President Trump, Sec. Lutnick praise Intel after the launch of Panther Lake chips — says investment in company already bringing ‘tens of billions of dollars for the American people’

President Donald Trump and Commerce Secretary Howard Lutnick went on their respective social media platforms to praise Intel and its CEO, Lip-Bu Tan, for the launch of the first chips made using the Intel 18A process node….

Intel makes sharp reversal, is ‘going big time into 14A,’ says CEO Lip-Bu Tan — ‘serve the customer well’ remark hints at external client

Intel’s CEO says he expects ‘great momentum in terms of yields and IP’ on the company’s 14A process technology.

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HBM4 mass production delayed as Nvidia pushes memory specs higher — production to come ‘no earlier’ than late Q126

HBM4 memory is now expected to reach volume production no earlier than the end of Q1 2026 due to Nvidia’s decision to revise its memory specs upward for its next-gen Rubin GPU platform.
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China expected to approve H200 imports in early 2026, report claims — tech giants Alibaba and ByteDance reportedly ready to order over 200,000 Nvidia chips each if green-lit by Beijing

Beijing is reportedly allowing its tech giants to acquire H200 chips, even as the Chinese government is still deliberating how to go about balancing the AI processing needs of its AI tech giants and the local semiconductor…

Beijing tells companies to pause H200 purchases — China govt deliberating terms for letting local tech companies buy US chips while still growing homegrown semiconductors

Beijing doesn’t want tech companies stockpiling H200 chips while it’s still figuring out how to balance the needs of its AI industry and its push for homegrown semiconductors.
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Nvidia CEO Jensen Huang explains why SRAM isn’t here to eat HBM’s lunch — high bandwidth memory offers more flexibility in AI deployments across a range of workloads

At CES, Jensen Huang was pressed on margins, memory costs, and whether Nvidia’s growing use of SRAM and open AI models might finally loosen the company’s grip on expensive HBM.
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Elon Musk wants to build a dirty 2nm chipmaking fab that you can smoke and eat cheeseburgers in — bets that Tesla will turn the concept of cleanrooms upside down

Elon Musk says that modern cleanrooms are built wrong, and if Tesla builds its own fab, he will be able to eat and smoke in that facility.
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Samsung Magician SSD software ‘High Severity’ vulnerability patched — upgrade to the newest v9.0.0 to prevent potential DLL hijacking and privilege escalation

Samsung has published a security advisory after a high-severity vulnerability was discovered in its Magician SSD management software on Windows.
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Nvidia CEO Jensen Huang says robots could be ‘AI immigrants’ that can address labor shortages — can ‘do the type of work that maybe we decided not to do anymore’

Jensen Huang, CEO of Nvidia, said that a wave of robots will serve as “AI immigrants” to drive the economy and do the jobs others don’t want to do.
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Nvidia’s focus on rack-scale AI systems is a portent for the year to come — Rubin points the way forward for company, as data center business booms

Nvidia’s CES keynote was notably not consumer-focused. Instead, the company detailed its booming data center business, with a deeper look at its NVL72 Rubin platform.
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