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  • All (20931) +237
    • AI (3154) +13
    • DevOps (932) +6
    • Software (11018) +167
    • IT (5778) +50
    • Education (48)
  • Notice
  • All (20931) +237
  • AI (3154) +13
  • DevOps (932) +6
  • Software (11018) +167
  • IT (5778) +50
  • Education (48)
  • Notice
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  • 4 days ago · it

    'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

    TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come....

    #TSMC #AI chips #semiconductor manufacturing #capital expenditure #AI demand
  • 4 days ago · it

    TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex

    TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come....

    #TSMC #AI chips #semiconductor #capex #AI bubble
  • 4 days ago · it

    The US imposes 25% tariff on Nvidia’s H200 AI chips headed to China

    The Trump administration formalized its 25% cut of H200 chip sales in China with a tariff that applies to certain semiconductors....

    #Nvidia #H200 #tariff #US-China trade #semiconductors #AI chips
  • 5 days ago · it

    Apple Struggling With Key Material Shortage as AI Chips Drain Supply

    Apple is confronting a newly intensified supply-chain challenge for future chips as the AI boom has created a global shortage of a key material, Nikkei Asia rep...

    #Apple #supply-chain #AI chips #glass cloth fiber #semiconductor shortage #hardware
  • 6 days ago · it

    Kuo: Apple's AI Deal With Google Is Temporary and Buys It Time

    Apple is preparing to mass-produce its own AI-focused server chips in the second half of 2026 amid reliance on a short-term partnership with Google to meet imme...

    #Apple #Google #AI chips #server hardware #Ming‑Chi Kuo #AI partnership #2026 #tech industry
  • 6 days ago · it

    U.S. House passes bill to stop Chinese companies from accessing export-controlled American AI chips using offshore rental loophole — Remote Access Security Access Act effectively extends export controls to the cloud

    The U.S. House of Representatives has passed a bipartisan bill, expanding U.S. export controls to stop China from using offshore data centers to access banned c...

    #export controls #AI chips #China #cloud computing #US legislation #semiconductor security #technology policy
  • 1 week ago · it

    Intel showed up for consumers at the 'Consumer Electronics Show;' AMD didn’t

    At this year's CES, AMD felt like a dominant force, too focused on AI potential to talk about or to consumers. Intel looked more like a laser-focused startup, c...

    #Intel #AMD #CES2024 #consumer electronics #Panther Lake #gaming CPUs #laptop processors #robotics #AI chips
  • 1 week ago · it

    Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips

    Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval stateside and from Beijing remains uncertain....

    #Nvidia #H200 #AI chips #China #upfront payment #semiconductor #hardware #AI hardware #supply chain
  • 1 week ago · it

    Nvidia’s reportedly asking Chinese customers to pay upfront its for H200 AI chips

    Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval Stateside and from Beijing remains uncertain....

    #Nvidia #H200 #AI chips #China #upfront payment #semiconductor #AI hardware #supply chain
  • 1 week ago · ai

    China expected to approve H200 imports in early 2026, report claims — tech giants Alibaba and ByteDance reportedly ready to order over 200,000 Nvidia chips each if green-lit by Beijing

    Beijing is reportedly allowing its tech giants to acquire H200 chips, even as the Chinese government is still deliberating how to go about balancing the AI proc...

    #Nvidia H200 #AI chips #China semiconductor policy #Alibaba #ByteDance
  • 1 week ago · it

    China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up — export controls leave gap open for homegrown solutions

    China’s GPU cloud market is consolidating rapidly around a small number of domestic champions, with Baidu and Huawei emerging as the clear leaders, as access to...

    #gpu cloud #ai chips #baidu #huawei #export controls
  • 1 week ago · it

    AMD unveils new AI PC processors for general use and gaming at CES

    AMD announced the latest version of its AI-powered PC chips designed for a variety of tasks from gaming to content creation and multitasking....

    #AMD #AI processors #PC hardware #gaming #CES2024 #AI chips #product launch

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