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.
Researchers have created a CMOS-compatible analog chip that uses reservoir computing to predict time-series data with extreme efficiency. It was demoed beating humans at rock-paper-scissors by reading wrist motion, but its real potential is in low-power edge AI for wearables and industrial sensors.
A rumor spread that an AMD job listing seeking engineers with “Knowledge of PowerVia” was proof of a future Intel foundry partnership. According to the source, that’s a huge leap. The listing is almost certainly about 3D chip stacking concepts in general.
Samsung is making a multi-pronged push for growth, from high-level meetings with Tesla’s Elon Musk to offering its new chip-cooling tech to rivals. This aggressive strategy aims to lock in future business but comes with significant competitive risks.
According to a new report, Chinese regulators are planning to restrict access to Nvidia’s advanced H200 AI chips, requiring buyers to justify why domestic chips won’t work. This comes despite Donald Trump’s announcement that he told President Xi the U.S. would allow the exports. The move underscores
A sophisticated smuggling operation has been busted in Texas, aimed at illegally exporting NVIDIA’s most powerful AI chips to China. Two businessmen face decades in prison for their alleged roles in a network that moved at least $160 million worth of restricted GPUs.
Epiwafer supplier IQE has signed a multi-year extension to its strategic supply agreement with photonics giant Lumentum. The deal focuses on wafers for vertical-cavity surface-emitting lasers (VCSELs), which are crucial for 3D sensing in consumer gadgets and automotive LiDAR.
In an internal memo, Apple’s chipmaking chief Johny Srouji has directly addressed speculation about his future. He stated he loves his job and team and has no plans to leave, countering a recent report from Bloomberg’s Mark Gurman. This comes amid a wave of high-profile executive departures at Apple
The standoff over China-owned chipmaker Nexperia in the Netherlands is a stark warning for automakers. Moody’s says it reveals a permanent structural risk where political decisions can instantly upend sourcing. Building resilience now is non-negotiable.
