Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must Finish
Pat Gelsinger gave Intel what it needed. A modern blueprint that puts chiplets, packaging, and device physics at the center of performance. He also tried […]
semiconductors
US blocks Nvidia’s B30A AI chip sales to China as export controls tighten again
The US government is moving to block Nvidia’s latest China focused AI chip, the B30A. On paper B30A is a cut down data center accelerator. […]
US committee targets Nvidia over Chinese campus ties and Huawei affiliate presence
A US congressional committee has criticised Nvidia for operating on a shared campus in China with a Huawei affiliated company that is under US restrictions. […]
Arm Q2 FYE26: third straight billion-dollar quarter, CSS momentum, and Neoverse’s cloud AI land grab
Arm’s second quarter of fiscal 2026 was not just another AI themed earnings beat. Revenue reached 1.14 billion dollars, up 34 percent year on year […]
SoftBank’s AI bet meets reality: why valuation jitters are finally hitting AI stocks
CNBC is reporting that shares of SoftBank and several AI exposed names have come under pressure on renewed concerns that valuations have run ahead of […]
China’s latest chip “breakthrough” is really about building a domestic lithography stack
TrendForce reports that Chinese chipmakers and equipment firms are hailing a new “breakthrough” in chip technology that supposedly paves the way for more advanced lithography […]
Applied Materials sees ~$600M 2026 hit from export curbs
Applied Materials says broadened US restrictions on advanced chip equipment sales — particularly involving China — may reduce its FY2026 revenue by roughly $600 million. […]