The Week in Tech: The Buildout Meets Its Balance Sheet
Four hyperscalers reported negative or falling free cash flow, Samsung and SK hynix booked records, Anthropic filed to go public and Binance lost billions
By TPW Editorial22 min read
#chips
10 stories · “chips”.
The Week in Tech: The Silicon Turns Inward
Microsoft's Maia 300 put in-house silicon at the centre of the week, as Anthropic hit $16.8bn, Character.ai filed for bankruptcy and Taiwan tightened exports
By TPW Editorial18 min read
Nvidia's China AI-Chip Share Falls to 34 Percent as Huawei Closes the Gap
Nvidia's share of China's AI-accelerator market fell to 34 percent in the first half of 2026 as Huawei climbed to 28 percent, per IDC data reported by Reuters.
By TPW Editorial8 min read
Anthropic Commits $11.6 Billion to Akamai for CPU Cloud Capacity
Akamai announced a seven-year, $11.6 billion cloud commitment from Anthropic on September 24, 2026, the largest deal in its history, with a warrant that could hand the AI lab up to 5 percent of the company.
By TPW Editorial8 min read
Samsung Starts Trial Production of Tesla's AI5 Chip at Its Texas 2nm Fab
Samsung has begun 2nm trial runs for Tesla's next-generation AI5 processor at its Taylor, Texas fab, pulling production forward as TSMC capacity stays tight.
By TPW Editorial7 min read
Winbond Buys Infineon's NOR Flash and F-RAM Business for $1.12 Billion
Winbond will pay $1.12 billion in cash for Infineon's NOR Flash and F-RAM business, reviving the Spansion name as a standalone US-headquartered memory maker.
By TPW Editorial7 min read
D-Robotics Raises $400 Million to Put a Chinese Chip Under the Robot Boom
D-Robotics closed a $400 million Series C on September 17, 2026 to expand its Sunrise robot chips and software as embodied AI enters mass production.
By TPW Editorial8 min read
China's AI Chipmakers Are Raising Prices as the HBM Shortage Bites
Huawei has lifted its Ascend 950DT above 250,000 yuan and Cambricon is repricing its next chip, as a high-bandwidth memory crunch reshapes China's AI buildout.
By TPW Editorial3 min read
The Week in Tech: YouTube Rewrites the View, Europe's Chips Get Closer
YouTube redefined the view, a $700 million settlement closed the Google Play case, TSMC readied its first angstrom node, and Stripe bought the AI meter.
By TPW Editorial18 min read
EUV Lithography, Explained: How the Chip Industry Prints at 13.5 Nanometers
Extreme ultraviolet lithography uses 13.5 nm light from tin plasma to print the smallest chip layers. How EUV works, what it costs, and why ASML controls it.
By TPW Editorial11 min read