Semiconductor

A SoftBank subsidiary has signed a collaboration agreement with Intel to commercialize "next-generation memory technology."

Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.

Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.

Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said. Huang’s remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply...

Wingtech Technology, the Chinese owner of chipmaker Nexperia, is expected to post a loss of between 9 billion yuan (US$1.3 billion) and 13.5 billion yuan in 2025, owing to the Dutch government’s takeover of the semiconductor firm, the Shanghai-listed company said in a statement on Friday. Wingtech said that its authority over the chipmaker continues to be “temporarily restricted” since the October 7 ruling of the Dutch Enterprise Chamber, a special division of the Amsterdam Court of Appeal,...

Get a daily digest of breaking business news straight to your inbox with the Reuters Business newsletter. ... AI data centers. While most of a...

The flash storage memory company reported strong margins as AI data centers fuel a supply crunch for the chips ... Got a confidential news tip? We want...

The flash storage memory company reported strong margins as AI data centers fuel a supply crunch for the chips.

As custom chips gain favor, the Street weighs what it really means for Nvidia.

Alibaba Group Holding has delivered more than 100,000 units of its most advanced artificial intelligence chip, the Zhenwu 810E, whose performance is said to be comparable to Nvidia’s H20, according to people familiar with the matter – a milestone that highlights the company’s growing role in China’s race to build domestic alternatives to US processors. The shipments, handled by Alibaba’s semiconductor arm T-Head, have already surpassed those of domestic rival Cambricon Technologies, the sources...

Apple on Thursday said iPhone sales in the March quarter could be even better than the company's forecast if it could secure enough chips to meet demand.

Alibaba Group Holding’s semiconductor design arm, T-Head, on Thursday unveiled details of its advanced artificial intelligence chip with capabilities said to be on par with Nvidia’s H20, days after the unit was reportedly being prepared for a potential spin-off and public listing. According to information on T-Head’s website, the Zhenwu 810E was a “fully self-developed” parallel processing unit (PPU), an application-specific integrated circuit designed for both AI training and inference. Alibaba...

The Taiwan government has cleared Nvidia to establish a NT$3.3 billion (US$105 million) headquarters on the island that produces most of the world’s advanced semiconductors, which the Silicon Valley chip designer will need to feed the red-hot global artificial intelligence sector. Nvidia would use the Taipei site for a “commercial office” building and the acquisition of land for a “comprehensive business park”, the island’s Ministry of Economic Affairs announced on Wednesday. The approval came a...

Read more CNBC tech news ... But advanced chips are one of the hardest pieces of the AI stack to crack. Naveen Rao, CEO of the AI computing startup...

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Chips from Chinese semiconductor designer Hygon Information Technology were found unaffected by a recently disclosed vulnerability in products developed by its US tech licenser and former joint venture partner Advanced Micro Devices (AMD), according to analysts, which showed progress in China’s self-reliance drive. Hygon’s central processing units (CPUs), which were developed under a licence to use AMD’s X86-based Zen chip architecture, did not have the hardware security flaw that affected a...

Beijing has begun approving imports of Nvidia’s H200 graphics processing units (GPUs), according to two sources familiar with the matter, ending regulatory uncertainty over the US tech giant’s second most powerful artificial intelligence chip. The first batch was expected to go to Big Tech companies, which were in urgent need of the GPU, a source said. However, access for state-backed companies, such as telecommunication network operators, was expected to remain under tight control, the source...

Built on TSMC's 3nm process, Microsoft says its Maia 200 AI accelerator “delivers 3 times the FP4 performance of the third generation Amazon Trainium,...

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year graphics processing unit (GPU) architecture road map, aiming to surpass Nvidia’s next-generation Rubin platform within two years, amid the country’s push for semiconductor self-reliance. The company said its Tianshu architecture had outperformed Nvidia’s Hopper platform last year, while a second architecture, Tianxuan, would be built to benchmark against the US firm’s Blackwell platform. A third, Tianji, was...

... AI infrastructure boom may last longer than expected. Memory chips are ... News Tips. Got a confidential news tip? We want to hear from you...

It is the second generation of an AI chip called Maia that Microsoft introduced in 2023. Get a daily digest of breaking business news straight to your...

... AI models, cloud and AI chief Scott Guthrie said in a blog post. ... Matt Day is a reporter for Bloomberg News in Seattle primarily covering Amazon and...

Samsung Electronics Co. is getting close to securing certification from Nvidia Corp. for the latest version of its AI ... Provide news feedback or...

Jensen Huang marked the coming Lunar New Year with Nvidia employees in Shanghai on Saturday, as the CEO of the world’s most valuable company made his first trip to China in 2026 amid uncertainties around its H200 graphics processing unit (GPU). Huang received a rock-star welcome when he joined Nvidia’s annual Lunar New Year celebration, according to two employees who asked not to be named as they were not authorised to speak to the media. Huang gave a speech and handed out tangerines that he...

The plans of Alibaba Group Holding and Baidu to list their semiconductor design units could intensify competition with other domestic artificial intelligence chip developers to unseat Nvidia as the country’s top supplier of high-performance AI processors, according to analysts. The two Chinese internet peers’ initiatives reflected the strong investor appetite for AI chip firms and growing demand for alternative computing resources in the domestic AI sector, as Beijing pushed for greater...

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Programming note: The next issue lands 30 January, where we'll take a look at the state of the AI economy.Hand-to-Mouth at the FoundryThe central wager at Intel is that the world really needs a high-end alternative to TSMC, and that being a U.S.-based company

If passed, the AI Overwatch Act would revoke existing licenses for such AI ... Global Business and Financial News, Stock Quotes, and Market Data and...

China's Alibaba is preparing to list its chipmaking arm, T-Head, Bloomberg News reported on Thursday, citing people familiar with the matter.

The AI boom is riding high into 2026, defying concerns about lofty ... Jens-Frederik Nielsen during a news conference in Nuuk, Greenland, on Jan.