The New York Times reports that Alice Huang, a Chinese businesswoman with close ties to Nvidia CEO Jensen Huang, was recruited by China's Ministry of State Security to gather intelligence on U.S. AI chip technology. U.S. intelligence agencies reportedly surveilled her for at least a year, and President Trump was briefed on her relationship with Jensen Huang but did not act. Her company, Megaspeed, made a multibillion-dollar purchase of advanced Nvidia chips around the time she was photographed with him in Taipei in 2024.
slashdot.org
· 2026-11-07
The New York Times found that New Matrix, a Chinese firm cleared to receive Nvidia's H200 AI chips, operates out of what appears to be an empty, gutted office space with no listing in the building directory. The report says New Matrix's owners have links to a Chinese private equity firm blacklisted by the US government since 2024, and that this is part of a broader pattern of approved buyers tied to restricted entities.
theverge.com
· 2026-11-07
On Apple's fiscal Q4 earnings call, COO Sabih Khan said the foldable iPhone Duo remains supply-constrained and that it's hard to predict when demand will be met, with ship times stretching into next year for many buyers. Khan also noted the company has raised prices on some products due to rising memory chip costs tied to AI demand, and said Apple is deepening its titanium supply partnership with Perryman to support Duo production.
techcrunch.com
· 2026-11-02
Marvell has agreed to acquire optical chip and networking equipment maker Lumentum in an all-stock transaction valued at $115 billion including debt, with an equity value of roughly $80 billion. Under the terms, Marvell will exchange 4.5 shares of its stock for each Lumentum share, with the deal expected to close in the first half of 2028 pending shareholder and regulatory approval.
techcrunch.com
· 2026-11-02
A specifications table posted by leaker Jaykihn describes Intel's unannounced Moon Lake processor as having four low-power efficiency cores and no performance cores, with a TDP range of 6W to 15W. The leak suggests the chip would succeed Intel's current N-series budget processors and shares its tile-based layout and BGA1516 package with the Core Series 3 Wildcat Lake family launched in April. Intel has not confirmed these specifications.
techspot.com
· 2026-11-01
Nvidia is reportedly negotiating to back billions in debt financing for Nscale's planned Anthropic data center in West Virginia, according to The Information and corroborated by Bloomberg. Under the proposed residual value guarantee, Nvidia would cover construction costs if Nscale defaulted, temporarily take over the site, and help find a new buyer or tenant. Anthropic has already signed a $44.6 billion contract for the first building alone, per Nscale's IPO filing.
techcrunch.com
· 2026-10-31
According to a report, the US intelligence community identified a Chinese individual connected to Nvidia CEO Jensen Huang as having ties to Chinese spying operations. Huang has been pushing the US government to loosen restrictions on selling advanced AI chips to China.
gizmodo.com
· 2026-10-29
Samsung Electronics reported third-quarter operating profit of 107.44 trillion won on revenue of 195.25 trillion won, both roughly matching analyst forecasts and marking a fourth consecutive quarter of record results. The company also announced dividends of 30 trillion won for the quarter and plans to return 55-75 trillion won to shareholders this year, yet its shares dropped 5% after the announcement.
cnbc.com
· 2026-10-29
Malaysian customs officials seized 30 servers packed with advanced AI chips worth over $12 million at Kuala Lumpur airport's free trade zone on October 15, after discovering the shipment was falsely declared as ordinary electronics. Officials say the shipment originated in one Asian country and was headed to another, using Malaysia as a transit point, and they believe it's linked to the same smuggling network behind a similar $13 million seizure in June and other cases totaling over $25 million.
tomshardware.com
· 2026-10-28
China's largest DRAM manufacturer, CXMT, is reportedly set to begin limited production of advanced high-bandwidth memory chips within the next two months, despite yields suffering from a failure rate as high as 70%. The push comes amid China's broader effort to build domestic capacity for AI-critical memory chips.
gizmodo.com
· 2026-10-28
SK Hynix reported that net profit more than tripled in the third quarter, with revenue and operating profit reaching record highs for a sixth consecutive quarter. The South Korean memory-chip maker announced plans to return $75 billion to shareholders following the results.
wsj.com
· 2026-10-28
SK Hynix reported third-quarter revenue of 104.62 trillion won and operating profit of 83.33 trillion won, both well above analyst estimates compiled by LSEG. Revenue grew 327.9% and operating profit 632.1% from a year earlier, driven largely by sales of high-bandwidth memory chips used in AI systems. The results follow an August announcement of a 40 trillion won share buyback and cancellation plan alongside a higher shareholder return target.
cnbc.com
· 2026-10-27
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