US CHIPS Act set to electrify semiconductor scene with billions National Strategy focuses on four goals for silicon heaven Systems18 Mar 2024 | 8
Biden to inject Intel with CHIPS fab cash 'next week' Samsung and TSMC apparently slated to receive $6B and $5B On-Prem15 Mar 2024 | 10
Leaked docs hint Google may use SiFive RISC-V cores in next-gen TPUs Opinion Would put those AI accelerators out of Arm's reach, at least AI + ML13 Mar 2024 | 8
From quantum AI to photonics, what OpenAI’s latest hire tells us about its future Analysis What's good for quantum optimization could help make models leaner Systems13 Mar 2024 | 10
Nvidia rival Cerebras says it's revived Moore's Law with third-gen waferscale chips Startup is also working with Qualcomm on optimized models for its Cloud AI 100 Ultra inference chips Systems13 Mar 2024 | 10
Samsung and SK halt sales of used chipmaking gear to brokers Reports indicate Korean giants fear 'backlash' from US over resale of lithography equipment to Middle Kingdom Systems12 Mar 2024 |
Singapore startup SiliconBox to open packaging fab in Northern Italy Shared cultural values sealed the deal and we're struggling to figure out what they are Systems12 Mar 2024 | 2
Intel inches closer to $3.5B contract to build secret fabs for Uncle Sam They can't have x86 goliath building military chips out in the open now can they? Systems07 Mar 2024 | 3
US wants ASML to stop servicing China-owned chip equipment Dutch lithography giant caught in crossfire amid escalating tensions Systems07 Mar 2024 | 51
Dutch government in panic mode over keeping ASML in the country Updated Lithography kitmaker has 'concerns' over ability to get the right staff amid reports of visa, immigration worries Systems06 Mar 2024 | 53
Chip lobby group SEMI to EU: Export restrictions should only be used in self-defense Please don't scare away foreign investors - who do you think pays for this stuff? Public Sector06 Mar 2024 | 5
AMD hires former Oak Ridge chief to punt AI to governments You get a 'sovereign' AI, and you get a 'sovereign' AI, everybody gets a 'sovereign' AI AI + ML05 Mar 2024 | 1
Brit chip industry wonders if UK budget will put its money where its silicon is Don't hold your breath Systems05 Mar 2024 | 31
Dell exec reveals Nvidia has a 1,000-watt GPU in the works Hot and hungry, yet direct liquid cooling may not be required On-Prem05 Mar 2024 | 19
Micron New York mega fab faces an environmental exam At least the US Army is thinking about the frogs in those 226 acres of wetland Systems04 Mar 2024 | 8
Incoming wave of AI is making buying PCs riskier for businesses Worse than having no tech would be having the wrong tech Personal Tech01 Mar 2024 | 22
India approves its first full wafer fab – a 28nm affair from Tata and Powerchip Everybody’s so happy they’re not mentioning start dates, subsidy levels, or other useful details Systems01 Mar 2024 |
Sandra Rivera’s next mission: Do for FPGAs what she did for Intel's Xeon Chipzilla resurrects Altera brand as former datacenter chief takes the helm Systems29 Feb 2024 | 18
Water worries flood in as chip industry and AI models grow thirstier Mega makers already operate in water-scarce areas, and worry is they'll drink us dry Systems29 Feb 2024 | 32
Baidu admits it may never get leading-edge GPUs again Execs swear Chinese cloud will beat local rivals with a superior software stack that makes AI sing AI + ML29 Feb 2024 | 2
Chip fab supplier Applied Materials gets subpoenaed over China sales Updated Comes after US probe into biz's dealings with SMIC Systems28 Feb 2024 | 1
With over 600 CHIPS fund applicants seeking over $70B, don't get your hopes up Commerce secretary warns priority will go to shovel-ready projects Systems26 Feb 2024 | 4
Meta seeks ASIC designers for ML accelerators and datacenter SoCs Appears to be struggling to find them, even in India, as it's re-posted job ads On-Prem23 Feb 2024 | 14
AI is going to need a global investment, just maybe not $7T, says OpenAI CEO Sam Altman FDC Maker of sometimes less than accurate AI chatbot reminds everyone not to believe everything you read on the net AI + ML22 Feb 2024 | 8
Gelsinger splits Intel in two to advance foundry vision FDC Separation of church and state? More like separation of Product and Foundry Systems22 Feb 2024 | 13
Arm targets AI performance with latest Neoverse Compute Subsystems More and more obvious what a key market ML is for the chip designer Systems21 Feb 2024 | 2
GlobalFoundries scores $1.5B in Uncle Sam's semiconductor subsidy bonanza Meanwhile, Intel looks set to bag more than $10B Systems20 Feb 2024 | 2
Someone had to say it: Scientists propose AI apocalypse kill switches Better visibility and performance caps would be good for regulation too AI + ML16 Feb 2024 | 62
India won't become a semiconductor superpower anytime soon, says think tank $10 billion subsidies predicted to deliver just five modest fabs by 2029 Systems16 Feb 2024 | 3
Quilter's AI design service nabs $10M to make circuit board design easier Claims what took weeks to do by hand, machine learning can do in hours AI + ML15 Feb 2024 | 2
ASML sees semiconductor upturn ahead, but China export restrictions are a risk World's only EUV photolithography maker finished 2023 with order backlog worth €39B Systems14 Feb 2024 |
