AI Chips
AI chips are specialized semiconductor hardware designed to accelerate machine learning workloads during both training and inference phases. Truncated covers chip architectures, manufacturing partnerships, supply chain developments and industry competition.
Nvidia’s Chinese chipmaker rivals see opportunity
www.semafor.com — Nvidia’s CEO Jensen Huang has been a key opponent of US restrictions on semiconductor equipment sales to China.
Rebellions to Use NVIDIA NVLink Fusion for Korean Sovereign AI
www.unite.ai — NVIDIA announced on November 8, 2026, a collaboration with Rebellions and SK Telecom to connect Rebellions’ next-generation R200 processors to NVLink Fusion for Korean sovereign AI infrastructure, with the resulting syst...
SK hynix to expand U.S. workforce to deepen ties with key clients
en.yna.co.kr — SEOUL, Nov. 9 (Yonhap) -- South Korean chipmaker SK hynix Inc. is preparing to expand its ...
Terafab Is Now Aiming For A Memory Production Capacity Of Around 700,000 Wafers Per Month, Which Is Roughly Equal To Samsung's Entire DRAM Capacity
wccftech.com — Terafab has told equipment suppliers it wants a capacity of 1 million wafers per month, with just 300,000 wafers per month for logic chips.
Data center heists are getting bolder, and the latest one hit Nvidia for $11.4 million
TechSpot — According to the Bay Area News Group, police suspect that sophisticated thieves stole $11.4 million worth of Nvidia equipment that was supposed to ship from Oakland to...
The US let Nvidia sell chips to an empty office in China
The Verge — The government is approving sales of Nvidia’s AI chips to Chinese firms with ties to blacklisted companies.
Exclusive: Chipmakers have grown complacent, former Intel CEO says
semafor.com — According to a PowerPoint presentation reviewed by Semafor, former Intel CEO Pat Gelsinger said the industry is failing to innovate on new technologies that could create exponential performance gains.
Infineon bets AI boom will raise demand for underlying infrastructure chips | Andreas Urschitz interview
GamesBeat — The AI boom has given a huge boost to the makers of AI processors, graphics processing units and memory chips. But it's also creating real demand for foundational semiconductors that are part of the infrastructure.
TSMC rises on report of potential push into advanced memory for Nvidia By Investing.com
Investing.com — TSMC rises on report of potential push into advanced memory for Nvidia
How To Challenge A Monopoly In The AI Age
Crunchbase News — AI chip startups can challenge the sector's Goliath's by building substantially better hardware for emerging inference demands, much as Juniper challenged Cisco with a new architecture suited to the internet’s rapid growth. To win customers, writes guest author R K Anand, co-founder and chief product officer of Tensordyne, challengers must prove their advantages, make switching easy and use small, agile teams to anticipate needs that incumbents have yet to address.
Testing a different kind of thing today 🔥 I haven't worked with Windows in a while (10+ years).
China’s AI chipmakers report first profits, but will the trend continue?
South China Morning Post — Sky-high memory costs and other supply-chain difficulties lead major investment banks to pare margin forecasts.
Nvidia Boosts Chip Tracking in Southeast Asia to Fight Smuggling
NVIDIA RTX PRO 5500 Blackwell appears at $17,999 MSRP, higher than RTX PRO 6000
Nvidia chips stockpile in Hong Kong awaits China import approval - report By Investing.com
Investing.com — Nvidia chips stockpile in Hong Kong awaits China import approval - report
China's curbs on tungsten used in drill bits squeeze AI supply chain
Nikkei Asia — Export controls on critical metal have sent price of key tool surging
Months-Old Chip Startup Tenspresso in Talks for $500 Million Valuation
S&P upgrades KLA to ’A’ as AI chip demand bolsters scale and balance sheet By Investing.com
Investing.com — S&P upgrades KLA to ’A’ as AI chip demand bolsters scale and balance sheet
Barclays backs Technoprobe on surging demand for AI chip testing By Investing.com
Investing.com — Barclays backs Technoprobe on surging demand for AI chip testing
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