Beijing plans limited access to Nvidia's H200 AI chips through approval process, prioritizing domestic semiconductor self-sufficiency despite Trump allowing exports with 25% US fee.
Intel could start producing non-Pro iPhone chips by 2028 using its 14A process, marking a major shift in Apple's manufacturing strategy while maintaining in-house chip design.
Intel reverses course on spinning off NEX networking unit, choosing to keep it in-house for better integration with AI and data center offerings.
Intel shares jump over 7% after analyst reports Apple may use Intel's foundries for M-series processors starting 2027, marking major win for chip giant's manufacturing business.
AMD forecasts 35% annual revenue growth over 3-5 years, with AI data center sales jumping 80% annually as chip demand accelerates despite market concerns.
Elon Musk says Tesla needs a "terafab"—a massive chip plant—to power its future in self-driving cars (Cybercab) and robots (Optimus). Musk says "worth having discussions" with Intel to make chips.
