NVIDIA recently announced a milestone of profound symbolic significance, as CEO Jensen Huang personally unveiled the first Blackwell wafer manufactured on U.S. soil during a celebratory event. Thi…

Apple is reportedly signing a deal for Intel to manufacture entry-level M-series chips (MacBook Air/iPad Pro) using its 18A process by mid-2027, validating Intel's foundry business.

Apple and NVIDIA are fiercely competing for TSMC's next-gen A16/A14 capacity. To mitigate risk, Apple is exploring using Intel's 18AP process for entry-level M-series chips.

NVIDIA announced a $2B equity investment in Synopsys to expand their partnership, integrating Agentic AI and accelerated computing into chip design, automotive, and aerospace engineering.

Samsung Foundry reached 60-70% 4nm yield, securing a $100M order for OPU chips from US AI startup Tsavorite, signaling recovery in high-end chip production.

In a major policy reversal, the U.S. will allow NVIDIA to export its H200 AI chips to China—but only with a mandatory 25% fee paid to the U.S. government.

The AI startup Groq, best known for its ultra-fast inference chips known as LPUs, has announced that it has signed a “non-exclusive licensing agreement” with NVIDIA covering inference technologies…

Google and Microsoft execs are clashing with South Korean suppliers as a massive HBM shortage forces Apple to face a 230% price hike for iPhone RAM.

SAIMEMORY, backed by SoftBank, Intel, and now Fujitsu, is developing a low-power HBM successor to end the AI memory shortage and challenge Korean dominance.

According to sources cited by the South China Morning Post, ByteDance plans to allocate roughly RMB 100 billion (about USD 14 billion) in 2026 specifically for the purchase of NVIDIA AI chips. Thi…