Claus Aasholm on the ripples and tsunamis in the chip supply chain
June 23, 2025
“This tide does not lift all boats” – Aasholm warns of structural industry shifts driven by AI, geopolitics and China’s quiet semiconductor conquest.
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Inventory weighs on Top 5 enterprise SSD vendors in 1Q25
June 19, 2025
TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.
TI to invest $60 billion is US manufacturing expansion
June 18, 2025
Texas Instruments plans to invest more than USD 60 billion in US-based semiconductor manufacturing, marking what the company describes as the largest investment in foundational chip production in US history. The investment spans seven fabs across three major sites in Texas and Utah and is expected to support more than 60,000 new jobs.
Report: Crusoe to buy $400M worth of AMD chips for AI data centers
June 13, 2025
The 13,000 AMD MI355X chips Crusoe plans to purchase include high-bandwidth memory, making them suitable for running AI applications.
Trump's first onshoring win isn’t the iPhone – it's the AI server
June 12, 2025
As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
Nvidia selects Navitas to collaborate on 800 V HVDC architecture
June 04, 2025
Navitas’ high-power GaNSafe power ICs integrate control, drive, sensing and critical protection features, enabling reliability and robustness.
Standard Bots expands production facility, unveils 30kg payload robot
June 03, 2025
Standard Bots’ AI tech, designed specifically for its robots and powered by the NVIDIA Isaac platform, enables users to teach robots tasks through demonstration, eliminating the need for traditional coding or programming.
US announces new supercomputer powered by Dell and Nvidia
May 30, 2025
The new supercomputer named Doudna, a Dell Technologies system powered by Nvidia’s next-generation Vera Rubin platform, will be engineered to support large-scale high-performance computing (HPC) workloads.
Swedish giants to build AI factory with Nvidia
May 28, 2025
A group of leading Swedish companies – AstraZeneca, Ericsson, Saab and SEB – together with Wallenberg Investments and Nvidia, plans to build Sweden’s largest AI supercomputer. The new system will be based on Nvidia’s latest generation of accelerated computing and operated by a jointly owned company to provide sovereign, secure access to AI compute capacity.
Report: Nvidia to launch cheaper Blackwell AI chip for China
May 26, 2025
The GPU, which will feature Nvidia’s new generation Blackwell-architecture AI processors, may be priced between USD 6,500 and USD 8,000, significantly below the USD 10,000-USD 12,000 the H20 sold for, Reuters reports.
Israeli quantum computing firm Classiq raises $110 million
May 19, 2025
This investment brings Classiq’s total funding to USD 173 million, positioning the company to meet growing demand by significantly scaling its go-to-market, customer success and R&D teams.
HANMI Semiconductor launches TC BONDER 4 for HBM4
May 19, 2025
TC BONDER 4 is dedicated equipment capable of HBM4 production, featuring significantly improved productivity and precision compared to competitors, tailored to the characteristics of HBM4 which requires even higher precision.
Data center builder CoreWeave signs $4B deal with OpenAI
May 16, 2025
Nvidia-backed CoreWeave also said it is looking to spend over USD 20 billion this year on AI infrastructure and data center capacity, amid booming demand from clients.
Report: US to allow UAE to import millions of Nvidia’s AI chips
May 15, 2025
According to the draft agreement, 20% of the chips, or 100,000 per year, may go to UAE’s tech firm G42. The remaining are likely to be divided among American firms with major AI operations, Reuters reports.
Aurora releases fully automated heavy goods vehicles in Texas
May 13, 2025
Autonomous heavy goods trucks will operate along the highway from Dallas to Houston for the first time as Aurora Innovation aims to deliver a real-world Level 4 driving solution.
TSMC breaks ground on third Arizona fab
May 05, 2025
TSMC has broken ground on its third fabrication facility in Phoenix, Arizona, marking a major expansion of the company's US-based manufacturing.
