Topic

Chips

28 articles

Latest developments & archive

TSMC Hits Record Third-Quarter Revenue, but the Margin Picture Is Still Missing

TSMC generated NT$1.49 trillion in third-quarter revenue. Monthly data show record momentum, but not yet the profit trend.

October 8, 2026·4 min read

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Patents

Intel application: One cell layout for power from the front or back

Power vias at cell boundaries aim to make logic cells suitable for either power-delivery direction. No specific processor or measured benefits are established.

October 3, 2026·2 min read

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Business & IT

Amazon Reportedly Weighs $8 Billion Nvidia Chip Sale-and-Leaseback

Amazon is reportedly considering transferring Grace Blackwell chips to investors and leasing them back. The potential deal is unconfirmed.

October 2, 2026·2 min read

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Business & IT

Anthropic: Broadcom Combines Chip Supply With a $42 Billion Credit Facility

Broadcom may lend Anthropic up to $42 billion while also supplying technology for its TPU infrastructure.

October 1, 2026·4 min read

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Cloud & Infra

Vultr Orders HPE’s First AMD Helios Racks in $1.2 Billion Deal

Vultr has ordered HPE’s first AMD Helios racks. The open Ethernet design connects 72 MI455X GPUs per rack.

September 30, 2026·4 min read

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AI & Chips

AMD Buys World Labs for $8.2 Billion — Models Will Help Shape Its Chip Roadmap

AMD is acquiring World Labs. Its 3D world models will help align future chips, software and systems with emerging AI workloads.

September 29, 2026·4 min read

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Patents

Applied Materials outlines coaxial bridges for chiplets and HBM

A prefabricated module with individually shielded lines could connect chips at high density. The filing includes performance figures, but no independent product validation.

September 19, 2026·2 min read

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Patents

Nvidia filing: AI agents could signal their compute needs ahead of time

A newly published patent application describes forecasts of upcoming model calls, tokens and GPU memory to help servers plan resources.

September 19, 2026·2 min read

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AI & Chips

Axelera Europa Launches: 629-TOPS Accelerator Reaches Dell and Supermicro Systems

Axelera's Europa chip is shipping in validated Dell and Supermicro servers. Efficiency figures remain vendor benchmarks.

September 15, 2026·2 min read

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AI & Chips

Dimensity 9600 Pro: MediaTek Launches 2nm Chip With Dual NPU

MediaTek's 2nm flagship supports LPDDR6, UFS 5.0 and models up to 30B. Performance figures still come from in-house tests.

September 15, 2026·2 min read

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Regulation & Law

South Korea Expands Espionage Law to Foreign Technology Theft

A new offence covers espionage for any foreign state, with chips, displays, batteries and AI in focus.

September 13, 2026·2 min read

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Patents

Intel proposes moving the control chip inside the HBM stack

A newly published application places interface logic between memory layers to balance signal paths. Moving it higher instead favors cooling.

September 12, 2026·1 min read

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Cloud & Infra

d-Matrix Connects Raptor to NVIDIA NVLink — Open Silicon, Controlled Rack

Raptor is meant to handle decode beside Vera Rubin. The chip has not taped out yet; initial MGX systems are due in late 2027.

September 10, 2026·2 min read

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Cloud & Infra

NVIDIA Bundles Australia's AI Buildout: 2 GW Is a Target, Not Live GPU Capacity

Eight partners target up to 2 GW of AI infrastructure by 2027. The figure spans land, power and data-centre capacity.

September 10, 2026·2 min read

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AI & Chips

Amazon Ties Up to $60 Billion of Business to Qualcomm as AI Chips Become a Hyperscaler Bet

Amazon received warrants for 25m Qualcomm shares, with vesting tied to as much as $60bn of chip-related business.

September 8, 2026·4 min read

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AI & Chips

Arm Spreads Mobile AI Across CPU and GPU as CSS for Mobile 2 Skips a Standalone NPU

Arm CSS for Mobile 2 combines C2 CPUs, SME2 and Mali neural accelerators; Arm does not list a separate NPU in the platform.

