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Huawei unveils new scaling law and tech that can develop 1.4 nm equivalent chips by 2031 - South China Morning Post

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www.scmp.com 2026-05-25 South China Morning Post

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Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

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digitimes.com 2026-05-25

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.

Beyond Silicon Valley: Lam Capital's startup contest goes global

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digitimes.com 2026-05-25

Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

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digitimes.com 2026-05-25

As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

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digitimes.com 2026-05-25

Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.

What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - 24/7 Wall St.

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247wallst.com 2026-05-25 24/7 Wall St.

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What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - Yahoo Finance

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finance.yahoo.com 2026-05-25 Yahoo Finance

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AMD’s Double Catalyst: Hyperscaler Billions and 2nm Silicon Converge to Lift Shares to Record - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS

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