Latest News Analysis
Huawei's AI chip capabilities still pale in comparison to American silicon
Premium A new report from the Council on Foreign Relations concludes that Huawei’s AI chip capabilities lag behind Nvidia’s by a wide margin, and that the gap is growing exponentially.
Kioxia's next-gen 3D NAND production gets expedited to 2026, report claims
Premium Mass production of 332-layer BiCS10 accelerated from 2027 to 2026.
New 1.4nm nanoimprint lithography template could reduce the need for EUV steps in advanced process nodes
Premium Japan’s Dai Nippon Printing (DNP) claims to have developed a nanoimprint lithography template capable of patterning logic with a feature size of 1.4nm, with plans for mass production in 2027.
Qualcomm’s Ventana acquisition points to a long-term RISC-V strategy to complement its Arm lineup
The chipmaker is bringing high-performance RISC-V CPU expertise in-house as it balances Arm, Oryon, and future AI-era compute demands.
Cambricon targets 500,000 AI chips in 2026 as China accelerates domestic hardware push
Premium Cambricon Technologies is preparing one of the most aggressive production ramp-ups attempted by a Chinese AI chipmaker.
Microsoft, Google, OpenAI, and Anthropic join forces to form Agentic AI alliance, according to report
Premium The biggest names in AI are set to form an open source alliance
The Nvidia H200 export saga, as it happened — Beijing ponders response and buyers line up
Premium The U.S. government has formally approved the export of Nvidia’s high-performance H200 AI chips to China, reinstating access to a class of silicon previously barred under national security rules.
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.
