China remains a crucial market for U.S. chipmakers amid rising tensions

US-China chip war graphic Wong Yu Liang | Moment | Getty Images China remains an essential market for most American chipmakers despite Washington’s efforts to restrict chip sales to the country and amid Beijing’s push for self sufficiency in the semiconductor sector.  Data from S&P Global showed that U.S. chip giants Intel, Broadcom, Qualcomm and Marvell Technology … Read more

TSMC posts fastest monthly revenue growth since 2022 on AI chip boom

TSMC displayed on a phone screen and microchip and are seen in this illustration photo taken in Krakow, Poland on July 19, 2023 Jakub Porzycki | Nurphoto | Getty Images Taiwan Semiconductor Manufacturing Co. (TMSC), posted a surge in monthly revenue in March, as it cashed in on a continuing artificial intelligence boom powered by … Read more

Google announces Axion Arm-based chips for energy-efficient computing

Google Cloud CEO Thomas Kurian speaks at the Google Cloud Next event in San Francisco, April 9, 2019. Michael Short | Bloomberg | Getty Images Google is trying to make cloud computing more affordable with a custom-built Arm-based server chip. At its Cloud Next conference in Las Vegas on Monday, the company said the new … Read more

TSMC set to receive up to $6.6 billion in funding for Arizona plants

U.S. Secretary of Commerce Gina Raimondo testifies during the House Science, Space and Technology Committee hearing titled “Chips on the Table: A one year review of the CHIPS and Science Act,” in the Rayburn Building in Washington, D.C., on Sept. 19, 2023. Tom Williams | Cq-roll Call, Inc. | Getty Images TSMC‘s Arizona subsidiary is … Read more

FOMO drives tech heavyweights to invest billions in generative AI

Microsoft CEO Satya Nadella, right, greets OpenAI CEO Sam Altman during the OpenAI DevDay event in San Francisco on Nov. 6, 2023. Justin Sullivan | Getty Images News | Getty Images Tech giants aren’t doing much acquiring these days, due mostly to an unfavorable regulatory environment. But they’re finding other ways to spend billions of … Read more

China’s new guidelines will block Intel and AMD chips in government computers: FT

Digitally Generated Images Wong Yu Liang | Moment | Getty Images China has rolled out new guidelines that will phase out U.S. processors in government computers and servers, effectively blocking chips from Intel and AMD, the Financial Times reported on Sunday. The procurement guidelines, unveiled on Dec. 26, are now being enforced and will also … Read more

Amazon and Dell are benefiting the most from Nvidia partnership

Recently, I read a terrific little book about Abraham Lincoln, called “Lincoln Reconsidered,” by Professor David Herbert Donald, and the fundamental premise behind the title was simple: If you want to go down in history as a politician who is compassionate, honest and a visionary, you have to get right with Lincoln. That’s how sainted … Read more

Amazon gets boost from 72% pop in AI company Astera Labs’ IPO

In this photo illustration, Astera Labs logo is seen on a smartphone and on a pc screen.  Pavlo Gonchar | SOPA Images | Lightrocket | Getty Images Amazon CEO Andy Jassy loves to talk about how much his company is benefiting from the artificial intelligence boom. On Wednesday, Amazon got an AI boost in a … Read more

Intel awarded up to $8.5 billion from CHIPS Act, with loans available

U.S. President Joe Biden listens to Intel CEO Pat Gelsinger as he attends the groundbreaking of the new Intel semiconductor manufacturing facility in New Albany, Ohio, U.S., September 9, 2022. Joshua Roberts | Reuters The White House said Intel has been awarded up to $8.5 billion in CHIPS Act funding, as the Biden administration ramps … Read more

Nvidia’s Jensen Huang takes page out of Apple playbook to lead AI’s future

When Nvidia CEO Jensen Huang took the stage Monday at the chipmaker’s hyped-up artificial intelligence conference, he joked to the thousands of attendees packed into the arena that this was “not a concert.” In a literal sense, Huang was right. But that didn’t stop him from using his two-hour keynote address to cement Nvidia’s status … Read more