The deal with Nvidia gives SSI roughly 10x more compute within a year In sum – what we know: Nvidia is taking a roughly $5 billion equity stake in Safe Superintelligence (SSI), …

Synopsys claims 25-40% faster debug, with AMD evaluating on Microsoft Discovery In sum – what we know: Synopsys is bringing two new autonomous “agentic AI” workflows to chip design and verification, timed …

Samsung offers Broadcom foundry, HBM, and packaging under one roof In sum – what we know: Samsung Electronics and Broadcom have signed a five-year strategic memorandum of understanding that the two companies …

AMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” …

Frozen v2 bakes Gemini’s architecture into silicon for up to 10x efficiency In sum – what we know: According to a new report from The Information, Google is working on a …

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 …