Beijing’s latest push for tech self-reliance might be backfiring. After reportedly ordering all state-backed data centers to use only domestic AI chips—effectively shutting out NVIDIA—China could now be facing a deepening chip crunch. According to The Wall Street Journal, the shortage has beco...

Shortly after reporting record Q3 sales and forecasting even higher Q4 revenue on the AI boom, AMD painted a more bullish, concrete growth picture at its first analyst day in three years, according to Reuters and CNBC. The chipmaker now expects annual data center chip revenue to hit $100 billion wit...

Intel has made AI a cornerstone of its turnaround strategy, yet recent leadership changes underscore the challenges of executing that vision. According to Reuters, the company’s chief technology and AI officer, Sachin Katti, has left to join ChatGPT maker OpenAI, prompting CEO Lip-Bu Tan to take d...

AI is fueling a surge in demand for advanced packaging, and TSMC’s capacity in this segment is reportedly running tight. According to Economic Daily News, with most of TSMC’s advanced packaging capacity taken up by NVIDIA, several major U.S. AI chipmakers have rushed to seek help from Powertech,...

Recently, NVIDIA CEO Jensen Huang made a whirlwind visit to Taiwan, attending TSMC’s sports day. Sources said he came to request more chips from the company, underscoring the strong demand for its advanced process capacity. According to Liberty Times, as AI chip demand soars, TSMC’s 3nm capacity...