Latest about Manufacturing
Nvidia weighs expanding H200 production as new China orders rush in, report claims
Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.
Huawei's latest mobile is armed with China's most advanced process node to date despite using blacklisted chipmaker
But not a 5nm-class node.
Photonic latch memory could enable optical processor caches that run up to 60 GHz, twenty times faster than standard caches — optical SRAM stores and outputs data entirely as light, but density challenges remain
A joint research paper describes a "photonic latch" with write speeds pushing 20 GHz.
Intel tests chipmaking tools from sanctioned China-focused tool maker, report claims
Intel has evaluated wet etch tools from ACM Research for its 14A fabrication process, raising political and national security concerns.
TSMC ponders upgrading 2nd Japan fab to 4nm
TSMC reportedly mulls making 4nm chips in Japan amid putting construction of Fab 23 phase 2 on pause.
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.
China holds 'emergency meetings' to discuss Nvidia H200 purchases following export rule change, report claims
China convened emergency meetings with its largest technology companies on Wednesday to assess how many of Nvidia’s H200 accelerators they intend to buy.
Semiconductor industry enters unprecedented ‘giga cycle’ as AI infrastructure spending reshapes demand, says report
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.
