New GPU plugs gaps left by banned H20 chips

Nvidia is pushing production of its new B300 AI chip forward to May, using Taiwan Semiconductor Manufacturing’s latest 5nm (N4P) process and CoWoS-L advanced packaging technology.

China’s tech champion aims to fill gaps left by US sanctions

Huawei is preparing to test its latest AI chip, the Ascend 910D, hoping it can challenge higher-end products from Nvidia as US restrictions batter the Chinese semiconductor industry.

Chip packaging just got absurdly massive

TSMC is pimping up its CoWoS (Chip-on-Wafer-on-Substrate) tech so that can cram an obscene amount of silicon into a single unit.

Meteor Lake flops, Raptor Lake surges

Troubled Chipzilla's quarterly results show its flashy AI PC chips like Lunar Lake and Meteor Lake aren’t selling, and there's not enough factory space to supply the older models that customers want.

Industry is built on loaning cash to buy Nvidia chips

The cocaine nose jobs of Wall Street have lobbed more than $11 billion at “neocloud” outfits like CoreWeave, Crusoe and Lambda Labs, betting that a warehouse full of Nvidia chips is as good as gold.

Brushes off tariff fears

SK Hynix, Nvidia’s go-to for high-bandwidth memory, has posted a 158 per cent leap in quarterly operating profit, hitting 7.4 trillion won (€5.1 billion), while shrugging off the usual US trade panic.

TPU muscles into inference turf with 9,216 chip clusters

Google is forging ahead with Ironwood—a new AI chip gunning for Nvidia’s crown.

Lip-Bu Tan axes middle management, promotes AI chief 

Troubled Chipzilla’s CEO, Lip-Bu Tan (pictured), has wasted no time in gutting Intel’s bloated hierarchy and shoving AI to the top of the agenda.

Smartphone slump no match for AI’s server appetite

TSMC has kicked off 2025 by smashing revenue targets, thanks to ravenous demand for AI silicon—even as mobile chip orders fell flat.

Chipmaker stumbles as trade war with China tightens its grip

Chipmaker Nvidia has been slapped with a $5.5 billion (€5.2 billion) financial gut punch after the US government demanded export licences for its H20 AI chip sales to China and Hong Kong.