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Category: Semiconductors

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
Intel’s Big Battlemage GPU Gets a Sneaky Software Nod
HardwareSemiconductorsTechnology

Intel’s Big Battlemage GPU Gets a Sneaky Software Nod

Intel has quietly added support for its high-end Arc Battlemage BMG-G31 GPU in a software update. This move suggests the long-rumored graphics card could finally be nearing launch, potentially at CES 2026.

by Marcus LinfieldDecember 6, 2025
X-FAB’s New SiC Platform Promises 9-Month Faster Production
HardwareManufacturingSemiconductors

X-FAB’s New SiC Platform Promises 9-Month Faster Production

X-FAB is launching a new platform to speed up silicon carbide chip development. The company claims it can cut planning phases by 6x and get devices to production up to nine months faster. It’s a push to capture more fabless business in the competitive power semiconductor market.

by Marcus LinfieldDecember 5, 2025
A New Epitaxial Trick Could Make Your Future Micro-LEDs Brighter
HardwareManufacturingSemiconductors

A New Epitaxial Trick Could Make Your Future Micro-LEDs Brighter

Researchers at UC Santa Barbara have published a new method to improve the core material in micro-LEDs. Their technique reduces defects that sap efficiency, which is a critical hurdle for next-gen displays in augmented reality and beyond.

by Noah VanceDecember 4, 2025
Jony Ive Steps Back From Day-to-Day at Apple, But Is He Really?
PolicySemiconductorsTechnology

Jony Ive Steps Back From Day-to-Day at Apple, But Is He Really?

Apple has restructured its legendary design team. Jony Ive is now Chief Design Officer, while Richard Howarth and Alan Dye take over the daily management of industrial and UI design. The move aims to free Ive for broader creative work.

by Darren HoltDecember 4, 2025
NVIDIA’s CFO Dismisses AI Bubble Fears, Says ASICs Can’t Compete
AIHardwareSemiconductors

NVIDIA’s CFO Dismisses AI Bubble Fears, Says ASICs Can’t Compete

NVIDIA’s CFO, Colette Kress, recently addressed key industry concerns. She dismissed talk of an AI bubble, downplayed competition from custom ASIC chips, and confirmed the Vera Rubin AI platform is taped out and on schedule for the second half of 2026.

by Darren HoltDecember 4, 2025
Intel’s CFO Says Its Foundry Business Is Finally Gaining Momentum
HardwareManufacturingSemiconductors

Intel’s CFO Says Its Foundry Business Is Finally Gaining Momentum

Intel’s CFO is expressing new confidence in the company’s foundry business. He says yields on the critical 18A node are improving predictably and that advanced packaging is attracting strategic customer conversations.

by Marcus LinfieldDecember 4, 2025

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