The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Intel says it has processed more than one million wafers using High-NA EUV tools, exceeding the combined total of the rest of the industry. The company is also advancing large 6×12 photomasks intended to accelerate production and reduce manufacturing costs.
Tom's Hardware · 11d ago
摩尔线程、沐曦和寒武纪等国产 GPU 公司近期股价承压，但产业基本面持续改善。市场估值正从“国产替代稀缺性”转向芯片性能、软件生态、客户规模与盈利能力的实际比较。
虎嗅 · 12d ago
Japanese startup Preferred Networks is considering an IPO to raise capital for mass-producing its AI chips. CEO Daisuke Okanohara said the move reflects the growing cost and scale required to compete in the global AI industry.
Bloomberg Technology · 12d ago
Japanese startup Preferred Networks is seeking an IPO to fund mass production of its own AI chips. The move highlights the increasing capital and manufacturing scale required to compete in the global AI hardware market.
Bloomberg Technology · 12d ago
Abu Dhabi-based AI company G42 has held exploratory talks about selling a majority stake to American companies. The move could help it secure access to advanced AI chips beyond next year.
Bloomberg Technology · 15d ago
Chinese AI chipmaker Enflame Technology attracted intense retail demand for its 6.12 billion yuan IPO on Shanghai’s Star Market. The Tencent-backed company’s retail tranche was oversubscribed 4,073 times, highlighting investor enthusiasm for domestic alternatives to Nvidia.
SCMP Technology · 16d ago
Broadcom reported fiscal Q3 2026 revenue of $29.591 billion, up 86% year over year, while net income rose 216% to $13.088 billion. AI semiconductor revenue reached $16.7 billion, and the company expects $21.7 billion in AI semiconductor revenue in Q4.
IT之家 · 17d ago
Shanghai Enflame Technology, a Tencent-backed AI chipmaker, received retail subscription demand 4,073 times its IPO offering. The listing marks the public-market debut of the last of China’s so-called four leading AI chip startups.
Bloomberg Technology · 17d ago
Enflame Technology is preparing a 6.12 billion yuan IPO on Shanghai’s Star Market, testing investor confidence in China’s specialised AI chipmakers. The company must compete with Huawei and other domestic rivals while reducing its heavy reliance on Tencent, its major backer.
SCMP Technology · 18d ago
Nvidia and Google are investing in Taiwan-based MediaTek, highlighting the chipmaker’s growing relevance in the AI hardware ecosystem. The move positions MediaTek as a company to watch in the next phase of AI chip development.
Bloomberg Technology · 18d ago
China’s four leading domestic AI chip vendors are approaching a commercial turning point. MetaX became profitable in the first half of 2026, while Enflame is moving toward a listing as the sector pushes toward greater commercial maturity.
Pandaily · 18d ago
MediaTek shares rose 10% after Nvidia made a $3.5 billion direct investment in the Taiwanese chipmaker. The deal is Nvidia’s largest-ever direct investment outside the United States.
Bloomberg Technology · 18d ago
Nvidia is investing $3.5 billion in MediaTek to deepen their chip collaboration. The move highlights Nvidia’s strategy for competing with Big Tech companies developing custom AI silicon.
Bloomberg Technology · 19d ago
Baidu will convert its Hong Kong secondary listing into a primary listing on September 1, creating a dual-primary listing in Hong Kong and the US without issuing new shares. The move is intended to improve liquidity, broaden its investor base, and help the market revalue Baidu’s full-stack AI businesses.
雷峰网 · 19d ago
Huawei executive He Tingbo was named to Time’s 2026 list of the 100 most influential people in global artificial intelligence. Time described her as China’s “chip queen” and highlighted her role in reducing Huawei’s reliance on U.S.
cnBeta (Full RSS) · 22d ago
Anthropic reportedly explored acquiring AI chip startup MatX for roughly $7 billion before the discussions stalled. The companies are now reportedly considering a partnership instead of an acquisition.
The Next Web (TNW) · 22d ago
Nvidia forecasts approximately 70% revenue growth in fiscal 2028, well above analysts’ 45% expectation. The stronger outlook reassures investors about sustained demand for AI infrastructure and reduces concerns about an AI economy bubble.
Bloomberg Technology · 23d ago
NVIDIA reported fiscal 2027 second-quarter revenue and earnings that exceeded market expectations, with both revenue and profit doubling year over year. Executives also projected roughly 70% revenue growth for the next fiscal year, prompting a 4.53% after-hours share-price rise.
cnBeta (Full RSS) · 23d ago
NVIDIA forecasts quarterly revenue of $108 billion after reporting a record $96.2 billion in the previous quarter. Data center revenue reached $89 billion, more than doubling year over year, while profits climbed to $59.7 billion.
The Verge · 24d ago
OpenAI is reportedly introducing its first AI chip, marking a move into custom AI hardware. The excerpt provides no specifications, availability details, or performance benchmarks.
The Neuron · 24d ago
OpenAI is reportedly testing its self-developed AI chip, codenamed "Pepper," with initial results said to outperform Nvidia in certain tests. The development could eventually affect AI inference costs, including whether ChatGPT becomes cheaper, but the article provides no benchmark or pricing details.
Ifanr (爱范儿) · 24d ago
SpaceXAI plans to use NVIDIA Vera CPUs for Grok infrastructure and adapt a Vera Rubin NVL72 system for its planned Starmind AI satellite. The proposal signals an expansion of NVIDIA-based computing across terrestrial and space-oriented AI infrastructure.
TestingCatalog · 25d ago
Apple’s M5 Ultra is presented as the company’s most powerful chip yet, with up to four times the AI performance of the M3 Ultra. The Mac Studio configured with the chip is also described as supporting up to 512GB of unified memory and eight external displays.
ZDNet AI · 25d ago
NVIDIA remains dominant in AI accelerators, but hyperscalers, AMD, Broadcom, AI labs, and startups are developing competing or custom silicon. Despite these threats, NVIDIA retains major advantages through its software ecosystem, TSMC capacity access, rapid product cadence, networking, and broader data-center portfolio.
虎嗅 · 26d ago
Taiwanese prosecutors indicted a senior Nvidia manager in connection with an alleged scheme to smuggle advanced AI chips into China. The case represents Taiwan’s first known crackdown on the black-market trade in high-end AI accelerators.
Bloomberg Technology · 26d ago
Xiaomi has unveiled a broader 玄戒 AI chip product family. The company also announced a new wide-folding smartphone, expanding its AI hardware and device portfolio.
Ifanr (爱范儿) · 26d ago
Marvell agreed to issue Google warrants covering up to 58.97 million shares, largely tied to future sales of customized ASIC products. The arrangement is designed to deepen Marvell’s Google relationship and potentially challenge Broadcom’s long-standing position in Google’s TPU ecosystem, although near-term TPU core orders appear unlikely.
虎嗅 · 27d ago
Nvidia has reportedly notified major customers that servers containing its AI chips will become more than 15% more expensive in many cases. The increases are expected to apply to systems shipped early next year, including configurations using Vera Rubin and Grace Blackwell chips, amid soaring memory costs.
SCMP Technology · 28d ago
Some of Nvidia’s largest customers have been notified that prices for servers containing its AI chips will rise by more than 15% in many cases. The increases are being driven in part by sharply higher memory chip costs.
Bloomberg Technology · 28d ago
Zhongcheng Hualong has launched the HL200 inference chip and a supporting supernode computing-cluster solution. The chip delivers up to 4P FP4 performance, reaches 5.12 TFLOPS/W, and supports clusters scaling to 10,240 cards.
IT之家 · 28d ago