vertical integration - Page 22
Stories from vertical integration come first, newest first, then stories from connected topics (AI chips, Semiconductors, Nvidia, AI Chips & Compute, Tech News, AI), each labelled with where it comes from. This view is not indexed by search engines.
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NVIDIA Adds cuPotential to CUDA-X as Chipmakers Push Towards “AI-Defined Fabs”
NVIDIA has launched cuPotential, a new CUDA-X library for atom-level simulation, as chipmakers adopt its AI tools for design and manufacturing.
GlobalFoundries Selected to Operate Two New Chip Fabs at Malta, NY, Under a US–Japan Plan of Up to $21 Billion
GlobalFoundries will operate two new chip fabs at Malta, NY under a US–Japan initiative of up to $21bn. Japan funds; the second fab is conditional.
ASML Warns Its Planned Supply for 2027 and 2028 “Will Not Fully Meet” Customer Demand as AI Drives Record Sales
ASML posted record Q3 sales of €11.7bn and warned its planned supply for 2027 and 2028 "will not fully meet" customer demand, driven by AI spending.
Rambus Starts Sampling a Power Chip for LPDDR6 SOCAMM2, a Low-Power AI Server Memory Module Still in Development
Rambus says its new power chip for LPDDR6 SOCAMM2, a low-power AI server memory module still in development, is now sampling to lead customers.
Jury Finds Arm Breached Its License With Qualcomm, but Awards Qualcomm Just $2
A Delaware jury found Arm breached its license with Qualcomm but awarded only $2 in nominal damages. Both companies are claiming victory.
Astera Labs Unveils Orion, a Rack Design for AI Inference That Works With Any Make of Chip
Astera Labs' Orion is a rack reference design for AI inference that works with any GPU or CPU and scales to 160 per pod. Partners sell it from Q1 2027.
AMD Launches Its Next Ryzen AI Halo Developer Platform, With Up to 192GB of Memory for Running Large AI Models Locally
AMD has launched its next Ryzen AI Halo developer platform, with the Ryzen AI Max+ PRO 495 and up to 192GB of memory for running big AI models locally.
Lattice Launches Sentry 5.0, a Post-Quantum Firmware Security Stack for AI Data Centres
Lattice's Sentry 5.0 protects server firmware with post-quantum signatures and attestation. Lattice calls it an industry first. Demo boards are out now.
Chinese Firms Bought 1mn+ Nvidia Gaming and Workstation Chips, FT Says
Chinese tech firms bought over 1mn Nvidia gaming and workstation chips this year, the FT reported, citing industry insiders. Nvidia has not confirmed it.
IBM Research Says Open AI Agents Sped Up a Quantum Decoder Chip Design 52 Times for About $26
IBM Research says open AI models served through llm-d sped up a quantum error-correction decoder design 52x in synthesis estimates for about $26.
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