Chip

• Nvidia ha pubblicato risultati trimestrali stellari il 9 maggio 2026, ma i risultati sono stati offuscati dagli ongoing controlli sulle esportazioni degli Stati Uniti che limitano la vendita di chip avanzati alla Cina. • L'azienda ha accettato un accordo di condivisione dei ricavi del 15% con il governo statunitense sulle vendite in Cina per annullare i controlli, consentendo la ripresa delle esportazioni di determinati chip AI. • Questo accordo evidenzia l'escalation delle tensioni tecnologiche tra USA e Cina, influenzando la crescita di Nvidia nel suo più grande mercato estero in un contesto di restrizioni più ampie sui semiconduttori.

• Il 7 maggio 2026, NEC Corporation ha presentato il suo primo chip acceleratore AI ispirato al quantum, il “Q‑Neuron B1”, progettato per dispositivi di edge‑computing come robot industriali, droni e sensori per smart‑city. • Il chip offrirebbe un miglioramento di 3,2 volte nella latenza di inferenza rispetto ai precedenti ASIC di NEC, consumando al contempo il 38% di energia in meno, consentendo l'analisi video in tempo reale fino a una risoluzione di 7680×4320 su nodi edge a bassa larghezza di banda. • NEC punta a spedire i primi lotti commerciali a produttori giapponesi e reti municipali entro il terzo trimestre del 2026, con l'obiettivo di concedere in licenza l'architettura a partner sudcoreani e taiwanesi.

• Cerebras, a leading AI chipmaker, announced plans to raise up to $3.5 billion through an initial public offering (IPO). • The fundraising effort signals strong market confidence in specialized AI chip manufacturers as enterprises scale artificial intelligence infrastructure deployments. • Going public positions Cerebras to compete aggressively with established semiconductor giants while investing in next-generation AI computing architecture.

Utz issues voluntary recall for certain varieties of Zapp’s and Dirty potato chips over contamination linked to seasoningSign up for the Breaking News US newsletter emailUtz has issued a voluntary US recall of two potato chip brands after concerns that they could be contaminated with salmonella, a type of bacteria that can lead to food-borne illness.Certain varieties of Zapp’s and Dirty potato chips may contain contamination linked to the seasoning used on the products, according to the US Food and Drug Administration in a recall issued on Monday. The recall applies to three flavors of Zapp’s chips sold in various bag sizes, along with three flavors of Dirty chips packaged in 2-ounce bags. Continue reading...

• Singaporean semiconductor and electronics firms are accelerating plans to open or expand manufacturing and R&D facilities in the United States, driven by surging global demand for AI chips and US incentives to onshore critical supply chains. • Reports indicate that several Singapore‑listed chip‑assembly and test companies are evaluating sites in Arizona, Texas, and New Mexico, where state and federal subsidies could cover up to 40% of capital expenditure under the US CHIPS Act framework. • Industry executives told local media that geopolitical pressure on Taiwan and China is prompting customers to diversify production away from high‑risk hubs, turning Singapore‑based firms into key intermediaries in global AI hardware networks.

Shares in Domino’s Pizza, KFC operator Collins Foods and multi-brand food franchise owner Retail Food Group have all suffered double-digit fallsGet our breaking news email, free app or daily news podcastOnce a symbol of cheap eating, fast food is transforming into a luxury many can no longer afford due to resurgent living costs.This shift is reflected on the ASX, where major pizza, fried chicken and doughnut outlets are seeing significant price drops, raising the question: are consumers so downbeat that they are even giving up on fast food? Continue reading...

• Elon Musk announced that Tesla will utilize Intel's advanced 14A process technology for its Terafab chip manufacturing project at Giga Texas, representing a major partnership between the two companies. • The complex will produce semiconductors for Tesla vehicles, Optimus robots, and AI data centers, with initial research fab construction already underway on the Giga Texas campus. • This initiative signals Tesla's push toward vertical integration in chip production to support its expanding autonomous and AI capabilities.

• Google unveiled a new quantum processor featuring 10,000 qubits on April 19, claiming achievement of quantum advantage for practical optimization problems with error rates reduced by 60% compared to previous generations. • The chip, named Willow, successfully solved complex combinatorial optimization problems approximately one million times faster than classical supercomputers according to Google Quantum AI division testing. • The breakthrough potentially accelerates commercialization of quantum computing for applications including drug discovery, financial modeling, and supply chain optimization, attracting increased competition from IBM and IonQ.

