Apple passes Nvidia to become world's most valuable company as iPhone duo debuts
Apple reclaimed the top market cap spot from Nvidia for at least the fifth time, with the shift coinciding with its iPhone launch event.
24/7 Wall St. · +14 outlets
TSMC asks equipment suppliers for machinery free of Chinese rare-earth magnets
The chipmaker is trying to cut exposure to China's dominance in rare-earth minerals and permanent magnets as export controls threaten fab operations.
Tom's Hardware · +14 outlets
Nvidia CEO Huang says US export curbs accelerated China's chip ambitions
Huang warned the US must take China seriously and not underestimate its ability to manufacture chips at scale, saying restrictions have spurred domestic progres
CNBC TV18 · +12 outlets
SK hynix scraps Solidigm IPO, confirms US 3D NAND fab plan
The memory maker blamed unfavorable market conditions and semiconductor share price trends, and SK hynix shares rose on the news.
Tom's Hardware · +9 outlets
Illegal Nvidia Blackwell Ultra B300 GPUs found inside China Telecom's network
A security firm identified 32 export-barred B300 AI chips in the state-owned carrier's network, while Nvidia said smuggling is 'a drop in the bucket.'
Tom's Hardware · +5 outlets
Leaked video shows Chinese factories stripping RTX 5090s by the thousands for AI servers
The footage helps explain the scarcity of RTX 5090 cards, with Founders Editions among the consumer GPUs being torn apart for AI custom-partner cards.
Tom's Hardware
Texas suspends 17 data center construction permits and shuts automated approval portal
The site was left running for a month after Governor Greg Abbott called for a pause on approvals.
Tom's Hardware · +7 outlets
Amazon scraps four Northern Virginia data centers after local backlash
Amazon dropped plans for four facilities in Loudoun County and will repurpose the land for mixed-use and residential development.
Tom's Hardware · +1 outlets
Micron's next-gen G11 3D NAND targets over 400 layers and 42 Gb/mm2 density
The roadmap promises doubled bit density and a 5,400 MT/s interface speed for higher-capacity, higher-performance SSDs.
Tom's Hardware · +3 outlets
TSMC posts record profit but stock falls on 2027 caution
Investors focused on the chipmaker's cautious outlook even as quarterly results set a record.
Yahoo Finance · +13 outlets
RAM price hikes: the latest on the global memory shortage
Ongoing memory supply tightness is pushing DRAM prices higher across the market.
The Verge · +14 outlets
China can make advanced chips without EUV, but costs, yields and die size keep worsening
Experts say extended DUV multiple patterning can approach 5nm-class but is unlikely to remain economically viable further out.
Tom's Hardware · +14 outlets
FCC issues first bans under chip-level rule, targeting Huawei's HiSilicon
The FCC barred a dashcam and a wireless video transmitter from HiSilicon for containing an AI chip advertising face detection algorithms.
Tom's Hardware · +5 outlets
China says AI compute power set to double but remains heavily reliant on US chips
A report finds Chinese AI capacity expanding fast while still depending on American silicon.
South China Morning Post · +5 outlets
AMD shares fall 8% in a day as Lam Research supply warning sinks chip stocks
Chip stocks sold off broadly on AI spending fears and a supply warning from equipment maker Lam Research.
TIKR.com · +11 outlets
Google cleared 1,300 acres of Finnish forest for AI data centers, driving wolves into villages
Wolves that lived in the cleared forest are now roaming nearby Finnish villages.
Tom's Hardware · +4 outlets
Samsung ramps NAND production as YMTC takes the market's top spot
The shift underscores pressure on incumbent memory makers as Chinese NAND capacity expands.
Semiengineering · +1 outlets
US Senate advances chip export controls as Intel and Tokyo Electron ramp lobbying
Chipmakers and equipment suppliers are increasing lobbying spending as new export restrictions move through Congress.
Legis1 · +1 outlets