South Korea proposes $1.9 billion for semiconductors in its record 2027 budget, alongside major spending on power, water and logistics infrastructure.

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Waymo reveals custom 5nm AI chips built to process sensor data inside its robotaxis as the company scales its autonomous driving fleet.

The post Alphabet’s Waymo Unveils Custom Silicon to Power Its Next-Gen Robotaxis appeared first on TechRepublic.

ByteDance and Tencent have reportedly received their first Nvidia H200 shipments as Beijing eases chip restrictions but limits deployments in China.

The post ByteDance, Tencent Receive 20,000 Nvidia H200 Shipments Under Relaxed Beijing Rules appeared first on TechRepublic.

Jeff Bezos says Amazon’s Trainium, Graviton, and other custom chips could become a major business as AWS expands its AI infrastructure.

The post Jeff Bezos Says Custom Chips Could Become Amazon’s Next Major Business appeared first on TechRepublic.

Chinese memory chip maker CXMT briefly became China's most valuable company after its Shanghai IPO, highlighting surging investor demand for AI memory chips.

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Apple has reportedly delayed its Baltra AI server chip as it explores chip startup acquisitions to strengthen the infrastructure behind its AI ambitions.

The post Apple Reportedly Delays ‘Baltra’ AI Server Chip Amid Infrastructure Challenges appeared first on TechRepublic.

TSMC plans four more Arizona fabs, bringing its total US investment to $265 billion and expanding chip capacity amid surging AI demand and geopolitical risk.

The post TSMC’s $265B US Expansion: Four New Chip Fabs Planned appeared first on TechRepublic.

Meta reportedly plans to deploy its fourth custom AI chip by September as it looks to cut AI costs and reduce reliance on Nvidia and AMD.

The post Meta’s Custom AI Chip Timeline Just Got More Interesting appeared first on TechRepublic.

OpenAI’s Jalapeño chip signals a deeper push into AI infrastructure, but cost savings and independence from Nvidia still depend on scale.

The post OpenAI’s New Custom Chip: 5 Things You Should Know appeared first on TechRepublic.

SK Hynix crossed a $1 trillion valuation as AI data center demand drives memory chip prices higher and reshapes the semiconductor market.

The post SK Hynix Tops $1 Trillion Valuation as AI Memory Boom Reshapes Chip Market appeared first on TechRepublic.

US approvals could let Nvidia sell H200 AI chips to China, but Beijing’s security concerns and export rules have stalled shipments.

The post US Approves Nvidia H200 Sales to China, But Shipments Remain Stalled appeared first on TechRepublic.

Apple reportedly removed several high-memory Mac Studio and Mac mini options as AI demand and memory shortages strain desktop Mac supply.

The post Mac Studio, Mac mini Buyers Are Losing Options Amid AI Demand appeared first on TechRepublic.

Alphabet is closing in on Nvidia’s market value as Google Cloud growth, AI investments, and custom chips fuel Wall Street optimism.

The post Alphabet Poised to Overtake Nvidia as the World’s Most Valuable Public Company appeared first on TechRepublic.

New Texas filings suggest Elon Musk’s proposed Terafab chip plant could cost up to $119 billion, raising stakes for AI and semiconductor supply chains.

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