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Nvidia is preparing for the post-GPU AI era as it recruits ASIC engineers
Nvidia recruits 1,000 engineers in Taiwan to strengthen ASIC expertise Nvidia is strategically pivoting toward ASICs (Application-Specific Integrated Circuits) to address the surging demand for efficient AI inference solutions optimized for large language models and...
Micron’s $9.5b chip plant to give Singapore foothold in AI space
Micron Technology has started constructing Singapore's first high-bandwidth memory (HBM) packaging plant, a $7 billion facility in Woodlands, expected to operationalize in 2026. This advanced semiconductor site will initially create 1,400 jobs, expanding to 3,000,...
TSMC Sales Grew 34% in 2024, Fueled by Surging AI Demand
TSMC exceeded expectations with a 39% revenue rise in Q4 2024 and $88B for the total year, driven by booming AI hardware demand from key clients like Nvidia and Apple. Despite impressive growth, TSMC faces questions about the sustainability of the AI boom in a market...
TSMC’s Arizona Fab 21 is already making 4nm chips
TSMC’s Fab 21 in Arizona is now producing 4nm chips, marking a historic milestone as the first leading-edge node manufactured on U.S. soil. As confirmed by Commerce Secretary Gina Raimondo, the fab’s output reportedly matches the yield and quality of TSMC’s Taiwan...
Barrons: ASML Is the Chip-Equipment Leader. Its Stock Is Poised to Bounce Back
ASML, the Dutch lithography leader, powers semiconductor advancements with its cutting-edge EUV technology, enabling chipmakers like Taiwan Semiconductor and Nvidia to push Moore’s Law forward. Despite recent setbacks, including a drop in demand from China, delays in...
AI Chip Curbs Trigger Rare Public Fight: Tech Giants vs. China Hawks
The Biden administration’s proposed export controls on advanced AI chips aim to prevent China from using U.S. technology to develop weapons that could threaten national security. By introducing global licensing requirements and closing loopholes, the plan seeks to...
Open vs. Proprietary: The Strategic Choice That Shapes Innovation
When Tesla decided to open source its electric vehicle patents, it wasn’t just about sharing technology—it was a strategic play to create network effects by encouraging competitors to adopt and expand the EV ecosystem. This approach aimed to grow the market for...
How Are Companies Using AI Agents? Here’s a Look at Five Early Users
AI agents are revolutionizing business operations by autonomously handling complex tasks: Johnson & Johnson uses them to automate chemical synthesis, Moody’s enhances financial analysis with multi-agent systems, eBay leverages them for coding and buyer-seller...
AI Startup Anthropic Raising Funding Valuing It at $60 Billion
Anthropic was valued at $18 billion last year Anthropic, the AI startup known for its chatbot Claude and commitment to safety in AI, is reportedly in advanced talks to raise $2 billion at a $60 billion valuation led by Lightspeed Venture Partners. This would position...
South Korea Approves World’s Largest Semiconductor Complex
South Korea has approved the Yongin Semiconductor National Industrial Complex, marking a major leap in strategic industrial development. Spanning 7.28 million square meters, the complex will house six semiconductor fabs, three power plants, and over 60 partner...
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