Topic
Semiconductors
Latest news, analysis, and insights about Semiconductors.
ultrathink.ai
funding1/22/2026
Neurophos Bets $110M That Light, Not Electrons, Will Power AI Inference
Neurophos just raised $110 million to build optical processors that use light instead of electrons for AI inference. With data centers hitting power walls, photonic computing might finally have its moment.
AIFundingHardware
ultrathink.ai
breaking1/8/2026
Nvidia's New China Rule: Pay First for H200 AI Chips Amid Export Uncertainty
Nvidia is demanding full upfront payment from Chinese customers for its H200 AI chips—a striking signal of how export controls are reshaping the AI hardware market. The move comes as regulatory approval from both Washington and Beijing remains in limbo.
AISemiconductorsChina