Articles by Luke James, Contributor

Luke is a freelance technology journalist who has been covering hardware and semiconductors since 2020. He began his career at All About Circuits and has since contributed to EE Power and Laptop Mag. Luke has a particular interest in semiconductors, microelectronics, and the industry shifts that shape the devices we use every day. Above all, he loves making complex technology accessible to experts and enthusiasts alike. Luke's interest in hardcore computing can be traced back to his university studies, when he responsibly spent his very first student loan payment on a custom-built gaming rig equipped with a GTX 780 Ti.

Articles by: Luke James

Jensen Huang discusses the economics of inference, power delivery, and more at CES 2026 press Q&A session — 'You sell a chip one time, but when you build software, you maintain it forever'

By Luke James published 9 January 26

Premium In a press Q&A at CES 2026, Nvidia CEO Jensen Huang addressed everything from Rubin’s design philosophy to inference economics, power constraints, open models, and more.

HBM4 mass production delayed as Nvidia pushes memory specs higher — production to come ‘no earlier’ than late Q126

By Luke James published 9 January 26

Premium HBM4 memory is now expected to reach volume production no earlier than the end of Q1 2026 due to Nvidia's decision to revise its memory specs upward for its next-gen Rubin GPU platform.

Boxes of 100 server-grade DDR5 memory now cost as much as property in Shanghai in China spot market — single 256GB server sticks now over $5,700

By Luke James published 8 January 26

In China’s spot market, vendors are quoting prices that put a box of 100 high-capacity DDR5 server memory modules at roughly 5 million yuan,

Nvidia CEO Jensen Huang explains why SRAM isn't here to eat HBM's lunch — high bandwidth memory offers more flexibility in AI deployments across a range of workloads

By Luke James published 7 January 26

Premium At CES, Jensen Huang was pressed on margins, memory costs, and whether Nvidia’s growing use of SRAM and open AI models might finally loosen the company’s grip on expensive HBM.

Nvidia says H200 demand in China is 'very high' as export licenses near completion — a month after the green light, Huang has high hopes for China buy-in despite political sensitivity

By Luke James published 6 January 26

Nvidia says demand in China for its H200 data center GPU is “very high,” as it works through the final stages of U.S. export licensing, according to comments from Jensen Huang at CES 2026.

Nvidia's focus on rack-scale AI systems is a portent for the year to come — Rubin points the way forward for company, as data center business booms

By Luke James published 6 January 26

Premium Nvidia's CES keynote was notably not consumer-focused. Instead, the company detailed its booming data center business, with a deeper look at its NVL72 Rubin platform.

China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up — export controls leave gap open for homegrown solutions

By Luke James published 6 January 26

Premium Domestic AI accelerators, vertically integrated cloud stacks, and a flood of capital are reshaping China’s AI infrastructure market under U.S. export controls.

A black LEGO Smart Play brick, glowing and set against a black backdrop.

Lego unveils new smart brick with embedded computer inside — Smart Play platform features tiny 4.1mm custom ASIC with sensors, RGB LEDs, and even a tiny speaker

By Luke James published 6 January 26

LEGO’s Smart Brick turns 25 patents and a standard 2x4 piece into a self-contained embedded system complete with LEDs, a speaker, and a tiny, 4.1mm ASIC.

China’s top chip foundries move to consolidate as Beijing pushes semiconductor self-sufficiency — SMIC and Hua Hong Semiconductor deals pave the path to unified power

By Luke James published 5 January 26

Premium China’s leading contract chipmakers are pursuing large domestic acquisitions to expand capacity as Beijing doubles down on semiconductor self-sufficiency.

Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies — three-year project aims to develop leading-edge, high-performance memory

By Luke James published 2 January 26

Premium Taiwan doubles down on advanced memory by backing Micron’s next-gen HBM development.

A snapshot of Debian's bug tracking homepage.

Debian maintainer criticizes email-managed bug tracker as outdated for modern development — there is a web interface for viewing, but email remains the only way to perform critical functions

By Luke James published 2 January 26

A dispute has flared up inside the Debian project after a senior maintainer criticized the distribution’s bug tracking system as outdated and increasingly unworkable for modern software development.

Huawei's CFO Meng Wanzhou at MWC in 2023

Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions

By Luke James published 31 December 25

Atlas 900 and Ascend supernodes highlight a scaling-first approach as Huawei trades per-chip efficiency for system-level throughput.

