AI-driven semiconductor investment is putting growing pressure on another part of the supply chain: the components needed to build chipmaking equipment. According to ETNews, lead times for essential semiconductor equipment components have reportedly more than doubled, leaving equipment makers strugg...

China is stepping up efforts to close its gap in advanced lithography, and one of the AI industry’s most prominent figures has weighed in on how quickly it could catch up. According to Tom’s Hardware, NVIDIA CEO Jensen Huang believes the country could develop its own advanced lithography systems...

Huawei has unveiled an accelerated roadmap for its next-generation AI chips at Huawei Connect 2026 in Shanghai. Citing Rotating Chairman David Wang, Star Market Daily reports that the Ascend 960DT is running well ahead of schedule and is now expected to be ready in 1Q27—three quarters earlier than...

Apple is reportedly considering a return to the enterprise server market as it seeks to extend its in-house silicon strategy into AI infrastructure. According to Reuters, citing The Information, the company is exploring an AI server that would combine its own chips with NVIDIA’s NVLink Fusion. The...

Taiwanese memory maker Winbond Electronics announced late on September 16 that it will acquire 100% of Infineon’s NOR Flash and related memory business in an all-cash deal worth $1.12 billion (NT$35.6 billion). According to the Economic Daily News and Commercial Times, the deal—reportedly Taiwan...