Hardware & Semiconductors
NVIDIA, chips, GPUs, TPUs and the compute layer powering AI
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The AI Chip Boom Faces a Reality Check
AI has sparked huge excitement in the chip industry. Some leaders call AI demand “almost unlimited.” Pat Gelsinger, former Intel…
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Memory Makers Ramp Up for AI’s Growing Hunger
Memory chip makers are gearing up for a big boost in demand driven by AI. Nanya Technology, a Taiwanese DRAM…
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China’s AI Chipmakers Race for Billions Amid Soaring Demand
Iluvatar CoreX plans to raise about $850 million as its shares triple since January. The Shanghai chipmaker listed in Hong…
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Apple and Broadcom’s $30 Billion Bet on US-Made Chips
Apple is committing to buy $30 billion worth of chips from Broadcom. These chips will all be made in the…
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Apple’s $30 Billion Bet on American-Made Chips and Jobs
Apple just made its biggest move yet to boost American manufacturing. The company committed over $30 billion to a deal…
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Broadcom Locks In Apple Chip Supply Through 2031
Broadcom just secured a long haul with Apple. The semiconductor giant will supply custom ASIC silicon products until 2031. This…
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Asian Chipmakers Raise Billions to Power the AI Boom
Asia’s semiconductor scene is buzzing with big money moves. Several companies are raising billions to meet soaring demand tied to…
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Nvidia’s AI Scaling Hit by Circuit Board Snag
Nvidia’s latest AI ambition has hit a hard stop. The Kyber AI rack, designed to house 144 GPUs in a…
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South Korea’s AI Chip Windfall Powers Bold New Investment Fund
South Korea is charging full speed into the future with a groundbreaking plan. The government will create a “future response…
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Hong Kong’s Dominance in China’s Chip Imports Surges in 2026
Hong Kong has seized control of more than half of China’s semiconductor imports in early 2026. The city re-exported $124…
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