The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
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
Montage Technology's first-quarter profit reached a record high. It beat analyst estimates thanks to surging shipments of AI infrastructure chips.
Bloomberg Technology · 145d ago
AI boom triggers global equity reshuffle with Taiwan and South Korea surpassing European nations. The surge is driven by AI chip demand.
Bloomberg Technology · 147d ago
Nvidia shares reached first record since October on Friday. This breakout shows improving momentum.
Bloomberg Technology · 148d ago
Intel shares jumped up to 27% after Q2 revenue guidance exceeded expectations. CEO notes surging demand for AI processors outpacing supply.
IT之家 · 148d ago
Intel's 14A node exceeds 18A in maturity, yield, and performance at equivalent stages. Tesla confirms 14A for Terafab AI chip project, praised by Musk.
IT之家 · 148d ago
Meta Platforms has a multibillion-dollar deal to rent hundreds of thousands of Amazon's general-purpose chips for AI. This bolsters Meta's AI infrastructure efforts.
Bloomberg Technology · 148d ago
Meta has signed a major deal for millions of Amazon's homegrown AI CPUs, specifically for AI agentic workloads. This purchase of CPUs rather than GPUs marks a notable shift in AI hardware preferences.
TechCrunch AI · 148d ago
Intel's Q1 2026 revenue hit $13.6B, up 7% YoY, exceeding expectations for sixth straight quarter. Data Center & AI segment grew 22% to $5.1B, with adjusted EPS up 123% to $0.29.
IT之家 · 149d ago
Intel issued a strong sales forecast for the current period. This reflects benefits from AI infrastructure build-out.
Bloomberg Technology · 149d ago
Intel Corp. issued a strong sales outlook for the current period.
Bloomberg Technology · 149d ago
Google Cloud launched two new AI chips, the latest TPUs, which are faster and cheaper than previous versions. This positions Google to compete directly with Nvidia.
TechCrunch AI · 150d ago
Google Cloud unveiled its latest TPU generation, a custom tensor processing unit. The chip is designed for faster and more efficient AI computing services.
Bloomberg Technology · 150d ago
Chinese startup Yixing Intelligence raised RMB 1.5 billion ($210 million) in Series B funding. The investment targets advancement of its RISC-V-based AI computing platform.
Pandaily · 150d ago
Google's AI chips are in high demand among AI developers, including rivals. Alphabet plans new chips for AI inference to build momentum.
Bloomberg Technology · 152d ago
Google plans to release new AI chips optimized for inference, challenging Nvidia. Cerebras also eyes IPO after prior withdrawal.
Bloomberg Technology · 152d ago
Google is building a diversified custom chip supply chain with four partners: Broadcom, MediaTek, Marvell, and Intel. It features Ironwood TPU shipping in millions now and TPU v8 on TSMC 2nm by late 2027.
The Next Web (TNW) · 152d ago
Google is developing new chips to accelerate AI results and challenge Nvidia's dominance. This initiative builds on recent deals with Meta and Anthropic.
Bloomberg Technology · 152d ago
Nvidia CEO Jensen Huang warned that DeepSeek optimizing its AI models for Huawei’s Ascend chips would be a 'horrible outcome' for the US. DeepSeek is preparing to launch its V4 foundation model on Huawei’s Ascend 950PR processor.
The Next Web (TNW) · 154d ago
Cerebras, a Silicon Valley AI chip maker, has filed a prospectus to go public. This filing coincides with SpaceX, Anthropic, and OpenAI preparing their own IPOs, indicating a surge in major tech listings.
New York Times Technology · 155d ago
AI chipmaker Cerebras Systems has filed publicly for a US IPO. This follows months after withdrawing a prior listing attempt.
Bloomberg Technology · 155d ago
Nvidia CEO Jensen Huang warned that DeepSeek optimizing its AI models on Huawei chips would be a 'horrible outcome' for the US. He argued that AI models diverging from the American tech stack could enable China to surpass the US as AI spreads globally with Chinese standards.
SCMP Technology · 155d ago
Arm announced three new products covering mobile devices, AI infrastructure, and physical AI development. The launch includes Arm CSS for Mobile 2, Arm Neoverse CSS N4, and an expanded Arm Total Design service for physical AI.
ITmedia AI+ (日本) · 11d ago
Amazon's expanded relationship with Qualcomm could give the company another source of custom AI chips and reduce its reliance on Nvidia. The deal may also give Qualcomm greater confidence to invest in chip-production capacity, while raising questions about circular financing in the AI boom.
Bloomberg Technology · 11d ago
Qualcomm announced a data-center infrastructure partnership with Amazon Web Services as it seeks to challenge Nvidia in the AI market. Qualcomm shares rose 4% following the announcement.
cnBeta (Full RSS) · 11d ago
Qualcomm has signed Amazon as a data center chip customer for a deal spanning multiple generations. Amazon will also have the right to acquire up to $4 billion in Qualcomm shares.
Bloomberg Technology · 11d ago
ASML plans to develop larger masks so its most advanced lithography machines can print the biggest AI chips. TSMC is supporting the initiative through a joint announcement.
The Next Web (TNW) · 11d ago
ASML has secured commitments from TSMC, Samsung, and Intel to use its latest semiconductor production equipment. The companies are also supporting a broader agreement intended to address rising demand for advanced AI chips.
Bloomberg Technology · 11d ago
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