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U.S. signs deal with Google to develop chips for researchers: Google and the U.S. Commerce Department reach an agreement to develop chips for researchers ...
theglobeandmail.com/business/international-business/article-us-signs-deal-with-google-to-develop-chips-for-researchers/
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U.S. signs deal with Google to develop chips for researchers: Google and the U.S. Commerce Department reach an agreement to develop chips for researchers ...
theglobeandmail.com/business/international-business/article-us-signs-deal-with-google-to-develop-chips-for-researchers/
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US investigates China's access to RISC-V — open standard instruction set may become new site of US-China chip war
tomshardware.com/tech-industry/us-investigates-chinas-access-to-risc-v-open-source-instruction-set-may-become-new-site-of-us-china-chip-war
U.S. Economy Grew at 1.6% Rate in First Quarter Slowdown: Consumers ensured that growth continued, but the latest data showed signs of vulnerability elsewhere.
nytimes.com/2024/04/25/business/us-economy-gdp-growth.html
Quick Glance: Disappointing Q1 Economic Growth and Implications
- The U.S. GDP grew at a rate of 1.6% in the first quarter, falling below expectations due to slower inventory replenishment and weak export growth.
- Despite the disappointing growth last quarter, this could potentially alter the views of Fed officials who were not keen on cutting rates following an upsurge in consumer prices.
- Some analysts believe that the weaker-than-expected report indicates the beginning of a broader economic slowdown.
- The report also highlights the performance of other sectors of the economy, such as the surge in housing construction, business investment growth, slower government spending, and the impact of trade on economic growth.
TSMC boosts Biden’s AI chip ambitions with US production deal: World’s biggest chipmaker will build cutting-edge facilities in Arizona in exchange for billions ...
ft.com/content/4798ab77-e063-4784-bdf3-19852b41fd1f
Quick Glance: Billion-Dollar Deal Strengthens US Semiconductor Production and National Security
- The world's largest chipmaker is planning cutting-edge facilities in Arizona with substantial subsidies.
- From 2028, TSMC will produce its most advanced products in Arizona to boost US semiconductor production.
- The $65 billion investment in the US drives 2nm chip production and enhances national security.
- This move supports the goal of relocating 20% of global advanced semiconductor manufacturing onshore by 2030.
US government reportedly ponders crimping China's use of RISC-V: Permissive licenses may be about to collide with geopolitics
theregister.com/2024/04/24/us_commerce_china_risc_v_investigation/
Quick Glance: US Government Considers Restricting China's Use of RISC-V
- The US Department of Commerce is reportedly considering lawmakers' calls to make it harder for China to use the RISC-V instruction set architecture (ISA).
- RISC-V is permissively licensed, allowing developers to access the ISA for free and create proprietary or open source implementations for various applications.
- The Commerce Department is now reportedly examining RISC-V to review potential risks and assess appropriate actions that could address concerns effectively.
- China is already embracing RISC-V, with local chip design firms utilizing the ISA to develop desktop PC chips for Chinese schools and a server-grade processor for Alibaba Cloud.
US is reviewing risks of China's use of RISC-V chip technology: The U.S. Department of Commerce is reviewing the national security implications of China's work ...
reuters.com/technology/us-is-reviewing-risks-chinas-use-risc-v-chip-technology-2024-04-23/
US indicts 10 over aircraft parts supplied to Venezuela: The U.S. Justice Department on Monday unsealed an indictment charging ten people of conspiracy to evade ...
reuters.com/world/americas/us-indicts-10-over-aircraft-parts-supplied-venezuela-2024-04-22/
Gina Raimondo says ‘we’ve out-innovated China’ amid chips war: Commerce Secretary Gina Raimondo proudly held up the progress of American industry on ...
thehill.com/homenews/administration/4609895-gina-raimondo-says-weve-out-innovated-china-amid-chips-war/
Samsung boosts Joe Biden’s chipmaking ambitions with major Texas plant upgrade: South Korean group set to outdo rival TSMC with cutting-edge 2nm chip production ...
ft.com/content/4124eb79-ea40-411d-85df-0235774e316b
Feds appoint “AI doomer” to run AI safety at US institute: Former OpenAI researcher once predicted a 50 percent chance of AI killing all of us.
