Latest News Analysis
Cambricon targets 500,000 AI chips in 2026 as China accelerates domestic hardware push
Premium Cambricon Technologies is preparing one of the most aggressive production ramp-ups attempted by a Chinese AI chipmaker.
Microsoft, Google, OpenAI, and Anthropic join forces to form Agentic AI alliance, according to report
Premium The biggest names in AI are set to form an open source alliance
The Nvidia H200 export saga, as it happened — Beijing ponders response and buyers line up
Premium The U.S. government has formally approved the export of Nvidia’s high-performance H200 AI chips to China, reinstating access to a class of silicon previously barred under national security rules.
Marvell’s $5.5B Celestial AI acquisition expands its role in AI data center hardware
Premium Marvell has confirmed plans to acquire Celestial AI in a deal worth up to $5.5 billion, a figure that immediately places it among the most aggressive acquisitions in the current AI cycle.
The Senate's new SAFE bill is set to curb access to advanced chips to China, but that won't slow down the AI war
Premium A new bipartisan bill in the Senate could pause shipments, but there are ways around it.
Nexperia’s standoff puts a core part of the chip supply chain under strain
Premium Dutch intervention, China’s retaliation, and widening U.S. controls have turned a major European component supplier into the centre of a three-way dispute.
Nvidia’s $2B Synopsys stake strengthens its push into AI-accelerated chip design
Premium Nvidia has taken a $2 billion equity stake in Synopsys, as the two companies announced a long-term collaboration to accelerate electronic design automation workloads on GPUs.
HBM undergoes major architectural shakeup as TSMC and GUC detail HBM4, HBM4E and C-HBM4E
Premium HBM memory evolves with demand.
