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.
Malaysia under US pressure to stem flow of Nvidia chips to China
March 24, 2025
Malaysia’s trade minister said the US wanted Malaysia to closely track the movement of cutting-edge Nvidia chips that enter the country amid suspicions that many are ending up in China, FT reports.
UAE pledges $1.4 trillion US investment, says White House
March 24, 2025
The investment framework “will substantially increase the UAE’s existing investments in the US economy in AI infrastructure, semiconductors, energy, and American manufacturing,” US officials said.
Nvidia to build quantum computing research centre in Boston
March 21, 2025
The Nvidia Accelerated Quantum Research Center, or NVAQC, will integrate leading quantum hardware with AI supercomputers, enabling what is known as accelerated quantum supercomputing.
Top 10 IC design houses See 49% YoY growth in 2024
March 18, 2025
TrendForce reports that the combined revenue of the world’s top 10 IC design houses reached approximately USD 249.8 billion in 2024, marking a 49% YoY growth. The surge is largely attributed to the booming AI industry, with Nvidia dominating the market.
Intel appoints former board member Lip-Bu Tan as CEO
March 13, 2025
Tan, a chip industry veteran, replaces interim co-CEOs David Zinsner and MJ Holthaus, who took temporary charge in December when Patrick Gelsinger was ousted as Intel CEO.
Weak demand pushes 4Q24 NAND revenue down 6.2%
March 05, 2025
TrendForce’s reports that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments.
Supply chain reset – from excess to equilibrium
February 27, 2025
The global electronic component supply chain is expected to transition from excess inventory to a more balanced demand environment in 2025, according to a recent report from independent distributor Fusion Worldwide.
Humanoid robots to become the next US-China battleground
February 25, 2025
Governments worldwide are ramping up investments in robotics R&D as labour shortages and rising costs persist. TrendForce reports that China, Japan, the US, South Korea, and Germany have consistently ranked among the top five countries for industrial robot installations and are expected to continue executing over USD 13 billion in related projects by 2025.
Is Arm expanding its Bengaluru operations?
February 24, 2025
In India, Arm’s team of computer engineers work on architecture development, CPU and system design and verification, software enablement, compute solutions, and physical implementation.
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