#semiconductors

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#nvidia

Exclusive | Sam Altman seeks investors for AI chipmaker that aims to challenge Musk-friendly Nvidia: source

Sam Altman is advocating for Rain AI, a startup aiming to challenge Nvidia in the semiconductor market amidst rivalry with Elon Musk.

AI revolution drives demand for specialized chips, reshaping global markets

The future of the chip industry will favor energy-efficient chips suitable for smaller models in data centers and edge devices.

Nvidia again topped Apple to become Wall Street's most valuable company. How it got there-by the numbers

Nvidia's demand for AI semiconductors has led to dramatic revenue growth and a top market valuation, reinforcing its dominance in the tech sector.

China launches anti-monopoly probe into Nvidia amid rising US-China chip tensions

The US-China chip war is intensely affecting Nvidia, altering market dynamics and forcing adaptations to comply with regulations.

Amazon Will Challenge Nvidia as a Real Threat

Amazon is set to manufacture AI chips, challenging Nvidia's dominance in the industry.

Will Nvidia Stock Lead the Mag 7 Again in 2025?

Nvidia stock is currently in correction territory, facing a 10% drop from its highs, despite overall tech sector growth.

Exclusive | Sam Altman seeks investors for AI chipmaker that aims to challenge Musk-friendly Nvidia: source

Sam Altman is advocating for Rain AI, a startup aiming to challenge Nvidia in the semiconductor market amidst rivalry with Elon Musk.

AI revolution drives demand for specialized chips, reshaping global markets

The future of the chip industry will favor energy-efficient chips suitable for smaller models in data centers and edge devices.

Nvidia again topped Apple to become Wall Street's most valuable company. How it got there-by the numbers

Nvidia's demand for AI semiconductors has led to dramatic revenue growth and a top market valuation, reinforcing its dominance in the tech sector.

China launches anti-monopoly probe into Nvidia amid rising US-China chip tensions

The US-China chip war is intensely affecting Nvidia, altering market dynamics and forcing adaptations to comply with regulations.

Amazon Will Challenge Nvidia as a Real Threat

Amazon is set to manufacture AI chips, challenging Nvidia's dominance in the industry.

Will Nvidia Stock Lead the Mag 7 Again in 2025?

Nvidia stock is currently in correction territory, facing a 10% drop from its highs, despite overall tech sector growth.
morenvidia

XIVER to take over MEMS foundry at High Tech Campus

Philips has divested its chip development division to form XIVER, an independent MEMS foundry in Europe, signaling strong growth potential in semiconductors.

NXP to buy automotive safety software firm TTTech Auto for $625M | TechCrunch

NXP plans to enhance their autonomous vehicle capabilities by acquiring TTTech Auto for $625 million.
#ibm

IBM's Co-Packaged Optics: Adds More Bandwidth Into a Connector

IBM's new polymer optical waveguide prototype could dramatically enhance data transfer efficiency and accelerate AI training in data centers.

IBM and GlobalFoundries settle long-running legal cases

IBM and GlobalFoundries settled a long dispute over intellectual property, focusing on future collaborations after resolving legal conflicts.

IBM's Co-Packaged Optics: Adds More Bandwidth Into a Connector

IBM's new polymer optical waveguide prototype could dramatically enhance data transfer efficiency and accelerate AI training in data centers.

IBM and GlobalFoundries settle long-running legal cases

IBM and GlobalFoundries settled a long dispute over intellectual property, focusing on future collaborations after resolving legal conflicts.
moreibm

Belgian holographic display company Swave Photonics raises 27M

Swave Photonics has closed a €27M Series A funding round to advance its Holographic eXtended Reality (HXR) technology for augmented reality applications.
#intel

Intel locks down $7.86B in funding from US CHIPS Act

Intel receives $7.86 billion in CHIPS Act funding to bolster US semiconductor manufacturing, though the amount is reduced from earlier expectations.
The urgency of funding allocation reflects changes influenced by recent political developments, impacting projections and timelines.

