Anton Shilov

Apple is reportedly developing its data center-grade processor, Baltra, for its AI infrastructure as part of its broader effort to strengthen its Apple Silicon portfolio.

Sanctions finally hit SMIC.

Nvidia plans to launch a downgraded HGX H20 AI processor with reduced HBM memory capacity for China by July to comply with new U.S. export rules, if a new rumor is correct.

A former SK Hynix employee has been charged with stealing wafer bonding and image sensor technologies to secure a job at Huawei’s HiSilicon, raising alarm over tech IP leaks to China.

But the new rules aren't yet set in stone.

Standards is key to prosperity.

Arrow Lake CPUs are allegedly bottlenecking PCIe 5.0 SSDs in Z890 motherboards, causing 5.0-capable drives to peak at 12GB/s rather than 14GB/s.

Toshiba has withheld the European launch of its 24TB N300 and N300 Pro NAS hard drives despite rivals offering similar models there, citing low demand.

Game consoles will be hit the hardest, and laptops could increase in price by 34%.

Ampere expands lineup of AmpereOne CPUs with AmpereOne M processors featuring a 12-channel DDR5 memory subsystem that can address 3TB of DRAM.

AMD warns that the U.S. export tariffs may hit its sales

In an unusual move, Intel has officially cut the suggested retail prices of its Core Ultra 7 265K and 265KF desktop CPUs by $100 to boost Arrow Lake-S demand.

Nvidia and MediaTek are expected to unveil their jointly developed N1 and N1X Arm-based PC processors at Computex 2025, but it is unclear when they are set to be available.

With the expiration of its foundational patent on May 6, 2025, Asetek loses a key competitive edge in the all-in-one liquid cooling market, opening the door for rivals to innovate.

Nvidia strongly opposes the AI Diffusion Rule, warns that it poses risks to U.S. AI global dominance.

A raise of 49 percent.

Apple plans to source over 19 billion chips from U.S. facilities in 2025 — including tens of millions from TSMC’s Arizona fab — while investing $500 billion to expand its American operations.

Nvidia's RTX Pro 6000 Blackwell Workstation Edition graphics card with 24,064 CUDA cores and 96 GB of memory benchmarked in Geekbench 6, fails to beat GeForce RTX 5090 with 21,760 CUDA cores.

"There is no question that Huawei is one of the most formidable technology companies in the world"

Most are low-end Baikal-T chips for embedded applications.

Prices are being raised worldwide.

How 'everyone's foundry' adapts to demand

Chip access could be used to negotiate trade deals.

TSMC breaks ground for its third Fab 21 module in the U.S., which will produce chips on A16 and N2 process technologies towards the end of the decade.

It will need a lot more chips and power to do so.