News Analysis
Latest News Analysis

China bets on DUV as EUV blockade reshapes chipmaking — but it won't dethrone ASML's advanced lithography, for now
By Luke James published
Premium With EUV locked out by sanctions, China is leaning on DUV multi-patterning and fledgling domestic scanners.

Why packaging is a huge part of Nvidia's $5B Intel deal — Foveros could speed up market delivery
By Luke James published
Premium Foveros and EMIB are doing more than stacking dies; they’re accelerating Nvidia’s roadmap.

Exploring the RTX Pro 6000D, Nvidia's China-only GPU, which is now banned from sale
By Luke James published
Premium Nvidia's RTX 6000D might be banned from sale in China, but what lies inside the GPU itself? We explore why it's not as good a deal as grey-market RTX 5090s in the region.

UK cosies up to big tech with $42 billion data center and AI investment deal
By Jon Martindale published
Premium UK inks deals with OpenAI, Microsoft, Nvidia, Google, Coreweave, ScaleAI, and more.

Nvidia tipped to be TSMC's first A16 customer, ahead of Apple — Feynman GPUs could make full use of GAA transistors and backside power
By Luke James published
Premium Nvidia will be the first customer to use TSMC’s A16, a 1.6nm-class process that marries gate-all-around (GAA) transistors with backside power delivery.

OpenAI and Microsoft reach an understanding over ongoing contract negotiations — but AGI clause remains an uncertainty
By Jon Martindale published
Premium OpenAI and Microsoft has struck a memorandum of understanding on their ongoing contract negotiations, opening the door for OpenAI to begin corporate restructuring.

The new frontier: Meet the power players cashing in on the AI gold rush
By Jon Martindale published
Premium Many of the world's richest people are the founders and CEOs of the top tech firms cashing in on the big AI boom, with some particular standouts "earning" tens of billions of dollars in a single day.

Intel could sell up to 49% of its foundry business to external investors, but a full IPO or spin-off is unlikely
By Anton Shilov published
News Analysis But would it make any sense?
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