TSMC expects customers to pay more for chips fabbed overseas It'll be pricier, but there are geopolitical benefits, says CEO Systems18 Apr 2024 | 8
Micron scores $6.1B CHIPS Act cash for New York and Idaho fabs Memorymaker to park mega plant in Syracuse, says senator Systems18 Apr 2024 |
Uncle Sam earmarks $54M of CHIPS funding for small-biz semiconductor boffinry Up to 24 outfits to bag taxpayer cash for projects 'developing a viable product or service' for US chip industry Public Sector17 Apr 2024 | 1
ASML ships another high NA EUV lithography machine to mystery client The cutting-edge chipmaking tool for a secret customer Systems17 Apr 2024 | 10
Intel's neuromorphic 'owl brain' swoops into Sandia labs Hala Point system crams more than a thousand neurochips into a 6U chassis to tackle real-time AI AI + ML17 Apr 2024 | 1
ASML profits plunge 40% amid dip in chipmaking tool orders Except in China, where customers accounted for almost half of the photolithography giant's top line Systems17 Apr 2024 | 5
RISC-V AI chip upstart Rivos plans to undercut Nvidia, helped by a quarter-billion in VC lucre With Apple lawsuit behind it, focussed on finalizing its designs On-Prem17 Apr 2024 |
Intel's effort to build a foundry biz is costing far more – and taking longer – than expected Analysis If you wanna make money you've gotta spend money. And against Samsung it's gonna cost a lot On-Prem16 Apr 2024 | 12
Samsung snags $6.4B in CHIPS Act funds for Texas fabs Work in Austin, Taylor will include new 2nm facility, packaging plant, and Pentagon partnership Systems15 Apr 2024 | 4
OpenAI CEO wants UAE into his plan for a global AI cabal Asking for emir few billion bucks to pay for lots of fabs, datacenters, and nuclear power plants AI + ML12 Apr 2024 | 7
Where there's a will, there's Huawei to develop one's own chipmaking kit Export restrictions and sanctions working well, we see Systems11 Apr 2024 | 26
TSMC sees semiconductor bounce as Q1 revenues rise 16.5% Early figures post a $18.44B haul for industry bellwether Personal Tech10 Apr 2024 | 1
TSMC scores $11.6B funding infusion for Arizona fabs, now plans for third plant Nevermind the fact that the first two plants are facing delays and costs are rising – build, build build! Systems08 Apr 2024 | 7
Taiwan quake to hit chipmakers' capex, not chip supply Some equipment suffered minor damage, but the silicon show must go on Off-Prem05 Apr 2024 | 1
TSMC shrugs off impact of Taiwan earthquake Nonetheless DRAM prices may yet feel slight aftershocks Off-Prem04 Apr 2024 | 3
Intel's foundry business bled $7B in 2023 with more to come CEO Gelsinger promises sunny days ahead as he confirms reorg Systems03 Apr 2024 | 18
Intel's green dream is chips without any dips in Mother Nature's health Sustainability Summit pushes industry partners to reduce their environmental impact, including harmful chemicals Systems28 Mar 2024 | 7
Standardization could open door to third-party chiplets in AMD designs Video Domain-specific accelerators are 'essential to progress' it claims, and a chiplet ecosystem is one way forward Systems27 Mar 2024 | 2
TSMC's 3nm node powers up, setting stage for tech giants' next-gen chips AMD, Apple, Intel throw weight – and cash – behind process technology Systems27 Mar 2024 | 3
What Nvidia's Blackwell efficiency gains mean for DC operators Analysis Air cooling's diminishing returns on full display with Nv's B-series silicon Systems27 Mar 2024 | 4
Pragmatic Semiconductor opens UK's first 300mm wafer fab in Durham Facility to bring major leap in domestic chip production amid government support Systems27 Mar 2024 | 16
Gelsinger woos Musk as Intel seeks to drum up Foundry Services business It's just not economical for Chipzilla to be the factories' only customer these days Systems25 Mar 2024 | 2
Intel scores $8.5B in government cheddar to supercharge fab builds Department of Commerce says it's the largest such investment in US semiconductor manufacturing Systems20 Mar 2024 | 7
US CHIPS Act set to electrify semiconductor scene with billions National Strategy focuses on four goals for silicon heaven Systems18 Mar 2024 | 9
Biden to inject Intel with CHIPS fab cash 'next week' Samsung and TSMC apparently slated to receive $6B and $5B On-Prem15 Mar 2024 | 11
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 | 11
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 | 56
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