We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
AI’s next bottleneck is not the chips. It is the wiring between them. As clusters grow to hundreds of thousands of GPUs, the copper links that shuttle data between them are running out of road. So the industry is racing to move that traffic onto light …
To build a serious rival to Nvidia, Google has reached for Nvidia’s own playbook. A Wall Street Journal investigation lays out how Google is using financial guarantees and what the industry calls “circular financing”, the very tactics that helped make …
The US has accused the one company on Earth that makes the machines behind cutting-edge chips of letting one slip into China. It has not shown its proof, and the company says it never happened. In a series of recent meetings, Commerce Secretary Howard …
U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.
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For a year, AI’s hunger for memory chips was a price story: your next laptop or phone would cost more. This week it became a product story. Nothing has scrapped its planned CMF Phone 3 Pro, with a co-founder saying the company could not build a budget …
Imec, ASML, and TSMC have integrated both n-type and p-type transistors with atomically thin 2D channels on a single 300mm wafer.
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Designing a chip is hard. It takes years, hundreds of millions of dollars, and a tiny pool of experts. Most of them sit inside a few large companies. Architect Labs wants to change that with AI. The Palo Alto startup left stealth on Thursday with a $24…
ByteDance has generally been Microsoft’s single biggest AI customer in recent years, and it is on track to spend more than $1bn a year on Microsoft’s AI and cloud services, Bloomberg reports. The striking part is what the TikTok owner is mostly buying:…
This roadmap provides an in-depth analysis of Intel’s current plans for its chip production capacity.