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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

Apple warns memory costs will rise sharply as global chip shortage hits iPhone and MacBook Neo

Apple CEO Tim Cook warned that significantly higher memory costs will impact the company's business beyond June 2026, as the global memory shortage intensifies. While Apple weathered Q2 with existing inventory, the tech giant now faces the same supply constraints affecting Microsoft and Meta, driven by surging demand for AI infrastructure.

Business2 sources

Apple warns memory costs will rise sharply as global chip shortage hits iPhone and MacBook Neo

Business2 sources

Huawei expects AI chip revenue to surge 60% to $12 billion on strong domestic demand

Huawei anticipates its AI chip revenue will jump at least 60% this year to reach approximately $12 billion, up from $7.5 billion in 2025. The surge is driven by robust demand from Chinese companies for domestic AI chip offerings, particularly the Ascend processor 950PR which entered mass production in March.

Business2 sources

Huawei expects AI chip revenue to surge 60% to $12 billion on strong domestic demand

Business2 sources

Apple warns Mac shortage could last months as AI demand outpaces manufacturing capacity

Apple CEO Tim Cook revealed that Mac mini and Mac Studio shortages may persist for several months as AI-driven demand for Macs surges beyond expectations. The company faces supply constraints as developers rush to purchase these desktops for running local AI models and agentic AI tasks, while also grappling with industry-wide memory shortages and limited chip manufacturing capacity.

Business21 sources

Apple warns Mac shortage could last months as AI demand outpaces manufacturing capacity

Business21 sources

Microsoft's Auto SR finally arrives on ROG Xbox Ally X, promising 30% better frame rates

After six months of waiting, Microsoft has released Auto SR for the Asus ROG Xbox Ally X through its Windows Insider program. The AI-powered upscaling technology uses the handheld's NPU to upscale game resolutions to 1440p while improving frame rates by up to 30%, currently available only in docked mode.

Technology4 sources

Microsoft's Auto SR finally arrives on ROG Xbox Ally X, promising 30% better frame rates

Technology4 sources

Samsung warns memory shortage will intensify through 2027 as AI demand outpaces chip supply

Samsung posted record semiconductor profits of $36.15 billion in Q1 2026, driven by surging AI demand that has created a severe global memory chip shortage. The company has sold out all memory production capacity for 2026 and warns the supply-demand gap will widen even further in 2027, affecting prices of laptops, smartphones, and gaming devices.

Business12 sources

Samsung warns memory shortage will intensify through 2027 as AI demand outpaces chip supply

Business12 sources

Nvidia B300 servers hit $1 million in China as US export restrictions tighten supply

Nvidia's B300 AI servers are selling for approximately $1 million in China, nearly double their US price of $550,000. The dramatic price surge stems from intensified US export restrictions and a crackdown on grey market chip smuggling following the arrest of Supermicro's co-founder, creating acute scarcity as Chinese AI companies scramble for advanced computing hardware.

Business3 sources

Nvidia B300 servers hit $1 million in China as US export restrictions tighten supply

Business3 sources

Xpeng VLA 2.0 matches Tesla FSD in Beijing test drives, signaling shift in autonomous driving race

Xpeng's VLA 2.0 autonomous driving system completed 40-minute test drives through Beijing's aggressive traffic without human intervention. The end-to-end vision-to-action model, powered by 2,250 TOPS computing power, demonstrates performance comparable to Tesla's FSD v14, suggesting Tesla's dominance in advanced driver-assist systems is facing serious competition from Chinese automakers.

Technology2 sources

Xpeng VLA 2.0 matches Tesla FSD in Beijing test drives, signaling shift in autonomous driving race

Technology2 sources

Big Tech AI spending surges past $725 billion as Meta, Alphabet and Microsoft raise forecasts

The biggest US tech firms now plan to spend up to $725 billion this year on AI infrastructure, with Meta, Alphabet, and Microsoft all raising their capital expenditure guidance. Meta increased its spending ceiling to $145 billion, citing higher memory costs, while investor skepticism sent its stock down 6% despite strong revenue growth.

