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September 27, 2025
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» Semiconductor
Semiconductor
Nvidia invests $5B in Intel with chip partnership, raising pressure on AMD and TSMC amid U.S.–China tensions
Daniel Levi
September 18, 2025
DeepSeek reveals its popular AI R1 model cost just $294,000 to train, challenging US AI giants on price and chips
Nickie Louise
September 18, 2025
Alibaba unveils new AI chip as China races to replace Nvidia’s H20 amid U.S. ban
Nickie Louise
August 29, 2025
CoreWeave shares tumble 18% on bigger-than-expected loss as red-hot IPO lock-up nears end
Daniel Levi
August 13, 2025
AI chip startup Rivos seeks up to $500 million in funding to take on Nvidia
Nickie Louise
August 13, 2025
U.S. secretly embeds trackers in AI chip shipments bound for China, reports
Nickie Louise
August 13, 2025
China tells ByteDance, Alibaba, and Tencent to halt Nvidia’s H20 chip over security concerns
Daniel Levi
August 12, 2025
Nvidia, AMD agree to give U.S. government 15% of China ship revenue in unprecedented Trump deal
Daniel Levi
August 11, 2025
Cerebras seeks $1B in private funding to battle Nvidia, delays IPO over security scrutiny
Nickie Louise
July 29, 2025
Tesla signs $16.5B deal with Samsung to build AI chips for self-driving cars
Nickie Louise
July 28, 2025
Silicon Valley startup xLight raises $40M in funding to build next-gen EUV laser and challenge China in chipmaking
Nickie Louise
July 22, 2025
Groq looks to double its valuation to $6 billion as AI chip boom heats up
Daniel Levi
July 10, 2025
SiPearl raises €130M to build AI chips for EU’s Jupiter Supercomputer
Nickie Louise
July 8, 2025
Qualcomm acquires Alphawave for $2.4B to expand into the AI data center market
Nickie Louise
June 9, 2025
China ends Windows–macOS duopoly with Huawei’s HarmonyOS, breaking U.S. tech grip
Daniel Levi
May 19, 2025
Nvidia launches NVLink Fusion to open its AI ecosystem to non-NVIDIA chips and expand beyond proprietary hardware
Nickie Louise
May 19, 2025
AI infrastructure startup TensorWave raises $100M to meet soaring demand for AI compute
Daniel Levi
May 14, 2025
US plans to add ‘kill switch’ to Nvidia AI chips to slow China’s AI Progress
Daniel Levi
May 7, 2025
Huawei’s Ascend 910C-powered system reportedly outperforms Nvidia’s H100 on key metrics
Daniel Levi
April 28, 2025
The Pentagon is prepping for drone warfare — But Silicon Valley drone startups still rely on parts made in China
Daniel Levi
April 21, 2025
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Table of Contents
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The Pentagon’s Drone Rush Meets a “Made in China” Problem
Many U.S. Military Drone Parts Still Come from China
Security Red Flags
Trying to Cut the Cord
Policy Gridlock and Lobby Pressure
What’s Next
→
Index