• Centers for Medicare and Medicaid Services published a proposed rule on Friday requiring health insurance companies and states to resolve non-urgent prior authorization requests for prescription drugs within 24 hours. • The regulation mandates Medicaid and CHIP insurers, plus state administrators, to publicly disclose denial rates and respond faster to improve patient access. • This addresses delays in medication approvals, potentially benefiting millions enrolled in these programs amid ongoing affordability challenges.

• Amazon Web Services (AWS) achieved a $15 billion annual run rate in AI revenue during Q1 2026, according to CEO Andy Jassy's annual shareholder letter. • Amazon's internal chips business now generates over $20 billion per year, supporting AI infrastructure and custom silicon development. • The figures underscore Amazon's aggressive push into AI and cloud computing dominance amid intensifying competition from Microsoft Azure and Google Cloud.

• Qualcomm launched Snapdragon X2 on April 9, 2026, promising 45 TOPS NPU performance for next-gen US AI laptops. • Chip enables 40-hour battery life and native Copilot+ support, targeting Dell and HP OEMs. • Challenges Intel/AMD dominance in $50B US PC market amid ARM shift.

• Cognichip raised $60 million to develop AI tools that design AI-powered chips, aiming to cut development costs by over 75%. • The round supports innovation in semiconductor efficiency, vital for US AI hardware competitiveness. • It addresses supply chain bottlenecks, promising faster chip production for data centers and edge computing.

• Arm debuted its first in-house AI chip, the AGI CPU, optimized for large-scale data center workloads. • Early adopters Meta and OpenAI plan to deploy the chip for advanced AI training and inference. • The launch advances Arm's push into AI hardware amid US-China chip tensions.

• ARM unveiled its first proprietary AGI CPU for AI data centers, shifting from licensing designs to manufacturing its own silicon. • Early adopters include Meta, OpenAI, Cloudflare, and Cerebras, positioning ARM directly in the AI infrastructure market. • This move underscores the intensifying competition in AI hardware, where control over end-to-end production is becoming critical for major players.

• Semiconductor design giant Arm revealed on March 25, 2026, it will market its own chips for the first time, aiming for $15 billion in annual sales. • CEO Rene Haas discussed the move in exclusive interviews, marking a shift from licensing designs to direct competition in AI and data center markets. • The announcement boosted SoftBank shares and highlights re-industrialization trends in U.S. tech supply chains amid AI demand.

• Broadcom announced supply chain bottlenecks across the tech sector, particularly at TSMC, due to skyrocketing demand for AI chips on March 24, 2026. • The constraints affect networking, custom silicon, and data-center hardware critical for AI infrastructure beyond major model developers. • This highlights the AI hardware race creating opportunities for startups to innovate in chip manufacturing tools amid industry-wide shortages.

• Elon Musk launched Terafab, a $20 billion-plus semiconductor fab in Austin, Texas, jointly developed by Tesla, SpaceX, and xAI to produce custom chips for EVs, Optimus robots, and AI computing. • The facility targets terawatt-scale power output, addressing global chip shortages constraining Musk's AI and robotics timelines amid TSMC capacity limits. • This vertical integration bolsters U.S. domestic manufacturing self-sufficiency amid geopolitical tensions and accelerates competition in AI hardware where compute is the key bottleneck.

• Tesla officially launched Terafab, a $20 billion AI chip manufacturing facility in Austin, Texas, marking a major expansion in US AI hardware production. • The factory aims to produce advanced AI chips for Tesla's autonomous driving and robotics initiatives, reducing reliance on foreign suppliers. • This development strengthens US domestic semiconductor capabilities amid global chip shortages and boosts Texas as a tech hub.

• US prosecutors in the Southern District of New York charged three individuals affiliated with Super Micro Computer, including co-founder Yih-Shyan Liaw, with smuggling Nvidia AI chips to China. • The scheme involved illegally diverting billions in advanced semiconductors intended for US servers to unauthorized Chinese entities, violating export controls. • This case highlights escalating US efforts to curb AI technology transfers amid national security concerns over China's military advancements.

