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Nvidia and TSMC produce the first Blackwell wafer made in the U.S.
By Anton Shilov published
But advanced packaging is still conducted in Taiwan

Intel Foundry secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node, claims report
By Anton Shilov published
Microsoft and Intel announced their partnership last year

China's latest round of rare-earth export controls give the country dominion over precious resources
By Anton Shilov published
Premium Export controls expand to knowledge, tools and equipment

TSMC posts record quarter results as skyrocketing AI and HPC demand drives two-thirds of revenue — company pulls in $33.1 billion
By Anton Shilov published
TSMC posted a record $33.1 billion in quarterly revenue driven by surging demand for AI and HPC processors, the ramp of Apple's latest SoCs, and the continued strength of advanced nodes.

ASML is prepared for China's rare-earth export controls
By Anton Shilov published
ASML has enough. For now.

Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — deepening Nvidia's control over AI system design
By Luke James published
Premium The partnership brings Samsung Foundry into Nvidia’s high-speed interconnect ecosystem, expanding NVLink’s reach beyond TSMC and deepening Nvidia’s control over AI system design.

China retaliates in response to Dutch seizure of Nexperia, blocking chipmaker's exports following takeover
By Jon Martindale published
Nexperia is trying to obtain an exemption.

OpenAI and Broadcom to co-develop 10GW of custom AI chips in yet another blockbuster AI partnership
By Luke James published
OpenAI has signed a multi-year deal with Broadcom to co-develop and deploy 10 gigawatts of custom AI accelerators and rack systems.
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