In a temporary relief move, the U.S. government has approved Samsung Electronics to bring chip manufacturing tools into its Chinese facilities for 2026. This establishes a new annual license system, replacing broader waivers that expire on December 31.
TSMC is accelerating its U.S. expansion plans. The chipmaker could begin mass-producing 3nm semiconductors at its Arizona fab in 2027, nearly a year earlier than expected, according to a new report.
To bypass U.S. restrictions and feed a desperate need for compute, China’s modding community is creating custom RTX 5080 GPUs with double the VRAM. These “turbo” style cards are being snapped up for local AI training and inference tasks, raising questions about their long-term durability.
According to a new report, Intel is planning a “Core Ultra 200K Plus” refresh for its Arrow Lake desktop processors, potentially launching in early 2026. The key rumor is a spec bump, particularly for mid-range Core Ultra 7 and 5 chips, that adds more Efficiency cores while keeping prices steady and
South Korean authorities have charged ten people, including a former Samsung executive, for allegedly leaking critical DRAM manufacturing technology to Chinese chipmaker CXMT. The stolen 10-nanometer process data, hand-copied by a researcher, reportedly helped CXMT achieve its own production and lay
The U.S. government is now formally reviewing applications to sell Nvidia’s powerful H200 AI chips to China. This follows President Trump’s pledge to allow the sales with a 25% fee. The outcome could significantly impact the global AI chip race.
The Spectre v1 vulnerability, a classic side-channel attack, has now been confirmed in newer, high-performance RISC-V processors. The Linux kernel is getting patches to add pointer masking and syscall sanitization, similar to defenses long used by x86 and Arm.
Intel’s upcoming flagship discrete GPU, the Arc Battlemage BMG-G31, has received new support in official software. The “Big Battlemage” chip is expected to pack 32 Xe2 cores and 16GB of memory. Meanwhile, a 2023 shipping manifest mentions a future “Intel Data Center GPU XE4 Subsystem.”
Micron Technology has kicked off its 2026 fiscal year with record-breaking financial results. The memory and storage giant credits its performance to strong demand as an “essential AI enabler.”
A revised forecast from Kiwoom Securities suggests Samsung’s 2026 operating profit could hit $73 billion, fueled by skyrocketing memory prices. This windfall for chipmakers is creating a crisis for device manufacturers, who are being forced to cut specs and raise prices.
