The second hardware hire on OpenAI's custom chip team, Clive Chan, has left for rival Anthropic. OpenAI is co-developing an AI chip with Broadcom, with Chan repeating an October blog post that said ...

The PHLX chip index (.SOX), opens new tab slumped 10.3% in its deepest one-day loss since March 2020, when the coronavirus pandemic threw global markets into a tailspin. Sign up here. Friday's selloff ...

Computex shows AI ecosystem; fully autonomous chip design; Intel targets AI racks; Nikon’s 1.5 micron L/S litho; IC market rises; Apple’s chiplet era; 4,500 chips per AI server rack; HBM price hikes; ...

D-Matrix says its chips can run inference workloads 10 times faster and using five times less energy than a standalone graphics processing unit from Nvidia. Like Cerebras, D-Matrix is trying to prove ...

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You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. The AI picks-and-shovels trade has stumbled in the last few days after a long stretch of ...

TSMC leads with 72% of Q4 2025 semiconductor foundry revenue, more than 11 times its closest competitor. Samsung, SMIC, and UMC hold single-digit shares, with no other company above 5%. The U.S.