Latest News Analysis
Marvell’s $5.5B Celestial AI acquisition expands its role in AI data center hardware
Premium Marvell has confirmed plans to acquire Celestial AI in a deal worth up to $5.5 billion, a figure that immediately places it among the most aggressive acquisitions in the current AI cycle.
The Senate's new SAFE bill is set to curb access to advanced chips to China, but that won't slow down the AI war
Premium A new bipartisan bill in the Senate could pause shipments, but there are ways around it.
Nexperia’s standoff puts a core part of the chip supply chain under strain
Premium Dutch intervention, China’s retaliation, and widening U.S. controls have turned a major European component supplier into the centre of a three-way dispute.
Nvidia’s $2B Synopsys stake strengthens its push into AI-accelerated chip design
Premium Nvidia has taken a $2 billion equity stake in Synopsys, as the two companies announced a long-term collaboration to accelerate electronic design automation workloads on GPUs.
HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E
Premium HBM memory evolves with demand.
Nvidia’s TiDAR experiment could speed up AI token generation using hybrid diffusion decoder
Premium Nvidia has released a paper describing TiDAR, a decoding method that merges two historically separate approaches to accelerating language model inference.
China claims domestically-designed 14nm logic chips can rival Nvidia's 4nm
Premium A domestic processor combining 14nm logic and 18nm DRAM could boast both power and efficiency.
Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance
Premium Meta’s reported deal with Google shows a growing interest in alternative AI hardware, but Nvidia says its platform remains unmatched.
Taiwan's $3.2 billion plan for 'AI island' with data centers, quantum hubs and AI robotics labs faces risks
Premium Taiwan has confirmed it will allocate over NT$100 billion — around US$3.2 billion — for a multi-year national AI infrastructure plan, to become a global leader in AI compute and hardware by 2040.
