According to Nikkei, earnings among leading chipmaking equipment makers are beginning to diverge, shaped by weakening sales in China and rising demand for AI chips. The report highlights that the combined net profit of the top ten chipmaking equipment makers remained robust, rising about 40% to $...

Caught between China’s push for domestic AI chips and U.S. export controls, NVIDIA is reportedly developing a new China-focused AI chip based on its Blackwell architecture. According to Reuters, the chip, tentatively called the B30A, aims to outperform the H20—the most advanced model it is curre...

TSMC has recently faced a confidential 2nm data leak involving staff from its 2nm pilot line and a former employee at Tokyo Electron. According to TechNews, sources say Tokyo Electron President Toshiki Kawai may visit Taiwan in September to meet with TSMC executives during SEMICON Taiwan. The Jap...

As AI chips grow more powerful, they generate massive heat that threatens system stability and performance, making advanced cooling the critical bottleneck for cloud giants' data centers and NVIDIA alike. While liquid cooling dominates today, NVIDIA is expected to embrace immersion cooling post-Rubi...

According to Reuters, sources say Arm Holdings has hired Amazon’s AI chip director Rami Sinno to drive its push into developing complete in-house chips. Sinno played a key role in creating Amazon’s custom AI processors, Trainium and Inferentia, designed to train and run large-scale AI applicatio...