Nvidia has launched its next-generation Rubin AI chip architecture, which is already in full production. It promises to be 3.5x faster for training and 5x faster for inference than the outgoing Blackwell chips. The race for AI infrastructure just hit another gear.
Qualcomm is launching its more affordable Snapdragon X2 Plus processors, aiming for laptops by March 2026. These chips share the 3nm process and 80 TOPS NPU with the higher-end Elite models but will help lower laptop prices.
Samsung Electronics shares surged 7.2% to a record high after an unusual memo from its co-CEO. The rally was fueled by his claim that customers are saying “Samsung is back,” hinting at a potential deal with Nvidia.
Zhaoxin is officially developing its next-generation KX-8000 consumer processors. The chips, slated for a 2026 debut, promise clock speeds up to 4 GHz, support for DDR5 memory and PCIe 5.0, and performance targeting AMD’s current Zen 4 designs.
China is mandating that its semiconductor manufacturers use at least 50% domestically made equipment for new production lines. The rule, aimed at building a self-sufficient supply chain, comes as US export controls tighten. It’s a bold, protectionist play with huge implications.
Taiwanese brokers will stop accepting buy orders for shares and ETFs linked to Chinese military companies. The move impacts stocks on the US sanctions list. It comes as President Xi Jinping declares China is set to meet its 2025 economic targets, with growth expected around 5%.
The AI chip market is on a tear, with combined sales from major players topping $400 billion in 2025. Next year is projected to be even bigger, but the blistering growth is creating serious bottlenecks and raising questions about sustainability.
NVIDIA is taking a surprising approach to sell its H200 AI chips in China: aggressive pricing. Reports suggest the new, more powerful chips will cost about the same as the older, restricted H20 models. This move could trigger a massive spending spree from Chinese tech giants.
In a move tied to the Trump-Xi tariff truce, the US has announced findings from a Section 301 probe into China’s chip industry but is delaying any new duties. The tariff rate will stay at zero for 18 months, with an increase scheduled for June 23, 2027. This creates a long runway but a clear point o
The AI boom is moving from training models to running them, and the hardware needs are shifting fast. Now, NVIDIA and SK hynix are reportedly teaming up on a new type of storage to fuel that next phase, and it could upend the entire memory market.
