Intel
Intel’s touts “revolutionary” optical compute interconnect (OCI) chiplet
Global semiconductor sales expected to hit a record $611.2 billion in 2024
semiconductors
UK fires up Semiconductor Institute
The institute is set to build on Britain's £1 billion strategy for the sector
Intel
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
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
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
NVIDIA looks to bring monster AI capabilities to cloud, enterprise, with 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
Arm's $52 billion IPO: As sales fall, RISC-V rises, will the fizz last?
"SoftBank, you know, is not known as a poster child for good corporate governance"
News
Intel abandons $5 billion deal it had hoped would boost Foundry business
"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
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."
semiconductors
US-China semiconductor saga continues after Micron ban backlash in Washington
Featured
AMD creates new unified AI team under Victor Peng
Move comes ahead of pioneering MI300 release
Enterprise IT
CEOs of TSMC, ASML cite “tremendous benefit” of shifting to GPUs
Harder, faster, stronger...