Latest updates for Chip Wars

Fresh curated links around Chip Wars are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Chips are emerging as market leaders once again. Where the charts signal they are going
  • Huawei's ‘Chip Queen’ Throws Down the Gauntlet
  • India's nascent semiconductor sector faces China's push in older chips

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cnbc.com /1 month ago

Chips are emerging as market leaders once again. Where the charts signal they are going

Todd Gordon takes a look at semiconductors.

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wired.com /3 days ago

Huawei's ‘Chip Queen’ Throws Down the Gauntlet

The Chinese company is adapting to the demise of Moore’s Law, which guides chip production. It could complicate US chip dominance.

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asia.nikkei.com /2 weeks ago

India's nascent semiconductor sector faces China's push in older chips

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nytimes.com /3 days ago

Why Memory Chips Are Dominating the A.I. Rally

Three major producers — Micron, Samsung and SK Hynix — are now trillion-dollar companies. Politicians and Wall Street have taken notice.

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fiercesensors.com /1 month ago

Chip revenue to reach record $1.3T in 2026, including sensors

Gartner says memory price inflation will destroy or delay non-AI demand

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wired.com /1 month ago

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Advanced chip packaging is suddenly at the center of the AI boom. Intel is going all in.

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thenextweb.com /1 month ago

Google splits its next TPU in two, and the AI chip war just became a design philosophy fight

Summary: Google made Ironwood, its seventh-generation TPU, generally available at Cloud Next 2026 while previewing its eighth-generation architecture: TPU 8t (Sunfish), a Broadcom-...

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go.theregister.com /1 month ago

When the IBM PC and shoulder pads were big, Japan led the chip industry. It's trying to get back there now

Local hero Rapidus is on track to begin production of 2nm semis next year, as TSMC expands its Japanese foothold When IBM PCs set the standard for personal computing and Madonna to...

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broadbandbreakfast.com /1 month ago

Industry Leaders Urge Congress to Boost Chip Policy to Win AI Race Against China

House Democrats slam Trump administration for undermining the Biden-era CHIPS and Science Act.

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thenextweb.com /3 weeks ago

Intel is bringing a chip to every computing category at Computex. The last time it could do that, it was the company eve...

Intel will arrive at Computex 2026 in Taipei on 2 June with something it has not had in a decade: a product in every computing category built on a single manufacturing story. Panth...

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fool.com /2 weeks ago

1 Chip Stock Making Bold Plans

After seeing enough demand, ARM Holdings said they, too, are getting into the semiconductor manufacturing business.

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techmeme.com /1 month ago

How advanced chip packaging became one of Intel's fast-growing businesses; sources: Intel is in talks with Google and Am...

Lauren Goode / Wired: How advanced chip packaging became one of Intel's fast-growing businesses; sources: Intel is in talks with Google and Amazon for its advanced packaging servic...

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ft.com /2 days ago

Chip stocks race towards biggest gains since dotcom era on AI demand

Philadelphia Semiconductor Index rides Big Tech’s data centre spending spree to 75% gains in 2026

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arstechnica.com /1 month ago

Intel is going all-in on advanced chip packaging

Intel is hoping to cash in on the AI boom.

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cnbc.com /2 weeks ago

Memory chip makers are looking at a 'supercycle' and 'windfall gains.' The stocks jumped 30% in one week

Higher prices on chips are boosting margin projections through 2027.

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visiontimes.com /3 weeks ago

How Taiwan Kept TSMC’s 3-Nanometer Chip Line at Home During Trump’s First Term

Taiwan Semiconductor Manufacturing Company is the unrivaled leader of the global semiconductor industry, holding around 70 percent of the world’s foundry market share. Within that,...

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go.theregister.com /1 month ago

Amazon chips no longer just a side dish, they're a $20B biz

The Trainium train keeps a-rollin' Amazon is now among the top three datacenter chip businesses in the world, as its semiconductor business surpassed a $20 billion annual run rate...

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go.theregister.com /1 month ago

Intel eases reliance on TSMC with 'Merica-made Core Series 3 processors

Stripped-down Ultra for laptops and low-power edge boxes Intel brought a few more chips home from Taiwan this week, with a new round of budget-oriented Core Series 3 processors fab...

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asiatimes.com /2 days ago

China’s H200 hunger drives Nvidia chip smugglers to Japan route

Taiwanese authorities have busted a smuggling ring that used Japan as a waypoint to funnel Super Micro Computer servers loaded with high-end Nvidia artificial intelligence (AI) chi...

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asia.nikkei.com /2 weeks ago

Anthropic urges tough chip controls as Nvidia CEO joins Trump in China

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go.theregister.com /1 month ago

Forget one chip to rule them all: With TPU 8, Google has an AI arms race to win

x86 gets the boot as Google pairs up its TPUs with some Arm-based Axion cores Google Cloud Next  Google unveiled two new in-house AI accelerators at its annual Cloud Next conferenc...

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scmp.com /1 month ago

Semiconductor leap: China looks to next-gen ‘2D chip’ with 1,000-fold growth speed

Chinese scientists say they have developed a wafer-scale 2D semiconductor growth method with 1,000 times faster growth, paving the way for industry advances. The surging demand for...

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realclearpolitics.com /1 day ago

Intel's Comeback Could Be Hugely Important for U.S.

Semiconductors are the most consequential product of the modern world. If Intel can start making chips as advanced as the Taiwanese do, it could help secure America's 21st-century...

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androidauthority.com /2 days ago

Intel’s Arc G3 chips are here to pick a fight with AMD’s Ryzen Z2

These are based on Intel's latest Panther Lake mobile chips and feature Xe3 graphics.

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Sources covering Chip Wars

feeds.arstechnica.com

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feeds.nytimes.com

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realclearpolitics.com

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scmp.com

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asia.nikkei.com

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asiatimes.com

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