Semiconductors

Saudi Arabia Explores AI Chip Design with TenX Semi in Silicon Valley
Saudi Arabia’s Minister of Communications Abdullah Alswaha met with TenX Semi CEO Dr. Suk Hwan Lim in Silicon Valley to explore AI agents in chip design.

Amazon Expands Cloud Infrastructure With Two Million Nvidia Processors
Amazon has ordered two million advanced Nvidia GPU processors to expand AWS data center capacity for generative AI workloads through 2028.

OpenAI Details Jalapeno Chip Performance Benchmarks Against Nvidia Hardware
OpenAI published benchmark data showing its custom Jalapeno chip outperformed Nvidia GB300 hardware in speed and energy efficiency tests across three large language models.

Custom AI Chips Challenge Nvidia Merchant GPU Market Leadership
Tech giants including OpenAI, Google, and Amazon are developing custom AI chips, challenging Nvidia’s traditional dominance in the merchant GPU market.

NVIDIA Identifies Power Grid Capacity as Main Bottleneck for AI Infrastructure
NVIDIA reports that power constraints have replaced chip shortages as the main obstacle limiting the expansion of AI data center facilities worldwide.

OpenAI Unveils Custom Jalapeno AI Chip with Custom Inference Benchmarks
OpenAI has shared benchmark results for its custom Jalapeno ASIC chip, showing lower latency and improved power efficiency in AI inference workloads.

Nvidia to Raise AI Server Prices by Over 15 Percent for 2027 Shipments
Nvidia will raise AI server prices by more than 15 percent for shipments in 2027 amid climbing memory chip costs and sustained global infrastructure demand.

AMD Reports Fourfold Increase in AI Energy Efficiency Toward 2030 Target
AMD achieved a 4x gain in AI energy efficiency through 2026, putting the chipmaker ahead of its roadmap toward a 20x rack-scale improvement by 2030.

Si-Ware Systems and SEMC Partner to Advance MEMS Sensing Technologies in Saudi Arabia
Si-Ware Systems and SEMC have signed an MoU to advance MEMS sensing technologies in Saudi Arabia, supporting Vision 2030 semiconductor goals.

ASML Approaches One Trillion Dollar Valuation on Surging AI Chip Demand
The market valuation of Dutch semiconductor giant ASML is nearing $1 trillion, driven by global demand for AI chips and advanced lithography systems.

Saudi Arabia and South Korea Expand Digital Economy Cooperation
Saudi Arabia and South Korea have expanded their strategic technology partnerships following high-level ministerial meetings in Seoul focusing on AI and semiconductors.

Apple Tests Chinese RAM Chips from ChangXin for Future Devices
Apple has begun testing RAM chips from Chinese manufacturer ChangXin Memory Technologies for future devices, reflecting a strategic shift toward localized supply chains.

DeepSeek Initiates Development of Proprietary AI Chip to Enhance Infrastructure Independence
DeepSeek is developing its own proprietary AI chip to reduce supplier dependence and improve model efficiency, reflecting a global trend toward infrastructure independence.

Samsung Operating Profits Projected to Surge 18-Fold in Q2 Amid AI Boom
Samsung is projected to post an 18-fold increase in operating profits for the second quarter of 2026, driven by the global artificial intelligence boom.

Femtosecond Lasers Emerge as Next Semiconductor Manufacturing Bottleneck
As global chip demand rises, precision tools like femtosecond lasers face potential shortages, prompting manufacturers to expand production capacity.

OpenAI and Broadcom Unveil Custom Jalapeño Inference Chip
OpenAI and Broadcom have introduced Jalapeño, a custom silicon chip designed to optimize large language model inference with improved power efficiency.

China’s $295 Billion AI Infrastructure Plan Faces Severe Chip Gap
China plans to spend $295 billion on a nationwide AI data center network, but US export controls on advanced chips present a major hurdle.

Huawei Develops Workaround to Match Leading Global Semiconductors by 2031
Huawei has developed an alternative manufacturing method to produce 1.4-nanometer chips by 2031, bypassing U.S. equipment restrictions.

AMD Begins Production of Venice EPYC Processors on TSMC 2nm Node
AMD has started production of its 6th Gen EPYC Venice processors on TSMC’s 2nm node, targeting advanced AI workloads and high-performance computing.

DDR5 Memory Prices Crash 30% After Google Unveils TurboQuant AI Compression Tech
Google’s TurboQuant AI compression tech has triggered a 30% crash in DDR5 memory prices and wiped nearly $450 billion from memory chip stocks. Here’s what it means for consumers and the industry.

India Earmarks $360 Million in Subsidies for Chip Assembly Venture with Mitsui and Aoi Electronics
India approved $360 million in subsidies for Mitsui & Co and Aoi Electronics to build a chip assembly facility with Kaynes Semicon in Gujarat, targeting operations by late 2026.

Japan Sets $252.4 Billion Chip Sales Target by 2040 in Push for AI Dominance
Japan has set a JPY40 trillion ($252.4 billion) chip sales target by 2040, eight times higher than 2020 levels, as part of a government strategy to lead in AI-driven semiconductor production.
