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Category: Semiconductors

Feds Bust $160M Nvidia AI Chip Smuggling Ring to China
AISemiconductorsTechnology

Feds Bust $160M Nvidia AI Chip Smuggling Ring to China

The U.S. Department of Justice has detained two men accused of running a smuggling network to ship Nvidia’s advanced AI chips to China. The scheme allegedly involved relabeling the restricted H100 and H200 GPUs. A third defendant has already pleaded guilty.

by Mason DraytonDecember 9, 2025
NVIDIA Can Sell H200 Chips to China Again, But With a 25% U.S. Tax
AIBusinessSemiconductors

NVIDIA Can Sell H200 Chips to China Again, But With a 25% U.S. Tax

NVIDIA has a path to resume H200 chip sales in China under a new Trump-era export framework. The catch? A quarter of all revenue from those sales goes directly to the U.S. Treasury. It’s a creative, but highly unusual, workaround to strict tech controls.

by Leo RenshawDecember 9, 2025
Broadcom’s AI Chip Buzz Hits Fever Pitch
AIBusinessSemiconductors

Broadcom’s AI Chip Buzz Hits Fever Pitch

Broadcom shares surged to an all-time high Monday on reports Microsoft may move its custom chip business from Marvell Technology to Broadcom. This follows news Amazon might also shift future Trainium chip development away from Marvell.

by Mason DraytonDecember 8, 2025
TSMC’s Packaging Bottleneck Forces a Major Strategy Shift
AIManufacturingSemiconductors

TSMC’s Packaging Bottleneck Forces a Major Strategy Shift

TSMC’s advanced chip packaging lines are completely maxed out, forcing the giant to outsource orders for the first time. This is a direct result of insatiable demand from AI players like NVIDIA and AMD. The move could ease bottlenecks but also boosts competitors.

by Darren HoltDecember 8, 2025
Intel Stock Just Took a 7.4% Hit. What’s Next?
BusinessSemiconductorsTechnology

Intel Stock Just Took a 7.4% Hit. What’s Next?

Intel’s stock dropped a sharp 7.4% in a single trading session, sparking fresh investor anxiety. The focus is now on the company’s networking division and how the stock might hold up in a broader market downturn.

by Leo RenshawDecember 8, 2025
Apple’s Chip Boss Johny Srouji Says He’s Staying Put
HardwareSemiconductorsTechnology

Apple’s Chip Boss Johny Srouji Says He’s Staying Put

In a leaked meeting, Apple’s head of hardware technologies Johny Srouji shut down rumors of his departure. This comes after a report over the weekend suggested he was looking to leave, and during a week where Apple lost four other key executives.

by Darren HoltDecember 8, 2025
Samsung’s Exynos 2600 is a big promise for the Galaxy S26
HardwareManufacturingSemiconductors

Samsung’s Exynos 2600 is a big promise for the Galaxy S26

Samsung has formally confirmed its next flagship processor, the Exynos 2600. It’s being pitched as the long-awaited fix for the Exynos line, with a new on-chip heatsink to tackle throttling.

by Darren HoltDecember 4, 2025
Samsung’s Exynos 2600 is coming back. Can it win us over?
HardwareManufacturingSemiconductors

Samsung’s Exynos 2600 is coming back. Can it win us over?

Samsung has officially teased its Exynos 2600 chipset, which is expected to power at least some Galaxy S26 models. The company admits it “listened” to past feedback on overheating and performance. We’ll find out if it delivers in January.

by Mason DraytonDecember 4, 2025
Nvidia’s $2B Synopsys Bet is a GPU Land Grab
AISemiconductorsTechnology

Nvidia’s $2B Synopsys Bet is a GPU Land Grab

Nvidia is investing $2 billion in electronic design automation giant Synopsys. The deal aims to deeply integrate Nvidia’s GPUs and AI software into Synopsys’s tools, promising massive speedups for engineers. It’s a strategic move to own the foundational tech behind everything from semiconductors to

by Darren HoltDecember 1, 2025
German Team Breaks Through With 200mm N-Polar GaN Transistors
ManufacturingSemiconductorsTechnology

German Team Breaks Through With 200mm N-Polar GaN Transistors

Researchers have successfully fabricated nitrogen-polar gallium nitride transistors on 200mm sapphire substrates, doubling the previous size limit. This breakthrough could lead to more cost-effective production of high-frequency devices. The team achieved frequencies up to 26GHz with improved carrie

by Darren HoltNovember 27, 2025

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