Mastodawn

Tom's Hardware: For The Hardcore PC Enthusiast [Unofficial]1h ago

Inside Google's TPU V8 strategy, delivering two chips for two crucial tasks — scale up size gives chips an advantage over Nvidia AI accelerators

https://fed.brid.gy/r/https://www.tomshardware.com/tech-industry/semiconductors/google-splits-its-tpu-into-two-chips-for-the-first-time-with-training-and-inference-variants

Winbuzzer 31m ago

https://winbuzzer.com/2026/04/27/openai-reportedly-developing-its-own-smartphone-chip-with-mediatek-and-qualcomm-xcxwbn/

OpenAI Said to Build AI Smartphone With MediaTek, Qualcomm

#AI #OpenAI #Smartphones #Qualcomm #MediaTek #Semiconductors #AIHardware #AIDevices

China Tech 🇨🇳 AI News 4h ago

Yuanjie Semiconductor Technology, a Chinese optical chipmaker, has reported an elevenfold surge in first-quarter profits as domestic firms capitalise on soaring AI-driven computing demand and China's tech self-sufficiency push. Net profit jumped 1,153 per cent year on year to 179 million yuan, while revenue grew 321 per cent to 355 million yuan. https://www.scmp.com/tech/tech-trends/article/3351605/optical-chipmakers-profit-soars-1153-ai-demand-chinas-tech-self-reliance-push #China #Tech #Semiconductors

Chinese optical chipmaker’s profit soars 1,153% on strong AI demand

Yuanjie Semiconductor Technology’s profit gain matches its elevenfold share price increase over the past year.

South China Morning Post

Tom's Hardware: For The Hardcore PC Enthusiast [Unofficial]6h ago

TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump

https://fed.brid.gy/r/https://www.tomshardware.com/tech-industry/semiconductors/tsmcs-details-next-gen-cowos-roadmap-over-14-reticle-packages-and-48x-leap-in-compute-power-expected-by-2029-massive-size-enables-24-hbm5e-stacks-and-additional-memory-bandwidth-jump

Rekall Incorporated 7h ago

Nvidia's next-next gen AI GPUs will use some of Intel's 18A or 14A tech, according to new rumour

Green and blue, in harmony once more.

Rumours suggest Nvidia's next-next gen Fenyman AI GPUs will use Intel Foundry tech for some of the components

Green and blue.

PC Gamer

China Tech 🇨🇳 AI News 16h ago

Moore Threads, one of Chinas Nvidia challengers, has posted its first quarterly profit of 4.3 million USD in Q1 2026, as domestic GPU makers capitalise on surging computing demand amid Beijings chip self-sufficiency push. Revenue jumped 155% year on year to 737.6 million yuan. The Beijing-based firm, founded by former Nvidia China head Zhang Jianzhong, reported net profit compared with a 112.5 million yuan loss a year earlier. https://www.scmp.com/tech/article/3351492/moore-threads-posts-us43m-profit-nvidia-rival-surges-amid-beijing-chip-push #China #Tech #Semiconductors

Moore Threads posts US$4.3m profit as Nvidia rival surges amid Beijing chip push

Beijing-based GPU maker turns a corner in the first quarter of 2026 after posting a US$16.5 million loss a year earlier.

South China Morning Post

The Japan Times 18h ago

Even as it refrains from criticizing the U.S. war in Iran war and signals it wants a positive meeting with Donald Trump, Beijing is quickly expanding its toolkit of economic pressure mechanisms aimed at Washington. https://www.japantimes.co.jp/business/2026/04/27/markets/china-trade-truce-economic-pressure/?utm_medium=Social&utm_source=mastodon #business #markets #china #us #donaldtrump #republicans #trade #rareearths #mining #semiconductors

Under cover of trade truce with Trump, China expands economic pressure toolkit

Beijing is punishing those who shift supply chains from China, tightening rare earth licensing, banning foreign AI and cybersecurity tech and weighing curbs on its solar gear.

The Japan Times

The Japan Times 1d ago

Major Japanese auto parts supplier Denso is considering withdrawing its acquisition proposal for major Japanese chipmaker Rohm. https://www.japantimes.co.jp/business/2026/04/26/denso-rohm-acquisition-withdrawal/?utm_medium=Social&utm_source=mastodon #business #denso #automakers #rohm #semiconductors #toshiba #electronics #semiconductors #mitsubishielectric #toyotamotor

Denso mulls withdrawing acquisition offer for chipmaker Rohm

Denso, part of the Toyota Motor group, is finding it difficult to gain support from Rohm for the acquisition offer, sources said.

The Japan Times

KAPUALabs 1d ago

The Iran conflict is splitting markets in an unexpected way: energy chaos and extreme oil volatility alongside AI-driven semiconductor strength. SK Hynix and TE Connectivity show hardware demand decoupling from geopolitical risk. A rigorous breakdown of the forces at play. https://post.kapualabs.com/s79z3dv3

#Geopolitics #EnergyMarkets #AIInvesting #Semiconductors