Semiconductors
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Evening Tech Bits
This article briefly touches on several tech industry news items. SpaceX reportedly raised $10 billion more than expected in its IPO. Intel's Serpent Lake SoCs with NVIDIA RTX GPU tiles are rumored for Q1 2028, and users are reportedly unhappy with AMD's memory practices.
Elon Musk speaks to ASML CEO and employees ahead of SpaceX IPO
Elon Musk, CEO of SpaceX, recently praised ASML, a key supplier of semiconductor manufacturing equipment, calling it "arguably the greatest company in Europe." This comes as SpaceX prepares for a record-setting $80 billion IPO and seeks to secure more chips for its operations. Musk's comments were made privately at ASML's annual technology conference.
Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with…
Google has reportedly ordered at least three million Tensor Processing Units (TPUs) from Intel, with deliveries expected in 2028. This move comes as semiconductor leader TSMC struggles to meet demand due to the AI boom. Intel is also reportedly being tested by Nvidia for its next GPU architecture, potentially strengthening Intel's position in the gaming market.
Engadget Podcast: What does NVIDIA's RTX Spark mean for PCs?
The Engadget Podcast discusses NVIDIA's new RTX Spark chip and its potential impact on the future of Windows PCs. The segment explores how this new hardware could reshape the PC landscape.
TikTok creator ByteDance to start making its own processors
ByteDance, the parent company of TikTok, plans to manufacture its own central processing units (CPUs). This initiative aims to bolster the company's artificial intelligence capabilities.
ByteDance has had enough of waiting months for processors, so it's going to make them itself
ByteDance, the parent company of TikTok, is reportedly developing its own CPUs to support its artificial intelligence infrastructure and reduce reliance on external chip manufacturers like Intel and AMD. The company is exploring both Arm and RISC-V architectures for its custom silicon. This move follows similar initiatives by other major tech companies such as Google, Microsoft, and Amazon.
Nvidia CEO Jensen Huang says the company plans to invest around $150,000,000,000 in Taiwan each year, describing the…
Nvidia CEO Jensen Huang announced plans to invest approximately $150 billion annually in Taiwan, calling the country the 'epicentre of the AI revolution.' The company also intends to build a new headquarters in Taiwan, a project estimated to cost $5 trillion and create 4,000 jobs. These investments follow AMD's similar commitment to invest at least $10 billion in Taiwan for AI infrastructure.
SK Hynix hits $1 trillion valuation
Chipmaker SK Hynix has surpassed a $1 trillion valuation, joining an elite group of companies reaching this financial milestone. The surge in valuation highlights the growing importance and market value of semiconductor manufacturers.
Micron (MU) stock tops $1 trillion market capitalization
Micron Technology has surpassed a $1 trillion market capitalization, driven by a surge in demand for its chips and memory components fueled by the artificial intelligence boom. This milestone highlights the company's significant role in the current technological landscape.
Huawei claims it will make cutting-edge semiconductors by 2031
Huawei announced its intention to produce cutting-edge semiconductors by 2031, stating that its next-generation chips will be both feasible and affordable. This move signals a significant ambition in advanced chip manufacturing.
The US government is pumping $2,000,000,000 in CHIPS and Science Act money into quantum computing firms
The US Department of Commerce is allocating over $2 billion through the CHIPS and Science Act to nine quantum computing companies, including significant investments in IBM and GlobalFoundries. This initiative aims to bolster the nation's leadership in quantum technology and semiconductor manufacturing, with companies like D-Wave and Rigetti Computing also receiving substantial funding.
Samsung has swerved a planned South Korean factory strike with a last-minute deal, so the memory machine rumbles on
Samsung Electronics has reached a last-minute agreement with its labor union, averting a planned 18-day strike. The union had previously demanded 15% of annual operating profits for employee bonuses and the removal of a salary cap on performance pay. The details of the new proposal are yet to be revealed, but the union has agreed to suspend the strike pending an internal vote.
Evening Tech Bits
Nvidia exceeded its first-quarter financial estimates and provided a positive sales outlook driven by strong demand for its chips. Separately, AMD's Ryzen AI Max 400 'Gorgon Halo' processor was highlighted for its substantial unified memory capacity.
Former Samsung boss predicts the memory crisis could be over in the second half of next year thanks to a…
A former Samsung Electronics executive predicts the global memory chip crisis could end in the latter half of 2027 or early 2028 due to a significant increase in manufacturing capacity in China. This surge in supply, potentially driven by a slowdown in AI industry investment, could lead to a substantial drop in memory prices, shifting the market from a shortage to a potential glut.
The US has approved the sale of Nvidia H200 chips to 10 Chinese firms, but sources say they're still waiting for…
The US has approved the sale of Nvidia's H200 AI GPUs to 10 Chinese firms, continuing a discussion from March regarding import approvals. This decision aims to balance US interests in the AI race with potential revenue gains for Nvidia, while China seeks to reduce reliance on foreign AI goods. The approval comes amidst ongoing trade relations discussions between the US and China.
US reportedly allows 10 Chinese companies to buy NVIDIA's coveted H200 AI chips
The United States has reportedly permitted ten Chinese companies to purchase NVIDIA's advanced H200 AI chips. However, NVIDIA has not yet begun any deliveries of these coveted semiconductors to China.
Trump confirms he brought Jensen Huang on his expedition to convince China to 'open up'
Donald Trump confirmed that Nvidia CEO Jensen Huang was on Air Force One with him to discuss opening up trade with China regarding AI hardware. Huang has previously advocated for exporting AI technology to China, despite concerns about military use and US bans. The article notes Nvidia's significant growth and its desire to supply goods globally.
Evening Tech Bits
Apple has reportedly reached a preliminary agreement with Intel for the latter to manufacture some of its chips. This news has contributed to Intel's stock reaching a fourth consecutive record high.
Anthropic reportedly agrees to pay Google $200 billion for chips and cloud access
AI company Anthropic has reportedly agreed to a five-year deal worth $200 billion with Google. This agreement will provide Anthropic with access to Google's chips and cloud computing services, contributing to the ongoing financial stability of the AI sector.
Apple said to be talking to Intel and Samsung about building key device processors
Apple is reportedly in discussions with Intel and Samsung regarding the manufacturing of key device processors. This move is driven by Apple's concerns about its current supply chain flexibility.