Cerebras' sales hit half a billion dollars in 2025, but 86% of its revenue comes from Abu Dhabi-based G42 and Mohamed bin Zayed University of Artificial Intelligence, which represents major risks.

U.S. lawmakers remove countrywide exports ban on cryogenic etching tools from the MATCH Act, yet Chinese companies could barely get them anyway.

Intel lures Shawn 'Seung Hoon' Han from Samsung Foundry to land new customers and maintain customer relationships at Intel Foundry.

TSMC unveils aggressive plans to ramp up 3nm-capable capacity further in the coming years amid strong demand from the AI sector.

By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.

Demand for CPUs by AI systems is creating positive sentiment and drives AMD and Intel stocks to their highs.

The U.S. Court of Appeals determines $3 billion VLSI lawsuit was not suitable for summary judgment and must instead be evaluated by a jury, so it must return to a district court for proceedings.

Ex-Apple, ex-Nuvia CPU designers Gerard Williams, John Bruno, and Ram Srinivasan establish Nuvacore startup to develop clean-sheet CPUs for always-on compute-intensive AI workloads.

Broadcom inks deal with Meta to supply multi-GW of custom MTIA silicon through 2029, but Hock Tan will leave Meta's board.

As Elon Musk shows off the first Tesla AI5 sample with a 384-bit memory interface, he says next-generation AI6 and Dojo 3 processors are in the works.

Nvidia widely uses AI for different stages of the chip design process, though it admits that AI is a long way from designing chips completely autonomously.