AI hardware

Taiwan moves to put chip rerouters behind bars for a decade
Industry & Markets

Taiwan moves to put chip rerouters behind bars for a decade

A DPP amendment would extend export rules from tools to finished chips, materials and third-country transshipment.

Odisha starts building chip plants it sold as a mining pivot

Odisha starts building chip plants it sold as a mining pivot

Smugglers pack HBM onto server chips to slip past export rules

Smugglers pack HBM onto server chips to slip past export rules

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AI Silicon

Google sends its TPU chips to orbit on a moonshot

The world's biggest chip packager is pouring another $2B into plants and equipment as AI demand stretches its advanced packaging lines.
Fabs & Manufacturing

ASE adds $2B to 2026 capex as AI orders pile up

Rising HBM4 costs are forcing Nvidia to pare back the memory configuration on its next-generation Vera Rubin AI platform, cutting SOCAMM capacity per CPU in half.
Memory & StorageProcessors

Memory cost pressure forces Nvidia to cut Vera Rubin SOCAMM capacity in half

Processors

Google embeds Gemini architecture directly into silicon with Frozen v2 chip