China Plans 2 Trillion Yuan National AI Computing Network, 80% Domestic-Sourcing Threshold Hits NVIDIA★ 76
INSIDE 硬塞 AI4 days agoHardwareChina is reportedly preparing to spend about RMB 2 trillion on a nationwide AI compute network. The plan would require 80% domestic sourcing for AI chips and software, aiming to accelerate technological self-reliance and reduce dependence on U.S. suppliers. If implemented, the policy could largely sideline NVIDIA from core deployments and reshape global AI hardware supply chains, including pressure on Taiwanese suppliers.
Mistral AI raises €1.7B to accelerate technological progress with AI★ 76
Mistral AI News6 days agoBusinessMistral AI announced a €1.7B Series C funding round at an €11.7B post-money valuation. The round is led by semiconductor equipment maker ASML Holding NV, with participation from existing investors including NVIDIA and Andreessen Horowitz. Mistral says the funding will support frontier AI research, custom decentralized AI solutions, and work on complex engineering and industrial challenges.
TSMC struggles to keep up with AI demand: ‘We can only support so much’★ 72
The Verge AI10 days agoHardwareThe Verge, citing Reuters and Bloomberg, reports that TSMC is struggling to meet demand from American customers even as it expands factories in the US. CEO C.C. Wei said after a shareholder meeting that customer demand is extremely high and that the company can only support so much. The report highlights how AI growth continues to pressure advanced semiconductor capacity and supply planning.
Broadcom AI Chip Revenue Jumps 143% as CEO Backs Pure-Chip Strategy
INSIDE 硬塞 AI10 days agoHardwareBroadcom reported Q2 AI chip revenue of $10.8 billion, up 143% year over year and a new record. The growth was driven by demand for custom chips, with the company forecasting Q3 AI revenue of $16 billion, up more than 200%. Despite the strong AI outlook and the CEO’s commitment to a pure-chip strategy, shares still fell 3% after hours.
TSMC Buys High-NA EUV but Delays Mass Production, Raises Capex to $56B★ 72
INSIDE 硬塞 AI10 days agoHardwareAt TSMC’s shareholder meeting, the company said it has purchased High-NA EUV equipment but has not yet moved it into mass production due to high costs. TSMC also raised capital expenditure to $56 billion, signaling continued heavy investment in advanced manufacturing capacity. CEO C.C. Wei also pledged more than 30% annual growth in dividends and employee bonuses, while saying the company must expand its social responsibility efforts.
Astera Labs Expands Taiwan Operations and Ships Scorpio X Switch Chips
INSIDE 硬塞 AI11 days agoHardwareAstera Labs is expanding its Taiwan operations and cloud lab presence to deepen integration with local ecosystem partners. The company also says its Scorpio X switch chips are shipping, targeting interconnect bottlenecks in AI infrastructure. The announcement positions Taiwan as a key base for Astera Labs as it pursues the AI interconnect architecture market.
Dow Unveils DOW Cooling Science at COMPUTEX TAIPEI 2026 for AI Thermal Management
INSIDE 硬塞 AI11 days agoHardwareDow presented its DOW™ Cooling Science platform at COMPUTEX TAIPEI 2026, highlighting high-performance silicone-based solutions. The platform targets thermal management challenges in AI data centers and advanced semiconductors as computing density rises. The announcement positions materials science as part of the broader AI infrastructure ecosystem, alongside industry collaboration under the “AI Together” theme.
Xcena raises $135M betting AI’s bottleneck is memory, not compute
TechCrunch AI16 days agoHardwareSouth Korean chip startup Xcena raised a $135 million Series B at a $570 million valuation, bringing total funding to $185 million. The company argues AI inference is increasingly constrained by memory movement, not just GPU compute. Its prototype MX1 chip uses CXL to process data closer to DRAM, with Samsung foundry mass production planned by late 2026 and revenue targeted for 2027.
Jensen Huang Hosts Taiwan Supply Chain Dinner, Says TSMC Leads Huawei by 10 Years
INSIDE 硬塞 AI16 days agoBusinessNVIDIA CEO Jensen Huang hosted key Taiwanese supply chain partners, with senior leaders from TSMC, Foxconn, and Quanta attending the high-profile dinner. The report frames the event as a signal of Taiwan’s central role in AI hardware, from advanced chips to manufacturing and servers. Huang also said TSMC leads Huawei by 10 years, underscoring the strategic weight of semiconductor capability.
Nvidia bets $150B on Taiwan as US AI hub plan backfires★ 72
Ars Technica AI17 days agoBusinessArs Technica reports that Nvidia will invest $150 billion annually to make Taiwan an AI “epicenter.” The headline frames the move against Trump’s effort to make the US an AI hub, suggesting the policy push may be backfiring. The provided source text does not specify investment targets, timeline, partners, or operational details, so the takeaway should remain focused on Nvidia’s strategic emphasis on Taiwan.