Security Intel fortifies Foundry with an actual customer: Fortinet Firewall maker looks to safeguard its custom ASIC production with homegrown silicon
Systems Chinese memory ban would cut off RAMpocalypse relief Two US lawmakers push tighter curbs on chipmakers from the Middle Kingdom
SYSTEMS TSMC's $265B US fab pledge is the outline of a concept of a plan Beware of fab makers bearing press releases
ai and ml Cadence's AuraStack agent melds AI with HPC to speed PCB, advanced packaging design One-two punch offers a glimpse of how low-precision AI can complement high-precision simulations
personal tech Broadcom and Apple extend custom silicon pact to 2031 Probably an extension of long-running iThing innards arrangement, not a new custom AI accelerator deal
SYSTEMS IBM stacks up a sub-nanometer chip future Big Blue shows off process node it claims can scale down to 1 Angstrom
AI and ML OpenAI gets chippy with Broadcom Jalapeño is the latest announcement that attempts to portray OpenAI as more than a race-to-the-bottom model maker
SYSTEMS Tensordyne makes a big bet on log math to beat Nvidia Who needs compute-hungry multiplications when you can just add logarithms
systems Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials AI drug discovery is so last year, even though it hasn't accomplished much yet
SYSTEMS There's no such thing as an agentic CPU AI agents are a general-purpose workload no different from any other
Systems US firms still dominate chip subsidies China's support is greater relative to semiconductor industry revenue
AI and ML Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire Third-gen chips to use Broadzilla's advanced packaging, networking tech
AI + ML China's agentic AI policy wants to keep humans in the loop PLUS: Robot becomes Buddhist monk in Korea; TikTok spending $25bn in Thailand; Baidu floating chip biz; and more!
Systems AI now gobbling up power and management chips for servers Bad news for multiple general server components as vendors switch to more lucrative gear
Systems When the IBM PC and shoulder pads were big, Japan led the chip industry. It's trying to get back there now Local hero Rapidus is on track to begin production of 2nm semis next year, as TSMC expands its Japanese foothold
Personal Tech Raspberry Pi leans into semiconductors as sales climb – especially in US and China Chip shipments overtake boards and modules as industrial demand grows, raising questions about hobbyist roots
Systems Alibaba delivers RISC-V server chip optimized to run China’s top AI models Claims its set performance records but looks to be years behind western fare
Systems Meta reveals four Broadcom-built custom AI chips, claims some outperform commercial silicon Deploying them by the gigawatt but still can’t flag obvious AI slop
Systems Intel numbers boss swears big Foundry wins are coming soon Meanwhile Chipzilla's 18A process tech could see external deployment after all
Systems Japan's Rapidus lands $1.7B to chase 2nm chip production by 2027 Government and 32 private-sector backers fund push to take on TSMC and Samsung at leading-edge nodes
Systems Fujitsu taps Broadcom's 3D chip tech for 144-core Monaka CPU Processor is one of roughly half a dozen designs based on Broadcom's XDSiP platform
Systems Intel backs SambaNova's $350M bid to challenge GPUs in AI inference Upstart's 5th-gen RDU aims to undercut Nvidia's B200 on speed and cost
AI + ML Cerebras plans humongous AI supercomputer in India backed by UAE Up to 8 exaFLOPS of super sparse AI compute
Offbeat Flush with potential? Activist investor insists Japanese toilet giant is an AI sleeper Palliser Capital says Toto is sitting on hidden semiconductor value – and wants the company to lift the lid
Systems OpenAI dishes out its first model on a plate of Cerebras silicon GPT-5.3-Codex-Spark may be a mouthfull, but it's certainly fast at 1,000 Tok/s running on Nvidia rival's CS3 accelerators
Systems Lawmakers demand great wall to keep advanced chipmaking gear out of China Allies that don’t align on chip controls could face US component curbs, they argue
AI + ML Cadence heard you wanted some AI in your AI so it used AI to design an AI chip Nvidia, Qualcomm, and Altera among the first to trial EDA giant's AI chip design agent
Systems Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere Moving 40% of semiconductor production to America is 'impossible' says vice premier
Personal Tech Curse of AI to push up PC prices as memory and CPU shortages bite Component supply is being diverted toward datacenters, squeezing the consumer market
Systems Positron: we don’t need no fancy HBM to compete with Nvidia’s Rubin Pleb-tier LPDDR5x apparently good enough for Arm-backed AI startup's next-gen Asimov accelerators
Systems Micron continues fab spending spree with $24B NAND storage plant in Singapore No salvation from the memory winter, though - plant won't start churning out chips until 2028
Systems Bill Gates-backed startup aims to revive Moore's Law with optical transistors Neurophos is developing a massive optical systolic array clocked at 56GHz good for 470 petaFLOPS of FP4 compute
AI + ML TSMC sees no signs of the AI boom slowing for at least two or three years 2nm process will go large this year, and bring inevitable price rises
Systems OpenAI to serve up ChatGPT on Cerebras’ AI dinner plates in $10B+ deal SRAM-heavy compute architecture promises real-time agents, extended reasoning capabilities to bolster Altman's valuation
Storage SK Hynix's $13B packaging facility promises more HBM for the AI bubble Great news for AMD and Nvidia, less so for cash-strapped consumers
Systems The world is one bad decision away from a silicon ice age Venezuela today, Taiwan tomorrow? This might be the last good year for buying hardware
Systems Pay and pray: Nvidia reportedly wants money up front for Chinese H200 orders Beijing could green-light sales to select customers as soon as this quarter
Systems Everybody has a theory about why Nvidia dropped $20B on Groq - they're mostly wrong El Reg speculates about what GPUzilla really gets out of the deal
Public Sector US punishes China’s ‘dominance’ of legacy chips with zero percent tariffs President Trump previously threatened 100 percent tariffs, administration now plans something else starting in 2027
The Future of the Datacenter AI is rewriting how power flows through the datacenter Rising rack densities are driving changes from grid connection to chip-level delivery
Systems Intel hires ex-Trump fixer as Washington whisperer But when will Chipzilla bring back will.i.am?
