Apple raised prices on older iPhones by $100 after its latest launch, changing the usual strategy for buyers waiting for previous models to get cheaper.
Leading chipmakers Samsung Electronics and Taiwan Semiconductor Manufacturing Co. announced plans to adopt ASMLβs latest chipmaking machines in the next several yearsβand they also joined Intel in agreeing to a crucial technology change that could boost chip production on the new machines by 40 percent.
This signifies the semiconductor industryβs broader embrace of high NA EUV photolithography technology that can cost up to $400 million per machine and is only provided by the Dutch technology company ASML, Bloomberg reports. The technology would allow chip designers to implement even smaller features in potentially more powerful and efficient next-generation chips produced for AI data centers and consumer electronics such as smartphones, tablets, and laptops.
ASMLβs EUV (extreme ultraviolet) lithography machines enable chipmakers to use powerful laser light to imprint patterns in silicon wafers, layer by layer, and gradually form the computer circuitry that makes silicon chips work. Compared to older deep ultraviolet lithography, EUV technology harnesses a more powerful source of light with a shorter wavelength to create even smaller features on silicon wafers.
Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.
OpenAI says its JalapeΓ±o chip delivered up to 1.9 times more performance per watt than Nvidia Blackwell systems in its first published benchmark tests.
Data centers have become the largest driver of a surging electricity demand that is straining US power grids. But the AI data center boom has also accelerated investment in a technology that could provide a silver lining for everyoneβsolid-state power transformers that replace industrial-age technology with modern power electronics.
Power grids currently rely on conventional transformer technology that is painstakingly assembled by hand and has a fundamental design dating back to the 1880s. Two copper wire coils manually wound around a steel core create electromagnetic fields that help step up voltage levels of alternating current electricity for long-distance transmission or step down voltage levels for the electricity use of homes and businesses. The largest power transformers cannot be mass-manufactured but are instead custom-built for each utility companyβs electrical substations.
Manufacturing constraints, coupled with the scramble to upgrade US power infrastructure, have meant utility companies and other customers must wait up to several years for delivery of new power transformers. That not only hinders power grid infrastructure expansion needed to support growing electricity demand, but also delays the process of replacing aging power transformers.
Taiwan has indicted nine peopleβreportedly including an Nvidia senior manager and two Supermicro employees based in the countryβwho allegedly helped forge documents to cover up illegal exports of high-end AI servers to China in violation of US export controls.
On Monday, Reuters reported that prosecutors in Keelung did not release any names but confirmed that the suspects were βcharged with breach of trust and document forgery.β One suspect linked to a related case remains at large, accused of the βsiphoning of funds from a distributor company involvedβ in helping China get access to restricted Nvidia chips.
Since 2022, the US has required a license to export semiconductors to China, with the intent of protecting national security by staying ahead of China in the AI race. But after the US arrested Supermicro co-founder Wally Liaw in March for allegedly funneling $2.5 billion in restricted AI servers to China since 2024, Taiwan launched a separate probe to learn more about the scheme.
Apple is hunting for new memory suppliers as a global shortage squeezes availability. Two Chinese chipmakers could help, but Washington is pushing Apple to find another solution.