chips
17 briefs
41,000 Samsung Workers Are About to Strike Over a Bonus Gap That SK Hynix Created
South Korea's semiconductor giant lost $66 billion in market value in hours before Seoul intervened -- and the actual dispute is not about wages, it is about who owns the upside of a chip boom.
The Chip Lab on National Television
Beijing showed Huawei's secret semiconductor research lab on prime-time TV three days before Trump lands. This was a message, not a documentary.
Meta Locks In Two Chip Partners in One Week. Nvidia Is Still at the Table.
Meta announced multi-year deals with both Broadcom and Nvidia for custom silicon and infrastructure. The catch: it needs Broadcom to escape Nvidia dependency and needs Nvidia because the escape route isn't ready yet.
The Summit Without a Spine
Trump flies to Beijing Tuesday. Both sides want stability. Neither side can say what they actually need from the other.
Cerebras Is Pricing Its IPO at $150 a Share. The Market Thinks It Will Open Worth $50 Billion.
20x oversubscribed, backed by OpenAI and AWS, the AI chipmaker claims its wafer-scale processor beats Nvidia at inference. That claim is the entire bet.
China's AI Chips Achieved Day Zero Parity with Nvidia. Jensen Huang Says His China Share Is Now Zero.
When DeepSeek V4 launched, Huawei, Cambricon and Moore Threads ran it the same day. That ended Nvidia's real advantage in China: timing.
Nvidia Has Zero Percent of China's AI Market. Its CEO Says That Was Always the Point.
Jensen Huang admits export controls handed China's AI chip market to Huawei. He is arguing this proves the policy should be reversed. He has a conflict of interest the size of a data center.
Nvidia Lost China. China Didn't Notice.
Jensen Huang says US export controls cut Nvidia's China AI market share to zero. China replaced Nvidia with Huawei. The policy worked exactly as its critics warned.
The Distillation War: China Is Copying US AI Models at Scale and Washington Doesn't Know What to Do About It
The White House accused China of industrial-scale AI theft through model distillation. The State Department sent a global cable. Congress is advancing the MATCH Act to choke off chip equipment. None of it addresses the core problem, which is that distillation is not crackable by export controls.
Meta Bets Billions on AWS Chips While Cutting 8,000 Jobs
The agentic AI era needs CPUs more than GPUs, and that changes who controls the infrastructure of artificial intelligence.
Samsung's Workers Want Their Cut of the AI Boom
Thirty thousand chip workers are threatening an 18-day strike over profit-sharing. Samsung's Q1 operating profit rose 755%. The math is not complicated. The power dynamic is.
The White House Says China Is Copying America's AI. The Timing Is the Story.
A memo accusing China of industrial-scale AI theft lands three weeks before Trump visits Beijing. That's not a coincidence.
DeepSeek Is Abandoning Nvidia. Jensen Huang Says That's Catastrophic. He's Right for the Wrong Reasons.
The real threat isn't that China gets better chips. It's that America loses the software lock-in that made export controls worth having.
Approved, Blocked, Halted
Trump approved Nvidia H200 chip sales to China. Chinese customs blocked the shipments anyway. Nvidia's suppliers have now stopped production. Nobody is in control of this trade.
NVIDIA Just Released the First AI Models Built to Fix Quantum Computing's Core Problem
NVIDIA's Ising family is the first open AI model suite for quantum error correction. It is not a quantum computer. It is the software that makes quantum computers worth building.
The Export Control Bottleneck
Staffing losses and tighter oversight inside the Commerce Department's Bureau of Industry and Security have turned AI chip export licenses into months-long waits. The US is blocking its own allies.
Saudi Arabia Killed The Line and Built a Data Center Instead
MBS suspended his $500 billion linear city after 1.4% completion, pivoted $23 billion to AI infrastructure, and made Elon Musk's Grok the kingdom's national AI layer. The geopolitical bet underneath this is enormous.