arstechnica.com/tech-policy/2024/04/feds-appoint-ai-doomer-to-run-us-ai-safety-institute/
US State Dept expects to finalize AUKUS trade exemptions in next 120 days: The U.S. State Department said on Friday it expects to finalize trade exemptions for ...
reuters.com/world/us-state-dept-fully-expects-finalize-new-aukus-trade-exemptions-next-120-days-2024-04-19/
Micron set to get $6 bln in chip grants from US, Bloomberg reports
reuters.com/technology/micron-set-get-6-billion-chip-grants-us-bloomberg-reports-2024-04-17/
Biden gives Samsung $6.4 billion in grants to boost Texas chip output: The Biden administration will award up to $6.4 billion in grants to South ...
cnn.com/2024/04/15/tech/us-southkorea-samsung-chips-hnk-intl/
Supply Chain Latest: Raimondo Defends US Industrial Policies: In the order of US presidential succession, the head of the nation’s Commerce Department barely ...
bloomberg.com/news/newsletters/2024-04-22/supply-chain-latest-raimondo-defends-us-industrial-policies
Biden announces preliminary deal with Micron for up to $6.14 bln in chip grants: U.S. President Joe Biden traveled to Syracuse, New York, on Thursday and ...
reuters.com/technology/biden-announce-preliminary-deal-with-micron-up-614-bln-chip-grants-2024-04-25/
TSMC wins $6.6 billion US subsidy for Arizona chip production: The U.S. Commerce Department said Monday it would award Taiwan Semiconductor Manufacturing Co's ...
reuters.com/technology/tsmc-wins-66-bln-us-subsidy-arizona-chip-production-2024-04-08/
Elon Musk predicts superhuman AI will be smarter than people next year: His claims come with a caveat that shortages of training chips and growing demand for ...
theguardian.com/technology/2024/apr/09/elon-musk-predicts-superhuman-ai-will-be-smarter-than-people-next-year
Quick Glance: Elon Musk Predicts AI Surpassing Human Intelligence Next Year
- Elon Musk predicts that artificial intelligence will surpass human intelligence by the end of next year, given the necessary infrastructure to meet technological demands.
- Musk anticipates that AI capabilities will likely exceed those of all humans in the next five years.
- A series of AI breakthroughs in the past 18 months have accelerated development faster than expected, with Musk being more optimistic than previous forecasts.
- Musk has intensified his efforts to enter the AI race by seeking funding for his own AI startup to compete with OpenAI, while also advocating for a pause in the development of advanced AI systems.
AI Chip Boom Drives Q1 Sales Beat For Taiwan Semiconductor Manufacturing: TSMC topped expectations for first-quarter sales thanks to booming demand for ...
investors.com/news/technology/tsm-stock-taiwan-semiconductor-q1-2024-sales/
Biden administration preparing to prevent Americans from using Russian-made software over national security concern
cnn.com/2024/04/09/politics/biden-administration-americans-russian-software/
India’s biggest conglomerate takes on chipmaking: Tata Group goes into growth mode
economist.com/business/2024/04/04/indias-biggest-conglomerate-takes-on-chipmaking
U.S. gives Samsung $6.4 billion to build new chip factories in Texas: The subsidy is the latest wave of funding in the Biden administration’s ongoing efforts to ...
washingtonpost.com/technology/2024/04/15/samsung-chips-act-taylor-texas/
Commercial featuring nuns taking potato chips for communion sparks outrage in Italy
cnn.com/2024/04/10/business/chip-commercial-nuns-italy-scli-intl/
US CHIPS and Science program puts R&D funding on hold — highlighting intense demand that far exceeded initial expectations
tomshardware.com/tech-industry/semiconductors/us-chips-and-science-program-puts-randd-funding-on-hold-highlighting-intense-demand-that-far-exceeded-initial-expectations
US to consider concerns about China's Brite in trade sanction decisions: The Biden administration will consider concerns about Chinese chip designer Brite ...
reuters.com/technology/us-consider-concerns-about-chinas-brite-trade-sanction-decisions-2024-04-11/
US Blacklists Four Chinese Firms for Helping Boost Military: The US has added four Chinese companies to an export blacklist for buying US-origin goods to support ...
bloomberg.com/news/articles/2024-04-11/us-blacklists-four-chinese-firms-for-helping-boost-military
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Why do so many Minnesota homeowners get free roofs after a hailstorm?: Stormy weather has been beating up local roofs lately. But insurance companies are also ...
startribune.com/roof-replacement-insurance-minnesota-hail-storms/600360134/
Quick Glance: Why do Minnesota homeowners get free roofs after hailstorms?
