Korean reports say Samsung is redirecting display driver ICs booked for 2027 into Galaxy Z Fold 8 production. Some US delivery dates have slipped to October.
The M6 is Apple's first 2nm chip and it debuts in the cheapest desktop. Mac Studio gets M5 Max and a quad-die M5 Ultra. M6 caps out at 32GB of unified memory.
Taiwan's Keelung prosecutors charged nine people, including an Nvidia Taiwan manager and two Supermicro sales managers, over 74 B300 servers that reached China.
Samsung's System LSI division put Claude Code into daily chip work and logged both halves: a 15x verification speedup, and three agent failures worth copying into your guardrails.
Intel, IBM, Meta and SiFive each showed a different answer to serving model calls cheaply. Two are already in production, one is a 2027 Xeon.
The Wall Street Journal says Apple is qualifying CXMT DRAM for iPhones and MacBooks. Export rules bar the spec work Apple normally does with a supplier.
Taalas casts a model's weights into transistors. Its 6nm test chip served Llama 3.1 8B at roughly 17,000 tokens per second, and AMD just bought the company.
Anthropic confirmed a custom silicon team for Claude. The target looks like inference cost, and OpenAI's Broadcom chip already ran the same play.
A Chinese system called LineShine debuted at No. 1 on the TOP500 at ISC'26, running entirely on domestic CPUs co-designed with Huawei. Here's what that means.
South Korea announced a roughly $576 billion (W900 trillion) AI-chip push led by Samsung and SK Hynix, targeting HBM, DRAM fabs, and AI data centers.
The EU signed the US-led 'Pax Silica' pact to secure AI and chip supply chains. Here's what it commits members to, who's in, and how it ties to export controls.
IBM showed a 0.7nm 'nanostack' transistor with ~100 billion transistors on a fingernail. It's real research, but the name is marketing and shipping silicon is years out.
Qualcomm is in talks to buy Tenstorrent for up to $10 billion, per Reuters and The Information. The bet: a RISC-V challenger to Nvidia, not just phones.
Tim Cook told the WSJ that Apple price rises are unavoidable as an AI-driven memory crunch quadruples DRAM and NAND costs across every consumer device.
Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.
SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Bloomberg says Apple is in early-stage talks with Intel and Samsung Foundry to build base M-series chips in the US starting 2027. Intel closed at a record $543B market cap.