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Report: Rise of AI Is Corroding Apple's Influence Over TSMC
A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI comp...
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President Trump, Sec. Lutnick praise Intel after the launch of Panther Lake chips — says investment in company already bringing ‘tens of billions of dollars for the American people’
President Donald Trump and Commerce Secretary Howard Lutnick went on their respective social media platforms to praise Intel and its CEO, Lip-Bu Tan, for the la...
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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....
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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....
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CES 2026: Taking the Lids Off AMD's Venice and MI400 SoCs
Article URL: https://chipsandcheese.com/p/ces-2026-taking-the-lids-off-amds Comments URL: https://news.ycombinator.com/item?id=46519326 Points: 6 Comments: 0...
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China’s top chip foundries move to consolidate as Beijing pushes semiconductor self-sufficiency — SMIC and Hua Hong Semiconductor deals pave the path to unified power
China’s two largest pure-play foundries, SMIC and Hua Hong Semiconductor, are in the middle of significant consolidation efforts that demonstrate how industrial...
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Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies — three-year project aims to develop leading-edge, high-performance memory
Micron has secured another major vote of confidence from the Taiwanese government, winning approval for an additional NT$4.7 billion approximately $149 million...
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A deeper look at the tightened chipmaking supply chain, and where it may be headed in 2026 — 'nobody's scaling up,” says analyst as industry remains conservative on capacity
We interview two industry analysts to gauge the current state of the chipmaking ecosystem, including constraints across the entire supply chain, and where it mi...
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Chinese memory maker CXMT prepares $4.2 billion USD IPO to take advantage of tight memory market — company lays out path to profitability as DRAM demand skyrockets worldwide
Chinese memory maker CXMT prepares to file for IPO in Beijing, aiming to raise $4.2 billion USD in order to expand production and fund next-gen DRAM development...
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U.S. grants Samsung and SK hynix 2026 licenses for chipmaking tool shipments to China — annual approvals replace dated waiver system
The U.S. government has approved annual export licenses allowing Samsung Electronics and SK hynix to ship chipmaking equipment to their manufacturing facilities...
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China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain
China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China's industry cannot produ...
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Lisuan's G100 series has reportedly begun shipping out to customers in first batch of deliveries — China's first homegrown 6nm GPUs are no longer a show-floor exclusive
China's first 6nm-class discrete GPUs, the G100 series from Lisuan, has apparently started to ship out to customers, months after their initial announcement. Th...