Google Cloud signs up Spotify, Paramount Global as early customers of its first ARM-based cloud CPUs, as AI drives skyrocketing power costs
News semiconductors
AMD Reports Strong AI Chip Sales, Investors Unimpressed
AMD reports strong growth in data centre unit, but outlook in line with expectations fails to impress investors
OpenAI Working With Broadcom, TSMC On First AI Chip
OpenAI reportedly working with Broadcom, TSMC to manufacture first AI chip in 2026 with focus on inference tasks
White House Finalises China Tech Investment Curbs
Administration publishes final restrictions on US investment into Chinese tech sectors including AI, chips, quantum computing
Intel Invests $300m To Expand China Chip Processing Plant
Intel to expand operations at major chip packaging and testing plant in Chengdu, in show of support for China amidst tensions
Huawei Begins Staffing Massive New Research Campus
Huawei begins staffing massive new campus in Shanghai suburb as it seeks to bolster home-grown technology efforts
TSMC Arizona Chip Plant Yields 4 Percent Higher Than Taiwan
TSMC says production yields at delayed plant in Arizona are 4 percent higher than comparable factories in Taiwan, in boost for US efforts
TSMC Plans Additional Plants In Europe, Official Says
Taiwan official says TSMC planning additional plants in Europe to focus on AI market, after German factory breaks ground
US Moves To Facilitate AI Chip Shipments To Middle East
US Department of Commerce introduces rule to make it easier for Middle East data centres to obtain key AI chip technology
China Telecom Trains 1 Trillion-Parameter AI Model Using Domestic Chips
State-owned China Telecom trains two major AI large language models entirely using domestic chips as country ramps self-sufficiency
International Tensions, AI Drive Record Chip Spending
AI, government efforts to boost domestic chip manufacturing expected to boost spending on chip tools to record levels
Government Nationalises One Of UK’s Last Semiconductor Factories
Saved from closure. Ministry of Defence acquires chip factory in County Durham responsible for semiconductors for defence industry
Qualcomm ‘Offers To Buy Intel’
Mobile chip giant Qualcomm approached Intel with an acquisition offer in recent days, Wall Street Journal reports
Intel, AWS To Collaborate On AI Chip In Major Win
AWS to work with Intel on designing, manufacturing AI data centre chip in significant win for Intel manufacturing business
Intel ‘Lost PlayStation 6 Chip Bid To AMD’
Intel reportedly lost bid to design, manufacture PlayStation 6 processor to AMD in blow to troubled foundry business
China ‘Closing Gap’ With West In AI
China rapidly closing gap with US and West on artificial intelligence and other areas, while lagging in chipmaking, finds US think tank
China Touts ‘Significant’ Advances In Chipmaking Tools
China's technology ministry says two upcoming chip manufacturing tools made 'significant breakthroughs', but still lag cutting edge
China Says New Dutch Chip Export Rules Result Of ‘Coercion’
China says new Dutch export controls on chipmaking equpment result of US 'coercion' design to protect 'global hegemony'
China Accused Of Poaching Talent Amidst Chip Plant Drive
Taiwan accuses mainland China of poaching chip talent, secrets amidst frenzied pending on chip equipment, factory construction
Nvidia Served With Subpoena In US Antitrust Probe
AI chipmaker Nvidia receives subpoena from US Department of Justice as agency moves closer to filing formal antitrust charges
Intel ‘May Be Removed’ From Dow Index
Intel likely to be removed from Dow Jones Industrial Average amidst ongoing turnaround challenges, report finds, as stock takes another hit
Intel Considers Selling Altera, Splitting Fab Business
Turnaround plan from Intel chief Pat Gelsinger and key executives may include selling off product units or splitting company
China GPU Start-Up Dissolves, Lays Off Staff
Chinese start-up that aimed to develop high-performance GPU designs to compete with Nvidia lays off all staff, dissolves
Beijing Sets Up $1bn Semiconductor Fund
Beijing municipal government sets up $1bn semiconductor investment fund in China's latest move to boost domestic chip manufacturing
South Korean AI Chip Makers Sapeon, Rebellions To Merge
South Korean AI chip start-ups Sapeon, Rebellions to merge in effort to challenge market leader Nvidia in ultra-competitive market
AMD To Buy Server Maker ZT Systems Amidst AI Battle
AMD plans to retain 1,000 engineers from acquisition of ZT Systems to help it more rapidly roll out AI GPU-based cloud systems
Texas Instruments Receives $1.6bn In US Gov’t Chip Funding
Texas Instruments to receive $1.6bn in grants and billions more in loans and tax credits toward construction of three new chip plants
Intel Sued By Shareholders After Dividend Suspension, Stock Price Crash
Shareholders alleged being blindsided after Intel's weak Q2 results, job losses, dividend suspension, triggered share price plunge
Intel, Nvidia Stocks Slide Amidst Chip Turmoil
Intel stock price plummets most in 50 years after it announces job cuts, as Nvidia declines on report of AI antitrust probe
SK Hynix To Invest $6.8bn In Yongin Memory Chip Plant
SK Hynix to invest $6.8bn in first plant in emerging chip hub of Yongin amidst soaring demand for memory used in AI processors