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Semiconductors

The silicon cold war — chips, fabs, export controls, and the hardware powering the AI boom.

NVIDIA Buys $5B Stake in Intel in Seismic x86-RTX Chip DealSemiconductors
Sep 18, 2025

NVIDIA Buys $5B Stake in Intel in Seismic x86-RTX Chip Deal

In one of the most dramatic chip industry moves in decades, NVIDIA is buying a $5 billion stake in Intel and jointly developing x86 processors with integrated RTX graphics for PCs and data centers.

Tom's Hardware9 min read
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China Bypasses US GPU Bans With 1.54 Exaflops CPU-Only SupercomputerSemiconductors
May 17, 2026

China Bypasses US GPU Bans With 1.54 Exaflops CPU-Only Supercomputer

The 'LineShine' system packs 2.4 million Huawei-designed Armv9 cores, achieving exascale performance without access to restricted NVIDIA or AMD chips — a watershed moment in the silicon cold war.

Tom's Hardware8 min read
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NVIDIA Hits $5T Market Cap as AI Infrastructure Boom AcceleratesSemiconductors
May 17, 2026

NVIDIA Hits $5T Market Cap as AI Infrastructure Boom Accelerates

NVIDIA's market capitalization has crossed $5 trillion, driven by insatiable demand for AI training and inference chips from every major cloud provider and enterprise.

Bytes Editorial7 min read
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For Eclipse, the $2.5B Cerebras Win Is Just the Start of Realizing Its Physical-World ThesisSemiconductors
May 17, 2026

For Eclipse, the $2.5B Cerebras Win Is Just the Start of Realizing Its Physical-World Thesis

The venture firm behind Cerebras' record chip deal sees a future where AI hardware companies dominate the physical economy — not just data centers.

TechCrunch6 min read
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CUDA Books: The Essential Reading List for GPU ProgrammersSemiconductors
May 17, 2026

CUDA Books: The Essential Reading List for GPU Programmers

A comprehensive collection of books, papers, and resources for mastering CUDA programming — from beginner guides to advanced optimization techniques.

HN Community5 min read
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Beijing Tells Chinese Firms to Stop Using US and Israeli Cybersecurity SoftwareSemiconductors
Jan 14, 2026

Beijing Tells Chinese Firms to Stop Using US and Israeli Cybersecurity Software

China's government has ordered domestic companies to phase out American and Israeli cybersecurity products, the latest escalation in the tech decoupling between the world's two largest economies.

Reuters6 min read
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