- Roofing contractors arrive in Erik Neu's Woodbury neighborhood after a hailstorm.
- Minnesota may have more routine insurance coverage for roof replacements after hailstorms.
- Insurance companies are shifting to paying the actual cost value remaining on roofs.
- Higher premiums for Minnesota homeowners stem from costly and frequent roof replacements.
Battle for supremacy in East Asia semiconductor manufacturing: From Taiwan to Kumamoto prefecture in Japan, the South Korean city of Pyeongtaek ...
channelnewsasia.com/business/east-asia-semiconductor-chips-manufacturing-dram-taiwan-korea-japan-china-supremacy-battle-4277751
Catholics’ fury as Italian TV ad depicts nuns eating crisps for communion: Viewers’ association accuses Amica Chips of resorting to blasphemy in order to ...
theguardian.com/world/2024/apr/09/catholics-fury-as-italian-tv-ad-amica-chips-depicts-nuns-eating-crisps-as-altar-bread
TSMC first-quarter profit expected to rise 5% on strong AI chip demand: Taiwan Semiconductor Manufacturing Co , , the dominant producer of advanced chips used in ...
reuters.com/technology/tsmc-first-quarter-profit-expected-rise-5-strong-ai-chip-demand-2024-04-16/
How Intel's new Gaudi 3 compares to Nvidia's chips in GenAI race: The processor will be more affordable and is the latest challenge to the dominance of Nvidia
thenationalnews.com/future/technology/2024/04/10/how-intels-new-gaudi-3-compares-to-nvidias-chips-in-genai-race/
Doritos Is Dropping a New Flavor Just for Mountain Dew Fans: The chip company just released its Baja Fiery Mango flavor to celebrate Mountain Dew's 20th ...
foodandwine.com/mountain-dew-20th-bajaversary-doritos-baja-fiery-mango-8629924
Apple Working on New AI-Focused M4 Chips For Macs Slated to Launch Later This Year
wccftech.com/apple-m4-chip-with-ai/
Kettle Brand Teamed Up with NYC Chef Eric Choi to Release This Korean-Inspired Flavor
foodandwine.com/kettle-brand-chef-eric-choi-gochujang-flavored-potato-chips-8629329
Nvidia supplier SK Hynix reverses losses in first quarter on explosive AI demand: This comes after SK Hynix posted net losses for five consecutive quarters from ...
cnbc.com/2024/04/25/nvidia-supplier-sk-hynix-reverses-losses-in-first-quarter-on-ai-demand.html
Quick Glance: SK Hynix Anticipates Full Chip Recovery Post Q1 Profit Surprising AI Boom
- SK Hynix anticipates a complete recovery in memory chips due to AI demand, achieving its highest profit in nearly two years by selling advanced DRAM chips with High Bandwidth Memory (HBM) for generative AI chipsets.
- The company surpassed expectations for an operating profit of 1.88 trillion won by LSEG SmartEstimate, stating that the memory market is entering a full recovery cycle.
- SK Hynix is the biggest beneficiary of the explosive increase in AI adoption, serving as the main supplier of HBM chips for Nvidia's graphic processing units training AI systems.
- To outpace competition, SK Hynix announced a $3.87 billion investment to construct an advanced chip packaging plant in Indiana with an HBM chip line and research and development for AI products.
TSMC 2nm Update: N2 In 2025, N2P Loses Backside Power, and NanoFlex Brings Optimal Cells
anandtech.com/show/21370/tsmc-2nm-update-n2-in-2025-n2p-loses-bspdn-nanoflex-optimizations
GPU? TPU? LLM? The AI vocabulary words you need to know: AI has a lot of confusing terms. We've got a glossary to help you understand them
qz.com/ai-artificial-intelligence-glossary-vocabulary-terms-1851422473
Quick Glance: Microsoft's Leadership in AI Threatens Amazon Cloud Dominance
- Microsoft is poised to potentially surpass Amazon in the cloud computing market with innovative AI features.
