Latest News Analysis
China injects tens of billions of dollars in chipmaking tools, but it's easily more than a decade behind the market leaders — Here's why
China’s chip industry excels at mature nodes but remains at least a decade behind in advanced lithography.
Despite whispers of a bubble, OpenAI is planning a gigawatt-scale data center in India
Premium As the second-largest market for ChatGPT, OpenAI looks to secure local infrastructure and investment.
TSMC to reportedly raise quotes on advanced process nodes by up to 10% next year to pay for new fabs
Premium TSMC will raise 3nm–5nm chip prices by up to 10% in 2026 to fund new fabs and sustain margins as it expands 2nm production.
OpenAI and Microsoft's contract negotiations threaten investment and potential IPO — companies battle over AGI secrecy and Azure exclusivity
Premium Microsoft and OpenAI butt heads over ongoing contract negotiations
AMD details how it built a product line-up with just two RDNA 4 dies
Premium AMD details how it can sell multiple SKUs without the need for more silicon
Nvidia shares Blackwell Ultra's secrets — NVFP4 boost detailed and PCIe 6.0 support
News Analysis Nvidia offers an inside look at the ultra-efficient upcoming architecture
Immersion Cooling for data centers: An exotic inevitability?
News Analysis And the industry is not ready.
OpenAI's rocky GPT-5 launch is the beginning of an uphill battle for AI, as Meta announces another restructuring
News Analysis As the hype train slows down, the AI industry is thinking about where it's headed next
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?
