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…

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…

Belgian-Chinese semiconductor researcher arrested over alleged GaN trade-secret theft — prosecutors suspect BelGaN insiders transferred chip IP to China before the company collapsed
Belgian-Chinese semiconductor researcher arrested over alleged GaN trade-secret theft — prosecutors suspect BelGaN insiders transferred chip IP to China before the company collapsed

Belgian authorities have arrested a former BelGaN researcher on suspicion of industrial espionage, alleging that proprietary gallium nitride semiconductor technology was transferred to a Chinese rival as the Belgian chipmaker headed toward bankruptcy.

Intel surpasses one million High-NA EUV wafers processed, outpaces the rest of the industry combined — company also trailblazing giant 6×12 photomasks to speed production and lower costs
Intel surpasses one million High-NA EUV wafers processed, outpaces the rest of the industry combined — company also trailblazing giant 6×12 photomasks to speed production and lower costs

Intel is leading the semiconductor industry with High-NA fleet and process-maturity milestone as it reaches 1 million wafers processed using High-NA tools, moves forward with 6×12 photomask effort.

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…

GPUThor breaks the error correction Nvidia recommended against Rowhammer
GPUThor breaks the error correction Nvidia recommended against Rowhammer

Last year Nvidia told GPU owners worried about Rowhammer to switch on error correction. Four researchers at the University of Toronto have now shown that the same attack, aimed harder, goes straight through it. Their technique, GPUThor, is the first Ro…

Belgian chip researcher held since May over secrets allegedly sent to China
Belgian chip researcher held since May over secrets allegedly sent to China

Belgian prosecutors have held a 52-year-old man in pre-trial detention since 10 May on suspicion of passing chip-making secrets to China. He holds Belgian and Chinese nationality. Police arrested him at Brussels Airport as he was about to board a fligh…

Jensen Huang says AGI has arrived, and 400,000 more GPUs are coming
Jensen Huang says AGI has arrived, and 400,000 more GPUs are coming

Jensen Huang said it in four words. “AGI has arrived,” the Nvidia chief executive wrote on X late on Sunday, congratulating OpenAI on GPT-6 Astra. By Monday morning the post had passed 10 million views. The rest of the post is the part worth reading. H…