Samsung has secured a vital US export exemption for its semiconductor factory in China, valid for 2026. This “Verified End User” status allows it to import American tech without individual approvals, preventing costly delays.
According to a new report, Samsung aims to make its self-developed Exynos chips the primary engine for its global flagship phones by 2028. The move is part of a major strategy to emulate Apple’s vertical integration, potentially including a custom in-house GPU.
The micro-LED industry is finally moving from lab to fab, with the first commercial products slated for 2025. But the path to viability is fraught with massive technical and cost challenges that could make or break the entire technology.
Nvidia is making another strategic move to consolidate AI chip talent. The company is licensing technology from inference-focused startup Groq and hiring its founder and CEO, Jonathan Ross, along with other key leaders.
Nvidia is set to acquire AI chip challenger Groq for a staggering $20 billion, according to a report. This would be Nvidia’s biggest purchase and aims to neutralize a rival with promising, energy-efficient technology. The deal reshapes the entire landscape for AI hardware.
After a period of effectively zero market share, NVIDIA and AMD are re-entering the Chinese AI chip market under revised US export policies. The return comes with major strings attached, including a hefty new tax and intense scrutiny from Beijing. It’s a high-stakes, costly comeback.
Micron Technology just posted a massive earnings beat, sending its stock soaring. The driver? Overwhelming demand for its high-bandwidth memory (HBM) chips used in AI systems. Wall Street analysts are now racing to upgrade their targets, with some seeing nearly 50% more upside.
It’s a busy pre-market session with major moves across tech and retail. Micron Technology is leading the charge with a massive revenue forecast beat, while Trump Media announces a surprising merger. Here’s what’s driving the action.
A German startup is making a massive bet on a new way to find flaws in advanced AI chips. With €152m and government backing, they’re trying to solve a critical bottleneck in semiconductor manufacturing.
The UK is planning a major regulatory shift for cryptocurrencies, treating them like traditional financial products. Crypto firms will fall under full Financial Conduct Authority supervision, with legislation targeted for 2027.
