
Nvidia’s loses $250 billion
Analysts look down the back of the sofa
Nvidia’s stock has been in freefall, shedding more than $250 billion in market cap this week after it revealed a $5.5 billion charge tied to US export restrictions on its H20 AI chips to China.

iPhone flops again in China as Xiaomi eats Job’s Mob’s lunch
Seventh straight quarter of decline as punters pick cheaper gear
The Fruity Cargo Cult Apple is finding out the hard way that what goes up must come down—especially in China. Its shiny iPhones are still losing traction, with shipments dropping nine per cent in the first quarter of 2025.

TSMC smashes Q1 targets
Smartphone slump no match for AI’s server appetite
TSMC has kicked off 2025 by smashing revenue targets, thanks to ravenous demand for AI silicon—even as mobile chip orders fell flat.

Google’s ad racket faces federal hammering
Judge calls monopoly move illegal
A federal judge has torn into Google’s ad tech stranglehold, ruling the company illegally built monopoly power that let it hike prices and pocket fat margins on web advertising.

Xiaomi builds chip war chest with ex-Qualcomm exec
Chinese outfit eyes 3nm SoC debut with new department lead
Xiaomi has set up a new Chip Platform Department within its Mobile Division, handing the reins to former Qualcomm senior director Qin Muyun as it prepares to launch its first 3nm in-house SoC.

Classic Outlook gobbles CPU
Microsoft shrugs
Software King of the World, Microsoft has finally admitted its legacy Outlook client sometimes turns into a runaway CPU-snarfer, chewing through 30 to 50 per cent of processor power and guzzling more juice than it should.

Chipzilla hit by export curbs
Gaudi chips now need a licence for China
Troubled Chipzilla has started warning Chinese customers that it now needs a licence to flog advanced AI processors into China, as Washington’s export grip tightens.

Huawei is getting its paws on TSMC chips
US clampdown they have heard of it
Despite US sanctions meant to choke off Huawei's access to high-end chips, the Chinese tech giant is reportedly still getting its paws on bulk TSMC silicon.

ASML sees tariff trouble ahead
Dutch kitmaker hopes for growth as chip industry scrambles for AI
ASML, the Dutch giant that builds the world’s priciest chip kit, says rising tariffs have muddied its 2025-2026 outlook, even as it clings to a bullish full-year forecast.

Zuckerberg’s FTC dodge flops
Meta boss tried a bargain-bin fix for a $30 billion problem.
Meta chief Mark Zuckerberg’s attempt to evade an antitrust lawsuit with a lowball settlement offer has hit a brick wall.