Meta and Google orders slip away

Something strange is stirring at Taiwanese IC design house MediaTek. The company’s push into special application chips (ASICs) after 2026 is suddenly looking a lot shakier.

US government and big tech should carve up struggling giant

Troubled Chipzilla should be taken private, stripped apart, and rebuilt into a proper foundry and design house, according to four long-serving former directors writing in Fortune.

ChatGPT outfit wants to ditch Nvidia addiction

OpenAI is moving into chip manufacturing next year in a bid to feed its AI addiction and loosen its ties with Nvidia’s pricey silicon.

US chip curbs and HBM3E delays dent profit forecast

Samsung Electronics stunned markets by forecasting a 56 per cent plunge in second‑quarter operating profit to Won 4.6 trn (€3.3 bn, which is its weakest performance in six quarters.

AI server gold rush trumps smartphone season in Taiwan's supply chain

Nvidia's Blackwell GB300 AI servers are shaking up the production lines in Taiwan, with contract manufacturers ditching their usual priorities to chase the new silicon gravy train.

Turns out that threatening customers for using software they paid for works

Broadcom’s decision to swallow VMware and then do its best to infuriate its suppliers and customers seems to have paid off with the outfit posting $15 billion in second quarter revenue, up 20 per cent from last year.

Qualcomm, Fujitsu and pals get cosy while rivals stew

Nvidia strutted into Computex 2025 in Taipei unveiling its NVLink Fusion scheme and handing out interconnect invites to everyone except AMD, Broadcom, and Troubled Chipzilla.

Open letter accuses chip firm of licensing bait-and-switch

Broadcom’s VMware play just detonated another credibility mine, as rival Platform9 tore into the chip giant for breaking customer trust with its latest licensing antics.

Licence holders told to uninstall updates or face audits, lawsuits

The ever-so-popular Broadcom has attempted to make itself even more popular with its VMWare perpetual license holders by firing off cease-and-desist letters demanding they yank any updates installed after their support contracts expired even if they paid for the software in full.

Intel’s 18A node may become more than just internal salvation

Nvidia is eyeing Troubled Chipzilla’s foundry business to manufacture gaming GPUs—marking a potential inflexion point for Intel’s battered but still-breathing manufacturing arm, according to GuruFocus.