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The US wants to cut off China’s chip equipment. China says the supply chain will break for everyone.

China’s Ministry of Commerce warned on Friday that US legislation advancing through Congress would “severely disrupt the international economic and trade order and seriously undermine the stability of the global semiconductor industry chain and supply chain.” The legislation in question is the MATCH Act, the Multilateral Alignment of Technology Controls on Hardware, which passed the […]

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Google splits its next TPU in two, and the AI chip war just became a design philosophy fight

Summary: Google made Ironwood, its seventh-generation TPU, generally available at Cloud Next 2026 while previewing its eighth-generation architecture: TPU 8t (Sunfish), a Broadcom-designed training chip, and TPU 8i (Zebrafish), a MediaTek-designed inference chip, both targeting TSMC 2nm and late 2027. Ironwood delivers 4.6 petaFLOPS per chip and 42.5 exaFLOPS in a 9,216-chip superpod. The v8 […]

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Google is building a four-partner chip supply chain to challenge Nvidia in AI inference

Summary: Google is building the AI industry’s most diversified custom chip supply chain, with four design partners (Broadcom, MediaTek, Marvell, Intel) and a roadmap stretching from the Ironwood TPU now shipping in the millions to TPU v8 chips at TSMC 2nm in late 2027. The strategy, detailed ahead of Google Cloud Next, splits the next […]

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Google is in talks with Marvell to build custom AI inference chips as it diversifies beyond Broadcom

Summary: Google is in talks with Marvell Technology to develop two new AI chips – a memory processing unit and an inference-optimised TPU – adding a third design partner alongside Broadcom and MediaTek in its custom silicon supply chain. The discussions, which have not yet produced a signed contract, came days after Broadcom locked in […]

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AlixLabs closes €15M Series A to commercialise the atomic etching technology

AlixLabs, the Lund-based semiconductor process startup developing Atomic Pitch Splitting (APS™), has completed its €15M Series A with a strategic top-up from Finnish investor Stephen Industries. The company is targeting beta testing with chipmakers in 2026 and manufacturing deployment by 2027. AlixLabs, a deep-tech semiconductor startup based in Lund, Sweden, has closed its €15 million […]

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The Italian deeptech making graphene-based optical chips gets €211M

CamGraPhIC, a subsidiary of Milan-based 2D Photonics, has received European Commission approval for €211M in Italian state funding to industrialise its graphene photonic interconnect technology and build a pilot manufacturing line near Milan. CamGraPhIC, the graphene photonics subsidiary of 2D Photonics, has received European Commission approval for €211 million in Italian state aid funding under […]

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Agriodor raises €15M led by Crédit Mutuel Impact to scale its insect-repelling fragrances

The Rennes-based INRAE spin-off uses blends of volatile organic compounds to repel or attract pest insects without harming pollinators, soil, or human health. Its first product, for sugar beet aphids, received French regulatory authorisation in March 2026 and is distributed by Syngenta. Agriodor, a French deeptech startup specialising in olfactory biocontrol, has raised €15 million […]

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Kelluu raises €15M to build a persistent aerial intelligence layer for Europe

The Finnish deep tech company, which operates the world’s largest autonomous airship fleet, has closed a Series A led by the NATO Innovation Fund, the Fund’s first investment in a Finnish company. Its airships can cover 30,000 square kilometres from a single base and have been tested in live NATO exercises. Kelluu, a Finnish deep […]

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Amazon’s chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally

In short: Andy Jassy’s annual letter to shareholders, published on 9 April 2026, reveals that Amazon’s custom chip business, covering Graviton, Trainium, and Nitro, generates more than $20 billion in annualised revenue growing at triple-digit rates year-on-year. If sold on the open market like Nvidia, Jassy says, the business would be worth roughly $50 billion a […]

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Intel joins Musk’s Terafab as foundry partner in $25B chip megaproject

In short: Intel has signed on as the primary foundry partner for Elon Musk’s Terafab, a $25 billion joint venture between Tesla, SpaceX, and xAI targeting a terawatt of AI compute per year, handing the struggling chip giant the marquee customer it has been searching for since pivoting to a foundry-first strategy. On 7 April 2026, […]

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