- Upcoming quarterly reports from Microsoft will illuminate the impacts of AI investments.
- Microsoft's Azure cloud service could experience significant growth fueled by generative AI.
- Google and Amazon are also focusing on integrating AI into their cloud services.
US Commerce Secretary: Huawei's Kirin 9000 Chip Inferior to American Processors
techtimes.com/articles/303848/20240422/us-commerce-secretary-huaweis-kirin-9000-chip-inferior-american-processors.htm
California salmon fishing season will be closed for 2nd year in row: This will be only the fourth time in history that the salmon fishing season in California ...
sfchronicle.com/climate/article/california-salmon-fishing-season-closed-2nd-year-19396099.php
Amid India’s chip push, Taiwan flags talent gaps, high import tariff: More than 90 per cent of the world’s most advanced chips required for almost all electronic ...
indianexpress.com/article/technology/tech-news-technology/amid-indias-chip-push-taiwan-flags-talent-gaps-high-import-tariff-9285256/
The state of Taiwan's silicon shield: Taiwan’s booming semiconductor industry is referred to by some as its “silicon shield” against Chinese invasion ...
newsroom.co.nz/2024/04/24/the-state-of-taiwans-silicon-shield/
TSMC cutting-edge 2nm chip production might come too late for 2025 iPhone: Although Apple chip-maker TSMC will start introduce a 2nm process in 2025 ...
cultofmac.com/854321/tsmc-2nm-chip-production-2025-iphone-17/
TSMC unveils A16 technology, plans mass production by 2026: On Wednesday, TSMC unveiled its A16 (1.6nm) technology for the first time at the 2024 North America ...
technode.com/2024/04/25/tsmc-unveils-a16-technology-plans-mass-production-by-2026/
India’s first semiconductor fabrication unit chips in: SCL has two fabrication lines -- for 6 inch and 8 inch wafers -- an ATMP unit, and a compound ...
financialexpress.com/business/industry-indias-first-semiconductor-fabrication-unit-chips-in-3464066/
New research demonstrates potential of thin-film electronics for flexible chip design
techxplore.com/news/2024-04-potential-thin-electronics-flexible-chip.html
Tata Electronics prepares ground for high-end chips: Sources said that the company has provided the same as part of its business plan to the government.
financialexpress.com/life/technology-tata-electronics-prepares-ground-for-high-end-chips-3465109/
Clients to share U.S. costs, maintain TSMC's long-term margin - Focus Taiwan: Taiwan Semiconductor Manufacturing Co. (TSMC) said on Thursday the company's ...
focustaiwan.tw/business/202404180018
Quick Glance: TSMC Forecasts Q2 Growth Due to 'Insatiable' AI Demand
- TSMC, the world's largest chipmaker, forecasts a potential up to 30% increase in sales in the second quarter, driven by strong demand for semiconductors used in artificial intelligence (AI).
- The CEO of TSMC emphasized the insatiable demand for energy-efficient computing power for AI applications, stating that almost all AI innovators are collaborating with the company.
- Benefiting from the AI wave, TSMC expects revenue from AI servers to surpass 20% by 2028. The company anticipates that strong demand for its 3nm and 5nm technologies will support business in the second quarter of 2024.
- Forecasts for 2024 indicate TSMC's positive outlook, with expectations of revenue rising in the low- to mid-20% range. Despite sluggish smartphone demand, the company remains optimistic about the future due to the ongoing demand for advanced chip technologies.
