Nvidia is pushing back on a report that its banned Blackwell AI chips are being used in China. The company says it hasn’t seen any proof of the complex smuggling operation required to get them there.
A new report suggests Samsung’s next flagship chip, the Exynos 2600, might be limited to the South Korean market. Yield problems and existing contracts with Qualcomm are to blame. This comes despite the chip showing strong performance in early benchmarks.
A major smuggling operation has been shut down by the U.S. Department of Justice. The network used fake paperwork and rebranded the chips to illegally export them to China.
A new rumor suggests Johny Srouji, the senior VP behind Apple’s M-series and A-series chips, could be leaving the company. His departure would create a massive leadership vacuum in Apple’s most critical hardware division and jeopardize its relationship with chipmaker TSMC.
Apple’s senior VP of hardware technologies, Johny Srouji, has squashed rumors he’s leaving. This comes as the company announces the departure of three other high-profile executives in the past week alone.
Former Intel CEO Pat Gelsinger is executive chairman of xLight, a startup that just struck a preliminary deal for up to $150 million from the U.S. Commerce Department. The company is building free electron lasers the size of a football field to revolutionize chip lithography.
Samsung’s high-bandwidth memory business, once struggling with qualification issues, is on the verge of a major turnaround. The company is reportedly close to securing NVIDIA’s approval for its HBM4 chips, a critical step to compete with SK Hynix.
Amazon’s new Graviton5 CPU crams 192 cores into a single socket, promising 25% higher performance. It’s part of a massive shift, with Graviton now accounting for over half of all new CPU capacity added to AWS in the last three years.
Marvell Technology’s stock surged after earnings revealed a 37% explosion in Data Center revenue. The report is being seen as hard proof that AI spending is moving beyond GPUs into the critical optical networking layer.
The US government is moving to fund a domestic challenger to ASML’s monopoly on advanced chipmaking tools. A preliminary deal would give xLight $150 million to develop a free-electron laser for EUV lithography, with the government taking equity in return.
