Browsing: chips

Technology

SK Hynix will invest around $12.9 billion to build an advanced chip packaging plant in South Korea to meet growing demand for memory chips, expected to be completed by the end of 2027 (Reuters)

By Stacey D. WallsJanuary 13, 2026

Reuters: SK Hynix will invest approximately $12.9 billion to build an advanced chip packaging plant in South Korea to meet…

Technology

Naver, South Korea’s largest buyer of Nvidia chips, pitches its AI cloud services as an alternative to countries reluctant to use U.S. or Chinese services (Song Jung-a/Financial Times)

By Stacey D. WallsJanuary 12, 2026

Song Jung-a / Financial Times: Naver, South Korea’s largest buyer of Nvidia chips, is pitching its AI cloud services as…

Technology

AMD introduces its next-generation CDNA 6-based MI500 AI chips, built on a 2nm node, claiming 1,000x performance gains over its predecessors, launching in 2027 (Reuters)

By Stacey D. WallsJanuary 6, 2026

Reuters: AMD introduces its next-generation CDNA 6-based MI500 AI chips, built on a 2nm node, claiming 1,000x performance gains over…

Technology

Jensen Huang says Nvidia’s Vera Rubin chips are in ‘full production’; Nvidia says Rubin can form some LLMs with about a quarter of the chips Blackwell needs (Lauren Goode/Wired)

By Stacey D. WallsJanuary 6, 2026

Featured Podcasts Lenny’s podcast: The High Growth Handbook: Molly Graham’s Frameworks for Managing Chaos, Change, and Scale Interviews with world-class…

Technology

laptops with new Intel, Qualcomm and AMD chips, more AI integrations, smart home robotics, smart glasses and more (The Verge)

By Stacey D. WallsJanuary 3, 2026

Featured Podcasts Big Tech Podcast: Meta’s AI Agent Plan, Grok’s Perversion, The Prison of Financial Mediocrity The Big Technology Podcast…

Technology

Sources: Nvidia contacted TSMC to accelerate production of H200 chips; Chinese companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia holds 700,000 (Reuters)

By Stacey D. WallsDecember 31, 2025

Reuters: Sources: Nvidia contacted TSMC to accelerate production of H200 chips; Chinese companies have placed orders for more than 2…

Technology

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them away from companies that might try to make their own chips (MG Siegler/Spyglass)

By Stacey D. WallsDecember 27, 2025

Featured Podcasts Big Tech Podcast: Alex and Ranjan’s Outlook for 2026: ChatGPT 1 Billion, AI Shopping, Apple’s Big Year, AI…

Technology

SMART USA Institute, funded by the U.S. CHIPS Act and focused on digital twins for chipmaking, says the Commerce Department will terminate its five-year, $285 million contract (Samuel K. Moore/IEEE Spectrum)

By Stacey D. WallsDecember 21, 2025

Samuel K. Moore / IEEE Spectrum: The SMART USA Institute, funded by the US CHIPS Act and focused on digital…

Technology

Amazon is in talks to invest more than $10 billion in OpenAI at a valuation of more than $500 billion, with OpenAI using AWS Trainium chips; Microsoft retains rights to sell OpenAI models (News)

By Stacey D. WallsDecember 17, 2025

Featured Podcasts Uncapped with Jack Altman: Saam Motamedi from Greylock Partners Conversations with people I admire about things that really…

Technology

David Sacks says China is rejecting Nvidia’s AI H200 chips, because the country wants it "semiconductor independence" and to "support and subsidize Huawei" (Maggie Eastland/Bloomberg)

By Stacey D. WallsDecember 12, 2025

Maggie Eastland / Bloomberg: David Sacks says China is rejecting Nvidia’s H200 AI chips because the country wants ‘semiconductor independence’…

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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

SK Hynix will invest around $12.9 billion to build an advanced chip packaging plant in South Korea to meet growing demand for memory chips, expected to be completed by the end of 2027 (Reuters)

Naver, South Korea’s largest buyer of Nvidia chips, pitches its AI cloud services as an alternative to countries reluctant to use U.S. or Chinese services (Song Jung-a/Financial Times)

AMD introduces its next-generation CDNA 6-based MI500 AI chips, built on a 2nm node, claiming 1,000x performance gains over its predecessors, launching in 2027 (Reuters)

Jensen Huang says Nvidia’s Vera Rubin chips are in ‘full production’; Nvidia says Rubin can form some LLMs with about a quarter of the chips Blackwell needs (Lauren Goode/Wired)

laptops with new Intel, Qualcomm and AMD chips, more AI integrations, smart home robotics, smart glasses and more (The Verge)

Sources: Nvidia contacted TSMC to accelerate production of H200 chips; Chinese companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia holds 700,000 (Reuters)

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them away from companies that might try to make their own chips (MG Siegler/Spyglass)

SMART USA Institute, funded by the U.S. CHIPS Act and focused on digital twins for chipmaking, says the Commerce Department will terminate its five-year, $285 million contract (Samuel K. Moore/IEEE Spectrum)

Amazon is in talks to invest more than $10 billion in OpenAI at a valuation of more than $500 billion, with OpenAI using AWS Trainium chips; Microsoft retains rights to sell OpenAI models (News)

David Sacks says China is rejecting Nvidia’s AI H200 chips, because the country wants it "semiconductor independence" and to "support and subsidize Huawei" (Maggie Eastland/Bloomberg)