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.

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

4.

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

5.

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

6.

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

7.

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

8.

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

9.

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

10.

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

11.

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

12.

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

13.

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

14.

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

15.

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

16.

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

17.

SpaceX says it is going to begin manufacturing GPUs — $1.75 trillion IPO listing reportedly includes in-house GPU production (tomshardware.com)

2026-04-23 | by Anton Shilov | get NVIDIA GeForce RTX 4090 → | tags: spacex, gpus, tesla

18.

Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan decides to leave board (cnbc.com)

2026-04-14 | by Katie Tarasov Jordan Novet | get Broadcom Chip Development Kit → | tags: meta, broadcom, ai accelerators

19.

Meta commits to 1 gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)

2026-04-14 | by Katie Tarasov Jordan Novet | get Broadcom Custom Chip Kit → | tags: meta, broadcom, ai accelerators

20.

Meta commits to one gigawatt of custom chips with Broadcom as Hock Tan agrees to leave board (cnbc.com)

2026-04-14 | by Katie Tarasov Jordan Novet | get Broadcom Chip Development Kit → | tags: meta, broadcom, ai accelerators

21.

Intel and SambaNova team up on heterogenous AI inference platform — different hardware performs different workloads (tomshardware.com)

2026-04-08 | by Anton Shilov | get Intel Xeon Processor → | tags: intel, sambanova, xeon 6

22.

Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm (tomshardware.com)

2026-04-03 | by Luke James | get Nvidia GeForce RTX 4090 → | tags: nvidia, hyperscaler, dram

23.

Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in (tomshardware.com)

2026-04-02 | by Luke James | get Nvidia NVLink Bridge → | tags: nvidia, marvell, nvlink

24.

US gov't revokes controversial AI hardware export rule that would mandate investments from foreign companies — new export rules are still in the works, though (tomshardware.com)

2026-03-14 | by Anton Shilov | get AI Hardware Export Kit → | tags: ai accelerators, u.s. commerce department, nvidia gb300