Sitemap - 2026 - Chip Briefing
Weekly: Visualising the AI buildout + Personal News
Daily: Chip stocks rebound as investors reassess + Personal News
Daily: Senators urge Apple to refrain from Chinese chips
Daily: China has DUV, global chip stocks fall
Daily: S. Korea's Lee visits Silicon Valley
Weekly: On remote access compute
Daily: News from AMD AI Conference
Daily: Alphabet capex rises, stock falls
Daily: China considers AI, chip export controls
Daily: China's AI labs use foreign, domestic chips
Daily: Meta leases $10B of compute to Anthropic
Daily: Japan to buy Nvidia Rubin chips for physical AI
Daily: ASML raises forecast in sign of AI boom
Daily: H200s finally make it to China
Daily: TSMC revenue jumps 36%, fails to lift chips stocks
Daily: SK Hynix lists in the US to a 15% pop
Weekly: Under the hood of CXMT
Daily: Micron increases US investments to $250B
Daily: Beijing to allow H200 chips?
Daily: Chip stocks fall despite Samsung's record earnings
Daily: Samsung hits record profits
Daily: SK Hynix's US listing this week
Weekly: What Meta's cloud business might look like
Daily: Early Anthropic-Samsung talks for custom chip
Daily: Apple lobbies US for CXMT, YMTC chips
Daily: Chip stocks rebound after Korea investments
Daily: South Korea's $600B chip investments
Daily: Apple lobbies US to buy CXMT chips
Weekly: On CXMT, China's top DRAM maker
Daily: Samsung to announce $650B investments
Daily: Micron, Qualcomm's blockbuster earnings push chip stocks
Daily: Banned Blackwell's price doubles in China
Daily: SK Hynix overtakes Samsung as Korea's top company
Daily: Little relief in sight for memory crunch
Weekly: How Huawei reacted to US sanctions
Daily: Sec. Lutnick suggests China has EUV
Daily: Memory costs drive Apple to raise prices
Daily: US holds off on blacklisting CXMT, others
Daily: China's AI chip firm Enflame to IPO
Daily: SpaceX-Anthropic compute deal came after technical difficulties
Weekly: How to build AI in the free world
Daily: Google in talks with Samsung to fab chips
Daily: TSMC reports 30% bump in monthly sales
Daily: China's $300B data centre campaign
Daily: Pentagon blacklists Chinese chip, tech firms
Daily: Google to rent SpaceX compute
Daily: TSMC not afraid of competition, would like to hike prices
Daily: Google ups equity financing to $85B for AI buildout
Daily: SK Hynix, Naver, Marvell among winners at Computex
Daily: PLA sought Nvidia AI chips since 2019
Daily: Computex kicks off in Taiwan
Weekly: USTR Greer on chips, critical minerals
Daily: Anthropic's $900B value passes OpenAI
Daily: CXMT clears Shanghai IPO hurdle
Daily: SK Hynix and Micron join Samsung in the $1tr club
Daily: More on Huawei's new lithography tech
Weekly: China is the only one who doesn't want Nvidia chips
Daily: New tech unlocks 1.4nm chips by 2031, says Huawei
Daily: ~25% of Nvidia Rubin cost is memory
Daily: Samsung strike to begin tomorrow as talks continue
Daily: Google, Blackstone create AI cloud venture
Daily: Impending union strike at Samsung
Weekly: Parallel profiles of Intel, Samsung
Daily: Xi-Trump did not discuss chips; H200 exports stall
Daily: Trump family linked to CCP-affiliated Chinese chipmaker
Daily: CME to launch GPU compute futures
Daily: Huawei's secret chip lab ahead of Trump's China visit
Daily: Apple chips by Intel fabs
Weekly: Policies to shore up US compute capacity
Daily: Clients make unprecedented offer to defray SK Hynix capex
Daily: Musk's SpaceX to rent compute to Anthropic
Daily: Samsung hits $1T value for first time
Daily: Cerebras to raise up to $3.5B in IPO
