ASML raised its 2026 revenue forecast by up to 25% and is seeking price increases on both its extreme ultraviolet and older deep ultraviolet machines, with Chinese customers already accepting a 10% DUV hike.
Tag: AI chips
Posted inTech
Nvidia Cuts More Than Half Its Approved Asian AI Chip Buyers in Diversion Crackdown
Nvidia has more than halved its whitelist of approved Asian buyers for advanced AI chips, introducing on-site data-center inspections after Blackwell processors were found flowing to Chinese entities through third-country subsidiaries.
Posted inTech
DeepSeek is building its own AI inference chip to cut reliance on Nvidia
China’s fastest-growing AI startup has quietly assembled a semiconductor engineering team and begun talks with design and manufacturing partners to develop a proprietary chip optimised for inference workloads.
Posted inTech
Meta’s Iris AI chip enters mass production at TSMC’s 2nm node in September
Meta begins manufacturing its custom Iris AI chip at TSMC’s 2nm node in September 2026, aiming to double AI compute capacity while reducing reliance on Nvidia GPUs.
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China’s GLM-5.2 beats GPT-5.5 on coding benchmarks at a fraction of the cost
Z.ai’s open-weight GLM-5.2, trained on Huawei silicon by a US-blacklisted Chinese startup, has outscored OpenAI’s GPT-5.5 on two leading coding benchmarks and costs roughly one-sixth as much to run.
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Anthropic enters talks with Samsung on a custom AI chip
Anthropic is in early discussions with Samsung Electronics to develop a custom AI chip, following OpenAI’s June reveal of its Jalapeño inference processor with Broadcom.
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Meituan’s LongCat-2.0 is the first frontier AI model trained entirely on Chinese chips
The Chinese food-delivery giant open-sourced a 1.6-trillion-parameter model trained on 50,000 domestic Huawei-class accelerators, challenging the core premise of US chip export controls.
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Meta eyes cloud compute market as shares jump 9% on AI infrastructure monetisation plan
Meta shares rose 8.8% on reports the company plans to sell spare GPU capacity and hosted AI models under a Meta Compute brand, sending CoreWeave and Nebius shares sharply lower.
Posted inMarkets
US chip stocks cap worst AI week yet as semiconductor index sheds 5.3%
The PHLX Semiconductor index fell 5.3% on June 29 as Micron shed 6.7% and AMD declined 2.1%, capping a week in which the Nasdaq lost 4.6% amid deepening doubt about near-term AI revenue.
Posted inTech
OpenAI and Broadcom unveil Jalapeño, the first custom AI inference chip from an AI lab
OpenAI and Broadcom have unveiled Jalapeño, OpenAI’s first custom AI inference chip, designed to cut inference costs and reduce dependence on Nvidia GPUs.