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tomshardware.com › tech-industry › artificial-intelligence

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

… But the company's physical AI hardware is now adding entire new product categories that route through those same suppliers. Nvidia's Jetson Thor robotics platform, released last August, is built on the Blackwell GPU architecture and fabricated on TSMC's 3nm process. …

May 4, 2026 · Luke James
tomshardware.com › tech-industry › semiconductors

Apple reportedly strikes deal for Intel to make some of its chips — two tech giants reached a preliminary agreement for Intel to make processors for Cupertino

… Go deeper with TH Premium: Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking Follow Tom's Hardware on Google News , or add us as a preferred source … …

May 8, 2026 · Jowi Morales