Intel’s Linux Driver Gets a Big GPU Virtualization Upgrade
Intel is prepping major updates to its Xe Linux graphics driver. The new features aim to significantly improve how virtual machines share and utilize discrete Intel GPUs.
Category: Semiconductors
AXT Raises $87 Million to Ramp Up Chip Substrate Production
AXT Inc. has priced a public offering of over 7 million shares to raise roughly $87 million. The funds are primarily earmarked to expand production of indium phosphide substrates at its China-based subsidiary. The offering is set to close around December 30.
Meta Buys a $2 Billion AI Agent in a 10-Day Deal
Meta is spending big to catch up in the AI race, acquiring the Singaporean AI agent company Manus. The deal, struck in just 10 days, values Manus at over $2 billion and gives Meta an immediate enterprise revenue stream.
AMD’s China Win, HBM Price Hikes, and a US Chip Probe
The AI chip wars are heating up on all fronts. AMD is reportedly scoring a massive order from Alibaba, while US authorities investigate a major Nvidia buyer in Singapore. Meanwhile, memory makers are hiking prices and accelerating next-gen plans.
AMD and NVIDIA GPU Price Hikes Could Start Next Month
Get ready for more expensive graphics cards. A new report claims AMD will start raising prices for its partners in January 2026, with NVIDIA following in February. The increases are expected to continue monthly, potentially pushing high-end cards to shocking prices.
Samsung DRAM Tech Leak to China Sparks Major Industry Shakeup
South Korean prosecutors have indicted ten former Samsung engineers for allegedly leaking critical 10-nanometer-class DRAM technology to China’s CXMT. The stolen IP, valued at roughly 1.6 trillion won, helped CXMT mass-produce its first 10nm DRAM in 2023. This leak could reshape the competitive land
Samsung’s HBM4 Chip Production Race Heats Up for Nvidia
Samsung is reportedly set to begin mass production of its sixth-generation high-bandwidth memory (HBM4) chips in February 2026. These chips, which passed Nvidia’s quality tests, are destined for the upcoming Vera Rubin AI accelerator system launching in late 2026. The move is a strategic play to sec
Nvidia Soars Past $4 Trillion While Intel Stumbles in 2025
2025 was a tale of two chip giants. Nvidia rode the AI wave to a $5 trillion peak, while Intel cut 24,500 jobs and saw key leaders depart. Their paths highlight a massive industry shift.
US Hits China’s Chip Industry With a 0% Tariff… For Now
In a move that’s more warning than weapon, the US will impose tariffs on semiconductors from China starting in 2027. The initial rate, however, is set at zero percent, turning the policy into a long-term bargaining chip.
Nvidia and SK hynix are building a 10x faster AI SSD
SK hynix and Nvidia are developing a specialized AI SSD that could be ten times faster than current drives. The proof-of-concept, targeting a 2026 prototype, aims to smash data bottlenecks in AI inferencing workloads.