US officials allege Megaspeed executive targeted Nvidia CEO Jensen Huang
Officials cited by the Times say she funneled information to China as Nvidia lobbied to loosen chip export controls.
Stories per day · 30 days
2 RSS
Relatednvidia5export-controls3anthropic2china2intel2openai2tsmc2agentic-ai1ai-challenge1arizona1arm1ascend1chips1congress1data-centers1due-diligence1espionage1fcc1
24 stories, newest first · one card per story
Stories tagged #semiconductors
TSMC board approves up to $1 billion in OpenAI and Anthropic
The plan splits $500 million of OpenAI preferred stock and $500 million of Anthropic shares at its expected IPO price.
Due-diligence firm says Nvidia scandal reflects wider risk
Nate Singer says he has seen at least three similar cases and believes more remain unreported.
Decoder interview on supply-chain costs of the AI boom
Harvard’s Willy Shih argues tariffs have not undone China’s role, as firms reroute assembly instead.
1
YC startup offers $1M for materials science AI challenges
Discovered Materials is offering $1 million for solutions to five unsolved problems in materials science that frontier AI models have failed to crack.
Micius-Flash, a 27B open engineering model, is released
It averages 64.2% on hardware code benchmarks and 62.4% on a semiconductor agent benchmark, above a same-size baseline.
Huawei tells AI chip buyers to source their own memory amid shortages
Smugglers route HBM with below-threshold processors via Hong Kong; a broker says HBM3E now costs about $4,000 a unit.
Intel shares fall about 28%, cutting $12B from US stake
Intel guided fourth-quarter revenue of $15 billion to $16 billion, below about $17 billion expected, and a 37% margin.
1
Arizona residents resist new data centers over scarce water
TSMC’s Arizona complex uses nearly 5 million gallons a day, while some hyperscale sites use about 1.5 million.
1
Schmidt essay likens OpenAI and Anthropic to colonial trading companies
A Foreign Affairs essay argues debt, minerals, chips and a Taiwan risk constrain the US-China AI race.
1
FCC gives Intel a one-year waiver for foreign fab robots
Intel said it was unclear whether its guided vehicles are covered and also won approval for certain hardware and software changes.
Samsung expands Pyeongtaek fabs to meet AI memory demand
Three fabs already run around the clock, a fourth is coming online, and a paused fifth fab restarted after the AI boom.
1
Opus 5.5 agents discover two room-temperature magnetic semiconductor candidates
Opus 5.5 agents identified two room-temperature magnetic semiconductor candidates, including unmade YBaMnFeO5.
Memory executives expect RAM shortage to continue through 2028
Micron and Samsung executives expect the memory shortage to last through 2028 as AI HBM demand exceeds supply.
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Micron's CEO says memory supply will be much tighter in 2027 and 2028, with no balance in sight.
GPT-Synopsys: Frontier Intelligence to Revolutionize Chip Design
OpenAI and Synopsys will build GPT-Synopsys, a specialized model that drives EDA tools for chip design.
OpenAI and Synopsys team up to build an AI model that designs chips like a seasoned engineer
OpenAI and Synopsys partner to build GPT-Synopsys, an AI model that operates EDA tools for chip design.
Huawei plans Q1 2027 launch of new AI chip as it takes on Nvidia
Huawei will launch its Ascend 960DT AI chip in Q1 2027, months ahead of schedule, as it challenges Nvidia amid US export restrictions.
SK Hynix reportedly in talks with Intel to build memory chips in US
SK Hynix is reportedly negotiating with Intel to manufacture memory chips in the US, possibly leasing space at Intel's Ohio fab.
Building the materials foundation for AI
Syensqo's CTO says AI pushes semiconductors and data centers to physical limits, driving advanced materials demand and AI-accelerated materials discovery.
5
Nvidia is the central bank of AI
The Economist's interactive briefing argues Nvidia functions as AI's central bank, controlling the compute supply underpinning the industry's growth.
Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time
Besxar, founded by a former OpenAI staffer, raised ~$14M to prototype semiconductor manufacturing in orbit using SpaceX Falcon 9 booster flights.
ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip
ASML secures TSMC, Samsung, and Intel commitments for twelve-inch photomasks while Huawei funds China's DUV lithography push to bypass export controls.
Mines, Minds, and Machines: The Journey of AI
Recorded Future essay traces AI's supply chain from minerals and chips to embodied AI, mapping geopolitical rivalry and cyber operations at every stage.