The Future of the Datacenter Qualcomm takes RISC on Arm alternative with Ventana acquisition California chipset giant says it’ll develop Arm and RISC-V CPU cores in parallel
On-Prem Intel to explore making chips with mega-corp Tata in India’s first fab Chipzilla doesn’t need 28nm product, so maybe this is about landing another outsourced packaging partner
Systems Pat Gelsinger's EUV lithography gig gets $150M wink from Uncle Sam Commerce Department wants equity in xLight as it backs a free-electron laser to challenge ASML
AWS Re:invent Amazon primed to fuse Nvidia's NVLink into 4th-gen Trainium accelerators Meanwhile, Trainium3 makes its debut promising million-chip training clusters
Public Sector Pentagon pumps $29.9M into bid to turn waste into critical minerals It's unclear how much scandium and gallium ElementUSA will contribute to the supply chain, or when
AI + ML Baidu answers China's call for home-grown silicon with custom AI accelerators Chinese search giant plans to bring custom silicon to the rack scale in 2026 with 256- and 512-chip systems
Systems China warns Dutch away from Nexperia as it lets chip exports resume Netherlands court still overseeing governance at the chipmaker
Systems Cloud's new performance leader: Arm beats x86 AWS's Arm Neoverse-based Graviton4 chips set a new bar, beating AMD and Intel in performance and price-performance Signal65 benchmarks
Supercomputing Month NextSilicon Maverick-2 promises to blow away the HPC market Nvidia left behind The one chip startup building accelerators for something other than AI boasts performance up 10x that of modern GPUs using a fraction the power
Systems Nexperia drama intensifies as Dutch chipmaker denies ousted CEO's claims of Chinese split The government in the Netherlands has taken control of the company
Systems Carmakers fear chip crunch as Dutch sanctions hit Nexperia Beijing blocks exports after Netherlands imposes special measures on Chinese-owned chipmaker
Systems ASML shrugs off China slump with faith in AI-fueled chip demand Beijing's self-reliance push and US export limits hit orders
Systems Dutch government puts Nexperia on a short leash over chip security fears Minister invokes powers to stop firm shifting knowledge to China, citing governance shortcomings
On-Prem Inside the belly of the beast: A technical walk through Intel's 18A production facility at Fab52 Now if Lip Bu Tan can just find a willing customer
Public Sector Senate says Nvidia chips are for America first as China tightens import controls Xi to the left of me, Trump is to the right; Huang I am, stuck in the middle with GPUs
Public Sector China is building a thriving semi industry off US leftovers, export controls be damned House Committee on China wants more comprehensive ban on chipmaking equipment exports to Middle Kingdom
AI + ML Cerebras CEO insists dinner-plate-sized chip startup will still go public Inference service launched a month before IPO filing turns out to have been a much bigger business than initially thought
Systems Export controls now a key factor in AI chip development – adding risk for the whole industry The physics of transistors and politics of trading licenses are colliding on the AI frontier
Systems EU member states pile pressure on Brussels for Chips Act rethink Semicon Coalition presses European Commission for stronger funding, strategy, and skills drive
Systems Trump’s tariff‑shaped stick can’t beat reality on US chip fabbing The proposed 1:1 chip rule means nothing but pain for US tech until he’s out of office
On-Prem Intel reportedly wants TSMC's help to end its reliance on ...TSMC Chipzilla seeks investment from its top fab frenemy
Systems X2 Elite is Qualcomm’s latest attempt to bring Apple’s M-series magic to the PC Plus the Snapdragon 8 Elite turns 5
Systems Think tank warns China's polysilicon subsidies are frying Western fabs US boffins say Beijing's bargain wafers are burning rivals below cost
Systems Intel talent bleed continues as Xeon chip architect heads for the escape hatch Ronak Singhal will be moving onto better and brighter opportunities at the end of the month
Systems Nvidia's context-optimized Rubin CPX GPUs were inevitable Why strap pricey, power-hungry HBM to a job that doesn't benefit from the bandwidth?
