Semiconductors - Page 9
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
Stories from Semiconductors come first, newest first, then stories from connected topics (AI Chips & Compute, memory chips, TSMC, Samsung, AI chips, chip supply chain), each labelled with where it comes from. This view is not indexed by search engines.
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NVIDIA to Invest $3bn in Meta’s Share Sale as Muse Partnership Grows
NVIDIA will invest $3bn in Meta's equity offering and widen work on Muse, as Meta prices an upsized $25bn share sale at $625 plus $12.5bn of preferred.
Intel Agrees to Buy Classiq in a Deal Ctech Values at $2.3bn
Intel has agreed to buy Israeli quantum software firm Classiq to build a full-stack quantum platform. Ctech puts the price at $2.3bn; Intel gives none.
SWI Compute Plans 30MW UK AI Factory, Orders About $1bn of NVIDIA Kit
SWI Compute says it has ordered about $1bn of NVIDIA systems and will open a 30MW UK AI factory by end-2027. It has not named the site or financing.
Google Cloud Sets Next-Month Launch for Vera Rubin A5X, Scalable to 960,000 GPUs
Google Cloud says A5X instances on NVIDIA's Vera Rubin NVL72 reach general availability next month, with Europe to follow. No date or pricing yet.
Musk Sets ‘Very Aggressive’ Terafab Dates and a 13GW SpaceX Compute Goal
Musk says SpaceX expects about 3GW of compute by year-end and 10GW more in 2027, with a first Terafab test chip by mid-2027. All are targets.
NVIDIA Says DSX POD Can Bring AI Factories Online in 14 Days
NVIDIA's DSX POD ships Vera Rubin AI data centres pre-built in containers, which it says cuts on-site deployment from six months to as little as 14 days.
Synaptics Launches Astra SR200 ‘xMCU’ Chips With Google’s Coral NPU
Synaptics' Astra SR200 xMCU chips pair Google's Coral NPU with Arm Cortex-M85 and M52 cores for on-device AI, at 200-400 GOPS. No price or ship date.
Apple Commits Up to $100m to US Titanium for the iPhone Duo, Expands Qnity Deal
Apple will commit up to $100m over three years with US titanium maker Perryman for the iPhone Duo, and expands Qnity's role in iPhone 18 Pro cameras.
Google Open-Sources TorchTPU, Making Its TPUs a Native Option for PyTorch
Google has open-sourced TorchTPU, its native PyTorch stack for TPUs built with Meta, and released llm-d 1.0, an open Kubernetes stack for AI inference.
ByteDance, Alibaba and Tencent Order 3mn+ Nvidia RTX PRO 5500s, Reuters Says
ByteDance, Alibaba and Tencent ordered over 3mn Nvidia RTX PRO 5500 cards worth 5bn+, Reuters sources say. Nvidia warns it may not fill them.
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