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Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.

Rebellions' IPO plan tests market appetite for inference chips

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digitimes.com 2026-07-09

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.

Apple's Broadcom deal extension shows wireless independence remains a distant dream

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digitimes.com 2026-07-09

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.

Samsung eyes broader Exynos 2700 use in Galaxy S27

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digitimes.com 2026-07-09

Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Todayand KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

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digitimes.com 2026-07-09

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.

Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

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digitimes.com 2026-07-09

China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.

Can't afford a high-powered graphics card? This DIY engineer made his own GPU out of 8,192 RISC-V chips - TechRadar

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www.techradar.com 2026-07-09 TechRadar

China to let AI firms buy Nvidia H200 chips, the Information reports - Yahoo Finance

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finance.yahoo.com 2026-07-09 Yahoo Finance

China plans to let top AI firms buy limited Nvidia H200 chips, the Information reports - Reuters

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