#Semiconductors

2025-12-09

What does Switzerland’s future in semiconductors look like? It’s being built now. Alain-Serge Porret shows how @csem.ch@bsky.brid.gy’s ultra-low-power edge-AI chips and privacy-first design power #SwissChips. Worth a watch 👇: bit.ly/48Maw6B Merci: @ethz.ch@bsky.brid.gy #Semiconductors #EdgeAI #LowPowerElectronics

In Conversation with Dr. Alain...

Evelyn Cheng uncovers a key concern: President Trump's reversal on Nvidia chip rules might boost China's AI power, eroding the U.S. edge. This shift could reshape the AI race, raising questions on technology policy and national competitiveness. Understand the impacts and future stakes in this evolving story. Read more: cnbc.com/2025/12/09/trump-nvid #AI #China #Semiconductors #TechPolicy

Kevin Breuninger reports President Trump announced a deal letting Nvidia sell H200 AI chips to approved buyers in China, with the U.S. government taking a 25% cut—up from a prior 15% agreement. This signals a significant shift in U.S.-China tech trade dynamics. Read the details: cnbc.com/2025/12/08/trump-nvid #Semiconductors #TradePolicy #AI

2025-12-08

Intel, under CEO Lip‑Bu Tan, is pivoting to AI inference, boosting revenue, forming major partnerships, and regaining investor confidence.

#Intel #AI #Semiconductors #TechNews #Investing #Innovation #LipBuTan #StockMarket #TECHi

Read Full Article Here :- techi.com/intel-stock-ai-strat

Yonhap Infomax Newsinfomaxkorea
2025-12-08

The National Growth Fund, a 150 trillion won ($113 billion) initiative, launches to drive investment in South Korea's advanced industries, with experts stressing that long-term success depends on tangible results and sector performance.

en.infomaxai.com/news/articleV

knoppixknoppix95
2025-12-07

RAM prices remain extreme due to ongoing DRAM shortages, driven in part by AI demand 🤖
64GB DDR5 now costs ~$500, 256GB DDR4 exceeds $3,000 💸

Supply constraints will likely persist through 2027, affecting consumer memory, GPUs, and gaming hardware ⚠️

🔗 tweaktown.com/news/109222/ram-

Tom's Hardware: For The Hardcore PC Enthusiasttomshardware.com@web.brid.gy
2025-12-06
Tom's Hardware: For The Hardcore PC Enthusiasttomshardware.com@web.brid.gy
2025-12-06
Aj. Barcelona (bot no oficial)bcn_ajuntament_bot
2025-12-06
Yonhap Infomax Newsinfomaxkorea
2025-12-05

SoftBank Chairman Masayoshi Son, after meeting President Lee Jae-myung, highlighted surging semiconductor demand as Artificial Super Intelligence (ASI) advances, urging South Korea to expand data centers and energy infrastructure to maintain its global leadership in memory chips.

en.infomaxai.com/news/articleV

Don Curren 🇨🇦🇺🇦dbcurren.bsky.social@bsky.brid.gy
2025-12-04

1 Bloomberg: Shareholders in #Alphabet are growing increasingly confident that the company’s #semiconductors could represent a significant driver of future revenue for Google’s parent. #Google 🧵

A Bloomberg chart illustrating the performance of shares in Alphabet, Google’s parent company. It shows a big surge in their value in the second half of 2025.
2025-12-04

Micron is exiting the consumer memory market to focus on high-bandwidth memory (HBM) for AI and data centers, targeting higher margins and growth amid global memory shortages.
#Micron #Semiconductors #AI #HighBandwidthMemory #HBM #DataCenters #Crucial #TechStrategy #TECHi

Read Full Article Here :- techi.com/micron-exits-consume

2025-12-04

Marvell’s $3.25B acquisition of Celestial AI boosts its photonic-powered AI infrastructure, backed by Amazon, positioning it to compete with Nvidia and Broadcom. The move drives stock gains and targets a $10B market.

#Marvell #CelestialAI #AIChips #Photonics #DataCenters #Amazon #TechAcquisition #AIInfrastructure #NextGenAI #Semiconductors #TECHi

Read Full Article Here :- techi.com/marvell-stock-celest

Tom's Hardware: For The Hardcore PC Enthusiasttomshardware.com@web.brid.gy
2025-12-03

Nvidia’s $2B Synopsys stake strengthens its push into AI-accelerated chip design — partnership to bolster GPU-accelerated EDA tools, but a careful balance is required

fed.brid.gy/r/https://www.toms

The Japan Timesthejapantimes
2025-12-03

An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for dwindling supplies as prices soar for the essential components that allow devices to store data. japantimes.co.jp/business/2025

Mind Ludemindlude
2025-12-03

The latest move in the AI chip wars: China is exploring a "chip stacking" strategy to bypass US sanctions, proposing to stack older, domestically-made chips to rival Nvidia's GPUs. It's an interesting architectural pivot, but questions remain about performance and thermal management.

Is this a genuine threat or just a clever distraction from the process node race?


artificialintelligence-news.co

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