Rapidus US chief says AI chip crunch, supply chain paranoia make for an ideal growth climate
theregister.com/2024/04/24/rapidus_foundry_strategy/
Intel Foundry ticks another box in quest to fab mil-spec chips for US DoD: Gelsinger and gang certified to court wider array of defense contractors
theregister.com/2024/04/23/intel_foundry_military_approval_nears/
Huawei phone has a pop-out camera lens, just like a point-and-shoot camera: The retractable camera lens works like a mini point-and-shoot!
arstechnica.com/gadgets/2024/04/huawei-phone-has-a-pop-out-camera-lens-just-like-a-point-and-shoot-camera/
Taiwan Research Institute reports power boom from AI industry | Taiwan News | Apr. 23, 2024 15:37
taiwannews.com.tw/en/news/5671551
Micron set to receive grants totaling over $6 billion for US chip production: Sources familiar with the matter told Bloomberg that the deal is not yet finalized ...
techspot.com/news/102669-micron-line-receive-grants-totaling-over-6-billion.html
Musk’s Tesla will set up India plant ahead of govt deadline: Government sources said that Tesla has indicated that it will source 30-40% of chips and forging for ...
financialexpress.com/business/express-mobility-musks-tesla-will-set-up-india-plant-ahead-of-govt-deadline-3462573/
Wolfspeed is considering “expanding” the chip factory in Ensdorf: Construction of the chip factory in Ensdorf hasn't even started yet, but Wolfspeed is already ...
saarbruecker-zeitung.de/saarland/landespolitik/wolfspeed-erwaegt-erweiterung-der-chip-fabrik-in-ensdorf_aid-110986029
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Chips manufactured in the U.S. and Germany will cost more, TSMC says: TSMC's CEO recently stated that microchips produced outside of Taiwan, including those in ...
techspot.com/news/102696-chips-manufactured-west-cost-more-tsmc.html
TSMC's shares slide nearly 7% in Taipei on global chip outlook concerns: TSMC's Taipei-listed shares tumbled 6.7% on Friday following the company's first-quarter ...
reuters.com/technology/tsmcs-taipei-listed-shares-drop-4-after-q1-results-2024-04-19/
TSMC founder honored for representing Taiwan at APEC - Focus Taiwan: Morris Chang (張忠謀), founder of Taiwan Semiconductor Manufacturing Co. (TSMC) ...
focustaiwan.tw/politics/202404190016
SK hynix, TSMC team up to develop next-generation AI memory chips : SK hynix has joined forces with TSMC to develop its next-generation high-bandwidth memory ...
koreatimes.co.kr/www/tech/2024/04/419_373066.html
Tech expert and witness to semiconductor boom, urges Taiwan to think big - Focus Taiwan
focustaiwan.tw/business/202404200005
US lawmakers rage over Intel Meteor Lake-powered Huawei PC: Special export license granted to Intel by President Trump unlikely to be renewed
theregister.com/2024/04/15/american_legislators_in_arms_over/
Huawei phone has a pop-out camera lens, just like a point-and-shoot camera: The retractable camera lens works like a mini point-and-shoot!
arstechnica.com/gadgets/2024/04/huawei-phone-has-a-pop-out-camera-lens-just-like-a-point-and-shoot-camera/
Applied Materials: Domination In Technology Inflections (Rating Upgrade): AMAT experienced some challenges due to delayed projects, but the semiconductor ...
seekingalpha.com/article/4684716-applied-materials-domination-in-technology-inflections-rating-upgrade
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Intel’s “Gaudi 3” AI accelerator chip may give Nvidia’s H100 a run for its money: Intel claims 50% more speed when running AI language models vs ...
arstechnica.com/information-technology/2024/04/intels-gaudi-3-ai-accelerator-chip-may-give-nvidias-h100-a-run-for-the-money/
Nikkei Average Dives over 1,200 Points in Morning (Update 1)
japannews.yomiuri.co.jp/business/market/20240419-181238/
Micron to Get $6.1 Billion in CHIPS Act Funding for Plants in New York and Idaho: The new fab to be built near Syracuse, N.Y., could create 50,000 jobs ...
on.barrons.com/3JmZloi
Samsung Fell Behind on Chips. Now It’s Fighting Back.: Korean electronics giant Samsung has struggled against Taiwan Semiconductor and SK Hynix ...
on.barrons.com/3U4OyUR
Is Taiwan Semiconductor A Buy After Q1 2024 Earnings Outperformance?: Taiwan Semiconductor Manufacturing Company Limited's valuation has increased by over 50% in ...
seekingalpha.com/article/4684435-is-taiwan-semiconductor-a-buy-after-q1-2024-earnings-outperformance
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US grants Samsung $6.4 billion to boost local chip production : The announcement follows an $8.5 billion grant given to Intel and $6.6 billion to Taiwan’s TSMC ...
