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Tag: semiconductor industry

  • The Register: SK Hynix cranks up the HBM4 assembly line to prep for next-gen GPUs

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/09/12/sk_hynix_hbm4_mass_production/ Source: The Register Title: SK Hynix cranks up the HBM4 assembly line to prep for next-gen GPUs Feedly Summary: Top AI chipmakers count on faster, denser, more efficient memory to boost training AMD and Nvidia have already announced their next-gen datacenter GPUs will make the leap to HBM4, and if SK Hynix…

  • New York Times – Artificial Intelligence : ASML to Invest $1.5 Billion in Mistral, the French A.I. Start-Up

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    Kurt Seifried
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    Source URL: https://www.nytimes.com/2025/09/09/business/asml-mistral-ai-chips-investment.html Source: New York Times – Artificial Intelligence Title: ASML to Invest $1.5 Billion in Mistral, the French A.I. Start-Up Feedly Summary: ASML, the Dutch maker of semiconductor equipment, is investing about $1.5 billion in Mistral, the French A.I. start-up. AI Summary and Description: Yes Summary: ASML’s significant investment in Mistral, a French…

  • The Register: TSMC launches legal action against insiders accused of trade secret theft

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/08/05/tsmc_trade_secret_theft/ Source: The Register Title: TSMC launches legal action against insiders accused of trade secret theft Feedly Summary: Chipmaker said it caught the ‘unauthorized activity’ early Taiwan Semiconductor Manufacturing Co (TSMC) has launched legal proceedings against an unknown number of employees as it investigates a potential breach of trade secrets.… AI Summary and…

  • The Register: China just two years behind USA on chip design, says White House tech Czar

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/06/20/china_us_chip_competition/ Source: The Register Title: China just two years behind USA on chip design, says White House tech Czar Feedly Summary: Expects Huawei to start exporting AI chips soon, creating global fight for tech stack dominance China’s AI and chipmaking prowess lags the USA’s by just two years, and America’s efforts to slow…

  • Slashdot: Trump Will Rescind Biden-Era AI Chip Export Curbs

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    Kurt Seifried
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    Source URL: https://yro.slashdot.org/story/25/05/07/2018224/trump-will-rescind-biden-era-ai-chip-export-curbs?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Trump Will Rescind Biden-Era AI Chip Export Curbs Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the Trump administration’s plans to revise the “AI diffusion” rule regarding advanced AI chip trade restrictions, which originated during the Biden administration. This issue has significant implications for semiconductor companies…

  • Slashdot: US Chipmakers Fear Ceding China’s AI Market to Huawei After New Trump Restrictions

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    Kurt Seifried
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    Source URL: https://yro.slashdot.org/story/25/04/19/2339227/us-chipmakers-fear-ceding-chinas-ai-market-to-huawei-after-new-trump-restrictions?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: US Chipmakers Fear Ceding China’s AI Market to Huawei After New Trump Restrictions Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the implications of the Trump administration’s restrictions on AI chip sales to China, particularly affecting major U.S. companies like Nvidia, AMD, and Intel. The regulations…

  • Hacker News: Nvidia GPU roadmap confirms it: Moore’s Law is dead and buried

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/03/29/nvidia_moores_law/ Source: Hacker News Title: Nvidia GPU roadmap confirms it: Moore’s Law is dead and buried Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses Nvidia’s advancements in GPU technology at the Nvidia GTC event, detailing its challenges with scaling compute and power requirements for datacenters, particularly related to upcoming…

  • Hacker News: SoftBank Group to Acquire Ampere Computing for 6.5B

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    Kurt Seifried
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    Source URL: https://group.softbank/en/news/press/20250320 Source: Hacker News Title: SoftBank Group to Acquire Ampere Computing for 6.5B Feedly Summary: Comments AI Summary and Description: Yes Summary: SoftBank Group’s acquisition of Ampere Computing is a strategic move to enhance its AI infrastructure and semiconductor capabilities, critical for developing Artificial Super Intelligence. The transaction, valued at $6.5 billion, emphasizes…