Michael Burry is sounding the alarm on Nvidia’s strategy, arguing the US is structurally positioned to lose the AI race to China. He criticizes Nvidia’s “power hungry” chips and its “death grip” on the industry, while revealing he has a “relatively small short” position against the stock.
Moore Threads has announced its next-gen gaming and AI GPUs, the Lushan and Huashan. The company is making huge performance claims, including a 15x boost in gaming and full DirectX 12 Ultimate support. The first products are slated for a 2026 launch.
The AI boom is creating a massive, sustained shortage of DRAM and NAND flash memory. Micron’s CEO says supply will remain “substantially short” for years, already pushing up prices for consumer components.
The UK is funding a €1.3m project to build new measurement capabilities for next-gen semiconductors. Led by the National Physical Laboratory, it includes industrial partners like RENA to tackle manufacturing challenges in power and RF chips.
Samsung’s top brass is meeting this week to lock in a 2026 strategy centered on AI and semiconductor leadership. Key plans include ramping up the $37 billion Taylor, Texas chip plant and navigating potential delays for the Galaxy S26 series.
AI’s massive power appetite is a growing crisis. Startup PowerLattice says it has an answer: tiny power delivery chiplets placed millimeters from the processor. But is a 50% reduction in power too good to be true?
SemiQ has expanded its third-generation silicon carbide MOSFET lineup with seven new high-power modules. The parts are engineered for currents up to 608A and feature dramatically lower thermal resistance. They’re aimed at the next wave of EV chargers, energy storage, and industrial motor drives.
Former national security advisor Jake Sullivan slammed the decision to let Nvidia export its H200 AI chip to China. He argues it solves China’s biggest problem—a lack of advanced computing power—for them.
Marvell Technology’s CEO is forcefully pushing back on reports that the company lost key business from cloud giants. He says the data center business is strong and the recent stock dip is a buying opportunity.
The U.S. is reportedly preparing to lift export restrictions on Nvidia’s H200 AI chip for the Chinese market. This follows a thaw in relations and could add over $15 billion to Nvidia’s revenue. But the company faces cooling investor enthusiasm and rising competition on all sides.
