Chip news live: All the latest in the semiconductor industry

Intel and SoftBank collaborate: Reports indicate that American giant Intel has partnered with SoftBank to build a stacked DRAM substitute for HBM. According to reports, a company dubbed Saimemory is being used to build prototypes based on Intel tech and Japanese patents, with a goal of commercialization before the end of the decade. Read more

TSMC: TSMC is reportedly in talks with the White House over the possibility of opening a chip fab in the UAE. Reports indicate the company has met with U.S. special envoy to the Middle East Steve Witkoff multiple times. Read more

Export controls: Nvidia is reportedly developing a new AI chip for China that will comply with export controls. The B30 will reportedly feature multi-GPU scaling capabilities, possibly powered by NVLink or featuring ConnectX-8. Read more

Chip news: June 2

2025-06-02T13:21:20.402Z

Intel and SoftBank collaboration

Intel and SoftBank have reportedly set up a company called Saimemory, with a view to building a stacked DRAM substitute for HBM. The new prototype is reportedly based on Intel technology and Japanese patents, with a commercialization target before the end of the decade. SoftBank is also gunning for priority supply of these chips.

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2025-06-02T12:55:00.957Z

Nvidia allegedly working on new China alternative to H20

Reports indicate that Nvidia is working on a new Blackwell-based alternative to its banned H20 chip for China. This B30 will reportedly feature multi-GPU scaling capabilities, which some have suggested could be NVLink. More likely, Nvidia may use its ConnectX-8 SuperNICs, currently deployed in its new RTX Pro Blackwell servers, which can feature up to eight RTX Pro 6000 GPUs.

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2025-06-02T12:46:16.631Z

TSMC targets UAE for chip manufacturing

Taiwan Semiconductor Manufacturing Corporation (TSMC) is reportedly in talks with White House officials to discuss the possibility of opening a chip fab in the UAE. According to reports, TSMC has met with U.S. special envoy to the Middle East Steve Witkoff and state-owned investment firm MGX. The plant would reportedly be of a similar size to its Arizona project.

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2025-05-30T13:07:40.231Z

Intel could be planning an Arrow Lake refresh

A new manual for an upcoming Intel W880 motherboard hints at a refresh for Arrow Lake dubbed 'Arrow Lake S'. Previous rumors have swirled that there could be another generation of Arrow Lake architecture chips on the way, with K and KF variants only. Details from the leak are scant aside from 125W TDP.

Sales of Arrow Lake generally have been stagnant, and even in the burgeoning AI industry, customers are turning towards older Raptor Lake CPUs.

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