Jensen Huang thanks Sega for the $5m that saved Nvidia from bankruptcy in 1995
Jensen Huang thanks Sega for the $5m that saved Nvidia from bankruptcy in 1995

Nvidia and Sega go back 30 years. Jensen Huang flew to Tokyo to thank the games maker for a $5m investment that saved his company from bankruptcy in 1995. “If not for what Sega did for Nvidia, Nvidia would not be here today.” That is Jensen Huang, chie…

Intel becomes the first company to ship high-volume logic chips made with ASML’s High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners
Intel becomes the first company to ship high-volume logic chips made with ASML’s High NA EUV — select Panther Lake layers on 18A are now dual-qualified for 0.55 NA scanners

Intel is using ASML’s High-NA EUV tools to pattern select Panther Lake layers, marking the technology’s first use in high-volume logic production

CXMT prices a record $8.5bn Shanghai IPO, valuing China’s memory champion at $85bn
CXMT prices a record $8.5bn Shanghai IPO, valuing China’s memory champion at $85bn

China’s biggest memory chipmaker is about to test the public markets. ChangXin Memory Technologies, known as CXMT, has priced its Shanghai IPO at 8.66 yuan ($1.28) a share, the South China Morning Post reported. The sale will raise about 57.9 billion y…

Intel’s EMIB packaging gains traction as chip designers look to skirt TSMC’s CoWoS constraints — Google’s reported decision for 9th-gen TPUs highlights Intel’s attractive alternative
Intel’s EMIB packaging gains traction as chip designers look to skirt TSMC’s CoWoS constraints — Google’s reported decision for 9th-gen TPUs highlights Intel’s attractive alternative

Google has reportedly chosen Intel’s EMIB-T over TSMC’s CoWoS-L for its next-generation TPU, codenamed Humufish. But will Google be alone in its alleged decision?

Reflection signs a $1bn AI compute deal with Nebius, its second big capacity grab in a month
Reflection signs a $1bn AI compute deal with Nebius, its second big capacity grab in a month

Reflection AI has locked in more computing power. The US startup signed an AI compute deal worth more than $1bn with Nebius, the Amsterdam-based cloud provider, according to Bloomberg. The agreement runs through 2029. It gives Reflection access to Nvid…

Apple is in talks with the startup shrinking a 27B AI model onto an iPhone
Apple is in talks with the startup shrinking a 27B AI model onto an iPhone

Apple is in early talks with PrismML, a startup that shrinks large AI models to run directly on a phone. The company’s on-device AI pitch could help Apple keep more of Siri’s work off the cloud. PrismML chief executive Babak Hassibi told CNBC that Appl…

Micron commits $500 million to GlobalWafers’ Texas wafer plant as it raises U.S. spending to $250 billion — memory maker aims to manufacture 40% of DRAM in the US by 2035

Running until 2035, the $250 billion spending target is attached to a goal of making 40% of Micron’s DRAM in the U.S. by the mid-2030s.

Decoupling from China would cost the West $23.6tn
Decoupling from China would cost the West $23.6tn

Cutting the West’s reliance on China would carry a staggering price. A new study puts the cost of decoupling from China at $23.6tn over 25 years, and warns the bill would land hardest on the industries building Europe’s tech future. The West has spent …

The AI boom broke the memory market, and the bust could be brutal
The AI boom broke the memory market, and the bust could be brutal

The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it comes, could be brutal. Memory is meant to be boring. For decades DRAM a…