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Browsing: semiconductor industry
Export Controls Were Supposed to Keep Advanced AI Chips Out of China. Taiwan’s Smuggling Investigation Suggests That Is Not How It Is Playing Out
By fariehan
AI chips are once again at the center of the U.S.-China technology race after Taiwan uncovered an alleged smuggling operation…
South Korea Just Committed $880 Billion to Semiconductors and AI Data Centers. Samsung and SK Hynix Are at the Center of the Largest Coordinated Tech Investment Any Country Has Ever Announced.
By precious
South Korea has unveiled plans for at least $880 billion (£666 billion) in investment to build out its chip manufacturing…
Nvidia’s Most Important Memory Supplier Just Went Public on Nasdaq to Raise $29.4 Billion. Here Is Why That Money Matters So Much
By precious
South Korean chipmaker SK Hynix is initiating one of the largest share sales in Wall Street history, with plans to…
Nvidia Has Dominated AI Data Centers for Years. Qualcomm Just Announced It Wants That Market Too. Here Is Whether It Can Win
By fariehan
Qualcomm’s AI data center ambitions have entered a new phase. Qualcomm wants a meaningful share of the rapidly expanding AI…
OpenAI Just Built the One Thing That Could Make It Stop Depending on Nvidia. Here Is What Its First Custom Chip Does
By precious
OpenAI has built its first chip from the ground up and it does one specific job – handling ChatGPT and…
Alphabet Is Raising Billions for AI Infrastructure and the Compute Race Is Still Accelerating. Here Is What That Capital Commitment Tells You About Where the AI Market Is Heading
By fariehan
Alphabet has raised $84.75 billion through an equity offering. This record capital infusion signals immense confidence in AI’s future. However,…
ByteDance Is Building Its Own AI Chips. The Move Is Bigger Than TikTok and the Semiconductor Consequences Are Just Beginning.
By precious
ByteDance, the Beijing-based parent company of TikTok and Douyin, is deep into building its own artificial intelligence (AI) chips. According…
Google Just Entered Nvidia’s Business by Selling Its Own AI Chips to Customers for the First Time. The Competitive Map Has Changed.
By precious
Google has spent years building its own AI chips for internal use and renting access to them through its cloud…
The AI Boom Has Two Victims Nobody Expected: The People It’s Replacing and the Supply Chain It’s Breaking
By fariehan
The AI boom is often called AI-driven disruption because it affects both people and systems at once. It does not…
Google’s Talks with Marvell Show the TPU Race is Not Slowing Down. It is Moving Deeper into Custom Silicon
By precious
Google’s talks with Marvell Technology over two new AI chips point to the fact that the tech giant is still…