Weekly: DeepSeek constrained by compute
Daily: Memory crunch continues
Daily: US limits chip equipment sales to China's Hua Hong
Daily: Google to invest US$10B in Anthropic
Daily: Intel stock jumps 20%, upbeat earnings report
Daily: SK Hynix profit jumps 5x
Daily: Qualcomm stock down ~22% this year
Daily: Amazon to invest US$5B in Anthropic
Weekly: US, China in two separate tech races
Daily: OpenAI-Cerebras' $20B chip deal
Daily: Terafab talks to chip equipment makers, Samsung
Daily: Meta expands custom chip deal with Broadcom
Daily: Intel stock jumps 53% over past 9 days
Daily: BIS struggles to process AI chip exports
Weekly: Musk's Terafab deal is vague
Daily: OpenAI claims compute advantage over Anthropic
Daily: SK Hynix stock jumps 15%
Daily: Intel to partner in Musk's Terafab
Daily: Samsung posts record profits
Daily: DeepSeek's latest model runs on Huawei chips
Weekly: The State of Science and Tech in the United States
Daily: Congress floats new curbs on chipmaking tools
Daily: Nvidia's China market share shrinks
Daily: South Korea has helium stock until June
Daily: Chinese chipmakers' profits jump
Daily: Chinese military affiliates bought banned AI chips
Weekly: Arm CEO on Arm's new chip
Daily: Bipartisan support for Chip Security Act
Daily: Sanders, AOC propose data centre moratorium
Daily: SK Hynix looks to US listing
Daily: AI infrastructure startups
Daily: Elon Musk wants a chip fab
Weekly: Nvidia in the Age of Inference
Daily: Samsung invests $73B in manufacturing, R&D
Daily: Samsung may shift to multi-year contract
Daily: Nvidia to resume H200 China sales
Daily: Nvidia GTC, 'Age of Inference'
Daily: ByteDance uses Blackwell chips
Daily: Proposal to trade US investment for AI chips
Daily: Nvidia stops H200 production
Daily: Samsung, SK Hynix stocks plummet
Daily: US considers H200 sales cap
Daily: DeepSeek's latest built on Chinese chips
Weekly: Taiwanese fabs, American fabs
Daily: Meta-Google's multi-billion dollar deal
Daily: Nvidia earnings meet muted response
Daily: Meta-AMD's multi-billion dollar deal
Daily: SK Hynix to boost capacity
Weekly: Micron leans into memory supercycle
Daily: Meta-Nvidia's multi-billion dollar deal
Daily: OpenAI model on Cerebras chips
Daily: Senate's AI chip controls
Daily: Apollo's $3bn loan to xAI
Daily: Samsung's HBM4 to Nvidia's Rubin
Weekly: Abu Dhabi royal invested in Trump crypto for AI chip access
Daily: Memory bottleneck intensifies
Daily: OpenAI and Nvidia's rocky relationship
Weekly: Anthropic's Amodei for chip controls
Daily: Nvidia says China has not yet approved H200
Daily: China approves H200 chips
Daily: AI policy architect Sriram Krishnan
Daily: Microsoft's own AI chip, Maia 200
Daily: Samsung's HBM4 head to Nvidia
Daily: Alibaba's chip unit seeks IPO
Daily: US House committee advances AI Overwatch Act to give Congress export control authority
Daily: Amodei says selling chips to China is like selling nukes to North Korea
Daily: Korea's FuriosaAI aims to raise US$500m in pre-IPO round
Daily: Nvidia's H200 chip production paused as Beijing blocks chips
Weekly: US-China AI race may fragment, not a winner-takes-all
Daily: TSMC posts record earnings, to raise capex amid US-Taiwan trade deal
Daily: China to limit H200 chips, "basically a ban for now"
Daily: US adds security rules to H200 deal, China to limit H200 imports
Daily: TSMC to build new fabs, US to lower Taiwan tariffs in potential deal
Daily: China's makes self-sufficiency gains in chipmaking equipment
Weekly: Nvidia's next-generation Rubin chips