Intel and Biden Administration finalize $7.86B deal to fund domestic chip manufacturing | TechCrunch

U.S. grants Intel $7.865 billion under the CHIPS and Science Act to enhance domestic semiconductor manufacturing.

To fab or not to fab is the $7B question for Intel

Intel's future hinges on whether to remain a manufacturer or pivot towards a fabless model, specifically for its Foundry division.

Biden Cuts Intel's Chip Award

The Biden administration aims to bolster domestic chip-making by awarding Intel up to $7.86 billion, reflecting ongoing challenges in the semiconductor industry.

Intel's CEO had big plans for a turnaround. It failed and now he's gone

Pat Gelsinger's tenure at Intel ended with the company facing significant operational challenges and investor dissatisfaction.

Workers demand more transparency after Intel secures $8B CHIPS funding

The CHIPS award by the government aims to empower Intel's significant expansion in semiconductor manufacturing to enhance US security and innovation.

Intel locks down $7.86B in funding from US CHIPS Act

Intel receives $7.86 billion in CHIPS Act funding to bolster US semiconductor manufacturing, though the amount is reduced from earlier expectations.
The urgency of funding allocation reflects changes influenced by recent political developments, impacting projections and timelines.

Intel and Biden Administration finalize $7.86B deal to fund domestic chip manufacturing | TechCrunch

U.S. grants Intel $7.865 billion under the CHIPS and Science Act to enhance domestic semiconductor manufacturing.

To fab or not to fab is the $7B question for Intel

Intel's future hinges on whether to remain a manufacturer or pivot towards a fabless model, specifically for its Foundry division.

Biden Cuts Intel's Chip Award

The Biden administration aims to bolster domestic chip-making by awarding Intel up to $7.86 billion, reflecting ongoing challenges in the semiconductor industry.

Intel's CEO had big plans for a turnaround. It failed and now he's gone

Pat Gelsinger's tenure at Intel ended with the company facing significant operational challenges and investor dissatisfaction.

Workers demand more transparency after Intel secures $8B CHIPS funding

The CHIPS award by the government aims to empower Intel's significant expansion in semiconductor manufacturing to enhance US security and innovation.
moreintel

Using 2D materials on chips without destroying the wiring

Development of TMDs' doping process under 400 Celsius is essential for enabling high-performing 3D stacked chips using 2D semiconductors.
#us-china-relations

Opinion | Goodbye to Small Yard, High Fence

Biden's administration has struggled to balance tech competition with China while maintaining economic ties, leading to significant contradictions in policy.

Chip war ramps up with new US semiconductor restrictions on China

The US is intensifying export restrictions on semiconductors to China to protect national security interests.

The US Just Made It Way Harder for China to Build Its Own AI Chips

The US government has introduced strict export controls aimed at crippling China's semiconductor manufacturing capabilities.

US will unveil new export restrictions on China, lobbying group says

The Biden administration plans new export restrictions on Chinese chip companies to limit their access to U.S. technology.

The US-China tech race is moving from chips to the raw materials they're made of

China's dominance in rare earths intensifies the tech war with the US, impacting global supply chains for semiconductors and other technologies.

How U.S. Firms Battled a Government Crackdown to Keep Tech Sales to China

Biden administration is prioritizing national security over semiconductor sales to China, despite significant revenue concerns from U.S. tech companies.

Opinion | Goodbye to Small Yard, High Fence

Biden's administration has struggled to balance tech competition with China while maintaining economic ties, leading to significant contradictions in policy.

Chip war ramps up with new US semiconductor restrictions on China

The US is intensifying export restrictions on semiconductors to China to protect national security interests.

The US Just Made It Way Harder for China to Build Its Own AI Chips

The US government has introduced strict export controls aimed at crippling China's semiconductor manufacturing capabilities.

US will unveil new export restrictions on China, lobbying group says

The Biden administration plans new export restrictions on Chinese chip companies to limit their access to U.S. technology.

The US-China tech race is moving from chips to the raw materials they're made of

China's dominance in rare earths intensifies the tech war with the US, impacting global supply chains for semiconductors and other technologies.

