Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan Semiconductor Manufacturing Company (TSMC).

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update on its latest operational plans.

Eric Demers, a veteran GPU architect who until recently served as Senior Vice President of Engineering at Qualcomm and led its GPU business, is leaving the company to join Intel, according to a disclosure he made on LinkedIn.

Apple and Google have entered into a multi-year strategic agreement under which Apple's next-generation foundation models will be built using Google's Gemini models and cloud infrastructure. The partnership will provide core technical support for a more personalized version of Siri that Apple plans to roll out in 2026.

The Financial Times reported that Apple's decision to partner with Google to integrate Gemini technology into the next generation of Siri was driven in part by OpenAI's ambition to develop AI products that could eventually compete with the iPhone. As potential conflicts of interest between the two companies became more pronounced, Apple opted to work with Google instead of OpenAI.