
TSMC's US fabs cost Big Tech more
AMD and Nvida forced to swallow higher prices
Getting cutting-edge chips out of TSMC’s US fabs is proving far pricier than sticking with its tried-and-tested Taiwan plants, but big tech doesn’t have much choice right now.

SK hynix preps 24 Gb GDDR7 for beefier GPUs
Kicks off HBM4 supply
SK hynix is cranking up the memory arms race, confirming it’s building 24 Gb GDDR7 modules to give next-gen GPUs fatter VRAM buffers while lining up HBM4 for AI and HPC workloads.

AMD's triple-slot RX 7000 cooler leaks
Three 8-pins, three slots, and three years too late
Sometimes cancelled products often reveal more than those that launch. A leaked Radeon RX 7000-series cooler, unknowingly bought on a Chinese marketplace, has dwarfed an RX 7900 XTX when compared.

Nvidia’s H20 chip ban is lifted, but the production mess is just beginning
Supply chain pressed snooze
The much-hyped lifting of the US ban on Nvidia’s H20 AI chips sounds like a win, but the reality is a lot messier.

Nvidia makes CUDA play nice with RISC-V
GPU giant eyes open silicon for edge
At the 2025 RISC-V Summit in China, Nvidia dropped a bombshell by revealing that its CUDA software platform will now run on RISC-V CPUs.

Musk hunts for another $12 billion to fuel xAI’s AI arms race
Looking down the back of the sofa
Elon Musk is scraping together yet more billions to keep xAI from falling behind in the blood-soaked artificial intelligence arms race.

AMD’s RDNA 5 “UDNA” takes on the high-end again
Navi 5X aims to undo the damage RDNA 4 did to AMD’s reputation
It looks like AMD has remembered it used to compete in the high-end GPU space and will reintroduce a proper halo-tier card after RDNA 4 meekly surrendered the enthusiast market to Nvidia.

Nvidia’s first Windows on Arm chip rumoured to slip to 2026
N1X SoC delayed thanks to Microsoft, weak demand, and design tweaks
Nvidia’s big leap into Windows on Arm is already hitting speed bumps.

TSMC rakes in record profits on AI frenzy
Chip giant warns of tariff risks despite surging demand
TSMC stunned the cocaine nose jobs of Wall Street on Thursday with a 61 per cent year-on-year jump in second-quarter profit, smashing records and beating expectations thanks to relentless demand for artificial intelligence silicon.

ASML beats expectations but warns on 2026 growth
AI chip boom lifts orders, but tariffs and uncertainty bite
Dutch chipmaking kit supplier ASML has shrugged off some tariff fears with better-than-expected results, though it is hardly brimming with confidence about the future.