Nvidia can barely sell its best chips in China. A crop of local challengers is racing to fill the gap. One of them just raised nearly $900m to speed up. Shanghai Biren Technology is selling HK$7 billion (about $892.5m) of new shares to boost GPU produc…
Nvidia’s next flagship AI machine has hit a wall, and the culprit is a single circuit board. The Kyber rack meant to house its 2027 Rubin Ultra chips has slipped to 2028. Research firm SemiAnalysis flagged the delay, and CNBC reported it. Kyber is not …
The memory shortage has become a political problem in Washington. Now the chip industry has a message for the Trump administration: leave the market alone, or the squeeze gets worse. The warning came in a letter from SEMI, a semiconductor industry grou…
The AI memory squeeze has been an industry story for months. Now it is heading for the till. Currys, Britain’s biggest consumer electricals retailer, has warned that phones, laptops and TVs will cost more later this year. Chief executive Alex Baldock d…
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.
Intel begins expansion of its Bowers Campus in Santa Clara to produce more photomasks in-house, which is set to be crucial as process technologies get more sophisticated.
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel’s Arizona fab that is now ramping production of chips using 18A fabrication process.
Tesla has hired a 17-year Intel manufacturing veteran to serve as “Director, Terafab,” the first named leadership hire tied to the automaker’s ambitious Austin chip fab project.
The executive, who started at Tesla this month, most recently ran tool ins…
President Lee unveiled an 800 trillion won ($520B) public-private plan for four new Samsung and SK Hynix fabs, dwarfing the US CHIPS Act tenfold.
As CPP shrinking stalls, chipmakers find a new way to increase transistor density. Imec foresees 0.3nm in 2038, CFET insertion in 2038, HLSI era.