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1.
Chipmakers on track to meet only 60% of AI memory demand by 2027 (techspot.com)
2.
ARM stock price surges today after chip designer announces biggest pivot in its 35-year history (feeds.feedburner.com)
3.
Arm releases first in-house chip, with Meta as debut customer (news.ycombinator.com)
4.
Arm releases first in-house chip, with Meta as debut customer (cnbc.com)
5.
AMD stock sinks 17% after earnings. Here's why (cnbc.com)
6.
AMD stock sinks 12% after earnings. Here's why (cnbc.com)
7.
AMD is down 9% after reporting earnings. Here's why (cnbc.com)
8.
Intel is moving into GPUs and has hired a chief architect, CEO Lip-Bu Tan says (cnbc.com)
9.
Intel stock drops 17%, its worst day since 2024, as manufacturing troubles overshadow earnings beat (cnbc.com)
10.
Intel stock drops 17% as manufacturing troubles overshadow earnings beat (cnbc.com)
11.
Intel stock drops 15% as manufacturing troubles overshadow earnings beat (cnbc.com)
12.
Intel stock drops 14% as manufacturing troubles overshadow earnings beat (cnbc.com)
13.
Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips (techcrunch.com)
14.
China Demands Netherlands 'Correct Mistakes' Over Seized Chipmaker as Auto Supply Crunch Deepens (slashdot.org)
15.
China accuses Netherlands of making 'mistakes' over chipmaker Nexperia (cnbc.com)
16.
China Mandates 50% Domestic Equipment Rule For Chipmakers (slashdot.org)
17.
Five Things to Know About Nvidia’s $20 Billion Licensing Deal (feeds.content.dowjones.io)
18.
ASML's most advanced EUV machine is now central to Intel's comeback strategy (techspot.com)
19.
U.S. Plans to Approve Export of Nvidia’s H200 Chip to China (feeds.content.dowjones.io)
20.
MacBooks Could Have ‘Intel Inside’ Once Again, Sort Of (gizmodo.com)
21.
Cheap Hardware Module Bypasses AMD, Intel Memory Encryption (darkreading.com)
22.
Where the Nexperia auto chip crisis stands now as the U.S., China and EU race to contain fallout (cnbc.com)
23.
New attacks are diluting secure enclave defenses from Nvidia, AMD, and Intel (news.ycombinator.com)
24.
New physical attacks are quickly diluting secure enclave defenses from Nvidia, AMD, and Intel (arstechnica.com)
25.
AMD wins massive AI chip deal from OpenAI with stock sweetener (arstechnica.com)
26.
China rules that Nvidia violated its antitrust laws (arstechnica.com)
27.
Intel stock climbs 7% on report Trump administration is considering stake in chipmaker (cnbc.com)
28.
Intel shares drop after Trump calls for CEO to resign immediately (cnbc.com)
29.
US chipmakers could see bigger tax credits if Trump’s spending bill passes (techcrunch.com)
Today's top topics: openai apple google anthropic chatgpt android authority microsoft samsung nvidia amazon
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