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:

  • Chip selloff deepens amid AI trade fears, rising Chinese competition
  • Price War in the Chip Aisle
  • This tech company is gambling billions on a bid to make consumer products cheaper — and better

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seekingalpha.com /1 week ago

Chip selloff deepens amid AI trade fears, rising Chinese competition

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tomtunguz.com /1 week ago

Price War in the Chip Aisle

Five frontier models now sit within five points of each other in terms of intelligence, but their cost per unit differs by 3.8x. Google, which has built chips alongside its models...

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theblaze.com /5 days ago

This tech company is gambling billions on a bid to make consumer products cheaper — and better

If you have recently bought a new vehicle, replaced a laptop, or purchased a new phone, you have likely noticed that almost everything costs more to buy and to repair. Most people...

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asiatimes.com /1 month ago

The chip industry’s future is memory by design

In 1884, an English schoolmaster wrote a short novel about a world with only length and breadth, whose inhabitants could not conceive of a third direction until one of them was lif...

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dramarnathgiri.blogspot.com /1 month ago

Silicon Dreams SEMICON India 2026 and the Making of a Chip Powerhouse

 Silicon DreamsSEMICON India 2026 and the Making of a Chip PowerhousePosted On: 15 SEP 2026 10:52AM by PIB DelhiOn September 17, Prime Minister Narendra Modi will walk into Yashobh...

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broadbandbreakfast.com /1 month ago

How Shifts in Computing from AI Are Changing Chip Architectures

Amid a history lesson on chip advances since 1965, Nvidia and Intel outlined their plans for AI computing.

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allaboutcircuits.com /1 month ago

AI Craze Drives Wave of Semiconductor Deals Toward $1T Chip Era

In this edition of Business Shorts, we spotlight five announcements that show AI demand is reshaping everything from Wall Street financing to washing machines.

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geeky-gadgets.com /1 month ago

Alibaba Panjiu AL128 Replaces NVIDIA with 128 Linked Chips

China’s response to U.S. restrictions on NVIDIA’s advanced chips highlights a strategic pivot away from direct competition in raw chip performance. Instead, companies like Alibaba...

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newyorker.com /5 days ago

Computer Chips Are the Most Magnificent Things Humanity Has Ever Made

They power our phones, cars, dishwashers—and the A.I. systems that prop up the economy. They’re also at the heart of fierce geopolitical rivalry.

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arstechnica.com /1 month ago

Top chipmakers embrace ASML’s $400M machines, agree to crucial chipmaking change

Chipmaking changes could boost productivity of new ASML machines by 40 percent.

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seekingalpha.com /3 weeks ago

TSMC Vs. Intel: Goliath Is Defeating David

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marketwatch.com /1 month ago

Memory chips have come to rule the AI boom. Why Micron’s reign could be here to stay.

Semiconductor industry revenue is expected to reach $1.5 trillion this year, driven mostly by memory chips.

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indiandefensenews.in /2 weeks ago

48 Million Chips A Day: TATA Electronics' Assam Chip Hub Nears Commercial Launch After Pilot Production Milestone

TATA Electronics has entered a crucial new phase at its semiconductor packaging facility in Jagiroad, Assam, with pilot chip production now under way as the company prepares for fu...

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seekingalpha.com /4 weeks ago

China Won't Move Chip Stocks Anymore

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fool.com /1 week ago

4 No-Brainer Chip Stocks to Own for the Next Decade

The current pace of AI development would not be possible without these semiconductor companies.

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electronicsforu.com /3 weeks ago

The Race For Chips Might Become A Race For Water

Can the evolving semiconductor industry survive a water crisis? The answer may lie in how fabs grow, where they are built, and how they use water. Who would have thought water woul...

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pandaily.com /4 days ago

Chery Debuts Ziwei In-House Chips: C100 Central Computer, S1500 SiC Power Chip and M-Series MCUs

At its 2026 Global Innovation Conference, Chery showed three Ziwei chip lines: a C100 central computing chip, an S1500 1,500V silicon carbide power chip on 8-inch wafers, and M-ser...

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observer.com /2 days ago

Chipmaking Titan C.C. Wei Eyes Texas as TSMC’s A.I. Demand Surges

TSMC's profits climbed nearly 69 percent as C.C. Wei considered expanding beyond Arizona. Talks involving Musk's Terafab remain preliminary.

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ascii.jp /1 month ago

Hot Chipsで明かされた「Wildcat Lake」の全貌 Foverosを捨てMCPを選んだインテルの舞台裏

Hot Chips解説の第2弾はインテルのWildcat Lakeである。Wildcat Lakeは今年4月に正式に発表され、本格的に流通が進んでいるプロセッサーである。

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foxnews.com /1 month ago

America and China are fighting for the future of AI — chips are the battlefield

China's tech giant says demand for its AI computing equipment already exceeds supply as it accelerates new chip generations

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taipeitimes.com /2 weeks ago

Ten indicted for smuggling chips, fraud

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indiandefensenews.in /1 month ago

Chip Momentum Builds: Two New ATMP/OSAT Plants Go Live, India’s Operational Count Reaches Five

India’s semiconductor manufacturing drive has reached a new milestone with two additional plants commencing commercial production — the CDIL Semiconductor ATMP Facility and the Suc...

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asia.nikkei.com /1 week ago

Memory breakthrough by China's CXMT puts chip rivals on back foot

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cnbc.com /3 weeks ago

These two chip stocks could join the elite $2 trillion tech giant club, says top analyst

Resurgent CPUs and efficiency gains from memory could propel more chipmakers to a $2 trillion market cap.

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Sources covering Chip Wars

dramarnathgiri.blogspot.com

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feeds.arstechnica.com

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feeds.marketwatch.com

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seekingalpha.com

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ascii.jp

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asia.nikkei.com

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