According to Reuters, Intel warned in a securities filing that the U.S. government’s move to convert $11 billion in subsidies into a 9.9% equity stake presents new risks, including potential limits on obtaining future government grants and possible damage to its international business. Future G...

Shortly after releasing UCM (Unified Computing Memory)—an AI inference acceleration toolkit designed to reduce China's HBM reliance—Huawei is making waves again in the memory sector as it plans to unveil a new AI SSD on August 27, according to Chinese media outlets guancha.cn and National Busine...

According to Financial Times, researchers at the Colorado School of Mines said the U.S. could significantly reduce its dependence on China for many vital minerals by recovering byproducts from existing domestic metal mining operations rather than letting them go unused. Their findings were published...

According to South Korean media outlet Hankyung, citing sources, NVIDIA is working to reinforce its position in the HBM value chain by taking on the design of the “logic die,” a core component of HBM, starting in the second half of 2027, while also planning to diversify where it sources them. ...

According to Nikkei, citing sources, TSMC is removing Chinese chipmaking equipment from its leading-edge 2nm fabs to guard against potential U.S. restrictions that could disrupt production. As the report notes, sources said the decision was influenced by the prospect of a U.S. regulation that would ...