All articles tagged with #chip
Qualcomm shares jumped about 13% in premarket trading after analyst notes suggested OpenAI is partnering with Qualcomm and MediaTek to develop AI-focused smartphone processors, with Luxshare as the exclusive system co-design/manufacturing partner and mass production targeted for 2028, signaling a potential long-term AI upgrade cycle for mobile chips.
Chinese authorities have granted licenses for multiple Chinese companies to purchase Nvidia's H200 AI chips, following earlier U.S. approvals; Nvidia says it is restarting H200 production and has orders from Chinese customers, while Beijing declined to provide specifics.
Micron Technology said it will build a second manufacturing facility in Taiwan at the Tongluo site it recently acquired from Powerchip Semiconductor to expand supply of DRAM and high-bandwidth memory (HBM) for surging AI demand. The new fab would be similar in scale to its Miaoli County plant, with construction slated to start by the end of fiscal 2026.
iFixit’s teardown of Apple’s MacBook Neo finds it the company’s most repairable laptop since 2014, with screws securing the battery and keyboard and parts like the camera and fingerprint sensor easy to swap. Yet the 8GB RAM is soldered to the motherboard, making memory upgrades nearly impossible, and the device scores only 6/10 on repairability. Experts warn the RAM soldering could hinder future AI workloads, even as Apple touts privacy advantages of local AI; the Neo is expected to target education markets similar to low-cost Chromebooks.
Qualcomm revealed Snapdragon Wear Elite, a 3nm AI-enabled wearable chip designed for pendants and pins that coexists with W5 Plus, featuring on‑device neural processing (two billion parameters, up to 10 tokens per second), improved power efficiency (GPS uses 40% less power), fast charging (about 50% in 10 minutes) and added satellite, 5G, UWB, Bluetooth 6.0, plus Linux support—signaling a push toward AI wearables and a broader ecosystem.
Cisco unveiled the Silicon One G300 switch chip, built on TSMC’s 3‑nm process, with “shock absorber” features to reroute data in microseconds and speed AI training/inference across massive data centers by about 28%. Slated for sale in the second half of 2026, the chip aims to win share in the AI infrastructure market by competing with Broadcom’s Tomahawk and Nvidia’s networking offerings amid a roughly $600 billion AI-spend boom.
Macworld outlines five iPhone 18 Pro rumors: Camera Control 2.0 with pressure-based input; a variable-aperture lens for more creative control; a refined exterior with new color options and a better-looking back glass; a transition from a 3nm to 2nm process enabling an A20 Pro chip plus a power-saving C2 modem; and a smaller display cutout achieved by moving some Face ID sensors under the display—together promising sharper photography, better performance and longer battery life, and a more mature aesthetic.
iOS 26.3 beta reveals two unreleased M5 systems-on-chip (T6051/H17C and T6052/H17D), implying an M5 Max and M5 Ultra, with no M5 Pro found; sparking rumors of upcoming MacBook Pro models and possibly a Mac Studio in the M5 lineup.
ASML’s extreme ultraviolet lithography machines — giant, $250 million systems that print ultra-dense chip circuitry — are central to making the AI chips powering data centers and Nvidia’s products. The machines use tin droplets, powerful lasers, and Zeiss mirrors to pattern silicon wafers at 13 nanometers, and are delivered from the Netherlands to major fabs including TSMC, Samsung, SK Hynix, Intel, Micron and Rapidus. ASML shipped 44 EUV systems last year and expects a surge in demand for 2026–27 as AI and cloud infrastructure expand.
Apple has not updated the Mac Pro since 2023 and is unlikely to do so in 2026, favoring the Mac Studio with its newer M3 Ultra chip and expanded capabilities. The Mac Studio is increasingly replacing the Mac Pro for most users, with only high-end professionals needing the expansion slots offered by the Mac Pro. Apple seems to be shifting focus away from the Mac Pro line, possibly discontinuing it in the future, while continuing to sell the current M2 Ultra version.
A leak at Serpent Lake has revealed details of a new Intel-Nvidia chip resulting from their $5 billion partnership, marking a significant development in the tech industry.
Wolfspeed has successfully exited Chapter 11 bankruptcy after reducing its debt by 70% and lowering interest expenses, with its stock rising 26% following the news. The company maintains strong liquidity and has issued new shares, diluting existing shareholders, as it continues to focus on its silicon carbide chip business and operational stability.
Qualcomm's stock declined despite unveiling a new 'unmatchable' PC chip, indicating market skepticism or other underlying factors affecting investor confidence.
Australia is establishing itself as a significant player in quantum computing, notably contributing to a Microsoft chip project, highlighting its growing role in advanced technology development.
Apple is reportedly developing an M4 Ultra chip for a new high-end Mac Pro, with internal code references confirming its existence, though no official release date has been announced. The chip is expected to be a successor to the M2 Ultra, featuring significant performance improvements, and could be released during the M5 cycle.