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Hesai Lidar: Nvidia Partner Flagged as US
The Pentagon blacklisted Hesai Technology in 2024 as a Chinese military entity. The Shanghai firm still powers Nvidia's autonomous driving platform — and Washington is paying attention.
Nvidia Kyber NVL144 Delayed 12+ Months to 2028
SemiAnalysis says Nvidia's Kyber NVL144 rack slipped 12+ months to 2028. The midplane PCB can't be manufactured at scale, a backup design was canceled, and AMD and Google may benefit.
Nvidia Kyber NVL144 Delayed 12+ Months to 2028
SemiAnalysis says Nvidia's Kyber NVL144 rack is pushed to 2028, the four-die Rubin Ultra GPU is canceled, and a fallback rack design was rejected by cloud providers.
Apple, Broadcom Extend Chip Deal Through 2031
Apple and Broadcom agreed to extend their chip supply partnership through 2031, covering 5G RF and wireless components. Broadcom accounts for about 20% of Apple's annual revenue.
Apple Foldable iPhone: 10M Units, Chinese Chips
Apple boosted its foldable iPhone production target to 10 million units and opened talks with two Pentagon-flagged Chinese chipmakers — all driven by an AI-fueled global memory shortage.
Micron Breaks Ground on $9.3B Hiroshima HBM Plant
Micron held a groundbreaking ceremony July 4 at its Hiroshima plant for a ¥1.5 trillion expansion targeting HBM4E and next-gen DRAM for AI servers, with Japan covering close to half the bill.
Intel EMIB Targets TSMC CoWoS in AI Packaging
Intel's EMIB packaging tech is being evaluated for Nvidia's next-gen chips, challenging TSMC's CoWoS dominance as advanced packaging becomes the key battleground in AI hardware.
Amazon Designs Custom AI Chips for Echo, Fire TV
Amazon hardware chief Panos Panay confirmed the company builds end-to-end silicon for Echo Show, Fire TV, and more — with 40M annual chip shipments projected once fully scaled.
OpenAI Chip Hire #2 Clive Chan Joins Anthropic
OpenAI's second chip hire, Clive Chan, announced his move to Anthropic on June 7, 2026 — the latest in a string of high-profile departures from OpenAI.
AI Boom Drives Global Memory Chip Shortage 2026
SK Hynix and Micron have sold out their entire 2026 memory production. DRAM inventory fell from 17 weeks to just 2-4 weeks. Prices surged 50% in a single quarter.
Taiwan Raids Super Micro in Nvidia Chip
Taiwan's Keelung prosecutors raided Super Micro, Chief Telecom, and Albatron Technology on June 29, 2026, targeting alleged Nvidia chip diversion to China through AI servers.