GoKawiil - Tech News

1.

Three takeouts from the Apple chip report, with one worrying prospect (9to5mac.com)

2026-05-05 | by Ben Lovejoy | get Apple M3 Chip Case → | tags: apple, tsmc, arm chips

2.

OpenAI’s cozy partner Cerebras is on track for a blockbuster IPO (techcrunch.com)

2026-05-04 | by Julie Bort | get Cerebras Wafer-Scale AI Processor → | tags: cerebras, wafer-scale engine, openai

3.

AI chipmaker Cerebras targets $3.5 billion raise in IPO (cnbc.com)

2026-05-04 | by Jordan Novet | get Cerebras Wafer-Scale AI Chip → | tags: cerebras, ai chips, openai

4.

Nicolas Sauvage is betting on the boring parts of AI (techcrunch.com)

2026-05-04 | by Connie Loizos | tags: groq, tensor processing units, inference

5.

Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch (tomshardware.com)

2026-05-03 | by Luke James | get AI Inference Chip Kit → | tags: anthropic, fractile, inference chips

6.

Apple's success is running into a familiar problem: not enough chips (techspot.com)

2026-05-01 | get Intel Core i7 Processor → | tags: apple, tsmc, iphone 17

7.

Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs (tomshardware.com)

2026-05-01 | by Luke James | get High-Performance Computer Memory Kit → | tags: microsoft, memory chips, ai models

8.

Huawei could seize China’s AI chip crown in 2026 as Nvidia's H200 shipments stall in regulatory limbo — Beijing pushes homegrown AI hardware dominance in a market projected to hit $67 billion by 2030 (tomshardware.com)

2026-05-01 | by Etiido Uko | get Huawei AI Chip Development Kit → | tags: huawei, nvidia, ai chips

9.

As Tim Cook steps down, Apple hit record sales — but a chip shortage looms (techcrunch.com)

2026-04-30 | by Lucas Ropek | get Apple M2 Chip → | tags: apple, tim cook, iphone 17

10.

Intel's stock more than doubles in April for best month in chipmaker's 55 years on Nasdaq (cnbc.com)

2026-04-30 | by Katie Tarasov | get Intel Core i7 Processor → | tags: intel, nasdaq, 18a chips

11.

Samsung Chip Profits Soar Amid the Tech World's RAM Shortages (cnet.com)

2026-04-30 | by See Full Bio | get Samsung DDR4 RAM → | tags: samsung, memory chips, ai demand

12.

AI Has Made Memory Chips One of the World’s Most Profitable Products (feeds.content.dowjones.io)

2026-04-30 | get Samsung 980 PRO SSD → | tags: samsung, apple, memory chips

13.

Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia (tomshardware.com)

2026-04-30 | by Luke James | get Cambricon AI Developer Kit → | tags: cambricon, nvidia, china

14.

Samsung profit surges over eightfold to beat estimates as AI boom fuels memory chip crunch (cnbc.com)

2026-04-30 | by Dylan Butts | get Samsung 980 PRO SSD → | tags: samsung electronics, memory chips, ai data center

15.

Qualcomm shares soar 16% on CEO comments about China orders, hyperscaler customer (cnbc.com)

2026-04-29 | by Katie Tarasov | get Qualcomm Snapdragon Smartphone Chip → | tags: amon, billion, chips

16.

Meta Will Run Some Servers Longer in Response to Memory Shortage (feeds.content.dowjones.io)

2026-04-29 | get Server Memory Upgrade Kit → | tags: meta, data center, memory chips

17.

Forget Samsung Galaxy S26 Ultra: I found alternatives that are nearly as good for less money (zdnet.com)

2026-04-29 | by Prakhar Khanna | get Samsung Galaxy S21 Ultra Case → | tags: samsung galaxy s26 ultra, memory chips, idc report

18.

Chip Startup Aims to Shatter AI’s Dreaded Memory Wall (feeds.content.dowjones.io)

2026-04-28 | get High-Capacity RAM Module → | tags: memory wall, google, meta

19.

Qualcomm jumps 12% on report it’s partnering with OpenAI on smartphone AI chip (cnbc.com)

2026-04-27 | by Sawdah Bhaimiya | get Qualcomm Snapdragon AI Chip → | tags: qualcomm, openai, mediatek

20.

DeepSeek launches 1.6 trillion parameter V4 on Huawei chips as U.S. escalates AI theft accusations — U.S. gov't alleges IP theft by DeepSeek and other Chinese AI firms (tomshardware.com)

2026-04-26 | by Luke James | get DeepSeek AI Model Kit → | tags: deepseek, huawei, ascend chips

21.

Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value (tomshardware.com)

2026-04-26 | by Luke James | get TSMC Semiconductor Chip Kit → | tags: tsmc, taiwan stock market, ai chips

22.

Intel reportedly says it boosted yields by selling what would normally be 'scrap' or 'low-expectation' CPUs — customers more willing to accept lesser chips due to overwhelming CPU demand (tomshardware.com)

2026-04-26 | by Etiido Uko | get Intel Core i5 Processor → | tags: intel, cpu yields, scrap chips

23.

The Super Nintendo Cartridges (2024) (news.ycombinator.com)

2026-04-26 | get Super Nintendo Classic Mini → | tags: super nintendo, rom chips, cic copy protection

24.

The Super Nintendo Cartridges (news.ycombinator.com)

2026-04-26 | get Super Nintendo Classic Console → | tags: super nintendo, cartridges, cic

25.

Nvidia stock closes at record, pushing market cap past $5 trillion (cnbc.com)

2026-04-24 | by Jordan Novet | get Nvidia GeForce RTX 4090 → | tags: nvidia, ai chips, market cap

26.

Amazon custom chips get a boost from Meta, giving the cloud giant another path to win in AI (cnbc.com)

2026-04-24 | by Paulina Likos | get AI Development Kit → | tags: amazon web services, graviton chips, meta platforms

27.

PC Makers Are Gonna Struggle Making a MacBook Neo Killer (gizmodo.com)

2026-04-24 | get MacBook Neo Accessories → | tags: intel, macbook neo, wildcat chips

28.

The RAM shortage could get even worse if Samsung labor protests cut production (theverge.com)

2026-04-24 | by Stevie Bonifield | get Samsung DDR4 RAM Kit → | tags: ram, samsung, sk hynix

29.

Meta Signs Multibillion-Dollar Deal With Amazon to Use Its CPU Chips for AI (feeds.content.dowjones.io)

2026-04-24 | get Amazon Web Services Graviton Processor → | tags: meta, amazon web services, graviton

30.

Texas Instruments' stock jumps 19% for best day since 2000 as AI demand soars (cnbc.com)

2026-04-23 | by Katie Tarasov | get TI Graphing Calculator → | tags: texas instruments, analog chips, ai data centers