Sequoia and Jane Street reportedly anchor two simultaneous Etched tranches at different prices In sum – what we know: AI chip startup Etched is in talks for two new funding rounds that …

Intel Foundry closes the gap with TSMC on yield and packaging In sum – what we know: For years, the story around Intel Foundry was a question of whether the …

Tower Semiconductor’s Japan expansion leans on $1 billion in government subsidies In sum – what we know: Tower Semiconductor is making a big bet on the pipes of AI. The Israeli foundry, …

Leading-edge chip prices face annual hikes through 2029 as AI demand surges In sum – what we know: If you were hoping chip prices had finally stabilized, 2026 has other …

Custom AI chips are converging fast — but Nvidia still owns training. Every major hyperscaler and AI lab is now designing its own silicon. Google, Amazon, Microsoft, Meta, and now …

Taiwanese startup Tranxform builds low-power edge processors for on-device AI In sum – what we know: Stephen Huang has spent decades building chips for some of the biggest names in …

Oxmiq’s CUDA-compatible architecture targets sovereign computing customers Oxmiq Labs, the AI semiconductor startup founded by former Intel chief architect Raja Koduri, has raised $35 million in a Series A round co-led by …

The Anthropic chip would use Samsung’s advanced 2nm process In sum – what we know: Anthropic is in exploratory talks with Samsung Electronics about manufacturing a custom AI processor, according …

Samsung’s 2029 target represents a two-year delay from original plans In sum – what we know: Samsung Foundry has officially resumed commercialization and R&D work on its 1.4nm (SF1.4) process node, with …

Everyone’s making custom ASICs — so why all the talk about Nvidia dependency? Nvidia arguably powered the AI boom, but well and truly into it, hyperscalers and other big players …