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Semiconductor industry enters unprecedented ‘giga cycle’ as AI infrastructure spending reshapes demand, says report
By Luke James published
A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes.

Intel boosts India's chip push with new Tata Group strategic partnership
By Kunal Khullar published
Intel’s new partnership with Tata signals a transformative step for India’s chip ecosystem, enabling domestic manufacturing, advanced packaging, and enterprise compute solutions.

Trump approves Nvidia H200 exports to China, with 25% fee attached
By Luke James published
The U.S. will allow Nvidia to export its H200 data center accelerators to “approved customers” in China, President Donald Trump announced on Monday.

Two more perps apprehended over smuggling of $160 million of Nvidia chips to China
By Mark Tyson published
Several suspects have been apprehended for allegedly violating export control laws regarding the supply of Nvidia H100 and H200 AI chips to China.

TSMC could be inching closer to making 'all American' chips
By Anton Shilov published
TSMC may be accelerating its advanced packaging facility in Arizona to package the first processors as early as 2028, ahead of its partner Amkor.

TSMC claims 4.2X efficiency gain over a decade from N7 to A14 fabrication process
By Anton Shilov published
TSMC clarifies A14 specifications: Even more performance, but better tools might be needed to extract the full potential of the latest process technologies.

Nvidia’s $2B Synopsys stake strengthens its push into AI-accelerated chip design
By Luke James published
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.

HPE adopts AMD’s Helios rack architecture for 2026 AI systems — new rack form factor gets its first major partner ahead of 2026 availability
By Luke James published
AMD and HPE are expanding their long-running partnership with a new agreement that will bring the AMD Helios rack-scale AI architecture into HPE’s product portfolio from 2026.

U.S government awards Gelsinger-backed EUV developer xLight with $150 million in federal incentives
By Anton Shilov published
U.S. government to inject up to $150 million in xLight, a startup developing EUV light source based on a particle accelerator, with the first CHIPS and Science Act grant by the Trump Administration.
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