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Huawei's latest mobile is armed with China's most advanced process node to date despite using blacklisted chipmaker β€” Huawei Kirin 9030 mobile SoC made on SMIC N+3 process, but can't compete with 5nm node

TechInsights says Huawei's Kirin 9030 is built on SMIC’s N+3 process: an incremental, DUV-based extension of its 7nm-class technology that pushes density without EUV but falls well short of true 5nm nodes amid rising yield challenges.

Photonic latch memory could enable optical processor caches that run up to 60 GHz, twenty times faster than standard caches β€” optical SRAM stores and outputs data entirely as light, but density challenges remain

Researchers from the University of Southern California Information Sciences Institute and the University of Wisconsin-Madison have demonstrated what they describe as the first regenerative photonic memory latch.

China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment β€” Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms

China is considering investing up to an additional $70 billion in its domestic chip manufacturers in an effort to better compete with US firms like Nvidia. Although exact figures and investment strategies have yet to be decided, this move would be in line with China's "whole nation" approach to tackling its chip shortages.

Microsoft, Google, OpenAI, and Anthropic join forces to form Agentic AI alliance, according to report β€” organization backed by the Linux Foundation is set to create open source standards for AI agents

The world's leading AI firms are collaborating on a new Agentic Artificial Intelligence Foundation managed by the Linux Foundation to build open standards around AI agents. The move will focus on three key open source tools to begin with, sharing findings on technical problems.

Nvidia decries 'far-fetched' reports of smuggling in face of DeepSeek training reports β€” unnamed sources claim Chinese company is involved in Blackwell smuggling ring

DeepSeek is allegedly involved in a "phantom data center" smuggling scheme to get Blackwell GPU servers into China as part of training its newest LLM generation. While Nvidia refutes the claims as "farfetched", some proof indicates otherwise.

ASML under fire for selling DUV equipment to Chinese firm with military ties, says the machines are not subject to export controls β€” fears grow that 'old technology' will bolster Beijing's quantum effort

Dutch chip manufacturing design firm, ASML, has been accused of selling chip fabrication hardware to a Chinese defence firm tied to the ruling party. Although it claims the technology was old, it has raised concerns over its potential use in developing new quantum technologies, particularly with military applications.

Research commissioned by OpenAI and Anthropic claims that workers are more efficient when using AI β€” Up to one hour saved on average, as companies make bid to maintain enterprise AI spending

OpenAI and Anthropic claim in a pair of reports released today and earlier in the month that the use of enterprise AI tools increase productivity and corporate ROI. These studies may be damage control to counter those released by MIT and Harvard in August claiming the opposite.

The Senate's new SAFE bill is set to curb access to advanced chips to China, but that won't slow down the AI war β€” training workloads still heavily rely on Nvidia, while alternatives remain inefficient

Even as U.S. and Chinese lawmakers make it harder for Nvidia to sell its chips to Chinese customers, the alternatives aren't able to offer a competitive product. With smuggling and obfuscated shipment routing making it possible to get around blocks and barriers, it may be that Nvidia remains the dominant training hardware provider in the region.

Huawei Ascend NPU roadmap examined β€” company targets 4 ZettaFLOPS FP4 performance by 2028, amid manufacturing constraints

Huawei has unveiled its Ascend NPU roadmap featuring Ascend 950, 960, 970 processors and massive SuperClusters with over a million of processors and up to 4 ZettaFLOPS FP4 performance in 2028, shifting from chip scaling to system-level scaling, amid U.S. sanctions and manufacturing constraints.

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