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Industry & Markets

Commerce stalls export licences for SK hynix’s Chinese NAND plant

SK hynix cannot get US-made equipment into its Dalian NAND plant, which clouds the funding for a $45B New York build.

November 5, 2026

A New York diamond bet targets heat inside AI packages

November 5, 2026

A Carnegie Mellon spin-out lands a physical AI customer

November 5, 2026

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AI Silicon

Nvidia trims Rubin memory bandwidth without an announcement

November 2, 2026
AI Silicon

A Shanghai designer takes aim at an Nvidia part it cannot buy

October 30, 2026
Processors

A Beijing GPU designer nearly doubles sales in six months

October 29, 2026
Fabs & Manufacturing

A silicon interposer price rise lands before the capacity does

October 28, 2026
Huawei bets that assured supply beats performance in China
AI Silicon

Huawei bets that assured supply beats performance in China

October 2, 2026
Fabs & Manufacturing

Korean substrate makers line up an answer to CoWoS

September 26, 2026
AI Silicon

Alibaba takes on Nvidia with a 216GB in-house AI chip

September 22, 2026
Chip rally lifts AMD past a trillion dollars in market value
Industry & Markets

Chip rally lifts AMD past a trillion dollars in market value

September 21, 2026
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