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Microsoft has introduced Maia 200, a new AI chip built with TSMC and designed to power GPT-5.2 and Microsoft 365 Copilot, promising faster, more efficient AI performance.
Taiwanese electronics manufacturer Pegatron, a supplier to Apple, is building its first U.S. factory in Texas to produce AI server products, including those using Nvidia chips.
Intel shares fell 14% after the chipmaker issued soft guidance and warned of a supply shortage, raising concerns over its foundry business and AI competitiveness.
A House committee will vote on the AI Overwatch Act, which would give Congress authority to review and block advanced AI chip exports to China and other adversaries.
Elon Musk said Tesla is restarting development of its Dojo3 supercomputer to support AI training, after previously pausing the project to focus on in-vehicle AI chips.
Taiwan plans closer AI ties with the US after a trade deal cutting tariffs and driving semiconductor and AI investment amid rising geopolitical tensions.
The Trump administration approved China-bound sales of Nvidia’s H200 AI chips under new restrictions. The move sets review and allocation limits aimed at balancing trade and security concerns.
Nvidia is requiring Chinese customers to pay in full upfront for its H200 AI chips amid regulatory uncertainty. The move reflects rising political and export risks tied to advanced semiconductor sales.
Baidu’s AI chip division, Kunlunxin, has confidentially filed for a Hong Kong IPO. The move aims to highlight the unit’s value and attract investors focused on AI hardware and software.
Nvidia has signed a non-exclusive licensing deal with AI chip developer Groq and will hire its founder and senior executives. The agreement highlights Nvidia’s push to expand AI computing capabilities amid rising competition.
Biren Technology aims to raise HK$4.85 billion in its Hong Kong IPO, targeting AI chip development and intelligent computing growth amid strong investor interest.
Amazon is reportedly in early talks to invest up to $10 billion in OpenAI in a deal tied to the use of its AI chips. The discussions reflect a broader trend of circular partnerships shaping the AI infrastructure market.
Nvidia is reportedly planning to increase production of its H200 AI training chips following approval to sell them in China.
The U.S. Commerce Department will let Nvidia export H200 AI chips to approved Chinese customers, with a 25% revenue share going to the U.S., despite Congressional concerns over national security.
Tata Electronics and Intel form a strategic alliance to build semiconductor fabs, AI PC solutions, and advanced packaging in India, targeting a top-five global market by 2030.