Tag · semiconductors
Stories tagged semiconductors from The ColdAI Times.
20 stories
The Dutch lithography monopolist guided fourth-quarter sales to €14.2–15.2 billion and said planned 2027–2028 capacity will not meet demand, with customers already asking about 2029 and 2030.
Huawei is pairing new Ascend chips with a system architecture designed to make vast processor clusters behave like one machine.
A tentative Ohio partnership would connect U.S. fab capacity to the AI memory race, but politics, technology and execution remain unresolved.
The Dimensity 9600 Pro brings TSMC’s 2nm process and agentic AI features to flagship phones, raising the stakes for efficient local computing.
A reported 2029 server could push Apple beyond devices while pairing its chips with Nvidia’s networking stack for enterprise AI.
A new rule lets Beijing restrict departures over technology risks, widening the reach of export controls from goods and firms to the people who move expertise.
The finalized CHIPS funding turns IBM’s Anderon into a test of whether quantum computing can build a domestic manufacturing base.
Samsung and SK Hynix rejected an $18.7 billion electricity prepayment plan, exposing the fragile economics beneath Asia’s biggest AI chip expansion.
Axelera’s Europa accelerator is now shipping in Dell and Supermicro systems, testing whether Europe can turn edge-chip expertise into deployable inference infrastructure.
A low-power accelerator targets the vast installed base of cameras, robots and industrial systems that cannot justify a full hardware redesign.
A record payout failed to calm Micron’s Taiwan unions, exposing how AI’s memory boom is turning labor relations into a supply-chain risk.
Dutch startup Axelera AI is moving beyond edge devices with Europa, testing whether lower-power inference can win enterprise and AI-factory workloads.
The Intel- and Silver Lake-backed FPGA maker has begun the U.S. listing process, but its valuation and offering size remain unresolved.
A new standalone accelerator aims to add modern vision and autonomy features to older devices without replacing their host processors.
A possible Ohio partnership would put AI’s most constrained component closer to American data centers—but the deal remains tentative and politically complex.
A new $100 million startup financing argues that moving data—not adding processors—will determine how reliably agentic AI scales.
MediaTek’s new flagship chip makes on-device agents a central hardware bet, but efficiency claims still face the test of real-world phones.
TSMC's record profits contrast sharply with ASML's China troubles and European upstart funding hunts, revealing an industry in flux.
TSMC and Samsung expand production amid record AI chip demand while ASML faces China restrictions, revealing industry's growing split.
Three companies now account for substantially all leading-edge logic capacity. The geopolitical and operational implications are larger than the headline numbers suggest.