computing.

by Nathan ColeNovember 3, 2025
Toshiba’s 600V MOSFET Breakthrough Redefines Power Efficiency
HardwareSemiconductors

Toshiba’s 600V MOSFET Breakthrough Redefines Power Efficiency

Toshiba Electronics Europe has launched six new 600V MOSFET chips featuring groundbreaking 52% performance improvements. The DTMOSVI series represents a major leap in power semiconductor technology for data centers and renewable energy applications.

by Nathan ColeNovember 3, 2025
SK hynix’s 2031 Vision: Memory’s AI Revolution Begins
HardwareSemiconductors

SK hynix’s 2031 Vision: Memory’s AI Revolution Begins

SK hynix’s newly unveiled technology roadmap positions the memory industry for an AI-driven transformation. The company’s vision extends through 2031 with custom HBM, specialized AI memory, and revolutionary architectures that could redefine computing efficiency.

by Elisa RomeroNovember 3, 2025
NVIDIA’s China Nightmare Deepens as Trump Blocks Blackwell Chips
AISemiconductors

NVIDIA’s China Nightmare Deepens as Trump Blocks Blackwell Chips

NVIDIA’s hopes of reentering the Chinese AI market have been dashed once again as President Trump explicitly blocks Blackwell chip exports. The decision creates a permanent technological divide between US and Chinese AI development.

by Nathan ColeNovember 3, 2025

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