A Paris startup wants to loosen Nvidia’s grip on AI, not with a new chip, but with software. ZML has released a free tool that runs open-source models fast across Nvidia, AMD, Google, Apple and Intel silicon alike. Nvidia still rules AI hardware, but i…
Rapidus is building Japan’s entire return to leading-edge logic on one fab in Chitose, Hokkaido.
Apple is spending big to make chips at home. It has committed to a multi-year Broadcom deal worth more than $30 billion, Apple announced on Wednesday. That makes it Apple’s largest US manufacturing pledge to date. The scale is the story. The deal shoul…
Apple has begun testing memory chips from China’s state-backed CXMT for devices sold in China, the Financial Times reports. That puts it behind a supplier Washington has flagged as a security risk. Apple has turned to Chinese memory chips for its own d…
Intel’s XBM patent proposes an HBM alternative that uses backend-transistor DRAM, UCIe chiplet links, and repair logic to reduce packaging costs and complexity.
Huawei is reportedly preparing to enter South Korea’s AI accelerator market with its Ascend 950 chips and Atlas 950 SuperPod, challenging Nvidia through aggressive pricing, amid a broader push to expand its AI ecosystem beyond China
Nvidia powers almost every self-driving car project going. A small Japanese startup is quietly handing some of that work to AMD instead. Turing Inc. has added AMD Ventures to its backers and started running its AI on AMD chips, Bloomberg reported. The …
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…