Deep Analysis
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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.
By Luke James Published -
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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.
By Luke James Published -
PremiumChina's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggestChina could become almost self-sufficient in high-end AI accelerators in 2026 as Chinese IHVs led by Huawei expected to supply 90% of AI processors used domestically.
By Anton Shilov Published
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PremiumInside Google's TPU V8 strategy, delivering two chips for two crucial tasks at incredible scaleGoogle announced its eighth-gen TPUs at Cloud Next, shipping two distinct chip designs for the first time in the TPU program's decade-long history.
By Luke James Published -
PremiumHow a cavalcade of blunders gave unauthorized users access to Claude MythosIt's hard for AI tools to prevent social engineering and third-party hacks.
By Jon Martindale Published -
PremiumCongress moves to strip the DoC of chip-export discretion with the MATCH ActA bipartisan group of U.S. lawmakers introduced the Multilateral Alignment of Technology Controls on Hardware Act, or MATCH Act, in early April.
By Luke James Published -
PremiumChinese chipmakers made record profit in 2025, despite slipping marginsApplied Materials, Lam Research, and KLA booked a combined $19 billion in China revenue across their fiscal 2025 reporting periods.
By Luke James Published -
PremiumLocal political revolts threaten to derail US data center projectsRejected proposals, moratoriums, cancelled rezoning, rallies, and fliers are all hampering the AI build out.
By Jon Martindale Published -
PremiumYMTC's third Wuhan fab clears Beijing's 50% local tooling threshold as two more are plannedChina’s YMTC is expected to start operations at its Phase 3 Wuhan fab late this year as the first leading-edge memory plant built to comply with Beijing's unwritten 50% tooling requirement.
By Luke James Published -
PremiumAnthropic's Claude Mythos might be the best overall AI model for cybersecurity but cheaper models can attain similar results, research showsLightweight models could offer much of the same, at a much lower price.
By Jon Martindale Published -
PremiumAnthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviewsMany of the "thousands" of bugs and vulnerabilities it found are in older software, or are impossible to exploit.
By Jon Martindale Published -
PremiumInside the cat-and-mouse game between Denuvo and the piracy sceneA brief history of Denuvo DRM and the new hypervisor bypass.
By Bruno Ferreira Published
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