OpenAI unveiled 'Jalapeño,' its first custom AI accelerator chip built with Broadcom, optimized for inference workloads. The chip, fabricated by TSMC, aims to reduce reliance on Nvidia's GPUs and lowe…
OpenAI has begun testing its first in-house AI chip, Jalapeño, designed for inference to reduce costs and reliance on Nvidia. The chip is part of Project Nexus, a collaboration with Broadcom, with pro…
Japan's Prime Minister Sanae Takaichi unveiled a 370 trillion yen ($2.3 trillion) growth strategy on June 20, 2026, targeting 17 sectors including AI and semiconductors, aiming to quintuple domestic c…
ASE Technology raised its 2026 capital expenditure target to $8.5 billion, up from $7 billion in February, as AI chip packaging demand continues to outpace supply. The company expects its advanced pac…
The Netherlands formally objected to the MATCH Act, proposed US legislation that would further restrict ASML's ability to sell advanced chipmaking equipment to China. Dutch Trade Minister Sjoerd Sjoer…
The European Union, along with the Netherlands, Germany, and Greece, joined the US-led Pax Silica initiative on June 23, expanding a supply chain security bloc focused on AI chips, critical minerals, …
AWS Graviton5 is now generally available, powering new M9g and M9gd EC2 instances that deliver 25-35% performance gains over previous generations for web applications, ML inference, and databases, wit…
ASML, the Dutch company monopolizing chip-lithography tools, has begun shipping its $400 million extreme-ultraviolet (EUV) machine capable of patterning features as small as eight nanometers, fueling …
Google has partnered with MediaTek to develop an enhanced version of its next-generation TPU v9 chip, codenamed Triggerfish, featuring up to three times the SRAM capacity and HBM4E memory. The deal, c…
Japan's semiconductor equipment makers Tokyo Electron, Screen Holdings, and Advantest are losing China revenue due to export controls, with Tokyo Electron's China sales dropping from 47.4% to 26.8% of…
The AI hardware supply chain faces severe constraints, with TSMC holding 72% of advanced chip manufacturing and ASML monopolizing EUV lithography. CoWoS packaging capacity is sold out through 2026, an…
Senior engineers can now learn the internal architecture of large language models in a new five-part series. The second installment explains why recurrent neural networks have been replaced by transfo…
Japan announced a plan to mobilize 370 trillion yen ($2.3 trillion) in public and private investment by 2040 across 17 strategic sectors, including AI and semiconductors. Prime Minister Sanae Takaichi…
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, Napier, on TSMC's 3nm process, claiming up to 17x more tokens per watt and 13x higher throughput than Nvidia's Blac…
Amazon Web Services is in early talks to sell its Trainium AI chips to other companies, directly challenging Nvidia's dominance in the AI chip market. CEO Andy Jassy indicated the chips could generate…
President Donald Trump claimed Apple has agreed to work with Intel to design and manufacture chips in the U.S., but neither company has confirmed the deal. The Wall Street Journal reported a prelimina…
ASML CEO Christophe Fouquet warned that Europe is 'quite behind' in the AI race, with the US purchasing 80% of advanced AI chips and Europe accounting for only 1-2% of ASML's high-end lithography syst…
Tower Semiconductor has shipped over 5 million coherent photonic integrated circuits to Marvell Technology for AI data center interconnect networks, marking a milestone in silicon photonics production…
South Korea's Kospi and Japan's Nikkei 225 hit record highs on June 18, 2026, driven by surging AI chip demand. SK Hynix joined the trillion-dollar club, while Samsung and Tokyo Electron led gains, wi…
TSMC's leading-edge capacity is fully booked by NVIDIA, Apple, and Broadcom through 2028, forcing customers like AMD, Google, Tesla, and BYD to explore Samsung Foundry for future chips. AMD is in talk…