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Thursday 8 October 2026
Samsung to exit in-house automotive AP, focus on high-margin chips
Samsung Electronics' System LSI division is reportedly planning a retreat from the automotive application processor (AP) business and launching a major restructuring, with a future...
Thursday 8 October 2026
Malaysia's chip push: a new island and pressure from Washington and Beijing
Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick...
Thursday 8 October 2026
Marvell's custom AI chip upgrade points to a broader fight over peripherals
Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage,...
Thursday 8 October 2026
Huawei says Ascend tops Nvidia in China as demand gap remains
Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met....
Thursday 8 October 2026
AI boom reportedly drives tech giants toward new debt financing for chips
Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes...
Thursday 8 October 2026
Huawei claims to have largely cut US tech reliance
Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls...
Thursday 8 October 2026
Broadcom reportedly in early talks to finance OpenAI's custom chip purchases
Broadcom is increasingly arranging the money its customers need to buy its chips. Fresh off launching a US$60 billion debt package to fund Anthropic's AI build-out, the company has...
Wednesday 7 October 2026
Musk limits TSMC to possible Terafab sublease; Intel says it will stay involved
Intel will keep working with Elon Musk on Terafab, according to Bloomberg. Intel CEO Lip-Bu Tan stated that the company will stay involved in Musk's plan to make cutting-edge...
Wednesday 7 October 2026
SpaceX's US$40 billion Nvidia financing spotlights rise of AI compute as an asset class
SpaceX is seeking roughly US$40 billion in financing to fund purchases of Nvidia AI chips, in a deal led by Apollo Global Management that could become one of the largest examples yet...
Wednesday 7 October 2026
Commentary: Qualcomm patent deal puts spotlight on Huawei's broader IP push
Huawei and Qualcomm announced on Oct. 5 that they had signed a multi-year patent licensing agreement covering technologies including 5G, computing, AI and networking.
Wednesday 7 October 2026
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak...
Wednesday 7 October 2026
Canon courts India's chip projects as toolmakers jostle for an early foothold
India's young chip industry is becoming a contest among the world's largest semiconductor equipment makers, with Canon the latest to declare its interest. The race remains at an early,...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Tuesday 6 October 2026
Cerebras' stock slide stops after Sam Altman calls it 'close partner'
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...
Tuesday 6 October 2026
Apple, Qualcomm renew patent deal, iPhone modem shift deepens
Qualcomm announced on September 24 that it has renewed its global patent licensing agreement with Apple, with the new contract set to take effect on April 1, 2027. The terms and value...