How U.S. Firms Battled a Government Crackdown to Keep Tech Sales to China

Biden administration is prioritizing national security over semiconductor sales to China, despite significant revenue concerns from U.S. tech companies.
moreus-china-relations
#artificial-intelligence

Huge layoff by Nvidia rival includes dozens at Bay Area headquarters

AMD is laying off 4% of its workforce, approximately 1,000 employees, to focus on growth opportunities, particularly in AI.

Twelve Patents of Christmas: AI Semiconductor Technologies, Blockchain for Healthcare Data, and Self-Driving Vehicle Prioritization

This year's top patents emphasize the critical role of semiconductor technologies and AI in the global economy.

Taiwan Semiconductor (TSM) Price Prediction and Forecast

Taiwan Semiconductor is the leading chip manufacturer globally, paramount for companies like Nvidia and AMD.

Nasdaq closes strongly before Christmas - London Business News | Londonlovesbusiness.com

The Nasdaq hit 21,500 points due to strong performances by semiconductor companies, indicating renewed investor confidence in technology.

Huge layoff by Nvidia rival includes dozens at Bay Area headquarters

AMD is laying off 4% of its workforce, approximately 1,000 employees, to focus on growth opportunities, particularly in AI.

Twelve Patents of Christmas: AI Semiconductor Technologies, Blockchain for Healthcare Data, and Self-Driving Vehicle Prioritization

This year's top patents emphasize the critical role of semiconductor technologies and AI in the global economy.

Taiwan Semiconductor (TSM) Price Prediction and Forecast

Taiwan Semiconductor is the leading chip manufacturer globally, paramount for companies like Nvidia and AMD.

Nasdaq closes strongly before Christmas - London Business News | Londonlovesbusiness.com

The Nasdaq hit 21,500 points due to strong performances by semiconductor companies, indicating renewed investor confidence in technology.
moreartificial-intelligence
#china

Biden takes final shot at China chip industry with new investigation

Investigation of China's semiconductor practices aims to bolster U.S. competitiveness and target reliance on low-priced Chinese chips amidst economic and military vulnerabilities.

US expands curbs on China's AI memory and chip tools, raising supply chain concerns

The US imposes broad export restrictions targeting China's semiconductor sector, affecting chipmaking equipment and supply chains.

U.S. Takes Aim at China's Production of Essential Chips

The U.S. is investigating China's chip production to protect its industries against competitive pricing and potential monopolistic practices.

Huawei Mate 70 is a 100% Made in China smartphone

Huawei has achieved 100% domestic production of chips for the Mate 70 series, highlighting China's semiconductor autonomy.

China has banned certain metal exports in retaliation to the US chip restrictions

China's ban on gallium, germanium, and antimony exports to the US marks a critical development in the ongoing technological tension between the two nations.

China hits back at Biden's chip restrictions by banning shipments of key materials to the US

China halts key material shipments to the US, escalating the global chip war in retaliation to US semiconductor export bans.

Biden takes final shot at China chip industry with new investigation

Investigation of China's semiconductor practices aims to bolster U.S. competitiveness and target reliance on low-priced Chinese chips amidst economic and military vulnerabilities.

US expands curbs on China's AI memory and chip tools, raising supply chain concerns

The US imposes broad export restrictions targeting China's semiconductor sector, affecting chipmaking equipment and supply chains.

U.S. Takes Aim at China's Production of Essential Chips

The U.S. is investigating China's chip production to protect its industries against competitive pricing and potential monopolistic practices.

Huawei Mate 70 is a 100% Made in China smartphone

Huawei has achieved 100% domestic production of chips for the Mate 70 series, highlighting China's semiconductor autonomy.

China has banned certain metal exports in retaliation to the US chip restrictions

China's ban on gallium, germanium, and antimony exports to the US marks a critical development in the ongoing technological tension between the two nations.

