Latest News Analysis
China’s top chip foundries move to consolidate as Beijing pushes semiconductor self-sufficiency
Premium China’s leading contract chipmakers are pursuing large domestic acquisitions to expand capacity as Beijing doubles down on semiconductor self-sufficiency.
U.S. electricity grid stretches thin as data centers rush to turn on onsite generators
Premium AI companies are turning to gas turbines to run their data centers without grid power.
Micron secures $318 million Taiwanese subsidy for HBM R&D as AI memory arms race intensifies
Premium Taiwan doubles down on advanced memory by backing Micron’s next-gen HBM development.
Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions
Atlas 900 and Ascend supernodes highlight a scaling-first approach as Huawei trades per-chip efficiency for system-level throughput.
SK hynix to build first U.S. packaging plant for HBM
SK hynix is bringing its HBM ambitions to U.S. soil with a $3.9 billion plan to build its first domestic manufacturing facility — a 2.5D advanced packaging plant in West Lafayette, Indiana.
SoftBank stakes $4B on securing AI data center power and capacity
Premium SoftBank has agreed to acquire DigitalBridge in a deal valuing the digital infrastructure investor at roughly $4 billion, including debt.
Nvidia's $20 billion Groq IP deal bolsters AI market domination
Premium Nvidia has announced a $20 billion deal to acquire Groq’s intellectual property, though not the company itself, and absorb key members of its engineering team.
Nvidia reportedly backs away from its effort to make its own public cloud, team reorg eases friction with customers
Premium Nvidia has reorganized its cloud computing group, further scaling back its ambitions to operate a public cloud service that would directly compete with Amazon Web Services.
