Chips – Semiconductor

The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – what to know: Sovereign AI focus – Softbank said the …

Xsight Labs’ programmable X2 switch tapped by SpaceX to push throughput beyond 1 Tbps My home airport is XNA, so I spend a lot of time on United regional jets. Fortunately, the carrier is rapidly equipping its ERJ175s with Starlink …

Nvidia is not spending its market valuation windfall on random diversification If you look at Nvidia’s deals over the last three years, they seem scattered. A handful of small software buys. A couple of massive strategic investments. Some moves that …

Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. In sum – what to know: Strategic deal – Marvell …

AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing …

As Intel attracts billions in investment, onboarding external customers to 18A will inform the future of cutting-edge semiconductor fabrication in the United States During the recent Intel Technology Tour in Arizona, the company shared details of its forthcoming client and …

Editor’s note: I took a few weeks off from the column — and logged around 21,000 air miles mostly going to conferences but also seeing Lady Gaga with my wife — but we’re back! With that: I’m in the habit of …

Nvidia’s $5 billion stake highlights Intel’s enduring relevance in the AI era In sum – what to know: $5B Nvidia stake – Nvidia is investing $5 billion in Intel at $23.28 per share, becoming a major shareholder while the two …

With this deal, the U.S. government has become Intel’s largest shareholder In sum – what to know: Historic investment in Intel– The U.S. government is acquiring a 10% stake in Intel via an $8.9 billion deal, plus prior CHIPS grants, …

The new Qualcomm chip promises AI, gaming, and camera upgrades for mid-range smartphones In sum – what to know: Modest performance boost, major gaming focus – Built on 4 nm with a Prime core up to 2.7 GHz, the chip …

Bessent spoke on CNBC about turning Intel’s CHIPS Act grants into a U.S. government stake in the company In sum – what to know: Taking a stake: Treasury Secretary Scott Bessent told CNBC that the U.S. government is considering converting …

The investment from Softbank is equal to roughly 2% of Intel In sum – what to know: $2B vote of confidence – SoftBank will invest $2B in Intel, becoming its fifth-largest shareholder as the U.S. chipmaker struggles to regain ground …

In sum – what to know: –Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for export licenses to be able to sell into the Chinese …

NXP has acquired Port GmbH to integrate industrial protocol software into its processors – as the Dutch firm seeks to assert control over the most critical point in the industrial IoT value chain: the edge. In sum – what to …

For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure In sum – what to know: Intel spins off networking unit – Intel is creating …

Tesla’s next-generation AI6 chip will be produced at Samsung’s new semiconductor fabrication plant in Taylor, Texas In sum – what to know: The A16 chip – Tesla has committed $16.5 billion to Samsung Electronics for production of its next-gen AI6 …

CEO C.C. Wei says TSMC is “trying very hard to narrow the gap” between supply and demand for AI chips Taiwan chip giant TSMC reported profits that leaped more than 61% year-over-year, driven largely by the demand for chips to …

The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI research division In sum – what to know: AI R&D hub – The U.S. chipmaker opened …

Alphawave acquisition is “complementary” to Qualcomm’s CPUs and NPUs, CEO says Qualcomm is taking aim at the data center chip space, seeking to bolster its assets with the acquisition of data center chip specialist Alphawave Semi in a transaction that …

With Nvidia, Saab and Leonardo onboard, the Nokia-led Proactif project targets autonomous infrastructure protection across energy, transport and telecom Nokia has been selected to lead a major European Union-funded initiative aimed at using drones and robotics to monitor and protect …

Synopys and Ansys’ merger will go forward on the condition that some assets are divested to Keysight Technologies Semiconductor design company Synopsys is facing headwinds, as new trade restrictions from the Trump administration have forced the semiconductor design company to …

U.S. export controls cost Nvidia billions, but a pivot to sovereign AI and surging infrastructure demand helped deliver a $44.1B quarter Nvidia reported a record-breaking fiscal first quarter of 2026 (for the quarter ending April 28, 2025), reaffirming its dominance …