China hits back at Biden's chip restrictions by banning shipments of key materials to the US

China halts key material shipments to the US, escalating the global chip war in retaliation to US semiconductor export bans.
morechina
#job-creation

Over $6 billion in CHIPS Act funding finalized for Micron plants in the US

Micron Technology received $6.165 billion in CHIPS Act funding to boost semiconductor manufacturing and job creation in the US.

DOC finalizes semiconductor awards totaling nearly $7 billion for Samsung, Texas Instruments and Amkor

The US aims to strengthen semiconductor production with over $6.75 billion in awards to major companies under the CHIPS Incentives Program.

Bosch signs agreement for up to $225 million in CHIPS Act funding

Bosch is set to receive up to $225 million from the CHIPS Act to boost domestic silicon carbide semiconductor production for electric vehicles.

Over $6 billion in CHIPS Act funding finalized for Micron plants in the US

Micron Technology received $6.165 billion in CHIPS Act funding to boost semiconductor manufacturing and job creation in the US.

DOC finalizes semiconductor awards totaling nearly $7 billion for Samsung, Texas Instruments and Amkor

The US aims to strengthen semiconductor production with over $6.75 billion in awards to major companies under the CHIPS Incentives Program.

Bosch signs agreement for up to $225 million in CHIPS Act funding

Bosch is set to receive up to $225 million from the CHIPS Act to boost domestic silicon carbide semiconductor production for electric vehicles.
morejob-creation
#chips-act

The Biden administration is scrambling to send billions to chipmakers before Trump takes over

The Biden administration aims to finalize CHIPS Act agreements before Trump's presidency to secure funding for US chipmakers and stabilize supply chains.

Commerce Department finalizes $6.6 billion in chips subsidies for TSMC

The Commerce Department is allocating up to $6.6 billion to TSMC for semiconductor facilities in Arizona to boost U.S. chip manufacturing.

TSMC's $6.6B grant from U.S. government finalized

The U.S. has finalized a $6.6 billion funding for TSMC to expand semiconductor production in Arizona, marking a significant foreign investment.

As Trump 2.0 looms, Taiwan's chip industry braces for upheaval

Trump's presidency may jeopardize Biden's CHIPS Act, intended to boost U.S. semiconductor manufacturing.

Meet 21 DC power players who shape federal policy for chip companies like Intel, Nvidia, and TSMC

The CHIPS and Science Act has significantly increased lobbying efforts from semiconductor companies, reflecting new trade policies and government incentives.

US government finalizes TSMC's $6.6 billion CHIPS Act incentives

TSMC is the first CHIPS Act awardee to receive grants, totaling $6.6 billion, to expand semiconductor production in the U.S.

The Biden administration is scrambling to send billions to chipmakers before Trump takes over

The Biden administration aims to finalize CHIPS Act agreements before Trump's presidency to secure funding for US chipmakers and stabilize supply chains.

Commerce Department finalizes $6.6 billion in chips subsidies for TSMC

The Commerce Department is allocating up to $6.6 billion to TSMC for semiconductor facilities in Arizona to boost U.S. chip manufacturing.

TSMC's $6.6B grant from U.S. government finalized

The U.S. has finalized a $6.6 billion funding for TSMC to expand semiconductor production in Arizona, marking a significant foreign investment.

As Trump 2.0 looms, Taiwan's chip industry braces for upheaval

Trump's presidency may jeopardize Biden's CHIPS Act, intended to boost U.S. semiconductor manufacturing.

Meet 21 DC power players who shape federal policy for chip companies like Intel, Nvidia, and TSMC

The CHIPS and Science Act has significantly increased lobbying efforts from semiconductor companies, reflecting new trade policies and government incentives.

US government finalizes TSMC's $6.6 billion CHIPS Act incentives

TSMC is the first CHIPS Act awardee to receive grants, totaling $6.6 billion, to expand semiconductor production in the U.S.
morechips-act
#technology

CEO of the Year Lisa Su Talks Competition and Collaboration in the Semiconductor Industry

Lisa Su predicts AI will significantly transform society and anticipates major advancements in just a year.

