Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond

Super Micro Computer co-founder Yih-Shyan “Wally” Liaw pleaded not guilty on Wednesday in a Manhattan federal court.

Iran says it has struck Oracle data center in Dubai, Amazon data center in Bahrain — country has threatened to attack Nvidia, Intel, and others, too

Iran’s Islamic Revolutionary Guard Corps (IRGC) said on Thursday that it had hit a data center linked to Oracle in Dubai as part of its war against the U.S. and U.S. technology companies in the region.

The largest programming community on Reddit just banned all content related to AI LLMs — r/programming is prioritizing only high-quality discussions about AI

The r/programming subreddit has banned all discussions related to LLMs to foster a more thoughtful community that focuses on high-quality discourse around AI. Posts on AI are still allowed, but only if they’re technical an…

America’s AI chip rules keep changing — and the rest of the world is paying the price

We interview experts, including Chris McGuire, senior fellow for China and emerging technologies at the Council on Foreign Relations, and former senior director in the U.S. National Security Council on the Trump Administra…

China’s homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill crucial market gap

Nvidia’s market share in the Chinese data center market has shrunk, with a wealth of options coming from Huawei, Cambricon and more, bringing their total share up to 41%.

Intel buys back 49% stake in Ireland Fab Joint Venture — takes full control over Fab 34

In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.

Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem lock-in

Nvidia has announced that it has invested $2 billion in Marvell and entered a partnership through NVLink Fusion.

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research’s Foundry Market Supply Tracker.

Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chips

Local chip makers take 41% of the Chinese AI semiconductor market, while Nvidia’s market share falls to 55% — down from the company’s claimed high of 95%.

PC makers report surging prices across different components — increasing costs are going beyond memory chip and processors, now affecting PCBs, plastic materials, and more

PC manufacturers are facing surging costs from various suppliers. Price hikes affect everything from chips and processors to packaging and plastics.