Oracle’s spending spree rattles investors
Rising bill for AI data centres spooks market
Oracle opened its books with a thud as the cocaine nose jobs of Wall Street fretted about the size of its cheques for AI-driven data centre expansion.
Qualcomm snatches Ventana Micro Systems
Brings more RISC-V manpower
Qualcomm Technologies has announced the acquisition of Ventana Micro Systems, a company specializing in compute chiplets based on the RISC-V open architecture.
ASML slammed for flogging kit to Chinese defence outfit
Old lithography gear raises eyebrows over quantum and military links
ASML is copping flak in the Netherlands after reports that the chipmaking darling quietly sold hardware to a Chinese defence firm with deep party ties.
Samsung’s Exynos 2600 looks boxed into Korea
Yield snags and Qualcomm deals keep the chip from travelling far
Samsung is still wrestling with ropey yields on its next-generation Exynos 2600, which means the silicon may only appear in South Korea and only in the non-Ultra Galaxy S26 models.
MediaTek frets over pricey 2nm chips for 2026
May juggle two Dimensity 9600 variants
MediaTek’s lone flagship Dimensity 9600 for 2026 is shaping up to be a costly beast as the Taiwanese fabless outfit wrestles with soaring 2nm wafer prices and rumours of switching to a dual-chipset strategy.