Competition in news
China pushes AI chip self-reliance as U.S. curbs weigh on Nvidiaedit
China is accelerating efforts to develop domestic AI chips as U.S. export restrictions limit access to advanced semiconductors, with companies such as Huawei Technologies gaining traction, though Nvidia remains a key supplier.
Publication: Domain-B India
Nvidia bets $2 billion on Marvell as rising AI adoption fuels competitionedit
Nvidia has invested $2 billion in Marvell Technology as part of efforts to make it easier for customers to use the custom artificial intelligence chips that the smaller company designs with Nvidia s networking gear and central processors.
Publication: Communications Today, The Economic Times
AI Chip Boom Powers Fabless IC Growth as NVIDIA Extends Market Leadershipedit
Fabless IC design companies 2025 NVIDIA retained its dominant position, delivering record-breaking revenue growth of 65 percent to $205 7 billion The company continues to lead the AI revolution, with data center revenue contributing nearly 90 percent of its fourth quarter earnings
Publication: Telecom Lead
Iran’s threat to US tech firms: Intel becomes first company to respond, says: We are …edit
Intel has become the first major American technology company to respond after Iran’s Islamic Revolutionary Guard Corps (IRGC) threatened attacks on 18 US firms operating in the Middle Eastern region.
Publication: The Times of India
OpenAI secures $122 billion funding to scale AI infrastructure and productsedit
On the hardware side, OpenAI continues to work closely with NVIDIA while also engaging with additional chip ecosystems, including AMD, AWS Trainium, Cerebras, and custom silicon development in collaboration with Broadcom.
Publication: Fone Arena
Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinksedit
Total shipments of AI accelerator cards by Nvidia, AMD, and Chinese chipmakers reached approximately 4 million units in China in 2025, the data showed.
Publication: The Economic Times
Intel to buy Apollo stake in Ireland factory for $14.2 billionedit
Intel plans to spend $14.2 billion to buy back the 49% stake in its Ireland chip manufacturing plant from Apollo Global Management, regaining full ownership as its financial position improves. The stake was originally sold in 2024 to raise capital during a challenging period. The buyback, funded through cash and new debt, reflects rising AI-driven demand for processors and is expected to boost profitability and strengthen Intel’s credit profile from 2027.
Publication: The Economic Times
NVIDIA invests $2 Bn in Marvell to expand AI Infrastructureedit
Nvidia has invested $2 billion in Marvell to strengthen its AI infrastructure ecosystem, enabling easier integration of custom chips with its platforms. The partnership focuses on combining Marvell’s custom silicon, optical interconnects, and networking capabilities with Nvidia’s NVLink Fusion and data centre technologies to address bandwidth and energy efficiency challenges, while supporting scalable, high-performance AI workloads amid surging global demand for AI infrastructure.
Publication: Analytics India Mag
Industry news
TSMC Targets 3nm Chip Production in Japan by 2028edit
Taiwan Semiconductor Manufacturing Company (TSMC) is planning to begin installing equipment and mass-producing 3-nanometre wafers at its second fabrication plant in Japan in 2028.
Publication: Analytics India Mag
FY27 Outlook: Geopolitical pressure and AI disruption set to reshape India Incedit
Corporate India enters the fiscal year 2026-27 with higher near-term uncertainty amid geopolitical tensions and disruptive rise of the artificial intelligence (AI) platforms that challenge the traditional ways of doing business.
Publication: The Economic Times
Can AI train on digital news content? Court reserves verdict in ANI vs OpenAI caseedit
The Delhi High Court has reserved its order on a plea by news agency Asian News International (ANI) seeking to restrain OpenAI from using its copyrighted content to train ChatGPT, in what is set to become India s first judicial test of how the Copyright Act applies to artificial intelligence systems.
Publication: India Today
India’s Semiconductor Leap: Four Plants to be Operational by 2026, Says Ashwini Vaishnawedit
India is set to operationalise four semiconductor plants by 2026, marking a major step toward building a domestic chip ecosystem. Facilities led by companies like Micron, Tata Electronics, CG Power, and Kaynes are moving from pilot to commercial production, supported by strong policy push and investments. The initiative aims to boost self-reliance, meet local demand, and position India as a significant global semiconductor manufacturing hub in the coming years.
Publication: BISinfotech
Disclaimer - For AMD Internal Use Only