• Samsung Electronics unveiled an $82 billion investment plan in chip manufacturing and AI technology while its union warned of potential labor action, signaling internal tensions over worker conditions amid expansion plans. • The company expects to distribute approximately 9.8 trillion won (roughly $7.3 billion) in regular dividends for 2026, with additional returns possible if surplus funds remain available. • Samsung's major capital commitment reflects intensifying competition in semiconductor and AI markets, particularly as global demand for chips and AI infrastructure accelerates.

• Elon Musk stated Tesla and SpaceX AI will continue large Nvidia chip purchases even as Tesla advances its AI5 chip, optimized for edge compute in Optimus and Robotaxi. • Tesla's Terafab AI chip manufacturing facility is set to launch within seven days from March 14, potentially by March 21. • Musk praised Nvidia CEO Jensen Huang, noting AI5's efficiency in half-reticle format could halve fab needs, with AI6 potentially matching dual AI5.

• NVIDIA CEO Jensen Huang announced at GTC in San Jose a forecast of $1 trillion in sales from Blackwell and Rubin chips by late 2027, doubling the prior $500 billion estimate through 2026. • The company unveiled a new inference system generating 700 million tokens per second, 350 times faster than the Hopper generation, to counter custom chips from competitors like Google. • NVIDIA's DRIVE platform for robotaxis, valued at $1.2 trillion by Morgan Stanley, is adopted by Uber and BYD, with Uber's fleet launching in 2028; data center revenue hit $192 billion last year, up 66%.

• Nvidia announced at GTC 2026 that it has locked in $1 trillion in orders for its Blackwell and Vera Rubin chips through 2027, far exceeding annual revenue and signaling massive AI infrastructure investment across the industry. • Major hyperscalers including Amazon, Microsoft, and Google have significantly ramped up investments in AI data centers and infrastructure, competing to build massive language models and prepare for exponential growth in AI workloads. • Blackwell chips have already begun shipping while Vera Rubin is positioned to deliver major boosts to AI training and inference performance, addressing the current AI infrastructure race among tech giants.

• Nvidia is projecting a trillion-dollar chip market while the AI industry shifts focus from training giant models to inference, robotics, and real-world deployment at GTC 2026 in San Jose. • CEO Jensen Huang spotlighted new systems and platforms aimed at industrial use cases and physical AI applications, signaling that commercial viability increasingly depends on inference economics and enterprise adoption. • The market shift reflects where spending is heading: training remains critical, but applied AI and infrastructure orchestration are becoming more investable than generic model-building pitches.

• Two key Democratic lawmakers have raised national security concerns about the Trump administration's approval for exports of Nvidia chips to China, warning that the move risks harming U.S. technological leadership. • The legislators are calling for bipartisan legislation to prevent American technology from reaching Chinese hands and being used improperly, echoing broader concerns about technology transfer and competitive advantages in AI computing. • Nvidia has pushed back against criticism of the Trump administration's export approval decision, defending the company's position on international trade and technology availability.

• Nvidia held its annual GTC technology conference on Monday, March 16, with CEO Jensen Huang delivering the keynote address amid broader market volatility tied to geopolitical tensions and oil price fluctuations. • The event timing coincides with elevated uncertainty in tech stocks, as investors reassess earnings estimates downward and monitor the impact of elevated oil prices on corporate profitability and consumer spending. • Tech sector performance remains sensitive to macroeconomic headwinds, including potential inflation from energy costs and Federal Reserve policy decisions expected this week.

• Nvidia CEO Jensen Huang is unveiling new chips and software at the GTC conference to solidify the company's position as the industry shifts from training giant foundation models to inference workloads that power real-world applications. • The strategic pivot targets lower-cost, high-throughput AI deployments within enterprise workflows, autonomous systems, and product integrations rather than just headline-grabbing training clusters. • Nvidia's next moves will shape the cost, speed, and competitive structure of the global AI software and infrastructure market as the industry enters a new phase of AI economics.

The US announced partial rollback of AI semiconductor export restrictions on March 13, 2026, targeting key technologies amid global competition. This move is poised to boost domestic chipmakers ahead of Nvidia's GTC event next week. Nvidia, HBM, and related AI plays face heightened focus with potential upside. Policy shift aims to balance national security and industry growth.