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Received yesterday — 08. Januar 2026
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Nvidia's CUDA Tile examined: AI giant releases programming style for Rubin, Feynman, and beyond — tensor-native execution model lays the foundation for Blackwell and beyond

31. Dezember 2025 um 15:32
Nvidia's CUDA 13.1 introduces CUDA Tile, a new tile-centric programming path that elevates GPU kernel development above SIMT. The innovation aligns CUDA with the tensor-native execution model of Blackwell-class GPUs, and lays the software foundation for future architectures built around increasingly specialized compute and data-movement engines rather than thread-level parallelism.

China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

30. Dezember 2025 um 14:52
China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China's industry cannot produce enough lithography tools, authorities tend to get flexible and allow foreign alternatives in.

TSMC begins quietly volume production of 2nm-class chips — first GAA transistor for TSMC claims up to 15% improvement at ISO power

29. Dezember 2025 um 18:25
TSMC has quietly begun volume production of its 2nm-class N2 process in Q4 2025 as planned, marking the company’s first GAA nanosheet node that will be ramping production at two new fabs to meet strong demand from various customers.

TSMC's average wafer prices increased by over 15% each year since 2019, report suggests — gross profit margins increase by 3.3x in 2025 alone, facing no real challengers

29. Dezember 2025 um 16:37
EUV lithography era in chipmaking began in 2019 and there are no signs that this is going to stop as process technologies are getting more complex. However, there are fundamental reasons why TSMC's quotes are rising quicker than its costs and its customers are not leaving for other foundries.

Louis Gerstner, the man who saved IBM, dies at 83 — industry mourns the passing of transformative CEO

28. Dezember 2025 um 23:46
Louis Gerstner, who took over IBM in 1993 as it stood on the brink of breakup and bankruptcy, died at 83, leaving behind a legacy defined by preserving IBM as an integrated company and changing its direction nearly entirely.

China's reverse-engineered Frankenstein EUV chipmaking tool hasn't produced a single chip — sanctions-busting experiment is still years away from becoming operational

24. Dezember 2025 um 15:20
A reported attempt by a covert Chinese lab to reverse-engineer an EUV lithography scanner underscores that, despite access to scattered components, replicating ASML's EUV tools is effectively impossible without recreating the company's entire global supply chain, optics ecosystem, and proprietary software built over decades.

China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being detected, prototypes expected in 2028

18. Dezember 2025 um 12:40
China has reportedly built and begun testing a secret EUV lithography prototype using ASML-style laser-produced plasma technology. Yet, despite generating 13.5-nm light, the system remains unable to make chips and appears to be years away from achieving a complete, production-ready EUV manufacturing capability.

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

17. Dezember 2025 um 20:29
Driven by demand for AI and HPC accelerators, sales of chip production equipment are projected to increase through 2027. Asian countries are expected to lead the pack, according to SEMI.

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