According to a report, Tencent has secured access to Nvidia’s latest Blackwell AI chips through a rental deal with Japanese firm Datasection. The contracts are worth over $1.2 billion and provide a workaround to direct sales bans. This highlights the relentless demand for advanced computing power in
Intel’s long-rumored high-end Battlemage graphics processor is showing fresh signs of life. The BMG-G31 chip was just added to Intel’s official XPU Manager software, a clear sign development is moving forward.
MetaX Integrated Circuits, a Chinese GPU developer for AI, saw its stock price skyrocket more than 561% on its first trading day. The company raised close to $600 million, following a similar explosive debut by competitor Moore Threads earlier in December.
Apple is building its own AI server chip, codenamed “Baltra,” with help from Broadcom. It’s slated for a 2027 debut and will primarily handle AI inference tasks, not model training. This move fits Apple’s vertical integration playbook while relying on Google for its core cloud AI model.
In a new interview, Sapphire’s Edward Crisler urges gamers to relax and avoid panic-buying components. He predicts the current DRAM shortage and price uncertainty will begin to stabilize within six to eight months.
Samsung has pushed back on rumors it’s ending consumer SATA SSD production. However, the underlying NAND flash shortage, driven by AI demand, is very real and disrupting the entire storage market.
Intel is running early qualification tests on wet etch systems from ACM Research for its future 14A chipmaking process. The move is politically sensitive because ACM has major operations in China. Volume production for the 14A node is scheduled for 2027.
Huawei has unveiled its most advanced domestic chip yet, the Kirin 9030, built on SMIC’s updated 7nm process. Meanwhile, OpenAI announced the launch of its GPT-5.2 model series, targeting complex professional tasks.
Samsung’s Exynos 2600 uses a copper Heat Pass Block to run 30% cooler. According to a report, Samsung Foundry may now offer that packaging tech to rivals like Apple and Qualcomm, who have their own overheating issues.
India is pouring $505 million into modernizing its state-owned Semiconductor Laboratory. The goal is to create a sovereign source of chips for defense and auto sectors. But experts warn a government-run fab faces massive challenges with speed, talent, and coordination.
