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semiconductors

Intel’s touts “revolutionary” optical compute interconnect (OCI) chiplet

Global semiconductor sales expected to hit a record  $611.2 billion in 2024

UK fires up Semiconductor Institute

The institute is set to build on Britain's £1 billion strategy for the sector

Intel’s Foundry loses $7 billion. Gelsinger: Want to go from famine to feast? You have to plant seeds.

"The US and the Western world became far behind our Asian peers..."

Intel scoops up CHIPS cash in semiconductor bounty

Intel is collecting cash from the US government to push manufacturing efforts in a number of US cities

Microsoft unveils “the last puzzle piece” – its own semiconductors

Big claims by Satya Nadella, big news for the industry, but no benchmarks or hard specifications yet.

NVIDIA HGX H200

An eight-way HGX H200 provides over 32 petaflops of FP8 deep learning compute and 1.1TB of aggregate high-bandwidth memory

ARM IPO valuation risks

"SoftBank, you know, is not known as a poster child for good corporate governance"

Intel Tower Semiconductors

"Modestly disappointing for the prospects of Intel’s foundry efforts… [which were] never going to be easy even with Tower, but now may prove to be even more challenging without.”

Intel to treat manufacturing like a separate business to "expose true economics", cut $10 billion

"We will manufacture any of the RISC-V, ARM, x86, and GPU alternatives for the industry... We view this as an industry play of great significance."

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