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Nvidia Pledges $150 Billion Annually to Taiwan for AI Dominance
Nvidia will invest $150 billion per year in Taiwan by 2030, building AI infrastructure and a new HQ. The move cements TSMC's role but elevates geopolitical risk.
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Google Warns Hackers Use AI to Find Security Flaws No Scanner Can Catch
Google warns hackers are using AI to find zero-day vulnerabilities, bypassing traditional security scanners.
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Huawei's Tau Scaling Law Redefines Chip Progress, Sidesteps US Sanctions
Huawei unveils the Tau Scaling Law and LogicFolding 3D architecture to boost chip performance without advanced EUV lithography, challenging US sanctions.
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Micron and SK Hynix Join Trillion-Dollar Club Amid AI-Driven Chip Boom
Memory chip makers hit trillion-dollar valuations as AI demand for HBM reshapes the semiconductor landscape.
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Taiwan Charges Three in First Crackdown on Nvidia Chip Smuggling to China
Taiwan's first formal crackdown on semiconductor smuggling linked to US export controls. Three charged for allegedly routing Nvidia AI servers to China via Japan.
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TSMC to Raise Advanced Chip Prices Up to 10% Starting 2026
TSMC plans price hikes of 3-10% on advanced chips from 2026 to 2029, impacting Nvidia, Apple, AMD, and Qualcomm as AI demand strains supply.
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Base Launches MCP Gateway for AI Agent Onchain Commerce
Coinbase-backed Base rolls out MCP gateway connecting AI agents to DeFi protocols on Layer 2 with key security.
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Micron and SK Hynix Top $1 Trillion on AI Chip Demand Surge
Micron and SK Hynix hit $1 trillion market cap for the first time, driven by AI demand for high-bandwidth memory chips.