Systems Intel shuffles executive deckchairs, tosses 30-year veteran chief overboard Michelle Johnston Holthaus' tenure as Intel Products CEO lasted just ten months
AI + ML Chip designer SiFive aims to cram more RISC-V cores into AI chips Why reinvent the CPU wheel when you can spend your time engineering a way out of your dependence on Nvidia?
AI + ML AI chip startup d-Matrix aspires to rack scale with JetStream I/O cards Who needs HBM when you can juggle SRAM speed and LPDDR bulk across racks
Systems Absolutely fabless: Trump derails TSMC's China chip-building effort World's largest foundry operator joins Samsung and SK Hynix, which recently lost their validated end-user status
Systems India hails 'first' home-grown chip as a milestone despite very modest specs It’s been to space. It likely won’t launch India as a semiconductor superpower
Systems Alibaba looks to end reliance on Nvidia for AI inference Chinese cloud provider reportedly joins the homegrown silicon party
Public Sector Intel’s deal with Trump includes a penalty clause against selling off its fabs The $5.7B check has cleared, CFO says
Systems More than 100 companies are chasing an AI chip gold rush. Few will surive Quick, get some investment money before the bubble bursts
Cloud Infrastructure Month Azure apparatchik shows custom silicon keeping everything locked down From hardware security chips and trusted execution pipelines to open source Root of Trust modules
Systems Trump made Intel an offer it couldn't refuse 10 percent equity and maybe that $8.9 billion in CHIPS funds you're waiting on doesn't get lost in red tape
Systems Chinese funding backs sale of British microLED specialist Plessey sold to Haylo Labs, financed by $100M Goertek loan
Public Sector Uncle Sam eyes slice of Intel in return for CHIPS Act cash Hmmm, state ownership of private corps... what does that remind us of?
Personal Tech Fried chips: UK's nascent semi industry risks faltering Good start, but you have to keep it up, say key players
Public Sector Grow a new Arm: UK advisory body wants investment in local AI chips Report recommends that the UK become a leader in chip design
Systems India's PM laments missing out on global chipmaking dominance – in 1964! Prime Minister promises first local silicon will appear this year, decades after Fairchild Semi's Robert Noyce made polite inquiries
Systems Trump calls for Intel CEO's head over alleged China links Chipzilla boss accused of huge conflict of interest
Systems Arm plots move up the stack with push into end-to-end silicon Brit chip biz sees demand surge for turnkey compute subsystems, chiplets, and complete SoC designs
Public Sector Trump pushes EU into trade 'deal' that several EU leaders aren't happy about Europe is acting like the victim of a bully
Systems Intel abandons chip plants in Germany and Poland, confirms more layoffs CEO Lip-Bu Tan says strategy shift will focus on customer needs, efficiency, and cutting costs
Networks US tariff terrors prompt Nokia profit drop, TI inventory binge Uncertainty continues to knock tech industry confidence
AI + ML How AI chip upstart FuriosaAI won over LG with its power-sipping design Testing shows RNGD chips up to 2.25x higher performance per watt than.... five-year-old Nvidia silicon
Systems Foundry competition heats up as Japan’s Rapidus says 2nm chip tech on track for 2027 That's just... checks notes... two years behind everyone else
CxO Intel's leaders have stopped pretending – and it's about time Not even in the top 10, CEO Lip-Bu Tan reportedly tells employees
Systems Chipmaker GlobalFoundries acquires chip designer MIPS A big bet that RISC-V can make a dent in the AI market
Networks Semiconductor industry could short out as copper runs dry Climate risks threaten to fry the supply chain for essential chipmaking metal
Systems Gone in 40 days: US drops ban on export of chip design tools to China Vendors have reason to celebrate as geopolitics recalibrate
AI Infrastructure Month Cerebras CEO actually finds common ground with Nvidia as startup notches IBM win
Networks Network edge? You get 64-bit Armv9 AI. You too, watches. And you, server remote management. And you...
Legal US adds Chinese RISC-V player that TSMC suspected of helping build Huawei GPUs to risky company register
