Luke James

Lutnick claims deal talks with Taiwan are advancing as the Trump administration turns up pressure on chipmakers to onshore advanced fabs.

Strix Scar 15 and Zephyrus M16 get first trial updates, with more to follow

Nvidia’s $100 billion infrastructure pact is a bold move to secure future demand and drive the next phase of AI growth.

Premium Micron has confirmed it will partner with TSMC to manufacture the base logic die for its next-generation HBM4E memory, with production targeted for 2027.

OpenAI is in advanced talks to lease high-performance GPUs from Nvidia, rather than purchase them outright, as part of its plan to build out custom AI data centers over the next several years.

A new report by Bain & Company says AI’s compute appetite will require more than $500 billion per year in global data center investment by 2030.

SoftBank successfully delivered end-to-end 5G connectivity to standard smartphones using an airborne base station, in a live field trial conducted in June, above Hachijō Island, Japan.

An incident at Collins Aerospace shut down the cloud back-end for its cMUSE platform this weekend, crippling kiosks and forcing manual fallback at Heathrow, Berlin, and Brussels.

Microsoft has began rolling out its new Gaming Copilot assistant to Windows users as part of a public beta, following a previous rollout to Xbox Insiders in August.

OpenAI has signed a manufacturing agreement with Luxshare to build its first consumer hardware product, according to a report by The Information on September 19.

Nvidia is reportedly pressing its memory vendors to push beyond JEDEC’s official HBM4 baseline, reportedly requesting 10Gb/s-per-pin stacks for its 2026 Vera Rubin platform.

According to a new report from SemiAnalysis, Elon Musk’s AI startup already has 460MW of natural gas generation either installed or under construction.

Speaking at the Huawei Connect conference on September 18, rotating chairman Xu Zhijun outlined the company’s first official long-range Ascend chip strategy.

Alibaba’s semiconductor unit, T-Head, has reportedly developed a new AI processor that it claims matches the performance of Nvidia's H20 — the GPU built specifically for the Chinese market.

Contract prices for both NAND and DRAM have jumped by an estimated 15-20% in the fourth quarter of 2025, according to numbers published by DigiTimes on September 17.

Tencent says it has “fully adapted” its AI computing infrastructure to support Chinese-designed processors

A UK start-up says that it has built the world’s first full-stack quantum computer using the same silicon chip technology used in laptops and phones.

Nvidia has reportedly cancelled its first-gen SOCAMM (System-on-Chip Attached Memory Module) rollout and is shifting development focus to a new version known as SOCAMM2.

China has launched an anti-dumping investigation into American-made analog chips, claiming U.S. manufacturers have undercut local vendors on price while flooding the market with mature-node parts.

A security researcher has demonstrated how a malicious Google Calendar invite can prompt-inject ChatGPT and coax it into leaking private emails once Google connectors are enabled.