Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base while initially targeting domestic automotive and industrial demand.

Nvidia is preparing Groq AI chips for sale in the Chinese market, according to Reuters. The move signals the company's intent to remain competitive in the global inference chip market, particularly as Chinese chip firms move to fill the void left by US chips following export restrictions.

The most telling moment of Nvidia's GTC 2026 did not unfold on the main stage of the SAP Center, but inside a glass display case at Booth 1207.

Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a shift thrown into sharp relief at Nvidia's GTC 2026.

Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.

Amid sustained Western sanctions, Russia is reportedly advancing an alternative CPU pathway through cooperation between local IC firm Tramplin Electronics and China's Loongson. The company is said to be developing its Irtysh processor series based on the LoongArch instruction set, with initial engineering samples released and a production target of 30,000 units.

Industry veteran KC Ang has stepped down as president and head of Tata Semiconductor Manufacturing, marking a leadership transition as the company advances its chipmaking projects in India, according to reports by The Economic Times, Electronics For You, and Manufacturing Today.

Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports. Industry insiders assess that Apple likely made this decision to reduce costs while buying time to improve its in-house N-series chip specifications.

At its 2026 GTC conference, Nvidia not only unveiled its Vera CPU but also officially launched the Groq 3 LPU chip, developed through a prior technology licensing arrangement with Groq and brought into its own ecosystem. Alongside it, Nvidia introduced the Groq 3 LPX platform — a server rack composed of 128 Groq 3 LPUs that can be directly integrated with the Vera Rubin solution. The move signals that Nvidia has successfully absorbed Groq's technology into its fold. For AI chip startups, the most viable path forward may ultimately be: "if you can't beat them, join them."

Agnit Semiconductors has raised US$2.6 million in a seed extension round led by Shastra VC, with existing investors 3one4 Capital and Zephyr Peacock participating. The Economic Times, Analytics India, The Hindu Business Line, and BIS Infotech report. The company said the funds will be used to scale gallium nitride component production and move pilot products toward commercialisation.