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
Google's TPUs could end up costing it a billion-plus, thanks to this patent challenge Singular alleges AI accelerators built from ripped-off blueprints On-Prem10 Jan 2024 | 28
Qualcomm CEO's pay jumps 395% in slow year for phone chips C-suite exec gets 223 staffers' worth of pay after cyclical headwinds dampen consumer demand for kit Systems09 Jan 2024 | 6
Nvidia readies downgraded chips for China, but will anyone want to buy them? Once again, export restrictions are having the opposite to intended effects Systems08 Jan 2024 | 10
AMD brings its AI engines to the desktop with Ryzen 8000G APUs, RX 7600 XT graphics cards CES The House of Zen's aging Ryzen 5000 processors get some love too Systems08 Jan 2024 | 2
Teardown finds Huawei's 5nm notebook processor was made in Taiwan, not China Stockpiled TSMC silicon from 2020 shock! Personal Tech05 Jan 2024 | 25
Microchip nabs $162M to keep chips for washing machines – and missiles – flowing Uncle Sam: Nothing goes together quite like a well-pressed uniform and weapons of mass destruction On-Prem04 Jan 2024 | 3
AMD talks up car chips it hopes will join you for a ride some time soon +Comment 'New' ADAS and infotainment parts powered by older FPGAs and earlier cores. It's good enough for Tesla Personal Tech04 Jan 2024 | 13
Semiconductor scene set for AI-led recovery in 2024, and China will be in front That's what happens when Uncle Sam tries to curb your chip sector Systems04 Jan 2024 | 1
Intel and VCs form Articul8 to push chip giant's AI kit and IP 'Independent' biz unsurprisingly uses in Xeon and Habana, and patent libraries Systems03 Jan 2024 |
Japanese earthquake disrupts chip industry operations Industry lull good for tech, but human toll is grim reading Systems03 Jan 2024 | 3
US reportedly pushed ASML to cancel chipmaking kit for China early Dutch photolithography giant claims export control not hurting its bottom line Systems02 Jan 2024 | 32
2024 sure looks like an exciting year for datacenter silicon Comment Loads of chips from Nvidia, AMD, Intel on the way – and very probably some surprises along the way as well On-Prem02 Jan 2024 | 1
Nvidia slowed RTX 4090 GPU by 11 percent, to make it 100 percent legal for export to China For now Personal Tech28 Dec 2023 | 34
Israel to plow $3.2B into $25B Intel fab project Foundry site due to open in 2028 ... assuming it's not, y'know, delayed or cancelled On-Prem27 Dec 2023 | 30
Why Nvidia and AMD are roasting each other over AI performance claims Analysis My card could beat up your card On-Prem21 Dec 2023 | 16
Facing stiff competition, Intel's Lisa Spelman reflects on Xeon hurdles, opportunities Interview With Emerald Rapids, Chipzilla's Xeon roadmap is back on track – now it just needs to stay there Systems18 Dec 2023 | 6
ASML joins with Samsung, SK hynix, for chip research lab in South Korea 'Semiconductor alliance' forms as Huawei debuts another chip it shouldn't be able to make On-Prem13 Dec 2023 | 2
US willing to compromise with Nvidia over AI chip sales to China Jensen would rather not play Whac-a-Mole with Huang over every new GPU Systems13 Dec 2023 | 12
British arms dealer BAE behind F-35 electronics first in line for US CHIPS funds More awards imminent agency says Public Sector11 Dec 2023 | 13
New York set to host $10B semiconductor research facility with IBM and Micron Elsewhere, BAE Systems bags first CHIPS Act funding Systems11 Dec 2023 | 1
Intel shows off backside power and stacked transistors at IEDM Chip giant claims demo tech could 'significantly' improve device density Systems11 Dec 2023 | 6
Japan's Rohm, Toshiba grab $900M in subsidies to boost power semi production Silicon carbide production for EVs among key targets Systems10 Dec 2023 | 3
Brit bendy chip firm Pragmatic scores funding to boost production Semiconductor bods get cash injection after threatening to quit UK over lack of government support Systems06 Dec 2023 | 12
Intel scores a reprieve in $2.18B VLSI patent case after court orders retrial Updated The never-ending IP story goes on Systems04 Dec 2023 | 4
Broadcom's latest Trident switch silicon packs neural net processor to terminate congestion Chip promises better telemetry, security, and traffic engineering, vendor claims Systems30 Nov 2023 |
Nvidia’s China-market H20 chips hit another speed bump Integration woes delay Nvidia's hopes of maintaining grip on Middle Kingdom Systems27 Nov 2023 | 2
German budget woes threaten chip fab funding for Intel and TSMC Constitutional court tells govt: Er, about that €60B you handed out... it's not legal Systems24 Nov 2023 | 39
Washington pours $3B into silicon smackdown to outpackage Asia Uncle Sam rolls up sleeves to onshore work and protect supply chain Systems21 Nov 2023 | 6
Will anybody save Linux on Itanium? Absolutely not Analysis It's doomed to sink... but the how and why is interesting OSes21 Nov 2023 | 82
Cerebras CEO puts Nvidia on blast for 'arming' China with top-tier GPUs SC23 Calls biz rival 'un-American' for weaving around chip export ban AI + ML16 Nov 2023 | 5
Intel chips away at carbon footprint but skims over thirst for water, chemicals Semiconductors are a dirty business Systems15 Nov 2023 | 3
Banned US chipmaking equipment still ending up in China, says report Plus: US execs line up to dine with President Xi Systems15 Nov 2023 | 6
Qualcomm and Iridium's satellite link-up loses signal Updated Tech was proven, but nobody wanted to put it in their Snapdragon devices Personal Tech10 Nov 2023 | 9
Arm flexes financial muscles post-IPO, but shares get a reality check Brit chip house now looking to cloud and automotive to grow revenues Systems09 Nov 2023 | 3
Nexperia sells Newport Wafer Fab to American chipmaker for $177M Good news for skilled workers with new owner aiming to 'safeguard positions' Systems09 Nov 2023 | 11
Sales bonanza at ASML as China stockpiles chipmaking kit Dutch exports skyrocket thanks to Washington restrictions Systems08 Nov 2023 | 4
Ventana bumps performance on Veyron RISC-V silicon to surely speed up servers Bugatti ain't got nothing on this V2 Systems07 Nov 2023 | 2
Intel to build hush-hush fabs to bake chips for US military 'Secure enclave' reports point to separate production line with blocked off access Public Sector07 Nov 2023 | 6
Epyc 3 ain't done yet – AMD extends availability to 2026, unleashes six more SKUs Three-year-old cores, but hey – they're cheap, relatively speaking Systems07 Nov 2023 | 2