Chips – Semiconductor

The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …

Xsight Labs’ programmable X2 switch tapped by SpaceX to push throughput beyond 1 Tbps My home airport is XNA, so I spend a lot of time on United regional jets. …

Nvidia is not spending its market valuation windfall on random diversification If you look at Nvidia’s deals over the last three years, they seem scattered. A handful of small software …

Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. …

AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics The artificial intelligence sector has entered a new industrial phase. For two …

As Intel attracts billions in investment, onboarding external customers to 18A will inform the future of cutting-edge semiconductor fabrication in the United States During the recent Intel Technology Tour in …

Editor’s note: I took a few weeks off from the column — and logged around 21,000 air miles mostly going to conferences but also seeing Lady Gaga with my wife …

Judge dismisses remaining claims in Qualcomm licensing dispute, but Arm vows to appeal ruling Qualcomm and its subsidiary Nuvia have secured a decisive legal victory over Arm Holdings, concluding a …

NVIDIA’s investment in Intel is built on three pillars designed to reshape the industry and represents a strategic inflection point The $5 billion Intel-NVIDIA partnership carries echoes of another unlikely …

Editor’s note: Qualcomm provided travel, lodging and other accomodations associated with Snapdragon Summit. MAUI—Qualcomm CEO Cristiano laid out his vision of the near-term future today in a keynote speech at …

Nvidia’s $5 billion stake highlights Intel’s enduring relevance in the AI era In sum – what to know: $5B Nvidia stake – Nvidia is investing $5 billion in Intel at …

With this deal, the U.S. government has become Intel’s largest shareholder In sum – what to know: Historic investment in Intel– The U.S. government is acquiring a 10% stake in …

The new Qualcomm chip promises AI, gaming, and camera upgrades for mid-range smartphones In sum – what to know: Modest performance boost, major gaming focus – Built on 4 nm …

Bessent spoke on CNBC about turning Intel’s CHIPS Act grants into a U.S. government stake in the company In sum – what to know: Taking a stake: Treasury Secretary Scott …

The investment from Softbank is equal to roughly 2% of Intel In sum – what to know: $2B vote of confidence – SoftBank will invest $2B in Intel, becoming its …

In sum – what to know: –Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for …

NXP has acquired Port GmbH to integrate industrial protocol software into its processors – as the Dutch firm seeks to assert control over the most critical point in the industrial …

For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure In sum – what to …

Tesla’s next-generation AI6 chip will be produced at Samsung’s new semiconductor fabrication plant in Taylor, Texas In sum – what to know: The A16 chip – Tesla has committed $16.5 …

CEO C.C. Wei says TSMC is “trying very hard to narrow the gap” between supply and demand for AI chips Taiwan chip giant TSMC reported profits that leaped more than …

The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division In sum – what …

Alphawave acquisition is “complementary” to Qualcomm’s CPUs and NPUs, CEO says Qualcomm is taking aim at the data center chip space, seeking to bolster its assets with the acquisition of …