September 8, 2026·4 min read

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New Technology

Huawei Mate XT2: The Tri-Fold Is Only Half the Story

Huawei pairs the Mate XT2 with Kirin 9050 Pro and HarmonyOS 7. The bigger signal is tighter vertical control over hardware and software.

September 7, 2026·6 min read

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Regulation & Law

EU Courts Taiwan's Chip Industry: Chips Act 2.0 Needs More Than New Fabs

Brussels wants Taiwan more deeply integrated into Europe's AI and semiconductor strategy. The latest dialogue also exposes Europe's weakness: sovereignty does not come from one fab, but from design, packaging, materials, talent and resilient supply chains.

September 7, 2026·6 min read

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AI & Chips

Enflame's Online Tranche Was 6,109x Oversubscribed: Money Still Does Not Replace CUDA

Chinese AI-chip contender Enflame is raising about 6.1 billion yuan and attracted extreme IPO demand. That shows investor appetite and strategic momentum — but it does not yet prove that Nvidia has been matched technically or at the software-ecosystem layer.

September 7, 2026·6 min read

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AI & ChipsGerman article

Chipfabriken investieren auf Rekordniveau

Halbleiter-Ausrüster setzten im zweiten Quartal 40,53 Milliarden Dollar um. Die Zahl zeigt hohe Investitionen, noch keine höhere Chipnachfrage.

September 5, 2026·1 min read

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AI & ChipsGerman article

GCRAM-Testchip soll Speicherfläche und Strom sparen

GlobalFoundries und RAAAM versprechen deutliche Vorteile gegenüber SRAM. Der Tape-out ist geschafft; Messwerte aus fertigem Silizium fehlen.

September 5, 2026·1 min read

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AI & Chips

AMD Halo Station: 96 Cores and up to 576 GB of GPU Memory

AMD shows a workstation for large local AI models. The prototype combines Threadripper with Instinct accelerators; launch is planned for 2027.

September 5, 2026·1 min read

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AI & Chips

Google Eyes Two New AI Chips with Marvell — The Next Power Struggle Moves to Custom Silicon

According to Reuters and The Information, Google is in talks with Marvell to develop two new AI chips. This is more than a chip rumor: it shows how hyperscalers in 2026 are trying to reduce dependence on standard GPUs and bring inference costs under control.

April 20, 2026·4 min read

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New Technology

AirPods Max 2: Plenty of H2, Little Courage, and a Lossless Problem That Runs Deeper Than Apple Admits

Apple upgrades its most expensive headphones with the H2 chip but dodges the one question every audiophile is asking: Why no wireless lossless? The answer may lie in the enclosure itself.

March 31, 2026·8 min read

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AI & Chips

AI Chips 2026: Inference Hardware Becomes the Battleground NVIDIA, AMD, Intel and the Startup Wave

Training was yesterday 2026 is all about inference. NVIDIA, AMD, Intel and a wave of startups are fighting for the mass market in AI hardware. An analysis of the balance of power.

March 31, 2026·7 min read

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Startups

Swiss AI Startups 2026: These 5 Companies You Should Know

Switzerland is evolving into Europe's AI hotspot. Five startups that show why the Alpine nation is at the forefront of artificial intelligence from neuromorphic chips to Sovereign AI.

March 31, 2026·6 min read

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AI & Chips

AMD MI450: Billion-Dollar Deals with OpenAI, Oracle, and Cisco

AMD secures massive AI chip contracts: 6GW OpenAI commitment, 50,000 MI450 chips for Oracle, 1GW Cisco deal through 2030.

March 28, 2026·6 min read

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New Technology

Hardware Prices Q1 2026: RAM Explodes, GPUs Scarce, Hard Drives Sold Out

DRAM prices rise up to 130 percent, hard drives are completely sold out for 2026, budget PCs are disappearing from the market. A current overview with real numbers.

March 28, 2026·6 min read

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