Browsing: chips

Technology

A look at the lawsuit filed by the US DOJ in December 2025, alleging that a smuggling ring illegally exported or attempted to export more than $160 million in advanced Nvidia AI chips to China (Eliot Chen/The Wire China)

By Stacey D. WallsMarch 3, 2026

Featured Podcasts Acquired: Formula 1 Discover the playbooks that built the world’s greatest companies and how you can apply them…

Technology

Interview with Amazon AI chief Peter DeSantis about plans to use in-house chips, Trainium and Inferentia, to develop AI models at lower cost and more (Wall Street Journal)

By Stacey D. WallsFebruary 28, 2026

Featured Podcasts Big Tech Podcast: Anthropic vs. the Pentagon, Bloodbath at Block, The Citrini Selloff The Big Technology Podcast takes…

Technology

Samsung shares jumped 5.4% to a record high after a report said the company plans to price HBM4 chips at around $700 per unit, 30% higher than the previous generation (Kurt Schussler/Bloomberg)

By Stacey D. WallsFebruary 19, 2026

Kurt Schussler / Bloomberg: Shares of Samsung jumped 5.4% to a record high after a report said the company plans…

Technology

despite investing more than $150 billion over more than 10 years, China is expected to produce 2% of the world’s AI chips in 2026 and 70 times less memory storage than foreign chipmakers (Meaghan Tobin/New York Times)

By Stacey D. WallsFebruary 14, 2026

Featured Podcasts Big Tech Podcast: Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion The Big Technology Podcast…

Technology

T-glass, a type of ultra-thin sheet of glass used in advanced chips, is rare and comes largely from Nittobo, which has not added capacity in months (Yang Jie/Wall Street Journal)

By Stacey D. WallsFebruary 8, 2026

Featured Podcasts Lenny’s podcast: Getting Paid to Rock Code: Inside the New Work of the AI Age | Lazar Jovanovic…

Technology

SanDisk’s stock has surged about 1,000% in the past five months, boosted by AI demand for its chips, which enjoy a cost advantage thanks to its 20-year joint venture with Kioxia (Matt Phillips/Sherwood News)

By Stacey D. WallsJanuary 24, 2026

Featured Podcasts Big Tech Podcast: OpenAI’s $50 Billion Fundraising, AI Ad Game Theory, Apple’s AI Wearable Pin The Big Technology…

Technology

A year after the DeepSeek shock following the release of R1, US technology companies still lead in AI chips, model quality and sales, with no change in investment trends (Chris Miller/Barron’s Online)

By Stacey D. WallsJanuary 22, 2026

Chris Miller / Barron’s online: A year after the DeepSeek shock following the release of R1, US technology companies still…

Technology

Micron signs a letter of intent to buy a manufacturing site in Taiwan from Powerchip for $1.8 billion to expand production of DRAM memory chips, scheduled to close in the second quarter of 2026 (Valentine Baldassari/Bloomberg)

By Stacey D. WallsJanuary 17, 2026

Featured Podcasts Big Tech Podcast: Are Google’s Geminis winning?, Drama of thinking machines, The potential of Claude Cowork The Big…

Technology

Data centers will use more than 70% of the high-end memory chips that all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (Christopher Mims/Wall Street Journal)

By Stacey D. WallsJanuary 17, 2026

Featured Podcasts Big Tech Podcast: Are Google’s Geminis winning?, Drama of thinking machines, The potential of Claude Cowork The Big…

Technology

Sources: China develops rules for Nvidia H200 purchases, limiting the number of chips local companies can buy and requiring them to justify the need (Nikkei Asia)

By Stacey D. WallsJanuary 15, 2026

Nikkei Asia: Sources: China is developing rules for Nvidia H200 purchases, limiting the number of chips local companies can buy…

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Tim Cook says the Mac Studio and Mac mini, which many are buying for AI and agent tools, “could take several months to reach balance between supply and demand” (Juli Clover/MacRumors)

Cloud computing provider Nebius agrees to buy Eigen AI, which optimizes the performance of chips running AI inference tasks, for $615 million in stock and cash (Dina Bass/Bloomberg)

Researchers detail CopyFail, a now-patched Linux vulnerability that allows unprivileged users to gain administrator access, as many distributions have yet to add patches (Dan Goodin/Ars Technica)

Huawei expects AI chip revenue to reach about $12 billion in 2026, up 60% from $7.5 billion in 2025, as orders for its Ascend 950PR chip rise and Nvidia stagnates in China (Zijing Wu/Financial Times)

Apple forecasts third-quarter revenue above estimates, reports second-quarter results above projections in China but below expectations in Americas and Europe (Mark Gurman/Bloomberg)

Browsing: chips

A look at the lawsuit filed by the US DOJ in December 2025, alleging that a smuggling ring illegally exported or attempted to export more than $160 million in advanced Nvidia AI chips to China (Eliot Chen/The Wire China)

Interview with Amazon AI chief Peter DeSantis about plans to use in-house chips, Trainium and Inferentia, to develop AI models at lower cost and more (Wall Street Journal)

Samsung shares jumped 5.4% to a record high after a report said the company plans to price HBM4 chips at around $700 per unit, 30% higher than the previous generation (Kurt Schussler/Bloomberg)

despite investing more than $150 billion over more than 10 years, China is expected to produce 2% of the world’s AI chips in 2026 and 70 times less memory storage than foreign chipmakers (Meaghan Tobin/New York Times)

T-glass, a type of ultra-thin sheet of glass used in advanced chips, is rare and comes largely from Nittobo, which has not added capacity in months (Yang Jie/Wall Street Journal)

SanDisk’s stock has surged about 1,000% in the past five months, boosted by AI demand for its chips, which enjoy a cost advantage thanks to its 20-year joint venture with Kioxia (Matt Phillips/Sherwood News)

A year after the DeepSeek shock following the release of R1, US technology companies still lead in AI chips, model quality and sales, with no change in investment trends (Chris Miller/Barron’s Online)

Micron signs a letter of intent to buy a manufacturing site in Taiwan from Powerchip for $1.8 billion to expand production of DRAM memory chips, scheduled to close in the second quarter of 2026 (Valentine Baldassari/Bloomberg)

Data centers will use more than 70% of the high-end memory chips that all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (Christopher Mims/Wall Street Journal)

Sources: China develops rules for Nvidia H200 purchases, limiting the number of chips local companies can buy and requiring them to justify the need (Nikkei Asia)