computerworld.com/article/2091898/us-grants-samsung-6-4-billion-to-boost-local-chip-production.html
US Chamber of Commerce Hosts Ukraine Partnership Forum: The Forum sought to harness US public-private sector support for Ukraine’s recovery
kyivpost.com/post/31300
AI-Enhanced M4 Chips Reportedly Coming to Apple's Full Mac Lineup: Production on the new chips is expected to begin soon, and will show up on Mac desktops ...
pcmag.com/news/ai-enhanced-m4-chips-reportedly-coming-to-apples-full-mac-lineup
Quick Glance: Apple Plans Mac Models Update with AI Features via M4 Chips
- Apple plans to incorporate AI-centered M4 processing chips into almost every Mac variant to boost sales of the Apple Mac line through AI capabilities.
- According to insiders, Apple intends to replace every Mac model with the new CPU, which will be available in at least three main varieties.
- The new Macs are set to be released in late 2024 or early 2025, including new iMacs, Mac minis, high-end 14- and 16-inch MacBook Pros, and a low-end 14-inch MacBook Pro.
- The upcoming macOS version, to be unveiled in June at Apple's annual developer conference, will be showcased by the company and its AI processing capabilities.
Uncle Sam earmarks $54M of CHIPS funding for small-biz semiconductor boffinry: Up to 24 outfits to bag taxpayer cash for projects 'developing a viable ...
theregister.com/2024/04/17/chips_act_smb_money/
Why you should expect a new M-series Mac chip every year: The M4 Mac processor is coming just a year after M3. Apple's goal to release new M series ...
cultofmac.com/853537/new-m-series-mac-chip-every-year/
Taiwan's semiconductor industry output forecast to grow over 13% in 2024 - Focus Taiwan
focustaiwan.tw/business/202404170021
US promises Samsung $6.4B to build more chips on US soil, which only increases the chance of a Made in USA GPU at some point
pcgamer.com/hardware/graphics-cards/us-promises-samsung-dollar64b-to-build-more-chips-on-us-soil-which-only-increases-the-chance-of-a-made-in-usa-gpu-at-some-point/
The Future of Macs: Exploring Apple’s M4 Chip Advancements: Discover how Apple's upcoming M4 chips are set to revolutionize Macs with powerful AI ...
gizchina.com/2024/04/12/the-future-of-macs-exploring-apples-m4-chip-advancements/
Huawei builds major tool R&D center in Shanghai to develop lithography and fab equipment, report says
tomshardware.com/tech-industry/semiconductors/huawei-builds-major-tool-randd-center-in-shanghai-to-develop-lithography-and-fab-equipment-report-says
Axcelis: A Cheap Beneficiary Of Electrification: Axcelis dominates the Ion Implanter segment, while negative revisions and China's exposure impacted its multiple ...
seekingalpha.com/article/4683975-axcelis-stock-cheap-beneficiary-of-electrification
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The US is betting on AI chips, but there's a giant flaw in its plan: The US is spending billions to subsidize AI chip manufacturing. But it'll need more workers ...
businessinsider.com/us-ai-chip-production-manufacturing-nvidia-labor-china-taiwan-korea-2024-4
March figures: Retail sales in the USA rise more strongly than expected: Sales in the US retail sector increased more strongly in March than analysts had ...
lebensmittelzeitung.net/handel/nachrichten/maerz-zahlen-einzelhandelsumsaetze-in-den-usa-steigen-staerker-als-erwartet-177196
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TSMC sees semiconductor bounce as Q1 revenues rise 16.5%: Early figures post a $18.44B haul for industry bellwether
theregister.com/2024/04/10/tsmc_sees_semiconductor_bounce_with/
TSMC’s $65 billion bet still leaves US missing piece of chip puzzle: TSMC will begin making 2 nm chips in Arizona starting in 2028.
ft.com/content/10eadba6-f58d-4f88-8ac9-b5180550b7fc
Biden admin announces $6.4B for Samsung to expand chip production in Texas: The massive Biden-led investment in chip production aims to reduce dependence on ...
axios.com/2024/04/15/biden-samsung-texas-chips-semiconductors
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