SK hynix to build first U.S. packaging plant for HBM — plugs critical hole in U.S. supply chain, $3.9B investment challenges TSMC and reshapes AI supply chains

By Luke James published 30 December 25

SK hynix is bringing its HBM ambitions to U.S. soil with a $3.9 billion plan to build its first domestic manufacturing facility — a 2.5D advanced packaging plant in West Lafayette, Indiana.

SoftBank stakes $4B on securing AI data center power and capacity — DigitalBridge purchase indicative of AI industry's increasing investments in energy supply

By Luke James published 30 December 25

Premium SoftBank has agreed to acquire DigitalBridge in a deal valuing the digital infrastructure investor at roughly $4 billion, including debt.

U.S. grants Samsung and SK hynix 2026 licenses for chipmaking tool shipments to China — annual approvals replace dated waiver system

By Luke James published 30 December 25

The U.S. government has approved annual export licenses allowing Samsung Electronics and SK hynix to ship chipmaking equipment to their manufacturing facilities in China throughout 2026.

Former Samsung engineer accused of giving 10nm DRAM data to China's CXMT, handwritten notes detailed over 600 process steps — gas flow ratios, photoresist settings and more critical stages detailed

By Luke James published 29 December 25

Prosecutors allege handwritten notebooks detailed hundreds of optimized manufacturing steps developed over five years.

Nvidia's $20 billion Groq IP deal bolsters AI market domination — hardware stack and key engineer behind Google TPUs included in bombshell agreement

By Luke James published 29 December 25

Premium Nvidia has announced a $20 billion deal to acquire Groq’s intellectual property, though not the company itself, and absorb key members of its engineering team.

Fujifilm to begin shipping 40TB Ultrium tape cartridges in January 2026 — updated LTO Ultrium 10 archival storage can hold 100TB of compressed data in 0.8-inch thick cartridge

By Luke James published 29 December 25

Fujifilm has confirmed that its new LTO Ultrium 10 data cartridges with 40TB native capacity will begin shipping in January 2026.

FBI issues wanted notice for alleged North Korean remote IT workers accused of $900,000 crypto theft — $5 million reward up for grabs for information on DPRK-linked suspects

By Luke James published 29 December 25

The FBI has published a public wanted notice naming four individuals accused of operating as fraudulent remote IT workers on behalf of North Korea.

Nexperia China seeks new wafer suppliers amid legal standoff with Dutch parent, could take 6 months for qualification — chip shortages have suspended some automotive production lines as Nexperia faces wafer shortage

By Luke James published 28 December 25

Nexperia’s China unit is moving to line up new wafer suppliers over the next six to nine months amid a deepening legal and operational dispute with its Dutch parent company.

Nvidia reportedly backs away from its effort to make its own public cloud, team reorg eases friction with customers — chipmaker shifts unit's focus to internal R&D

By Luke James published 26 December 25

Premium Nvidia has reorganized its cloud computing group, further scaling back its ambitions to operate a public cloud service that would directly compete with Amazon Web Services.

A Tesla Megapack cluster deployed in a desert environment.

How China’s control of battery supply chains is becoming a critical risk for U.S. military power and AI initiatives — reducing reliance will take nearly a decade

By Luke James published 26 December 25

From AI data centers to military drones, the U.S. is increasingly dependent on battery technologies and materials dominated by Chinese firms.

China chipmaker SMIC raises wafer prices by about 10% as memory demand tightens capacity

By Luke James published 25 December 25

The adjustment comes as China’s largest foundry runs near full utilization and faces sustained demand from domestic customers building inventories of memory and logic chips.

SK hynix expands U.S. presence with new Bellevue, Seattle office in efforts to get closer to its largest customers — offices near Nvidia, Amazon, and Microsoft highlight co-designed HBM efforts

By Luke James published 24 December 25

Premium SK hynix is expanding its U.S. presence with a new office in the Seattle metropolitan area, placing the world’s leading HBM supplier within minutes of Nvidia, Amazon, and Microsoft.

Donald Trump and Jensen Huang speaking at a press conference.

Former Chinese gaming company with China govt ties accused of smuggling banned AI GPUs — Nvidia’s biggest Southeast Asia customer exposes the limits of U.S. AI export controls (Updated)

By Luke James published 23 December 25

U.S. export policy is colliding with the realities of globalized supply chains, reseller-driven distribution models, and explosive demand for AI accelerators in China.

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