chips

"Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs."

"随着全球科技巨头疯狂建设AI数据中心，单台AI服务器对HBM（高带宽内存）和DRAM（动态随机存取存储器）的需求量直接翻了数倍。"

"Intel has stated that it intends to participate in the joint 'Terafab' project with SpaceX, xAI, and Tesla, aiming to leverage its capabilities in design, manufacturing, and packaging to dramatically increase the supply of high-performance chips."

"Broadcom's filing also revealed one user of Google's next-gen TPU will be Anthropic, which starting in 2027, 'will access through Broadcom approximately 3.5 gigawatts as part of the multiple gigawatts of next generation TPU-based AI compute capacity committed by Anthropic.'"

"OpenAI announced the completion of a new round of super-large-scale financing: this round raised 122 billion US dollars, and the company's post-investment valuation rose to 852 billion US dollars."

"Chinese semiconductor firms have taken a big chunk of the domestic market, claiming 41% of the local AI server market and delivering 1.65 million AI GPUs out of a total of 4 million units in 2025."

"Market size: ~$31.6B today → projected ~$846B by 2035"

"3 AI chip companies entered the procurement list of a large East China internet company."

""The fragmentation of the supernode interconnect protocol ecosystem is becoming the core bottleneck restricting its large-scale deployment.""

"In 2025, the company achieved an operating income of 1.035 billion yuan, a year-on-year increase of 207.2%; during the same period, gross profit reached 557 million yuan, a year-on-year increase of 210.8%, with a gross profit margin of 53.8%."

"Rebellions lands $400M in funding to lead the South Korean revolt against Nvidia chips"

"Researchers found that the tissue structure was maintained remarkably well."

"A model compression technique that compresses transformer's key-value cache to just 3 bits without loss"

"Super Micro Computer, Inc. is facing a lawsuit from some shareholders who claim the company failed to disclose its dependence on illegal Chinese sales, resulting in an inflated stock price."

"Three people have been indicted with conspiring to commit smuggling and export control violations after it was revealed that they intended to order over $170 million worth of computer servers containing export-controlled chips made by a California-based company."

"Samsung says the new GPU adds two additional Render Blocks alongside two Work Group Processors, resulting in a claimed 16% performance boost over last year’s model."

"The U.S. Department of Justice announced a case involving the illegal acquisition of restricted NVIDIA high-end AI chips."

"Gartner predicts that by 2030, 80% of China's domestic AI infrastructure will use self-developed AI chips, a significant increase from the current 20%."

"Apple is announcing the schedule for the World Developers Conference (WWDC 2026) to be held from June 8th to 12th, 2026. The main theme of this conference is 'AI advancements.'"

"Musk announced plans to build Terafab, the largest semiconductor manufacturing facility ever."

"NVIDIA CEO Huang Renxun pointed out, OpenClaw is a crucial step forward in how humans interact with artificial intelligence, "It is now the largest, most popular, and most successful open source project in human history. This is definitely the next ChatGPT."""

"Super Micro Computer Inc. is trying to stabilize the situation through personnel and compliance adjustments."

"Super Micro says co-founder Yih-Shyan Liaw has resigned from its board after US prosecutors indicted him on allegations of smuggling Nvidia AI chips to China."

"Huawei-backed Yuanjie Semiconductor Technology makes photonic chips used in optical interconnects in AI data centers."

"The United States Attorney's Office for the Southern District of New York announced criminal charges against three individuals associated with an unnamed U.S. server manufacturer, alleging they illegally transported a large number of servers equipped with NVIDIA AI chips to China without authorization."

"According to reports, Samsung Electronics plans to supply its next-generation high-bandwidth memory (HBM4) chips to OpenAI for the ChatGPT maker's first custom artificial intelligence processor."

"Advantest, Teradyne, and Chroma shares have more than tripled over the past year"

"Elon Musk said that his companies SpaceX AI and Tesla are expected to continue ordering NVIDIA chips on a large scale."

"Wall Street analysts expect Micron's earnings per share to reach $9.19, setting a new record, and sales are expected to surge to $19.8 billion, the fastest growth rate this century."