#AI Chips

Huawei's CANN is open source under a license barring software for non-Ascend chips. Inside China's second CUDA, and the two links still outside it: pre-training compute and 5nm capacity.

Cerebras Systems IPO yields a $5.3 billion return for Benchmark. Explore the 8.5-year journey from a reluctant first meeting to challenging Nvidia's AI dominance.

TSMC posted a 58% profit jump and its fourth consecutive record quarter. As AI chip demand reshapes the semiconductor industry, here's what it means for investors, competitors, and the global tech supply chain.

Intel's revived New Mexico fab is betting on advanced chip packaging to challenge TSMC and capture AI market share. Here's why this quiet technology could matter more than the chips themselves.

SK Hynix has filed confidentially with the SEC for a potential U.S. ADR listing in 2026, targeting up to $10 billion. Here's what it means for investors, competitors, and the global memory race.

Arm's first in-house chip, the AGI CPU, breaks a 30-year licensing model. What happens when the company that powers your chip decides to sell one of its own?

At GTC 2026, Nvidia is expected to unveil an inference chip and the NemoClaw AI agent platform. What happens when the company that owns 80% of AI training comes for the rest of the stack?

China approves Nvidia H200 sales while ASML and SK Hynix report stellar earnings. What does this semiconductor surge mean for global tech competition?

Intel's Q4 2025 earnings reveal a 9% jump in AI products but a 7% slump in PC chips. Supply chain constraints may lead to a shortage of the upcoming Panther Lake processors.

Nvidia CEO Jensen Huang is set to visit China in early 2026 to address chip supply logistical issues and meet with potential buyers amid US-China trade tensions.

TSMC reports record Q4 2025 earnings, with CEO C.C. Wei calling the AI surge an 'endless megatrend.' Explore how Nvidia and Apple's partner is shaping the future.

TSMC plans a record capital expenditure of up to $56 billion for 2026. The investment aims to boost production capacity for AI and HPC chips in the US and Taiwan.