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AI & Enterprise

Nvidia\'s Kyber launch delayed by more than a year to 2028

Nvidia\'s rack-scale system Kyber is unlikely to launch by 2027, a report said. CNBC, citing SemiAnalysis, said Kyber, originally expected to ship in 2027 with the Rubin Ultra chip, has been pushed back to 2028, raising concerns about Nvidia\'s roadmap. The delay is linked to manufacturing challenges for a specific printed circuit board, including midplane issues, and could also affect the NVL576 system. Nvidia did not respond to CNBC\'s request for comment.

Industry

Intel buys ASML high-NA EUV lithography tool barred from China

Dutch chip equipment maker ASML has started shipping its next-generation high-NA EUV lithography tools to chip plants, with each unit costing $400 million. The system can achieve 8-nanometer resolution and draw finer circuits than existing EUV tools. Intel is the leading early customer after bringing in its first tool in 2024 for assembly and testing. Cost and U.S.-driven export curbs on sales to China are shaping adoption.

Industry

China\'s EDA industry joins Huawei\'s Tau Scaling 3D chip push; commercialisation seen 4 to 5 years away

China\'s semiconductor design software industry is moving to support Huawei\'s next-generation chip strategy, with companies developing tools aligned to its Tau Scaling framework and 3D design approach. Empyrean Technology unveiled a 3D IC verification platform, while a Peking University team showed a prototype compatible with Huawei\'s Logic Folding architecture. Industry and research groups say technical hurdles and gaps with U.S.-led full-flow EDA suites mean commercialisation could take 4 to 5 years.