Apple is leaving money on the table because it can’t make enough iPhones to meet “staggering” demand, thanks to chip shortages. In response, the company is reportedly planning to stagger future iPhone model releases, potentially pushing a basic model to 2027.
Wolfspeed has launched a new top-side cooled semiconductor package for its silicon carbide power devices. The TOLT package is built on its Gen 4 MOSFET tech and targets the intense power demands of AI data centers. It’s the second of three planned top-side cooled families from the company.
Nvidia CEO Jensen Huang is clarifying the nature of a major US-Taiwan trade deal involving TSMC. He says the agreement focuses on adding new semiconductor manufacturing capacity globally, not transferring existing output from Taiwan. This comes amid intense geopolitical pressure and Taiwan’s own ene
Samsung posted record Q4 2025 profits, largely from semiconductors, while its mobile division saw double-digit annual profit growth. The company’s roadmap for 2026 focuses on expanding AI smartphone leadership with the upcoming Galaxy S26 series and developing slimmer, lighter form factors across it
Nvidia is making another massive investment in AI cloud company CoreWeave, this time for $2 billion. The two plan to build “AI factories” together, but the deal highlights the increasingly circular nature of the AI boom.
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.
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 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 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 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.