Silicon chips are no longer sustainable. Here's what's next.

The future of microchips may evolve past silicon, utilizing new materials for enhanced performance and energy efficiency.

Lisa Su

Lisa Su's leadership has been pivotal in transforming AMD's fortunes and its position in the semiconductor industry.

Apple reportedly developing AI server chip with Broadcom | TechCrunch

Apple collaborates with Broadcom to develop its first server chip specifically for AI applications.
The new chip aims to improve AI processing by handling tasks requiring significant computing power.

The EU dream to build advanced chips has shattered, and rightfully so

Europe should prioritize legacy semiconductor manufacturing rather than competing in advanced chip production.

MediaTek set to introduce new Dimensity chips on December 23

MediaTek will unveil new Dimensity chips, likely including the Dimensity 8400, on December 23.

CEO of the Year Lisa Su Talks Competition and Collaboration in the Semiconductor Industry

Lisa Su predicts AI will significantly transform society and anticipates major advancements in just a year.

Silicon chips are no longer sustainable. Here's what's next.

The future of microchips may evolve past silicon, utilizing new materials for enhanced performance and energy efficiency.

Lisa Su

Lisa Su's leadership has been pivotal in transforming AMD's fortunes and its position in the semiconductor industry.

Apple reportedly developing AI server chip with Broadcom | TechCrunch

Apple collaborates with Broadcom to develop its first server chip specifically for AI applications.
The new chip aims to improve AI processing by handling tasks requiring significant computing power.

The EU dream to build advanced chips has shattered, and rightfully so

Europe should prioritize legacy semiconductor manufacturing rather than competing in advanced chip production.

MediaTek set to introduce new Dimensity chips on December 23

MediaTek will unveil new Dimensity chips, likely including the Dimensity 8400, on December 23.
moretechnology
#innovation

How AMD's Lisa Su Is Thinking About AI

Lisa Su advocates for responsible innovation in AI, emphasizing fast experimentation and the significance of diverse talent in driving creativity at AMD.

12 million for Dutch semiconductor knowledge center

ChipNL approval marks a significant investment in the Dutch semiconductor sector and will facilitate growth and innovation in technology.

Dutch chip strategy balances talent and infrastructure in 2.5bn investment | Computer Weekly

The Netherlands launches Project Beethoven to boost its semiconductor industry by investing in talent, infrastructure, and innovation under a €2.5bn initiative.

How AMD's Lisa Su Is Thinking About AI

Lisa Su advocates for responsible innovation in AI, emphasizing fast experimentation and the significance of diverse talent in driving creativity at AMD.

12 million for Dutch semiconductor knowledge center

ChipNL approval marks a significant investment in the Dutch semiconductor sector and will facilitate growth and innovation in technology.

Dutch chip strategy balances talent and infrastructure in 2.5bn investment | Computer Weekly

The Netherlands launches Project Beethoven to boost its semiconductor industry by investing in talent, infrastructure, and innovation under a €2.5bn initiative.
moreinnovation
#broadcom

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

Broadcom enters the trillion-dollar club on AI strength

Broadcom's AI revenue surged 220%, driving a significant increase in stock prices despite overall revenue missing analyst expectations.

Prediction: This Is When Broadcom Will Split Its Stock Next

Broadcom's stock surged 21% after exceptional AI chip sales growth, making it a trillion-dollar company.

Broadcom (AVGO) Price Prediction and Forecast 2025-2030

Broadcom's growth potential remains strong with demand for semiconductors driven by AI integration, despite already significant share price increases.

Will Broadcom Be the Next AI Stock To Split Again?

Broadcom stock has tripled in value, reflecting its potential in the semiconductor market despite unlikely future stock splits.

Broadcom enters the trillion-dollar club on AI strength

Broadcom's AI revenue surged 220%, driving a significant increase in stock prices despite overall revenue missing analyst expectations.

Prediction: This Is When Broadcom Will Split Its Stock Next

Broadcom's stock surged 21% after exceptional AI chip sales growth, making it a trillion-dollar company.

