US fab nears full capacity, 2nm yields soar, and chip prices may spike

Nvidia’s next wave of AI chips is heading for mass production at TSMC’s Arizona plant before the end of the year, according to fresh reports from Taiwan.

TSMC downplays tariff threat, touts AI boom and record profits

TSMC says it is on course for record revenue and earnings this year, with AI demand roaring ahead and tariffs posing little direct threat.

Tame Apple Press tries to spin ‘nothing to see here’ into AI genius

WWDC 2025 is around the corner, but the only thing the Fruity Cargo Cult Apple seems ready to unleash is a desperate off the books PR campaign to lower expectations while pretending it still knows what it's doing.

Google, Meta and Microsoft push 1MW rack dreams with borrowed volts

Google, Microsoft, and Meta are pilfering ideas from the electric vehicle world, pushing 400VDC systems to wrestle with escalating power and cooling demands. 

Nvidia ban forces pivot to homegrown silicon

China's top tech outfits are being forced to kick their dependency on Nvidia and shift to homegrown AI chips, as US export curbs and a dwindling stockpile of H20 processors squeeze their options.

Claims Lunar Lake Core Ultra 200V runs rings around rivals

Troubled Chipzilla is trying to claw back relevance in the laptop game, and it seems like its latest Lunar Lake platform might deliver a proper AI punch. If you believe Intel's own benchmarks.

It is real competition

Nvidia boss Jensen Huang has finally admitted that Huawei is no longer just a nuisance in China’s AI arms race, it’s now a fully-fledged competitor.

Chairman pledges 2025 growth

Foxconn appears to have sobered up after last week’s hangover, now claiming its 2025 revenue will smash past last year’s total despite an earlier downgrade that spooked the market.

AI frenzy turbocharges profits

Nvidia has blown past expectations again, reporting a colossal $39.3 billion (€36.3 billion) in revenue for Q1 2025, a 12 per cent increase from the previous quarter and a 78 per cent leap from a year ago.

Elon, Altman and Huang trot out for Redmond’s power play

Software King of the World, Microsoft flexed its cloud muscle this week, wheeling out its AI mates and fresh software toys in a pitch to dominate the artificial intelligence land grab.