News
U.S. grants annual export license for chip tools to TSMC’s Nanjing facility
3+ hour, 29+ min ago (643+ words) TSMC received a 2026 U.S. export license to supply chip tools to its Nanjing plant. The Nanjing factory produces older chips and contributed 2.4% of TSMC's 2024 revenue. Nvidia asked TSMC to ramp up H200 chip production after receiving over 2 million orders from China. TSMC…...
AI-driven chip shortages could push electronics prices up 5%–20% in 2026
4+ hour, 41+ min ago (460+ words) Electronics prices may rise 5 to 20% in 2026 due to growing AI demand eating into chip supply. Companies like Dell, Lenovo, Xiaomi, and Raspberry Pi are raising prices or hoarding chips. Samsung and SK Hynix say 2026 chip orders already exceed capacity, with…...
Nvidia's H100/H200 chips worth $160M allegedly routed through U.S. warehouses then shipped to China
22+ hour, 30+ min ago (882+ words) U.S. prosecutors exposed a $160M smuggling ring funneling Nvidia H100/H200 chips to China. An undercover agent caught suspects rebranding GPUs in a New Jersey warehouse. Trump approved H200 exports to China with a 25% U.S. revenue cut, complicating the case. Federal prosecutors said on December 8 that…...
China calls on Netherlands to reverse Nexperia moves as chip frictions rise
1+ day, 2+ hour ago (474+ words) Global semiconductor tensions sharpen as China presses the Netherlands to reverse a chip company takeover while accelerating efforts to build up its own domestic semiconductor industry. China called on the Netherlands on Wednesday to fix what it described as serious…...
Nvidia ramps up H200 production plans with TSMC as China companies order ~2 million chips
1+ day, 3+ hour ago (719+ words) Nvidia is working with TSMC to boost H200 chip production after receiving over 2 million orders from Chinese companies for 2026. Nvidia only has 700,000 chips in stock and plans to begin new production in Q2 2026. Beijing hasn't approved H200 imports yet, even though Trump's administration…...
CES 2026: Nvidia, Lenovo and Samsung chase AI consumer market
2+ day, 20+ hour ago (627+ words) Major technology companies will gather in Las Vegas next week to convince everyday consumers that artificial intelligence belongs in their homes, as the industry faces skepticism about whether people actually want AI-powered devices. The Consumer Electronics Show, scheduled for Jan…...
Intel shares slide after report says Nvidia paused testing of 18A chip process
1+ week, 20+ hour ago (457+ words) Intel's INTC stock plunged by 2.5% on Wednesday after Reuters alleged that Nvidia had paused testing of the 18A chip manufacturing process, the most advanced production node Intel is trying to bring to market. Reportedly, Nvidia had tested the 18A process and chose…...
Megaspeed’s Nvidia imports far exceed usage data, stoking China diversion concerns
1+ week, 2+ day ago (631+ words) Megaspeed imported over $4.6 billion in Nvidia GPUs but only a small fraction are visible at its Southeast Asian sites. U.S. officials and Nvidia are probing possible chip diversions to China through undisclosed facilities and corporate overlaps. Singapore and Malaysia are also…...
Nvidia says its advanced H200 AI chips will ship to China before Lunar New Year
1+ week, 3+ day ago (502+ words) Nvidia told Chinese clients it plans to ship H200 AI chips before the Lunar New Year in mid'February, pending government approval. Initial shipments are expected to total 5,000 to 10,000 modules, equal to about 40,000 to 80,000 chips, using existing stock. Beijing has not approved…...
Intel’s stock rally doesn’t erase long‑term competitive roadblocks
1+ week, 3+ day ago (734+ words) Intel's 2025 stock jump did not fix its long-running manufacturing and competitive problems. The company gained new leadership and major investments but still lacks a key outside foundry customer. Analysts warned that Intel's future depends on landing a major 14A client within…...