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Monday 27 July 2026
Rebellions readies Rebel100 shipments as AI inference demand grows
South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...
Monday 27 July 2026
India's NIELIT and SCL expand access to indigenous semiconductor design kit through eChipHub
India's National Institute of Electronics and Information Technology (NIELIT) and the Semiconductor Laboratory (SCL) have collaborated to make SCL's indigenous 1.2-micrometer Process...
Monday 27 July 2026
eSSD contracts surge as AI data centers shift spending from memory to storage
Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...
Saturday 25 July 2026
SK Hynix and Nvidia strike long-term deal to co-develop next-generation HBM
SK Group and Nvidia have announced a comprehensive partnership valued at more than $500 billion, spanning AI factory construction and next-generation memory supply, with letters of...
Friday 24 July 2026
AMD advances telecom AI with AT&T and Microsoft
AMD unveiled a next-generation open-source telecom large language model (LLM), OTel 2.0, with AT&T and Microsoft at its Advancing AI 2026 conference, completing a training pipeline...
Friday 24 July 2026
AMD says AI shift to inference and agents will reshape data centers
AMD said the artificial intelligence boom is entering a new phase that will force a major redesign of data centers, as demand shifts from model training toward inference, AI agents,...
Friday 24 July 2026
AMD unveils Helios rack-scale AI platform to target hyperscale buildouts
AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers...
Friday 24 July 2026
AMD splits next-generation data center GPUs for specialized AI demand
AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the...
Friday 24 July 2026
China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Thursday 23 July 2026
Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck
Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...
Thursday 23 July 2026
Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

Thursday 23 July 2026
AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon
Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...
Wednesday 22 July 2026
US-China AI rivalry, part 2: Beijing weighs controls on model weights, training data, chip designs

The forthcoming AI dialogue between Washington and Beijing is less a sign of easing tensions than of a changing rivalry. Both governments...

Wednesday 22 July 2026
Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says
The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according...
Wednesday 22 July 2026
Anthropic wins approval for US$1.5 billion copyright settlement with authors
Anthropic has secured court approval for a US$1.5 billion settlement to resolve a major copyright lawsuit brought by authors over training its Claude chatbot on unauthorized works...