Intel’s AI chief Sachin Katti has left the company to join OpenAI, dealing a major blow to Intel’s artificial intelligence ambitions. The departure comes just months after Katti was appointed to lead Intel’s AI strategy and roadmap. This raises serious questions about Intel’s ability to compete in t
NVIDIA CEO Jensen Huang declared “without TSMC, there would be no NVIDIA today” during his visit to the chipmaker’s Sports Day. This marks Huang’s fourth Taiwan trip this year as NVIDIA seeks additional Blackwell chip wafers and prepares to consume 30% of TSMC’s 3nm production capacity.
TSMC’s 3nm technology has entered its golden period of mass production, accounting for nearly a quarter of the company’s revenue. NVIDIA has emerged as the biggest driver, adding 35,000 wafers monthly as Apple prepares its 2nm transition.
Intel’s VP of data center AI product management has left the company after less than two years to join rival AMD. This marks the latest in a series of senior executive departures from Intel’s AI and data center divisions under CEO Lip-Bu Tan’s leadership.
Apple’s next-generation iPhones face a major cost challenge as TSMC prepares to hike prices for advanced 2nm chip production starting in 2026. The move to gate-all-around transistor technology could increase wafer costs by over 50% compared to current 3nm processes. This puts pressure on Apple’s lon
Asian tech stocks are getting hammered as the AI boom shows its first real cracks. Chipmakers and AI-focused companies are leading the selloff, with some indexes wiping out recent gains.
China’s Commerce Ministry accused the Netherlands of creating “chaos” in semiconductor supply chains by seizing Chinese-owned chipmaker Nexperia. The move has disrupted chip supplies critical to automakers worldwide, though recent talks show signs of easing tensions.
Broadcom could rally another 32% as hyperscaler demand for custom AI chips accelerates. Jefferies raised their price target to $480, citing massive revenue upside from Google, Meta, and OpenAI. The stock has already surged 56% this year.
Samsung’s upcoming Exynos 2600 engineering sample has achieved single-core performance matching Apple’s M5 in leaked benchmarks. The 2nm GAA chipset demonstrates unprecedented power efficiency while potentially redefining mobile computing boundaries.
China is slashing electricity bills by up to 50% for tech companies using domestic AI chips. This strategic move aims to overcome the energy inefficiency gap with Nvidia and accelerate China’s semiconductor independence.
