As CSPs ramp up on in-house AI chips, market rumors have been circulating that Meta is in talks to acquire Seoul-based AI chip startup FuriosaAI, according to Forbes. However, Meta may not be the only tech giant interested in the deal. South Korean media outlet the bell suggests that Taiwanese found...

Although there were previous concerns that DeepSeek might slow down the AI chip market, according to Reuters, Chinese companies are ramping up orders for NVIDIA’s H20 AI chips due to the growing demand for DeepSeek’s low-cost AI models. The report, citing sources, highlights that in response ...

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions w...

China appears to be quickly catching up in the memory sector, with CXMT and YMTC leading the charge. Now, the country seems to be making strides in AI chips as well, an area dominated by U.S. giant NVIDIA. According to the Financial Times, Huawei has boosted the yield of its latest AI chips to nearl...

Has the AI boom turned into a bubble? According to Bloomberg, Microsoft, as OpenAI’s biggest backer, has started canceling or not renewing a large number of data center lease agreements in the U.S., which raises concerns over Microsoft’s potential over-investment in AI computing power. Bloomb...