ASML has won over Samsung, TSMC, and Intel to switch to larger photomasks, which should boost the throughput of its newest EUV machines by 40 percent. Meanwhile, Huawei is orchestrating China's counter-strategy, aiming to break its dependence on the Dutch lithography technology through equipment maker Yuliangsheng and its own suppliers.

The article ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip appeared first on The Decoder.

Deepseek wants to put 160,000 Huawei Ascend-950DT chips into an Inner Mongolia data center for inference only, not training. It would be the largest known Huawei chip cluster. But production bottlenecks mean Huawei probably can't deliver for over a year.

The article Deepseek plans the largest known Huawei chip cluster with 160,000 processors in Inner Mongolia appeared first on The Decoder.

China's top memory maker ChangXin Memory Technologies (CXMT) is producing HBM3E for the first time in small quantities, a fast memory found in many current AI processors.

The article China's CXMT makes its first HBM3E chips, closing the AI memory gap appeared first on The Decoder.

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.

Neocloud Lambda has raised $1B in private debt to buy Nvidia AI chips and lease them to Microsoft. It's the latest in a string of loans, underscoring the high cost of the AI boom.

OpenAI showed off "Jalapeño," its first in-house inference chip, with benchmarks at the Hot Chips conference. According to SemiAnalysis tests, the chip beats Nvidia's Blackwell and even Rubin in throughput and energy efficiency. "Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin," SemiAnalysis CEO Dylan Patel said.

The article OpenAI's first custom chip "Jalapeño" reportedly beats Nvidia's Blackwell and Rubin in inference benchmarks appeared first on The Decoder.

Waymo built its own chip for its robotaxis, cutting its reliance on Nvidia.

The article Waymo builds its own chip for its robotaxis, cutting its reliance on Nvidia appeared first on The Decoder.