… The company is hoping that its phones will serve as a way to get more people to use Gemini's AI capabilities. In order to shield itself from the rising costs of memory components, Google has reportedly been bundling its orders for phone memory chips with chip orders for its cloud computing business.
… Apple has previously expressed concern about supply disruptions should China ever invade Taiwan. TSMC now builds some of Apple's chips at its Phoenix, Arizona plant, and Apple said 100 million of its SoCs will be built stateside in 2026. …
… In September, Intel then signed a $5 billion agreement with NVIDIA to build PC and data centers CPUs for the AI giant. In April, it then followed that up with agreement to support Elon Musk's Terafab project , which will see Intel produce chips for Tesla, SpaceX and xAI. …
… The first is the Chips Act 2.0, a refresh of legislation introduced in 2023 that at the time was a response to what the Commission called "critical vulnerabilities in the global semiconductor supply chain." With the AI boom driving growth in the market, the Chips Act 2.0 will introduce a new excell… …