October 18, 2026
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Semiconductor


SiFive raises $400M from Nvidia to challenge Arm in booming data center chip market
Nickie Louise April 9, 2026

Alibaba launches data center with 10,000 homegrown AI chips to challenge Nvidia’s dominance
Daniel Levi April 8, 2026

DeepSeek V4 model will run on Huawei chips as China accelerates AI independence
Daniel Levi April 6, 2026


South Korean AI chip startup Rebellions raises $400M at $2.34B valuation to challenge Nvidia in AI inference chips, eyes U.S. expansion
Daniel Levi March 30, 2026

Microsoft-backed startup Lace raises $40M to build atomic-level chipmaking tech
Nickie Louise March 23, 2026

Nvidia strikes $20B licensing and asset deal with AI chip startup Groq, acqui-hires founder Jonathan Ross
Nickie Louise December 25, 2025


AI chipmaker Cerebras revives IPO plans after $1.1B raise and CFIUS clearance
Nickie Louise December 19, 2025

BrainChip raises $25M to scale Neuromorphic AI chips and on-device GenAI
Nickie Louise December 10, 2025

China moves to restrict Nvidia’s H200 AI chips even after U.S. export green light
Nickie Louise December 9, 2025


Marvell acquires Celestial AI for $3.25B as photonics becomes the next big frontier in AI chip design
Nickie Louise December 3, 2025

Meta in talks to spend billions on Google AI Chips, challenging Nvidia’s AI data center dominance
Nickie Louise November 25, 2025

61% of NVIDIA’s revenue comes from just four mystery customers. Is this a warning sign for AI?
Daniel Levi November 21, 2025


AI chip startup d-Matrix raises $275M at $2B valuation to challenge Nvidia’s grip on AI inference
Nickie Louise November 12, 2025

Nvidia-backed AI startup Vast Data secures $1.17 billion CoreWeave deal to power the next wave of AI infrastructure
Nickie Louise November 6, 2025

Google unveils ‘Ironwood,’ its most powerful custom AI chip yet to challenge Nvidia in the AI race
Daniel Levi November 6, 2025


Applied Materials to Lay Off 1,400 Employees as Semiconductor Slowdown Hits Home
Nickie Louise October 24, 2025

Nexperia Fallout: Volkswagen warns of production risks after Dutch seizure of Chinese chipmaker disrupts Europe’s supply chain
Daniel Levi October 22, 2025

Alibaba’s Aegaeon cuts Nvidia GPU usage by 82%, doing to AI hardware what DeepSeek did to software
Nickie Louise October 20, 2025


Dutch government seizes control of Chinese-owned chipmaker Nexperia, citing threat to Europe’s tech security
Nickie Louise October 13, 2025

Top Startups to Watch in 2025
Nickie Louise October 10, 2025