Nvidia has unveiled its next-generation Vera Rubin AI computing platform, arriving ahead of schedule. The Rubin GPU claims to deliver five times the AI training compute of the current Blackwell architecture while drastically reducing the cost and hardware needed for massive AI models.
Qualcomm is rounding out its 2025 Snapdragon X lineup with a new mid-range chip for 2026. The Snapdragon X2 Plus promises major GPU and CPU improvements to compete directly with Intel and AMD in laptops.
Qualcomm is making a serious push from edge devices into the cloud AI accelerator space. Its strategy hinges on new chiplet tech and convincing cloud giants to look beyond GPUs.
President Trump has ordered HieFo Corporation, a firm owned by a Chinese national, to divest its acquisition of chip assets from U.S. defense contractor Emcore. The White House cited national security concerns over the deal, which was not filed with the CFIUS review committee. HieFo must now unwind
After a 2025 rally focused on AI data center chips, Loop Capital analyst Gary Mobley is spotlighting two laggards for a comeback. He sees Synopsys jumping 28% and ON Semiconductor surging 38.5% this year as growth broadens.
AMD is kicking off 2026 with significant updates for its Linux software stack. The RadeonSI graphics driver is undergoing a major compilation refactor, and the ROCm 7.10 release now formally supports the upcoming Strix Point APUs.
NVIDIA appears to be expanding its Blackwell GPU family with five newly spotted PCI IDs. The additions include one GB110 and the new GB112 and GB120 chips, likely targeting data centers, not gamers.
TSMC secured a US license to import chip tools to its Nanjing fab. Meanwhile, analysts are buzzing about a “Great Reversal,” where top Chinese AI talent is now decamping to the West, with Meta’s acquisition of a Beijing-based AI startup as the prime example.
Chinese AI chip startup Biren has successfully raised $717 million in its Hong Kong IPO, pricing at the top of its range. The offering saw massive oversubscription, highlighting intense investor interest in China’s domestic semiconductor efforts. This comes as the country pushes hard to develop alte
In a massive win for Samsung, its upcoming HBM4 memory chips have been selected by AI giants Google, Nvidia, and Broadcom. This could lead to a global scramble for supply, driving prices and Samsung’s profits way up.
