India’s CDAC has launched the DHRUV64, a 1GHz dual-core processor built on the RISC-V architecture. It’s a leap from the country’s 2020-era 100MHz chips, but built on older 28nm tech. More powerful quad-core models are promised for the future.
An internal analysis from memory giant SK Hynix projects that “commodity” DRAM supply for mainstream PCs will lag behind demand through 2028. The company and its peers are prioritizing high-margin AI server memory, leaving the consumer market in a prolonged crunch. This means high prices and limited
Nvidia is pushing back on explosive allegations that Chinese AI firm DeepSeek trained its models on smuggled, top-tier Blackwell GPUs. The claims highlight the intense cat-and-mouse game between U.S. export controls and a thriving chip black market, with Nvidia now rolling out new tech to track its
Intel is taking a major step toward acquiring AI chip startup SambaNova Systems. The non-binding agreement comes as Intel pushes hard into AI to catch up with rivals like Nvidia.
In a major policy shift, the Trump administration will permit NVIDIA to sell its high-end H200 AI chips to vetted customers in China, subject to a 25% tariff. The deal excludes its latest Blackwell and upcoming Rubin architectures and extends to other US chipmakers like AMD and Intel. The move is al
In a major shift, Micron is exiting its Crucial consumer memory business to prioritize AI and data center chips. The brand will ship products until the end of February 2026. This move comes as AI demand causes severe memory shortages and price spikes.
Synopsys saw its stock surge after a major strategic investment from Nvidia. Despite strong fundamentals, the rally has pushed its valuation into expensive territory, raising questions for investors.
Marvell Technology is making a massive move into optical AI interconnects, agreeing to acquire startup Celestial AI for a deal that could be worth up to $5.5 billion. The acquisition is a strategic bet on the “photonic fabric” needed to link the next generation of AI chips together.
The U.S. government is moving to invest $150 million in chip lithography startup xLight. This follows a pattern of taking equity stakes in key semiconductor companies, signaling a new, direct financial strategy for the CHIPS Act.
Merck Electronics is investing heavily in Taiwan to support TSMC. Its new €500 million chemical plant in Kaohsiung aims to meet a huge chunk of local demand for critical chipmaking materials.
