
TSMC unveils 9.5-reticle CoWoS packaging
Chip packaging just got absurdly massive
TSMC is pimping up its CoWoS (Chip-on-Wafer-on-Substrate) tech so that can cram an obscene amount of silicon into a single unit.

Chipzilla still stuck in tar pit
Meteor Lake flops, Raptor Lake surges
Troubled Chipzilla's quarterly results show its flashy AI PC chips like Lunar Lake and Meteor Lake aren’t selling, and there's not enough factory space to supply the older models that customers want.

Wall Street's AI debt bubble inflates on Nvidia's silicon
Industry is built on loaning cash to buy Nvidia chips
The cocaine nose jobs of Wall Street have lobbed more than $11 billion at “neocloud” outfits like CoreWeave, Crusoe and Lambda Labs, betting that a warehouse full of Nvidia chips is as good as gold.

SK Hynix doubles profit on AI chip boom
Brushes off tariff fears
SK Hynix, Nvidia’s go-to for high-bandwidth memory, has posted a 158 per cent leap in quarterly operating profit, hitting 7.4 trillion won (€5.1 billion), while shrugging off the usual US trade panic.

Google rolls out Ironwood AI chip
TPU muscles into inference turf with 9,216 chip clusters
Google is forging ahead with Ironwood—a new AI chip gunning for Nvidia’s crown.

Troubled Chipzilla’s new boss slashes red tape
Lip-Bu Tan axes middle management, promotes AI chief
Troubled Chipzilla’s CEO, Lip-Bu Tan (pictured), has wasted no time in gutting Intel’s bloated hierarchy and shoving AI to the top of the agenda.

TSMC smashes Q1 targets
Smartphone slump no match for AI’s server appetite
TSMC has kicked off 2025 by smashing revenue targets, thanks to ravenous demand for AI silicon—even as mobile chip orders fell flat.

Nvidia blindsided by $5.5bn hit
Chipmaker stumbles as trade war with China tightens its grip
Chipmaker Nvidia has been slapped with a $5.5 billion (€5.2 billion) financial gut punch after the US government demanded export licences for its H20 AI chip sales to China and Hong Kong.

Palantir’s AI joins NATO’s war machine
Fastest deal in NATO history lands Maven on European frontlines
NATO has rushed through a deal with Palantir to strap its Maven Smart System to the Alliance’s battlefield operations, sealing the contract in just six months.

Nvidia bets big on the US for AI supercomputers
Blackwell factories to take root in Arizona and Texas
Nvidia is yanking its AI chip and supercomputer production back to the US, planning to churn out its Blackwell architecture entirely within American borders for the first time.