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Category: Semiconductors

SK Hynix Considers U.S. Listing Amid AI Chip Frenzy
AIBusinessSemiconductors

SK Hynix Considers U.S. Listing Amid AI Chip Frenzy

South Korean memory chip giant SK Hynix is officially weighing a U.S. stock market listing. The move comes as the company, a key supplier to Nvidia, has seen its shares surge nearly 230% in 2024 on explosive AI hardware demand.

by Natalie BrooksDecember 11, 2025
Nvidia’s H200 Chip Gets a Green Light for China. Will They Buy?
AIBusinessSemiconductors

Nvidia’s H200 Chip Gets a Green Light for China. Will They Buy?

The US government has approved Nvidia to sell its more advanced H200 AI chip in China, a shift from restrictions on the weaker H20. Chinese tech giants face a shortage of high-performance semiconductors, making the H200 tempting, but Beijing’s long-term strategy demands domestic alternatives. Analys

by Darren HoltDecember 9, 2025
YMTC sues US govt, challenging “military company” label
BusinessPolicySemiconductors

YMTC sues US govt, challenging “military company” label

YMTC has filed two lawsuits in US court, challenging its designation as a Chinese military-linked company. The firm argues the label has caused significant financial and reputational damage.

by Natalie BrooksDecember 9, 2025
Industrial PCs Get a Blackwell Boost with New MXM GPUs
ComputingHardwareSemiconductors

Industrial PCs Get a Blackwell Boost with New MXM GPUs

NVIDIA’s powerful Blackwell architecture is now available in a rugged, swappable MXM format for industrial systems. Aetina is leading the charge with modules packing up to 10,496 cores and 24GB of GDDR7 memory, designed to operate in extreme conditions from -40°C to +85°C.

by Natalie BrooksDecember 5, 2025
SoftBank’s CEO Cried Selling Nvidia to Bet Big on OpenAI
BusinessSemiconductors

SoftBank’s CEO Cried Selling Nvidia to Bet Big on OpenAI

SoftBank CEO Masayoshi Son revealed the emotional turmoil behind selling the firm’s entire $6 billion stake in Nvidia. The decision, announced in November, was driven by an urgent need to fund SoftBank’s colossal $40 billion investment plan into OpenAI.

by Natalie BrooksDecember 1, 2025
Apple Might Actually Use Intel’s Chip Factories
HardwareManufacturingSemiconductors

Apple Might Actually Use Intel’s Chip Factories

Apple has reportedly signed an exclusive NDA with Intel and obtained early PDK kits for the 18A-P manufacturing process. The company is waiting for PDK 1.0/1.1 in Q1 2026 before potentially moving lowest-end MacBook and iPad chips to Intel Foundry by Q2-Q3 2027. This could represent 15-20 million un

by Darren HoltNovember 28, 2025
India Bets $80M on Quantum Chip Fabs, Saudi Arabia Gets 200-Qubit Machine
HardwareSemiconductors

India Bets $80M on Quantum Chip Fabs, Saudi Arabia Gets 200-Qubit Machine

India is building two quantum fabrication facilities with $80.75 million in funding as part of its National Quantum Mission. Meanwhile, Saudi Arabia has deployed a 200-qubit neutral-atom quantum computer from French startup Pasqal at Aramco’s Dhahran data center. Both moves signal growing global inv

by Natalie BrooksNovember 28, 2025
Japan’s Rapidus reportedly planning 1.4nm chip fab
ManufacturingSemiconductors

Japan’s Rapidus reportedly planning 1.4nm chip fab

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.

by Darren HoltNovember 28, 2025
Google’s AI Chip Push Spooks Nvidia Investors
AIBusinessSemiconductors

Google’s AI Chip Push Spooks Nvidia Investors

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

by Natalie BrooksNovember 25, 2025
Nvidia’s “I’m Not Enron” Memo Raises Real Questions
AISemiconductors

Nvidia’s “I’m Not Enron” Memo Raises Real Questions

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.

by Darren HoltNovember 24, 2025

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