AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers
Elon Musk, on the AI5 chip, which is 40x better than the AI4 chip [image] Ed Ludlow / @edludlow : Musk's clarification on Samsung seems important. He's saying Samsung is involved in the AI5 process. P...
US House lawmakers criticize ASML, Tokyo Electron, KLA, and other equipment makers for selling to the Chinese military and helping build China's chip industry
including firms on U.S. restricted lists tied to the Chinese military and surveillance state. https://selectcommitteeontheccp.house.g ov/ ... Jonathan Cheng / @jchengwsj : .@committeeonccp: “Companies...
Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts
(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White House Imposing Export...
Sources: Trump officials are considering removing a Biden-era rule that divides the world into three tiers to determine how many AI chips a country can obtain
stakes for tech dominance escalate Diya Lal / Tech in Asia : Trump administration may revise Biden's AI chip export rules Archanarani / Verdict : Trump team weighing changes to Biden-era AI chip expor...
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
TSMC reports Q2 revenue down 10% YoY to ~$15.68B and net income down 23.3% YoY to ~$5.9B, the first quarterly decline since 2019, as all non-AI chip sales slump
And Those Of Others Larry Dignan / Constellation Research : TSMC's Q2: 6 takeaways to know CNBC : TSMC reports first profit drop in 4 years as electronics demand slump continues Andrew Jolly / HPCwire...
Sources: a planned $3B chip plant in India by ISMC, a consortium that included chipmaker Tower, has stalled due to the company's pending takeover by Intel
A planned $3 billion semiconductor facility in India by chip consortium ISMC that counted Israeli chipmaker Tower as a tech partner … Tweets: @dnystedt , @adityakalra , @reuters , and @adityakalra Twe...
Nvidia announces AI products and updates, including the DGX GH200 supercomputer platform, gaming features, data center networking tools, and a robotics platform
Watch how Jensen Huang very well explains how industry will digitaly transform, and become digital first. … Alan Vaksman : Clear structured communication is still the key to success in the AI age. — ...
Meta outlines its RSC supercomputer and its work on two chips: MTIA for accelerating AI training, set for release in 2025, and MSVP, for video processing needs
#riscv Mikael Strandlund : Meta's Engineering and Infrastructure teams are excited to host AI Infra @Scale, a one-day virtual event featuring a range of speakers from Meta … Roman Levenstein : I'm thr...