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Intel tests chipmaking tools from sanctioned China-focused tool maker, report claims
By Anton Shilov published
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
By Anton Shilov last updated
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
By Luke James published
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
By Luke James published
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
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.
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