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How the AI revolution is triggering a hardware arms race and pushing up prices
By Chris Stokel-Walker published
Premium Tech giants and hyperscalers are paying billions to build out large data centers for AI, creating supply chain bottlenecks and intense competition for technological dominance.

Google switches from Samsung to TSMC — Pixel 10 and Tensor G5 chip use TSMC's N3P process
By Anton Shilov published
Ahead of Apple, it seems.

Huawei's Kirin 9020 integrates 5G modem, China-made 5G FEM
By Anton Shilov published
Despite U.S. sanctions, Huawei's Kirin 9020 is built by SMIC on a 7nm-class process and integrates a fully in-house 5G modem supported by a domestic FEM.

Trump eyes up Intel: What the White House's reported 10% stake could mean for the struggling manufacturer
By Anton Shilov published
Premium Intel wouldn't be completely out of the woods, even with the benefit of government backing.

SoftBank to buy $2 billion in Intel shares at $23 each — firm still owns majority share of Arm
By Anton Shilov published
SoftBank will invest $2 billion in Intel at $23 per share, a move seen as both a vote of confidence in Intel’s U.S. chipmaking comeback and a strategic bet on an undervalued semiconductor maker.

China mandates domestic firms source 50% of chips from Chinese producers
By Jon Martindale published
A new report says China has started mandating that data centers use 50% homegrown silicon.

Ex-Intel engineer sentenced for sharing secrets with Microsoft
By Mark Tyson published
An ex-Intel employee has been sentenced to two years' probation and fined $34,472 for pilfering "thousands of files" which were reportedly instrumental to him landing a new position at Microsoft.

World's first 'thermodynamic computing chip' reaches tape out — Normal Computing's physics-based ASIC changes lanes to train more AI
By Sunny Grimm published
Normal Computing announces successful tape-out of the world's first thermodynamic computing chip for AI training.

SK hynix wants you to buy s’more HBM4 to satisfy your high-tech cravings
By Mark Tyson published
SK hynix has taken to Twitter/X to compare its delicately stacked HBM4 to some deliciously layered s’mores.

Intel's chairman reportedly tried to sell fabs to TSMC, CEO Lip-Bu Tan opposed
By Anton Shilov published
Intel CEO Lip-Bu Tan's push to retain in-house chip manufacturing has put him at odds with chairman Frank Yeary and other directors who explored spinning off or selling Intel Foundry to TSMC.
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