China put a 99.2% duty on a chemical chip fabs need
China put a 99.2% duty on a chemical chip fabs need

China has imposed a cash deposit of up to 99.2% on imports of a Japanese chemical that chip fabs use to build the films inside logic and memory chips. The rate is close to prohibitive. It took effect on Tuesday. China’s Ministry of Commerce published t…

OpenAI just anchored an Australian company’s Malaysian data centres
OpenAI just anchored an Australian company’s Malaysian data centres

An Australian company will build data centres in Malaysia and fill them with American chips. It will sell the output to an American company. Its co-chief executive calls this the moment Asia-Pacific stops consuming intelligence and starts producing it….

China’s answer to ASML runs on Zeiss lenses, Financial Times reports
China’s answer to ASML runs on Zeiss lenses, Financial Times reports

China’s effort to build its own chipmaking machines finally has a coordinator. It is Huawei. And the flagship machine it is coordinating still runs on German lenses. Eleanor Olcott and Zijing Wu reported the arrangement for the Financial Times, citing …

China has 70% of a material AI needs, IQE’s CEO warns, Bloomberg reports
China has 70% of a material AI needs, IQE’s CEO warns, Bloomberg reports

A Welsh chipmaker has just posted a 40% jump in revenue. Its shares are up 849% this year. And its chief executive has told an interviewer that the industry has a supply problem it cannot fully solve. Sofia Gerace reported the interview for Bloomberg. …

Memory prices are slowing because buyers ran out of money
Memory prices are slowing because buyers ran out of money

Memory prices are finally slowing down, and the reason is not that supply improved. It is that buyers ran out of money. TrendForce expects conventional DRAM contract prices to rise 13% to 18% quarter on quarter in Q3. Dan Robinson reported the forecast…

100 DeepMind agents were told not to cheat. 14% did anyway
100 DeepMind agents were told not to cheat. 14% did anyway

Google DeepMind put 100 AI agents in a room and asked them to prove hard mathematics. One found a way to cheat. Twenty-seven minutes later the entire problem set was gone. The paper, published on arXiv last week by six DeepMind researchers, is a case s…

Stoke Space raises $1bn for a rocket that has never flown
Stoke Space raises $1bn for a rocket that has never flown

Stoke Space has raised a billion dollars for a rocket that has never flown. The Washington company says the Series E takes its total funding to $2.3bn. It has not yet reached orbit once. Point72 Ventures and Spark Capital co-led the round, according to…

Huawei faces a US racketeering trial in New York this week
Huawei faces a US racketeering trial in New York this week

Huawei goes on trial in New York this week, seven years after the United States charged it. Jury selection begins on Tuesday. The company is accused of racketeering, stealing trade secrets, wire fraud and bank fraud, and it denies all of it. Larry Neum…

Malaysia weighs Huawei chips for sovereign AI, Bloomberg reports
Malaysia weighs Huawei chips for sovereign AI, Bloomberg reports

Malaysia is leaning towards Huawei silicon to run its national AI project, according to Bloomberg. No foreign government has openly chosen Chinese AI accelerators over American ones before. Washington told the world last year that buying these particul…

Ineffable Intelligence names six cofounders, Fortune reports
Ineffable Intelligence names six cofounders, Fortune reports

Ineffable Intelligence has handed the title of cofounder to six people who did not found it. Four come from Google DeepMind, one from InstaDeep, and one from the Seattle venture firm that wrote the company’s first cheque. The London startup is ten mont…