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Category: Semiconductors

Samsung Says It’s Not Quitting the SSD Game
HardwareManufacturingSemiconductors

Samsung Says It’s Not Quitting the SSD Game

Samsung has officially shot down a rumor claiming it would stop making SATA SSDs. The denial comes just weeks after Micron announced it was winding down its Crucial consumer SSD and RAM business, sparking supply fears.

by Marcus LinfieldDecember 16, 2025
NVIDIA Reportedly Building Tech to Track Smuggled AI Chips
AIHardwareSemiconductors

NVIDIA Reportedly Building Tech to Track Smuggled AI Chips

NVIDIA is reportedly developing a new software service that uses GPU telemetry to track the physical location of its high-end AI chips. The “attestation” feature, first coming to Blackwell GPUs, aims to help data center operators and potentially U.S. authorities monitor where these powerful processo

by Noah VanceDecember 10, 2025
Trump’s Nvidia China Deal: A Chip War Truce?
AIBusinessSemiconductors

Trump’s Nvidia China Deal: A Chip War Truce?

In a surprising policy shift, former President Trump has allowed Nvidia to export its advanced H200 AI chip to China. The deal includes a 25% revenue cut for the U.S. Treasury. This move, influenced by Nvidia’s Jensen Huang, aims to balance economic gain with security concerns.

by Marcus LinfieldDecember 9, 2025
Trump’s AI Chip Move: A Strategic Win Or A Security Risk?
AIBusinessSemiconductors

Trump’s AI Chip Move: A Strategic Win Or A Security Risk?

In a surprise move, former President Trump announced he will allow Nvidia to ship its H200 AI chips to approved customers in China. The policy shift, which also applies to AMD and Intel, sent Nvidia’s stock tumbling as markets digested the news.

by Noah VanceDecember 9, 2025
China’s AI Chips Are Catching Up, But There’s a Big Catch
AISemiconductorsTechnology

China’s AI Chips Are Catching Up, But There’s a Big Catch

According to Reuters, Huawei’s upcoming Ascend 960 chip, due in late 2027, is projected to roughly match Nvidia’s H200 in computing power. However, Chinese firms still face the immense challenge of displacing Nvidia’s entrenched CUDA software ecosystem, which developers rely on globally.

by Darren HoltDecember 9, 2025
Intel’s Panther Lake Leaks Show a Real Fight With AMD
ComputingHardwareSemiconductors

Intel’s Panther Lake Leaks Show a Real Fight With AMD

Early benchmarks for Intel’s upcoming Panther Lake flagship, the Core Ultra X9 388H, have leaked. The chip shows a 15% single-core gain over its predecessor and trades blows with AMD’s Ryzen AI Max+ 395.

by Darren HoltDecember 9, 2025
Trump’s H200 China Deal: A $10.5 Billion Reversal
AISemiconductorsTechnology

Trump’s H200 China Deal: A $10.5 Billion Reversal

In a Truth Social post, former President Donald Trump announced he will allow Nvidia to resume H200 accelerator sales to approved customers in China. The policy shift, which he claims President Xi “responded positively” to, directly contradicts the Biden administration’s national security-focused ex

by Darren HoltDecember 9, 2025
Trump flips the script, lets Nvidia sell H200 AI chips to China
AIPolicySemiconductors

Trump flips the script, lets Nvidia sell H200 AI chips to China

President Trump has announced the US will allow Nvidia to sell its H200 AI chips to approved customers in China, subject to a 25% export tax. The move, posted on Truth Social, marks a dramatic shift from previous export restrictions and is a huge win for Nvidia CEO Jensen Huang.

by Marcus LinfieldDecember 9, 2025
Trump Lets Nvidia Ship H200 AI Chips to China. Now What?
PolicySemiconductorsTechnology

Trump Lets Nvidia Ship H200 AI Chips to China. Now What?

In a significant policy shift, the Trump administration is allowing Nvidia to export its advanced H200 AI chips to China. This decision reverses previous restrictions and has immediate implications for the tech industry and geopolitics.

by Marcus LinfieldDecember 9, 2025
AWS Exec Says AI Teammates Are Coming, Whether You’re Ready or Not
HardwareSemiconductorsTechnology

AWS Exec Says AI Teammates Are Coming, Whether You’re Ready or Not

At AWS re:Invent, SVP Colleen Aubrey argued AI is evolving from a simple tool into a “teammate” that requires management. She revealed her own team cut a project from 50 people over nine months to just 10 people in three months using AI. The shift demands new skills in delegation, auditing, and trus

by Darren HoltDecember 6, 2025

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