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China officials overseeing allocation of high-end AI chips, prioritizing homegrown options
By Luke James last updated
Restrictions on U.S. chip exports are beginning to force visible shifts in China’s AI compute strategy, as a shortage of Nvidia accelerators drives cloud providers toward domestic alternatives.

Chinese scientists discover method to cut defects by 99% with DUV chipmaking equipment
By Anton Shilov published
Premium But chipmakers already know this empirically.

Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC
By Luke James published
New comments from Musk confirm dual-fab production for Tesla's AI5 and AI6.

Chipmaking industry pushes back on U.S. Patent Office considering imposing annual fee based on assessed value
By Jowi Morales published
A proposal to change the USPTO's fee structure from fixed rates to a percentage basis is facing resistance from the semiconductor industry.

AMD’s record quarter shows strength in client and AI, as Ryzen leads the charge
By Luke James published
Premium Ryzen 7 9800 and MI300X sales drive growth, while new risks to AMD’s EPYC foothold emerge from Nvidia-Intel partnership.

China suspends rare-earth export control measures, easing key flashpoint in US-China trade war
By Jowi Morales published
Beijing is suspending the implementation of its tight export controls on rare-earth materials for a year.

Elon Musk says 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand
By Anton Shilov last updated
A new approach to chipmaking?

Analyst likens Substrate's tech, messaging, and leadership to a fraud
By Bruno Ferreira published
Analyst likens Substrate's tech, messaging, and leadership to a fraud.
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