Japanese chip startup Rapidus is reportedly planning to build a 1.4nm fabrication facility in Japan. The company, however, calls these reports “speculation” and says it won’t comment. Production could potentially begin as early as 2028 if the plans move forward.
Google is stepping up its AI chip competition with Nvidia by reportedly talking to Meta Platforms and major financial institutions about using its TPU processors. The news sent Nvidia’s stock falling as investors worry about increased competition in the lucrative AI chip market. This could reshape h
Nvidia sent analysts a memo denying accounting fraud allegations from a viral Substack post. The company clarified its relationships with AI cloud companies, but questions remain about whether these arrangements are inflating an AI bubble.
Broadcom shares jumped 10.3% Monday, continuing a massive 60% year-to-date rally. The surge comes as investors recognize Broadcom’s critical role in manufacturing Google’s custom AI chips, positioning it as a key beneficiary of the AI boom.
Nvidia is advertising partnerships with Chinese companies partly owned by the Chinese Communist Party, including ZTE which has been banned from US markets over national security concerns. The chipmaker lists 129 Chinese partners across three tiers, with ZTE in the elite category representing the “de
China’s autonomous driving market is surging with over 60% of new vehicles featuring ADAS systems. Horizon Robotics emerges as the domestic champion with its Journey 6 chip hitting 560 TOPS performance. The company is positioning to reduce China’s reliance on American technology.
NVIDIA’s Q3 earnings show the AI boom is far from over, with $57 billion in revenue and record Blackwell GPU demand. The company projects $65 billion for Q4 and remains confident about hitting its $500 billion target by end of 2026.
Researchers at imec have fabricated gallium nitride power devices that withstand over 650 volts on 300mm QST substrates. This breakthrough solves critical wafer warpage issues that have plagued larger GaN production. The technology targets AI data centers, industrial systems, and automotive applicat
AMD has officially outlined its CPU roadmap through 2027, confirming Zen 6 for next year and Zen 7 with heavy AI integration. The company’s Financial Analyst Day was heavily skewed toward AI, leaving gaming GPU details almost nonexistent. While CPU enthusiasts get clear timelines, RDNA 4 successors
AMD CEO Lisa Su defended massive AI infrastructure spending by tech giants, calling it “the right gamble” during a CNBC interview. She argued companies can already see returns on investment as AI reaches an inflection point.
