Max A. Cherney / Reuters (Person)

Bloomberg 14 related

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

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Intel CFO says the US deal aims to deter Intel from selling its foundry; it lets the US buy 5% more at $20/share if Intel's stake in the unit falls below 51%

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Cloud computing startup Crusoe plans to buy ~$400M worth of AI chips from AMD to rent to customers for its US data center that will come online by fall

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2025-06-13 View

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Sources: chip industry executives told US officials and lawmakers that Trump's new tariffs could cost US semiconductor equipment makers more than $1B per year

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2025-04-16 View

Reuters 12 related

Arm reports Q3 revenue up 19% YoY to $983M, vs. $946.7M est., royalty revenue up 23% YoY to $580M, and lowers is FY revenue guidance; ARM drops 5%+

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2025-02-06 View

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UXL Foundation, backed by Google, Intel, and others, plans to build tools to power multiple types of AI accelerator chips and break Nvidia's CUDA dominance

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2024-03-26 View

Reuters 2 related

d-Matrix, which designs chips optimized for the “inference” part of AI processing, raised a $110M Series B led by Temasek, taking its total funding to $154M

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2023-09-06 View

Reuters 1 related

SIA and Oxford Economics: despite the US chip industry workforce growing to 460K by 2030, up from ~345K in 2023, there will still be a ~67K worker shortfall

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2023-07-25 View

Max A. Cherney / Reuters

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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

Intel CFO says the US deal aims to deter Intel from selling its foundry; it lets the US buy 5% more at $20/share if Intel's stake in the unit falls below 51%

Cloud computing startup Crusoe plans to buy ~$400M worth of AI chips from AMD to rent to customers for its US data center that will come online by fall

Sources: chip industry executives told US officials and lawmakers that Trump's new tariffs could cost US semiconductor equipment makers more than $1B per year

Arm reports Q3 revenue up 19% YoY to $983M, vs. $946.7M est., royalty revenue up 23% YoY to $580M, and lowers is FY revenue guidance; ARM drops 5%+

UXL Foundation, backed by Google, Intel, and others, plans to build tools to power multiple types of AI accelerator chips and break Nvidia's CUDA dominance

d-Matrix, which designs chips optimized for the “inference” part of AI processing, raised a $110M Series B led by Temasek, taking its total funding to $154M

SIA and Oxford Economics: despite the US chip industry workforce growing to 460K by 2030, up from ~345K in 2023, there will still be a ~67K worker shortfall

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