MediaTek commits $5B: the Taiwanese fabless giant enters the AI capex league
The board approves a significant AI-focused budget—first custom AI chip expected in Q4 2026, a second in 2028.
59 min ago 10 12
Nvidia signs $1.5B with Amkor: US advanced packaging becomes an AI compute hub
Nvidia commits $1.5 billion with Amkor for advanced AI chip packaging in Peoria (Arizona). One of the first public commitments of this size for a back-end located outside the TSMC / ASE Taiwan duo.
Jul 24, 2026 at 21:02 10 10
Montage starts CXL 3.2 chip production - China gets a second memory-fabric supplier
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
yesterday 10 13
Washington accuses Moonshot of having used restricted Nvidia chips
The accusation formalizes what regulators suspected - and shifts the debate from frontier access to material traceability.
Jul 24, 2026 at 09:33 8 8
Wall Street syndicates $35B for a SPV that buys Google/Broadcom chips and leases them to Anthropic
The true design of the deal: a special-purpose vehicle that buys chips designed by Google and Broadcom and leases them to Anthropic - AI debt is structured as in-house GPU leasing.
Jul 23, 2026 at 07:45 8 10
Rapidus × Cadence: Japan industrializes agent-chip-design
Nikkei reports on July 17 a partnership between Rapidus and Cadence on AI agent tools for chip design - Japanese sovereignty targets EDA.
Jul 17, 2026 at 22:04 18 9
TSMC raises 2026 revenue forecast again: AI demand continues to set the baseline
TSMC raises its 2026 forecasts again, driven by AI demand. The compute crunch is no longer a hypothesis: it's the new pricing baseline.
Jul 17, 2026 at 09:20 12 9
ASML continues to rise: AI compute absorbs lithography, High-NA enters commercial production
Second 2026 ASML Uplift Driven by AI Demand, Intel Panther Lake Enters HVM: The Compute Bottleneck Shifts from Packaging to Lithography
Jul 15, 2026 at 12:34 31 8
Nvidia tightens the screws in Asia: whitelist compliance and targeted cuts against China rerouting
Nvidia imposes a whitelist of authorized buyers in Asia and halves the list of approved companies: Washington wants to close the rerouting path to China, Nvidia chooses self-audit rather than waiting for a new export rule.
Jul 14, 2026 at 15:44 3 8
TSMC: June revenue +68% - compute-crunch has a very strong pulse
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 3 10
Seedance 2.5: ByteDance extends generative video to 30 seconds in a single shot
The Seed team pushes single-shot generation to 30 seconds, with multi-modal references (30 images + 10 videos + 10 audios) and timestamp editing.
1 h ago 7 10
ByteDance internal re-org: Feishu team absorbed by Doubao, enterprise sales moved to Volcano Engine
This is an internal ByteDance restructuring, not a startup transaction: the Lark/Feishu productivity team is being folded into the Doubao AI product org, while Volcano Engine takes over B2B distribution.
yesterday 10 12