Broadcom (AVGO) Price Prediction and Forecast 2025-2030

Broadcom's growth potential remains strong with demand for semiconductors driven by AI integration, despite already significant share price increases.
morebroadcom

Nasdaq Composite Drops Ahead of Important Nasdaq-100 Decision Tomorrow

Markets are down today with concerns over inflation and pressure on semiconductors, impacting major indexes and future stock performance.
#south-korea

South Korea's political unrest threatens the stability of global tech supply chains

South Korea's political instability raises concerns about its critical technology exports and global supply chains.

Southeast Asian nations amend semiconductor strategies

Southeast Asian nations are reforming semiconductor strategies to adapt to geopolitical shifts and enhance global competitiveness.

South Korea's political unrest threatens the stability of global tech supply chains

South Korea's political instability raises concerns about its critical technology exports and global supply chains.

Southeast Asian nations amend semiconductor strategies

Southeast Asian nations are reforming semiconductor strategies to adapt to geopolitical shifts and enhance global competitiveness.
moresouth-korea
#biden-administration

Biden Cements TSMC Grant Before Trump Takes Over

The Biden administration has secured a $6.6 billion grant agreement with TSMC to enhance U.S. semiconductor manufacturing.

Biden launched a US chipmaking boom. The jobs boost will come under Trump.

The Biden administration secured commitments from top chipmakers to build US factories, boosting domestic semiconductor production.

Biden Cements TSMC Grant Before Trump Takes Over

The Biden administration has secured a $6.6 billion grant agreement with TSMC to enhance U.S. semiconductor manufacturing.

Biden launched a US chipmaking boom. The jobs boost will come under Trump.

The Biden administration secured commitments from top chipmakers to build US factories, boosting domestic semiconductor production.
morebiden-administration

Forget Semiconductors. These 2 AI Software Stocks Just Starting to Heat Up

AI software is gaining attention, potentially offering higher returns than semiconductor stocks as the market evolves.
Investors should watch for enterprise software firms like Palantir and Salesforce poised to benefit from the AI trend.
#ai-technology

Marvell Is "All In" On AI. Investors Are Taking Notice.

Marvell Technology is gaining traction in the semiconductor market, especially in AI chip production.

China's chip advances stall as U.S. curbs hit Huawei AI Product

Huawei's chip development is hindered by U.S. sanctions, impacting its competitiveness in AI and smartphones.
China's efforts to advance in technology are stalling due to restrictions on chip manufacturing.

Marvell Is "All In" On AI. Investors Are Taking Notice.

Marvell Technology is gaining traction in the semiconductor market, especially in AI chip production.

China's chip advances stall as U.S. curbs hit Huawei AI Product

Huawei's chip development is hindered by U.S. sanctions, impacting its competitiveness in AI and smartphones.
China's efforts to advance in technology are stalling due to restrictions on chip manufacturing.
moreai-technology

China hits back against US chip crackdown

China's ban on critical minerals exports to the US escalates trade tensions and impacts military and semiconductor industries.

U.S. adds 140 firms to list of Chinese technology companies under export controls

The U.S. has expanded its export controls to include more Chinese tech companies, targeting those involved in semiconductor production.

China launches cloud using local Loongson CPUs into space

Loongson's processors are now enabling cloud computing in space through their Star Eye platform, marking a notable advancement for Chinese semiconductor technology.

TSM vs. AMD: Which Stock Will Split Next?

The tech rally is driven by opportunities in generative AI, not just stock splits.
Stock price corrections provide significant buying opportunities for investors.
Investors should prioritize valuations and growth potential over the phenomenon of stock splits.

Cathie Wood Just Bought More of These 2 AI Stocks

Cathie Wood's investments are poised for growth with falling interest rates and potential deregulation under Trump.
Her recent focus on AMD and Meta highlights a shift towards affordable AI stocks.

NATO's Tech Scouts Are Fortifying Europe for a World With Donald Trump

NATO's Innovation Fund aims to enhance military technological capabilities against rising global threats by investing in innovative companies.
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