VSORA raises $46M to bring powerful AI inference chip to market
May 05, 2025
The investment was led by Otium and a French family office with additional participation from Omnes Capital, Adélie Capital and co-financing from the European Innovation Council (EIC) Fund.
NVIDIA brings cybersecurity to every AI factory
May 02, 2025
The NVIDIA DOCA Argus framework provides runtime threat detection by using advanced memory forensics to monitor threats in real time, delivering detection speeds up to 1,000x faster than existing agentless solutions — without impacting system performance.
Fujitsu, Supermicro expand collaboration in AI computing
April 30, 2025
The two companies launch PRIMERGY GX2570 M8s, a Supermicro OEM server product featuring a high-performance GPU, SupportDesk, and maintenance and operational support service for Supermicro products.
IBM to invest $150 billion in the US over 5 years
April 29, 2025
This includes an investment of over USD 30 billion in R&D and manufacturing of mainframe and quantum computers. IBM said it will continue to design, build and assemble quantum computers in the US.
Report: Huawei develops new AI chip to compete with Nvidia
April 28, 2025
China’s Huawei Technologies hopes that its new chip, Ascend 910D, will prove to be more powerful than Nvidia’s AI chip H100, according to a report by The Wall Street Journal.
Sify opens AI-ready data centre campus in Chennai
April 23, 2025
The facility will serve as a critical enabler for AI workloads and digital-first enterprises, providing scalable infrastructure and high-performance computing capabilities.
Report: Intel set to cut 20% of its workforce
April 23, 2025
Over 20,000 employees are poised to lose their jobs. The move was described by sources to Bloomberg as an attempt by new CEO Lip-Bu Tan to streamline management and rebuild an engineering-driven culture.
Intel CEO Lip-Bu Tan restructures leadership team, names new AI chief
April 21, 2025
Sachin Katti, the new chief technology officer and AI head, will succeed CTO Greg Lavender, who is retiring from Intel, the Reuters report said.
AI, embargoes, and the end of the chip cycle
April 16, 2025
The well-known four-year ebb and flow of the semiconductor industry is over. Political decisions and ambitions challenge the economic logic of supply and demand. Subsidies, embargoes and the AI revolution are now dictating the investment decisions while China plays the long game.
Nvidia expects $5.5 billion hit as US restricts chip sales to China
April 16, 2025
Nvidia said the US government informed the chipmaker that the H20 chip needs a permit to be sold to China. The license requirement for H20 chips would be in effect “for the indefinite future.”
Nvidia Blackwell chip production starts in Arizona — Nvidia opens first US factories
April 15, 2025
Nvidia has started US-based production of its next-generation Blackwell AI chips, marking a significant shift in the company’s global manufacturing strategy. Together with its manufacturing partners, Nvidia will produce its AI supercomputers on American soil for the first time.
Semiconductor industry grows 21% in 2024; Nvidia takes lead
April 10, 2025
The global semiconductor industry saw substantial growth in 2024, with worldwide revenue rising 21% year-over-year to reach USD 655.9 billion, according to final figures from Gartner. For the first time, Nvidia claimed the top spot in the global rankings, capturing 11.7% market share, followed by Samsung Electronics and Intel.
Intel, TSMC agree to form chipmaking joint venture
April 04, 2025
TSMC had recently pitched Nvidia, AMD and Broadcom to take stakes in a JV that would operate Intel’s factories after the US administration requested the Taiwanese chipmaker to help turn around the struggling US company.
3 Intel board members to retire as company focuses on turnaround
March 28, 2025
The members retiring are Omar Ishrak, former CEO of Medtronic; Tsu-Jae King Liu, a dean at the College of Engineering at the University of California, and Risa Lavizzo-Mourey, a former professor at the University of Pennsylvania.
Quantum computing startup PsiQuantum ‘is raising $750M’
March 25, 2025
PsiQuantum uses existing photonics technology at a facility run by GlobalFoundries in New York. In February, PsiQuantum said it had figured out how to manufacture quantum chips in large quantities.
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