Lese-Ansicht

AMD touts Instinct MI430X, MI440X, and MI455X AI accelerators and Helios rack-scale AI architecture at CES — full MI400-series family fulfills a broad range of infrastructure and customer requirements

AMD reveals additional details about its strategy for AI and HPC deployments this year with EPYC 'Venice' and 'Venice-X' CPUs as well as Instinct MI430X, MI440X, and MI455X accelerators.

  •  

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

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

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

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

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.

  •  
  •  

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

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.

  •  

Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. — limit exports to two generations behind leading-edge nodes, could slow down U.S. expansion

Taiwan's government is considering imposing N+2 export rule on TSMC's advanced process technologies, which would make it significantly harder for the foundry to develop overseas.

  •  

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

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.

  •