Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes...
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia...
China's luxury car market is undergoing a major brand reshuffle. BMW, Mercedes-Benz, Audi, and Porsche all recorded significant sales or delivery declines in China in the third quarter...
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive...
Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's...
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Tesla unveiled its new Roadster, equipped with rocket-style thrusters, on October 15 and announced plans to begin production in 2028, more than a decade after the second-generation...
Tesla's move into early production of its Optimus humanoid robot has exposed an unusual challenge in scaling embodied artificial intelligence (AI): the company may need to manufacture...
China is proposing to extend AI technology export controls to chip design, memory technologies, and large-scale computing clusters, introducing specific technical thresholds for ea...
Chinese AI companies expanding overseas could face more clearly defined technology export restrictions under proposed regulations covering foundation models, AI agents, chip design,...
The economics of the foundry business have always carried a particular contradiction: semiconductor manufacturing demands enormous upfront capital and years of sustained investment,...
As global wafer capacity expands rapidly, TSMC and GlobalFoundries (GF) are highlighting a fast-growing market for mature processes serving advanced applications. In particular, demand...
TSMC reported record earnings for the third quarter of 2026 and forecast a further 15% increase in fourth-quarter revenue, putting full-year US dollar revenue growth on course to reach...
