The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
ByteDance is actively seeking domestic Chinese chip suppliers to support its massive AI infrastructure needs. This move aims to mitigate the impact of Nvidia supply constraints and regulatory hurdles in the Chinese market.
SCMP Technology · 93d ago
Intel has detailed its future roadmap focusing on three key technologies: CFET, Gallium Nitride (GaN) on silicon, and Ruthenium interconnects. These innovations aim to push the boundaries of process node scaling.
量子位 · 94d ago
ByteDance is reportedly developing a custom AI processor similar to Groq's architecture to run AI models at a lower cost. The company is collaborating with InnoStar Semiconductor to integrate advanced memory technology into the chip.
cnBeta (Full RSS) · 112d ago
BYD has launched the Xuanji A3, a self-developed 4nm automotive-grade chip for autonomous driving. This move signals a strategic shift toward chip independence and includes new intelligent driving systems and liability policies.
Pandaily · 113d ago
AI chip startup Tenstorrent is attracting acquisition interest from major industry players like Intel and Qualcomm. This move highlights the intensifying competition in the AI hardware market as companies seek alternatives to Nvidia and AMD.
Bloomberg Technology · 124d ago
Guangzi Xinli completes tens of millions RMB angel round for full-wave metasurface photonic chips targeting AI compute. Achieves 1000 TOPS/mm² density via wave optics.
36氪 · 129d ago
TSMC and Applied Materials invest $5B in Silicon Valley's EPIC center for AI-era semiconductor tech. They collaborate on materials, equipment, and process integration.
cnBeta (Full RSS) · 130d ago
US chips rally on AI CAPEX, storage/CPU shifting to growth logic with low PE. China AI chain hot post-DeepSeek V4; favor internet dragons with AI infra, global mfg leaders.
虎嗅 · 131d ago
AI chip company Cerebras Systems is currently seeking up to $4.8 billion in its IPO, raised from a previous $3.5 billion target. This marks a significant funding push for the AI hardware specialist.
36氪 · 131d ago
NVIDIA committed over $40 billion to AI equity investments in early 2026. $30 billion went to OpenAI, with the rest spread across CoreWeave, IREN, Corning, Nebius, and private rounds.
The Next Web (TNW) · 132d ago
Cerebras is going public amid OpenAI's strategy to challenge Nvidia's AI hardware dominance. OpenAI is not replacing Nvidia but reconstructing the ecosystem using Cerebras' wafer-scale chips.
钛媒体 · 133d ago
AI chip maker Cerebras Systems plans to raise its IPO price range to $125-$135 per share as early as next Monday due to surging investor demand. The IPO has attracted over 20x oversubscription.
36氪 · 133d ago
Kunluncore, Baidu's AI chip spinoff with 15 years in AI computing, filed for STAR Market IPO via CICC and concurrently for Hong Kong listing. The firm developed China's first self-developed trillion-parameter AI cluster using its P800 32K GPU setup.
Pandaily · 134d ago
Taiwan Semiconductor Manufacturing Co. reported a 17.5% increase in sales.
Bloomberg Technology · 134d ago
SpaceX plans to invest at least $55 billion in its Terafab AI chip plant in Austin, Texas, potentially expanding to $119 billion. The facility aims to produce chips for up to 200 gigawatts of annual compute power.
The Verge · 135d ago
SpaceX plans a massive $55 billion investment to produce AI chips via its new semiconductor factory, Terafab. This initiative reflects Elon Musk's growing push to lead in artificial intelligence.
New York Times Technology · 135d ago
Cambricon overtook Moutai to become A-share's highest-priced stock at 1699.96 CNY after blockbuster Q1 earnings with 159% revenue growth and first sustained profitability. Driven by AI chip demand from Nvidia bans and DeepSeek V4 ecosystem, it signals market pivot to tech over consumer goods.
虎嗅 · 135d ago
Elon Musk elaborates on ambitious Terafab AI chip factory plan. SpaceX public filing reveals $55B initial investment for Texas semiconductor facility.
cnBeta (Full RSS) · 136d ago
DeepSeek released its latest LLM V4, sparking rapid adoption by Chinese semiconductor and AI chipmakers on local hardware. Huawei was first to fully adapt it.
SCMP Technology · 136d ago
AMD forecasts Q2 sales at $11.2B, plus/minus $0.3B, beating analysts' $10.5B expectation. The No.
cnBeta (Full RSS) · 137d ago
AI chip maker Cerebras is on track for a blockbuster IPO potentially valuing it at $26.6 billion or more. The company shares a deep and rich relationship with OpenAI.
TechCrunch AI · 138d ago
GameStop made a $56B bid for eBay. AI chipmaker Cerebras aims to raise up to $3.5B in its IPO.
Bloomberg Technology · 138d ago
Cerebras Systems, an AI chipmaker, has filed updated IPO terms to raise $3.5 billion at a $26.6 billion valuation. This is lower than the initially suggested $4 billion at $40 billion, aligning instead with its February private valuation.
The Next Web (TNW) · 138d ago
Qualcomm Q2 revenue $10.6B (-3.5% YoY) met expectations, phone down 13% on storage shortages. Guides Q3 $9.2-10B low.
虎嗅 · 138d ago
Google plans TPU deliveries to select customers this year for on-prem data centers; Amazon to sell Trainium cabinets externally soon. This shifts from cloud rental to direct sales, driven by inference needs and cost pressures, eroding Nvidia's monopoly.
虎嗅 · 139d ago
AI chipmaker Cerebras is targeting a $4bn IPO at $40bn valuation after retreating from a 2024 filing due to CFIUS issues. The company now has an OpenAI deal and positions against Nvidia.
The Next Web (TNW) · 140d ago
Qualcomm, the leading smartphone chip maker, is positioning itself to capture a portion of the massive investments in AI data center chips. The company seeks entry into the explosive AI data center market driven by surging demand.
Bloomberg Technology · 142d ago
Cambricon released its Q1 earnings with revenue of RMB 2.885 billion, up 159.56% YoY. Net profit hit RMB 1.013 billion, growing 185.04% year-over-year, signaling robust AI chip demand.
36氪 · 143d ago
NVIDIA's stock surged 4% to $216.61 per share, a new high, driving its market cap to $5.26 trillion, topping US markets. It leads Alphabet ($4.24T) and Apple ($3.93T).
cnBeta (Full RSS) · 144d ago
Moore Threads reported 243% revenue growth to 15.06B RMB in 2025 and first quarterly profit of 29M RMB in Q1 2026. MTT S5000 achieved Day-0 adaptation for DeepSeek V4 with full operator optimization.
虎嗅 · 144d ago