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Over the past week, the AI hardware news I've been tracking adds up to more than $610 billion in capital deployed globally — in just seven days. Not valuations. Not market cap. Actual capital expenditure commitments. Korea $550B, Japan $6B, Qualcomm's new accelerator, Kawasaki Heavy Industries' $1B
A chip industry association has urged the White House not to make major changes to the way the memory market is regulated. The group, SEMI, represents most of the world’s major semiconductor equipment and materials companies as well as chipmakers. Bloomberg reported late Thursday that the associatio
Benjamin and Chance react to the news from Bloomberg’s Mark Gurman that Apple is accelerating the roadmap for the M7 series of Apple Silicon chips, somewhat at the expense of the as-yet-unreleased M6 line. Also, we break down what’s new in visionOS 27 and do some summer Ask9to5Mac questions. And in
India is poised for a digital leap, with AI, semiconductors, and indigenous manufacturing set to drive economic growth. Building on a decade of digital progress, the nation is investing heavily in advanced technologies. From affordable mobile data and a world-leading digital payments system to signi
The government has maintained that India Semiconductor Mission 2.0 signals India's deep commitment to chip manufacturing, with a focus on semiconductor equipment, materials, indigenous intellectual property and resilient supply chains.
A class-action lawsuit has been filed in the US against Samsung, SK hynix, and Micron, accusing them of restricting traditional DRAM supply to prioritize AI-focused memory. Plaintiffs claim this led to price hikes for consumer electronics. However, experts are skeptical, noting the industry-wide shi
Chinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achievement as it's reportedly the first trillion-parameter model trained entirely on domestically developed computer chips. This development is a crucial step for Chin
Apple is attempting to solve supply issues with a new memory supplier for its upcoming iPhones but it may not be enough.
Taiwan’s Keelung District Prosecutors Office raided Super Micro Computer’s local office on Monday, widening an investigation into the alleged smuggling of Nvidia chips to China through the company’s servers. The raid also targeted the residences of six individuals and the sites of two other affiliat
South Korea has placed its biggest bet yet on the AI era. The plan commits at least $880bn over a decade to chips, data centres and robots. It is the boldest South Korea AI investment to date, and the government says speed is now the only way to survive. President Lee Jae Myung unveiled the […] This
Below is a summary of the investments and targets announced at the event and in corporate and government statements.
The plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his pledge to narrow domestic regional disparities and revive economies beyond the Seoul metropolitan area.
South Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial opportunity to outpace rivals like China. Massive investments in new factories and data centers are underway, driven by sky-high profits from advanced memory ch
Baidu’s AI chip unit Kunlunxin is planning to go public in Hong Kong at a target valuation of $50 billion, The Information reported on Sunday. In an unusual twist, the company asked prospective IPO investors to also commit to purchasing its semiconductors, according to the report. Reuters could not
Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they've found a winner with Micron.
Apple is looking to alleviate some of the pressure on its supply chain by seeking an exception from the Trump administration to buy RAM chips from CXMT, a company blacklisted by the Pentagon over ties to the People's Liberation Army, according to the Financial Times. The skyrocketing prices of RAM a
Apple has been lobbying Commerce Department officials and other members of the Trump administration for approval to buy memory chips from ChangXin Memory Technologies, according to the Financial Times. CXMT is China’s largest DRAM manufacturer and sits on the Pentagon’s list of companies with allege
Apple is seeking clearance from the Trump administration to buy chips from a company linked to the Chinese military, according to Financial Times.
Reports suggest that Apple is actively reaching out to the Trump administration in an effort to source memory chips from ChangXin Memory Technologies, a Chinese firm currently banned by the Pentagon. This initiative aims to combat the financial burden caused by rising chip costs, a prevalent issue f
According to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply chains. The Pax Silica initiative promotes cooperative efforts in semiconductor fabrication and essential mineral processing. Acknowledging existing supply chain vu