Uncle Sam officially opens funding gates for silicon R&D $5B investment part of $53B bet to reboot semiconductor industry Systems12 Feb 2024 | 1
India weighs 18 bids to build subsidized local chip factories APAC in Brief PLUS: Rideshare mega-merger mooted; France raids Huawei; Mongolia plans first satellite Off-Prem12 Feb 2024 | 1
Sam Altman's chip ambitions may be loonier than feared Comment $7 trillion will buy you a helluva lotta fabs or every chip biz of consequence Systems10 Feb 2024 | 59
Nvidia wants a piece of the custom silicon pie, reportedly forms unit to peddle IP Don't want a GPU? How about some intellectual property or design help? Systems09 Feb 2024 | 1
How did China get so good at chips and AI? Congressional investigation blames American venture capitalists Capitalism made communism stronger On-Prem09 Feb 2024 | 32
US research body sues chip tech company Japan’s government plans to buy The stakes are high because the disputed items - photoresists – are essential for EUV lithography Legal06 Feb 2024 | 4
Faraday plots a 64-core Arm chip with Intel inside The melding of Neoverse cores and x86 giant's latest process tech was bound to happen eventually Systems05 Feb 2024 | 6
Where there's a will, there's a way to get US chips into China Buy 'em, rent 'em, smuggle 'em – export restrictions don't cover illegitimate means Systems05 Feb 2024 | 10
Untangling Meta's plan for its homegrown AI chips, set to actually roll out this year So that's where all the laid-off semiconductor engineers went! AI + ML02 Feb 2024 | 11
Intel delays Ohio fab build, blames semiconductor slowdown US govt isn't exactly in a hurry with the Chips Act money either Systems02 Feb 2024 | 4
China 'readies production' of homegrown high-bandwidth memory Breaking the AI performance bottleneck is key for Middle Kingdom's ambitions Storage01 Feb 2024 | 4
AMD bets demand for its MI300 accelerator will balance dips across other product lines Chip biz aims to sell $3.5 billion worth of its Instinct GPUs and APUs in 2024 alone On-Prem31 Jan 2024 | 2
The latest cold war is already being fought in the supply chain trenches AI and the chips that power it are at the center of the equation Systems30 Jan 2024 | 2
Things are going to get weird as the nanometer era draws to a close Comment Angstrom age is right around the corner – for state-of-the-art chips, anyway Systems29 Jan 2024 | 19
Eyeing China, US may require clouds to report when foreign actors rent kit to build AI models What’s the point of hardware export bans if foreign entities can access what they want on the cloud? Legal29 Jan 2024 | 5
Intel warns of Q1 nosedive... and its shares follow suit Pat's gonna need to sell a lotta AI PCs if he wants to make a profit this quarter Systems26 Jan 2024 | 8
Apple's on-device gen AI for the iPhone should surprise no-one. The way it does it might Comment They have the hardware, now they just need models that don't, ah... suck? AI + ML25 Jan 2024 | 56
ASML orders boom but export restrictions could hamper growth Extremely key kitmaker does predict good times in 2025, though Systems24 Jan 2024 | 12
Mystery German chip fab sips on Gradiant's ultrapure water Most advanced semiconductor facility in Europe is being subsidized by Chips Act funding Systems22 Jan 2024 | 6
Now OpenAI CEO Sam Altman wants billions for AI chip fabs All those neural network weights aren't much without ample decent silicon Systems20 Jan 2024 | 23
Businessman faces 20 years in prison over accusations of illicit chip exports to Russia Shipments alleged to have gone to a sanctioned company Systems19 Jan 2024 | 9
Foxconn’s latest Indian foray is a chip packaging JV with HCL Group Updated Fending off ransomware at home in Taiwan as it continues diversification into semiconductors Channel19 Jan 2024 |
Asia beat US, EU in chip building because the West didn't invest, Intel CEO claims Gelsinger reckons pandemic-era supply chain snarls helped demonstrate the sector's importance On-Prem18 Jan 2024 | 29
Global semiconductor revenues slid 11 percent in 2023, despite AI silicon splurge Nvidia raked in the boatloads of cash, but the rest of the industry is still hurting On-Prem18 Jan 2024 |
Chip wars could lead to oversupply as China increases domestic capacity Middle Kingdom can make market moves too... as potential global price battles loom Systems17 Jan 2024 | 7
JPMorgan latest to pile into quantum upstart with $5B valuation Banking giant believes Quantinuum key to optimizing investment portfolios Systems16 Jan 2024 | 4
The chips are down in China as imports see largest ever drop Makes sense since the global market fell 11% in 2023 Systems16 Jan 2024 | 5
Europe benched in high tech 'Champions League' says ASML Calls for stronger team play in the global economic tournament Systems16 Jan 2024 | 13
Arm cooking up powerful Cortex-X CPU to beat iPhone performance, says industry watcher Plus: Analyst believes Samsung might give up on own cores and use Arm designs instead Systems11 Jan 2024 | 23
Quantum computing eggheads throw some other qubits at the wall to see what sticks Just keep the cold clammy hand of Fujitsu away from it HPC11 Jan 2024 | 7
STMicroelectronics slims to be lean, mean, chipmaking machine Streamlines from 3 product groups to 2 as Automotive chief leaves the building Systems10 Jan 2024 | 5