In this week’s Chips Weekly by Diana, we dive into three major developments reshaping the semiconductor world:

• Nvidia & Intel’s $5B alliance — the two rivals join forces to co-develop CPUs, SoCs, and RTX GPU chiplets.
• China bans Nvidia’s RTX Pro 6000D GPU — a regulatory move pushing local firms toward domestic alternatives.
• Huawei unveils Ascend Supernodes — a bold roadmap with in-house HBM and massive AI compute clusters.

In the Industry Spotlight, we examine how supply chain control and IP ownership are becoming national power levers.

And our Chip of the Week is SiTime’s Titan — a tiny MEMS resonator platform that could transform wearables and IoT.

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