Hardware
Stories curated for Hardware

Strange Bedfellows: Samsung Turns to TSMC to Build Nvidia's Custom NVHBM Memory
Samsung Electronics will reportedly use rival TSMC's 3nm process for the base dies of Nvidia's next-generation custom HBM memory. The unprecedented tie-up between two decades-long foundry rivals signals how much power Nvidia now wields over the entire AI chip supply chain.

Nvidia's Grip on China's AI Chip Market Slips to 34% as Huawei Closes In
New IDC data reveals Nvidia's share of China's data-center AI chip market fell to 34% in the first half of 2026 as Huawei surged to 28%. The numbers signal a historic shift in one of the world's most important semiconductor markets.

Microsoft Puts a Petaflop on Your Desk: Windows Goes All-In on Local AI
At its October 7 Windows and Surface event, Microsoft and Nvidia unveiled the RTX Spark-powered Surface Laptop Ultra and Dev Box, an on-device AI coding model, and new guardrails that let Windows 11 run 120B-parameter models and AI agents entirely offline.