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PremiumH200s finally reach China under case-by-case import licenses, but it's already too late for NvidiaMost of each company's U.S.-licensed allowance, understood to be up to 100,000 units apiece, must stay outside the mainland.
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PremiumSMIC posts record $3B quarter and hikes wafer pricesSMIC posted its first $3 billion quarter earlier this month, with revenue up 36.1% year on year, net profit nearly tripling to $479.2 million.
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PremiumAjinomoto reportedly cuts critical chip packaging film supply to China by 30% as domestic substitutes race to qualifyJapanese chemical maker Ajinomoto has reportedly told customers in mainland China that it will cut the supply of ABF.
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PremiumApple is taking OpenAI to court over alleged theft of trade secretsEither way, the legal profession is the biggest winner.
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PremiumCXMT's DRAM ambitions could have it capture 30% of the market by 2030The time is right for CXMT to expand.
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PremiumAI companies are now racing to the bottom — crashing token prices and competitive models push companies to cut costsFor the rest of us, there's now significant AI intelligence to be found in more affordable models.
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PremiumLumentum CEO warns of impending bottleneck on critical material used for silicon photonicsLumentum CEO Michael Hurlston told an audience at the RAISE Summit that indium phosphide is heading into a squeeze worse than the one in memory.
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PremiumShanghai Aishengna named as the maker of China's first domestic immersion DUV chipmaking toolsAishengna has been named by a single source who declined to be named, and its shareholders, SMEE, and Yuliangsheng didn’t respond to requests for comment.
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PremiumNvidia employee implicated in escalating AI GPU smuggling scandalDespite China's push for domestic chip development, Nvidia hardware is still hot enough to be worth smuggling.
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PremiumAlphabet goes cash flow negative for the first time, as AI capex surges to a staggering $44.9 billion in a single quarterOn the same day, CFO Anat Ashkenazi raised full-year capex guidance to between $195 billion and $205 billion.
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PremiumAMD splits Zen 7 into three EPYC families for 2028 and starts selling server CPUs by the agentThe company named Florence, Ferrara, and Fidenza in its launch release, extended its annual CPU, GPU, networking, and rack cadence out to 2030.
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PremiumOpenAI's HuggingFace breach heralds an unprecedented age of AI cyber warfareContemporary AI bots are far too competent at cybersecurity, and humanity may have reached a tipping point where it's hard to keep up.
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