Nvidia’s China Chip Demand Is “Very High,” Says CEO Jensen Huang
Nvidia CEO Jensen Huang says there is “very high” demand in China for its H200 AI chips. The company is restarting production and finalizing export licenses with the U.S. government.
Category: Semiconductors
China Probes Japanese Chip Material, Mulls Rare Earth Curbs
China has started an anti-dumping investigation into imports of dichlorosilane from Japan, a material vital for chip production. The probe, initiated after an application by Tangshan Sanfu Electronic Materials, will cover July 2024 to June 2025 and must conclude within a year. Separately, Beijing is
Intel’s Panther Lake is Here, and It’s a 2nm AI Powerhouse
Intel has officially launched its Core Ultra Series 3 processors, codenamed Panther Lake, built on its long-awaited 2nm 18A manufacturing process. The chips, led by the Core Ultra X9 388H, promise up to 70% better gaming and integrate powerful new AI and graphics hardware for a late January launch.
AMD’s MI500 AI Chip Confirmed for 2027: 2nm, CDNA 6, HBM4E
AMD has laid out the roadmap for its next-generation AI accelerator. The Instinct MI500, launching in 2027, will be built on an advanced 2nm process and feature the new CDNA 6 architecture.
Qualcomm’s New Snapdragon X2 Plus Is All About Battery Life
Qualcomm has unveiled two variants of its new Snapdragon X2 Plus processor for Windows on Arm laptops. The chips promise major performance jumps and a game-changing 43% reduction in power use, which could finally make Arm laptops a true all-day proposition.
A ‘Mad Max’ Chip Startup Takes On Nvidia’s AI Empire
A Samsung engineer’s bedridden recovery sparked a billion-dollar idea. Now, his startup FuriosaAI is shipping a chip that challenges Nvidia’s dominance in AI inference, promising better power efficiency for running models like Llama.
Apple’s iPhone 18 Chip Could Cost 80% More
The heart of the next iPhone might come with a shocking price tag for Apple. Supply chain reports suggest the A20 processor could cost 80% more to make, hitting around $280 per chip. This is driven by the difficult shift to a new 2-nanometer manufacturing process.
Nvidia’s H200 Supply Crunch: A $54 Billion Math Problem
To meet a massive order from China, Nvidia and TSMC face a staggering production challenge in 2026. The math involves tens of thousands of advanced wafers and billions in revenue, stressing the entire semiconductor supply chain.
Nvidia’s $3B AI Talent Grab and the Inference Arms Race
Nvidia is reportedly in advanced talks to acquire Israeli AI startup AI21 Labs for up to $3 billion. This comes amid analysis that Jensen Huang is executing a coordinated strategy to lock up the world’s top AI systems talent.
Nvidia’s $20B Groq Bet: Inference Is the Real AI War
Nvidia just made a massive $20 billion bet on Groq, a startup building chips for AI inference. This move reveals that even the king of AI training isn’t sure how the economics of running AI models will ultimately play out. The race to dominate inference, where AI actually generates value, is now wid