The European Union strike a provisional deal for its ~$47B Chips Act, which aims to double the bloc's share of global chip output to 20% by 2030
here's everything that's in it Tobias Mann / The Register : Europe finalizes €43B Chips Act it hopes will help free it from foreign fabs Jo He-rim / The Korea Herald : EU Chips Act potential boon for ...
Q&A with Nvidia CEO Jensen Huang on AI's iPhone moment, the DGX Cloud service, the US' export controls, Nvidia's position in the stack in an LLM world, and more
Ben Thompson / Stratechery : Tweets: @bradneuberg , @trengriffin , @wenyee_lee , and @stratechery Tweets: Brad Neuberg / @bradneuberg : Excellent interview between two smart folks who I like to follo...
Taiwan-based GlobalWafers announces plans to build a $5B silicon wafer factory in Sherman, Texas, aiming to reach 1.2M wafers per month, covering all US demand
Yuka Hayashi / Wall Street Journal : Tweets: @scottlincicome , @emiliesimons46 , @wenyee_lee , @chrismeagher46 , and @rm_patterson Tweets: Scott Lincicome / @scottlincicome : Yet another US semicondu...