Nvidia Acknowledges Huawei as Growing Competitor Despite US Trade Restrictions
Nvidia's latest regulatory filing reveals Huawei as a formidable rival across multiple business segments, despite facing US sanctions. The Chinese tech giant's resilience is demonstrated through strong revenue growth and technological innovations, including independently developed smartphones and operating systems.
TSMC Plans Historic $100B Investment in US Semiconductor Manufacturing
Taiwan's TSMC is set to announce a groundbreaking $100 billion investment in US chip manufacturing facilities over the next four years. This landmark move, expected to be revealed by President Trump, represents one of the largest foreign investments in US manufacturing history and aims to boost domestic semiconductor production.
Nvidia Stumbles: Tech Giant's Brief Stay in $3 Trillion Club Ends with Market Plunge
Despite record-breaking revenue and strong AI performance, Nvidia's market value dropped below $3 trillion after an 8% stock decline. The semiconductor giant's exit from the exclusive club comes amid broader market concerns, though CEO Jensen Huang remains optimistic about future AI computing demands.
Apple Plans to Integrate Custom Modem into Future Device Processors
Apple aims to consolidate its modem technology directly into main device chipsets, following the launch of its first in-house 5G modem. This strategic move represents Apple's continued push for vertical integration and reduced reliance on external suppliers like Qualcomm.
Inside Apple's Secret Lab: The Birth of the Revolutionary C1 Modem Chip
Get an exclusive peek into Apple's cutting-edge modem testing facility where the groundbreaking C1 chip was developed for the iPhone 16e. Discover how rigorous testing across extreme conditions and partnerships with global carriers shaped Apple's first in-house cellular modem solution.
Paragraf Launches Revolutionary Customizable Graphene Sensor Platform
UK-based Paragraf is developing a groundbreaking 'blank canvas' graphene foundry that allows customers to customize sensors for diverse applications. The innovative approach enables up to 100-channel sensing capabilities while targeting competitive $1 per sensor pricing at scale.
Intel Faces Potential Split as Broadcom and TSMC Consider Acquisition
Intel Corporation may be headed for a breakup, with Broadcom and TSMC reportedly exploring separate acquisitions of its design and manufacturing operations. The semiconductor giant's strategic shift comes amid market share losses and manufacturing challenges against key competitors.
Intel Breakup Looms as TSMC and Broadcom Consider Split Acquisition
Tech giants TSMC and Broadcom are exploring potential separate acquisitions of Intel's operations, with Broadcom eyeing chip design while TSMC considers manufacturing facilities. The complex deal faces significant hurdles, including U.S. government concerns over foreign ownership of strategic semiconductor assets.
Intel Abandons Falcon Shores AI Chip to Refocus on Rack-Scale Solutions
Intel has canceled development of its Falcon Shores AI chip as part of a strategic pivot toward complete AI infrastructure solutions. The company aims to strengthen its position in the competitive AI chip market by focusing on Jaguar Shores, a comprehensive rack-scale system.
Taiwan Earthquake Forces TSMC to Halt Chip Production, Disrupting Global Supply Chain
A 6.4-magnitude earthquake in southern Taiwan forced TSMC to temporarily suspend operations at multiple fabrication facilities producing advanced chips. While most equipment resumed operation quickly, some production lines face delays due to required safety inspections and adjustments.