Business24 sources

Big Tech AI spending surges past $725 billion as Meta, Alphabet and Microsoft raise forecasts

Business24 sources

US orders chip equipment companies to halt shipments to Hua Hong over advanced AI chip concerns

The US Department of Commerce has directed chip equipment suppliers including Lam Research, Applied Materials, and KLA to stop shipping tools to Hua Hong facilities developing 7-nanometer chipmaking capabilities. The move targets China's second-largest chipmaker as it prepares to produce artificial intelligence chips, potentially costing US suppliers billions while escalating tech tensions ahead of the Trump-Xi summit in May.

Policy2 sources

US orders chip equipment companies to halt shipments to Hua Hong over advanced AI chip concerns

Policy2 sources

LG Electronics and Nvidia explore AI collaboration across robotics, data centres, and mobility

LG Electronics and Nvidia are in talks over potential AI collaboration spanning robotics, AI data centres, and mobility solutions. The discussions follow a visit by Madison Huang, Nvidia's senior director for physical AI platforms, to LG's Seoul headquarters where CEO Ryu Jae-cheol attended the meeting directly.

Technology3 sources

LG Electronics and Nvidia explore AI collaboration across robotics, data centres, and mobility

Technology3 sources

Nvidia loses entire China market as Huawei AI chip sales surge 60% to $12 billion

Nvidia CEO Jensen Huang reveals the company now holds zero market share in China's AI accelerator market, down from 66% in 2024. Huawei fills the void with its Ascend 950 chips, expecting $12 billion in revenue this year as US export controls drive Chinese tech firms toward domestic alternatives. The shift highlights how regulatory barriers are reshaping the global AI hardware landscape.

Business10 sources

Nvidia loses entire China market as Huawei AI chip sales surge 60% to $12 billion

Business10 sources

Asian Suppliers Surge to 90% of Nvidia's Production Costs as Physical AI Drives New Rally

Nvidia's expansion into physical AI has intensified its reliance on Asian partners, with Asian suppliers now accounting for 90% of production costs compared to 65% last year. The shift extends beyond semiconductors into robotics and autonomous systems, triggering stock rallies across the region as companies from LG Electronics to Taiwan's Nanya Technology benefit from deepening partnerships with the chip giant.

Business4 sources

Asian Suppliers Surge to 90% of Nvidia's Production Costs as Physical AI Drives New Rally

Business4 sources

ACEMAGIC F5A Mini PC Launches with Ryzen AI 9 HX 470, OCuLink, and 86 TOPS AI Performance

ACEMAGIC has launched the F5A mini PC, a compact desktop system powered by AMD's Ryzen AI 9 HX 470 processor delivering 86 TOPS of combined AI performance. The palm-sized device features OCuLink support for external GPU connectivity, dual USB4 ports with 40Gbps bandwidth, and Wi-Fi 7, targeting AI-enabled workloads and high-performance computing in a small form factor starting at $667.

Technology2 sources

ACEMAGIC F5A Mini PC Launches with Ryzen AI 9 HX 470, OCuLink, and 86 TOPS AI Performance

Technology2 sources

AI PCs hit 81% enterprise adoption as AMD reports shift from experimentation to deployment

AMD's latest research reveals that over four in five organizations are now planning, piloting, or deploying AI PCs, marking a significant shift from experimentation to real-world implementation. The data shows 70% report faster performance with dedicated AI PCs, while 66% see productivity gains as agentic AI drives demand for localized computing power.

Technology2 sources

AI PCs hit 81% enterprise adoption as AMD reports shift from experimentation to deployment

Technology2 sources

Nvidia signs record Bengaluru office lease as India AI push accelerates

Nvidia has secured 760,000 square feet of office space in Bengaluru through a 10-year lease valued at over INR 12 billion, marking India's largest single-tenant office commitment to date. The deal nearly doubles the chipmaker's footprint in India to over 1.13 million square feet across six cities, signaling a long-term bet on India's engineering talent to meet surging global AI demand.

Business2 sources

Nvidia signs record Bengaluru office lease as India AI push accelerates

Business2 sources

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