NVIDIA has reportedly halted production of its H200 chips. According to Reuters, citing Financial Times, sources said the company has shifted manufacturing capacity at TSMC away from H200 production to focus on its next-generation Vera Rubin hardware. As Reuters notes, NVIDIA said last week it ha...

The U.S. is proposing further restrictions on Chinese semiconductors. According to Hankyung, citing sources from legal analysis platform Lexology, the Federal Acquisition Regulatory Council (FAR) has proposed a rule that would ban federal procurement of products, components, and services containing ...

Intel is reportedly reconsidering its strategy for the 18A node. According to Reuters, Intel Chief Financial Officer David Zinsner said CEO Lip-Bu Tan is beginning to view the company’s 18A manufacturing technology as a potential offering for external customers, after it was largely positioned for...

As major tech firms accelerate in-house chip development, Broadcom is seeing a surge in demand from clients such as Google and Meta. On its March 4 earnings call, the company projected that AI chip revenue could exceed $100 billion in 2027, according to Reuters. Broadcom typically partners with c...

As memory prices accelerate on tight supply, major vendors led by Samsung have launched fresh DRAM hikes. Against this backdrop, Taiwan’s top DRAM maker Nanya Technology said prices are still rising month by month this quarter, with second-quarter quotes poised to “jump” sharply, according to ...