AI infrastructure

Smugglers pack HBM onto server chips to slip past export rules
Memory & Storage

Smugglers pack HBM onto server chips to slip past export rules

Korean memory stacks are reaching Huawei disguised as low-cost server processors, and the dismantling damage is the tell.

A third straight 20 percent quarter lifts chip sales to $517.7B

A third straight 20 percent quarter lifts chip sales to $517.7B

Bosch will run its chip unit as a foundry from 2028

Bosch will run its chip unit as a foundry from 2028

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Marvell will swallow Lumentum and hand over a third of itself
Fabs & Manufacturing

Marvell will swallow Lumentum and hand over a third of itself

Design & Tools

Tokyo Electron sees profit up 87 percent and sets a buyback

Feature illustration for: Wafer shipments are set for a record run through 2029
Memory & Storage

Wafer shipments are set for a record run through 2029

Six partners sign up to double the parts around the GPU
Fabs & Manufacturing

Six partners sign up to double the parts around the GPU

Industry & Markets

Amazon weighs shifting $8B of Nvidia chips onto investor books

Industry & Markets

Consultants see a trillion-dollar revenue gap in the AI buildout

AI Silicon

A listing prospectus ties an AI lab to $518B of compute

Industry & Markets

A chipmaker courts insurers to de-risk loans to its buyers

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