Hua Hong Semiconductor reported second-quarter net profit of $38.6 million, up 385.9% year over year, on record revenue of $717.5 million, while SMIC's net profit more than tripled to $479.2 million o…
Nvidia's H200 processors have reached mainland China in limited quantities, with ByteDance and Tencent each receiving about 10,000 units in recent weeks, according to the Financial Times. U.S. regulat…
Cerebras Systems introduced the CS-4 server rack, built around three wafer-scale chips, to accelerate AI inference for chatbots, positioning itself against Nvidia. The system, announced Tuesday in San…
Alibaba has brought day-zero support for its Qwen-3.8 27B AI model to its RISC-V-based XuanTie C950 chip, achieving 30 tokens per second decode speed and a 1.9-second time to first token. The chip, re…
Cadence Design Systems CEO Anirudh Devgan argues the company is undervalued, with shares trading around $338.61 against a GuruFocus GF Value estimate of $382.09, implying about 11.4% upside. The compa…
NVIDIA has delayed mass shipments of its Blackwell NVL72 rack system to Q1 2025 due to overheating issues in the 72-GPU configuration, which exceeds conventional air cooling limits. The company confir…
Micron Technology shares fell more than 8% on July 28, 2026, as a sector-wide semiconductor selloff erased over $1 trillion in combined market capitalization from major chipmakers including SK Hynix, …
Data Center Knowledge's most-read hardware stories from July through mid-August 2026 highlight an infrastructure-first phase of AI buildouts, with energy, minerals, and networking taking center stage.…
AI inference chip startup Etched's valuation has doubled to about $21 billion just one month after its $300 million Series C round led by Sequoia, which valued the firm at $10.3 billion, according to …
Apple's upcoming A20 chip in the iPhone 18 Pro and iPhone Ultra will not necessarily be 18% faster or 30% more power-efficient, despite rumors citing TSMC's new 2nm process. The 18% performance and 30…
Leopold Aschenbrenner's Situational Awareness hedge fund lost roughly $30 billion in July after its two largest bets, a $5.7 billion stake in SanDisk and a $5.6 billion stake in Micron Technology, plu…
ARK Invest hired Matt Arkin as a research associate covering artificial intelligence, cloud computing, and semiconductors, signaling a deeper focus on AI infrastructure. The firm's March 2026 research…
Wolfspeed, STMicroelectronics, and onsemi shares rallied on Monday as Nvidia's Vera Rubin AI platform, which entered full production on May 31, drives demand for silicon carbide power semiconductors. …
Leopold Aschenbrenner's hedge fund Situational Awareness held $5.7 billion in SanDisk and $5.6 billion in Micron at the end of June, accounting for 56% of its $20 billion US stock portfolio, before th…
Global Unichip Corp (GUC), the TSMC-affiliated ASIC design house, posted July 2026 net sales of NT$5.769 billion, a 158.4% year-over-year increase and a new monthly record, driving shares up 9% to NT$…
Nvidia has pre-booked TSMC's 1.6-nanometer A16 process capacity for its second-half 2028 Feynman GPUs, locking up advanced packaging and silicon photonics to deny rivals the manufacturing capacity nee…
A Guardian investigation found that Microsoft's AI infrastructure claims exceed its actual deployed chip count, with thousands of advanced AI chips sitting in inventory because data center constructio…
Asia's AI chip startups face significant barriers to competing with Nvidia, primarily due to limited access to advanced foundries like TSMC and Samsung Foundry, according to industry experts and inves…
Google's Tensor G6 processor, powering the Pixel 11 series, prioritizes AI, efficiency, and security over raw CPU and GPU performance, featuring a seven-core CPU, PowerVR GPU, and a fifth-generation T…
The US State Department is preparing to warn roughly 35 partner nations in the Pax Silica initiative that joining China's World Artificial Intelligence Cooperation Organisation (WAICO) will result in …