GoKawiil - Tech News

1.

China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market (tomshardware.com)

2026-09-10 | by Anton Shilov | get NVIDIA GeForce RTX 5090 graphics card → | tags: biren technology, ai accelerators, nvidia

2.

The state of ABF substrates in data center silicon in 2026 — solving the supply crunch and material wall beneath every AI accelerator (tomshardware.com)

2026-09-10 | by Etiido Uko | get Semiconductor Packaging Materials Interaction and Reliability book → | tags: abf substrates, nvidia blackwell, ai accelerators

3.

Arm's new Mali G2-Ultra NX GPU adds neural accelerators for sub-1-watt AI graphics on mobile (techspot.com)

2026-09-10 | by Bob O'Donnell | get Raspberry Pi 5 8GB → | tags: arm, mali g2-ultra nx, gpu

4.

OpenAI says its next-generation processors could be made at Samsung — double-sourcing with TSMC hints at massive volume requirements [Updated] (tomshardware.com)

2026-09-09 | by Anton Shilov | get Chip War Chris Miller book → | tags: openai, samsung foundry, tsmc

5.

Arm Mali G2-Ultra NX GPU: desktop-class mobile gameplay with AI-native graphics (news.ycombinator.com)

2026-09-08 | by Deyan Lazarov | get Backbone One mobile gaming controller → | tags: arm mali, g2-ultra nx, neural accelerators

6.

Nvidia acquires Hugging Face for $12.93 billion — company gains control of major AI model distribution platform (tomshardware.com)

2026-09-03 | by Anton Shilov | get NVIDIA Jetson Orin Nano Super Developer Kit → | tags: nvidia, hugging face, acquisition

7.

Nvidia posts another record quarter, predicts explosive AI-driven growth will last through 2028 (techspot.com)

2026-08-27 | by Kishalaya Kundu | get NVIDIA GeForce RTX 5080 graphics card → | tags: nvidia, ai accelerators, sec

8.

Apple Introduces New Mac Studio with M5 Max and M5 Ultra (news.ycombinator.com)

2026-08-25 | get Apple Studio Display 27-inch 5K → | tags: mac studio, m5 ultra, neural accelerators

9.

Apple unveils new Mac Studio with M5 Max and M5 Ultra (9to5mac.com)

2026-08-25 | by Chance Miller | get Apple Studio Display 27-inch → | tags: mac studio, apple, m5 max

10.

Apple Mac Mini M6 and Mac Studio M5 Ultra: Specs, Price, Release Date (wired.com)

2026-08-25 | by Luke Larsen | get Apple Mac Mini desktop computer → | tags: mac mini, apple silicon, m6 chip

11.

Marvell's stock pops 10% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)

2026-08-19 | by Samantha Subin | tags: marvell, google, ai chip

12.

Marvell pops 8% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)

2026-08-19 | by Samantha Subin | tags: marvell, google, ai chip

13.

Samsung raises advanced foundry prices by up to 15% as AI demand fills its 4nm lines, report claims — Chinese customers accepting the largest hikes (tomshardware.com)

2026-08-19 | by Luke James | tags: samsung, foundry prices, 4nm

14.

Marvell pops 6% on AI chip deal that lets Google buy up to $12.2 billion in shares (cnbc.com)

2026-08-19 | by Samantha Subin | tags: marvell, google, ai chip

15.

Build the world we want: Solutions for the next decade (feeds.feedburner.com)

2026-08-18 | tags: entrepreneurs, technology, prizes

16.

China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD (tomshardware.com)

2026-08-18 | by Anton Shilov | tags: accelerators, ai accelerators, china

17.

AMD acquires Taalas to boost inference performance by etching models in silicon (news.ycombinator.com)

2026-08-06 | by Tobias Mann | tags: accelerators, chip, model

18.

Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals (tomshardware.com)

2026-07-30 | by Anton Shilov | tags: google, tpus, nvidia

19.

Intel just posted its best growth in 15 years – and burned billions to make it happen (techspot.com)

2026-07-24 | by Rob Thubron | tags: intel, data center, ai accelerators

20.

MacBook Neo 2: Here’s everything we know so far (9to5mac.com)

2026-07-23 | by Chance Miller | tags: macbook neo, a19 pro chip, apple

21.

TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion (techspot.com)

2026-07-16 | by Rob Thubron | tags: tsmc, 2nm fabs, arizona expansion

22.

OpenAI unveils its first custom chip, built by Broadcom (news.ycombinator.com)

2026-06-24 | by Russell Brandom | get Broadcom Custom AI Chip → | tags: openai, broadcom, jalapeño

23.

OpenAI unveils its first custom chip, built by Broadcom (techcrunch.com)

2026-06-24 | by Russell Brandom | get Broadcom Custom AI Chip → | tags: openai, broadcom, jalapeño

24.

Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion (tomshardware.com)

2026-06-16 | by Anton Shilov | get Qualcomm AI Development Kit → | tags: qualcomm, tenstorrent, jim keller

25.

China drafts $295 billion plan to build national AI data center grid running on 80% homemade silicon — projected 2028 timeline could run into limits of local chip production (tomshardware.com)

2026-06-10 | by Luke James | get AI Data Center Kit → | tags: accelerators, china, chips

26.

AMD's Helios MI455X AI platform breaks cover, initial systems use UALink-over-Ethernet interconnects — AMD's Vera Rubin rival surfaces, but the downsides of Ethernet could hamstring performance (tomshardware.com)

2026-06-04 | by Anton Shilov | get AMD Ryzen 9 7950X → | tags: accelerators, ethernet, helios

27.

Astera Labs showcases 320-lane PCIe 6.0 switch for vendor-agnostic scaling in data centers — up to 80 accelerators can be scaled up using PCIe alone (tomshardware.com)

2026-06-03 | by Anton Shilov | get PCIe 6.0 Switch → | tags: accelerators, astera, astera labs

28.

Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired' (tomshardware.com)

2026-05-03 | by Anton Shilov | get Nvidia GeForce RTX 4090 → | tags: nvidia, jensen huang, china

29.

Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten (tomshardware.com)

2026-04-30 | by Etiido Uko | get Samsung 32GB DDR5 RAM → | tags: samsung, sk hynix, hbm

30.

TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump (tomshardware.com)

2026-04-27 | by Anton Shilov | get High-Performance Computing Memory Kit → | tags: tsmc, cowos, hbm5e