Latest News Analysis
CHIPS Act funding could herald an era where the U.S. is not offering grants, but buying equity
News Analysis As the U.S. confirms interest in an equity stake in Intel, could this move signal to other CHIPS Act beneficiaries that America wants a slice of their pie, in exchange for funds?
Trump eyes up Intel: What the White House's reported 10% stake could mean for the struggling manufacturer
News Analysis Intel wouldn't be completely out of the woods, even with the benefit of government backing.
Fragmented ecosystems and limited supply: Why China cannot break free from Nvidia hardware for AI
News Analysis China's push for AI hardware self-reliance hits the roadblock despite U.S. government's restructions due to fragmented hardware and software ecosystems.
The tale of Nvidia's HGX H20: How an AI GPU became a political lightning rod
News Analysis Nvidia’s HGX H20, a cut-down AI GPU originally allowed for sale to China, has become a geopolitical bargaining tool as the U.S. taxes its exports and China halts purchases over security concerns.
ChatGPT users revolt over GPT-5 release — OpenAI battles claims that the new model's accuracy and abilities fall short
News Analysis OpenAI has capitulated and reinstated older models, and promised not to kill them off again in the future.
The pains of Intel: From CPU design and process technology challenges to internal clashes and political pressure
News Analysis But is its survival in question?
Silicon Motion announces new devices: PCIe 6.0 SSDs, 256 / 512 TB drives, and next-gen 16K LDPC
News Analysis Bigger drives, a new controller, and a larger LDPC enabled by new tech.
Trump's 100% chip tariffs will likely hurt smaller manufacturers, as major companies court exemptions
News Analysis The proposed 100% semiconductor tariff sounds devastating to chipmakers. But many major players remain unaffected, leaving smaller manufacturers vulnerable to the steep proposal.
