Intel gets a packaging bump – Fudzilla.com
…The Hitachi pact is part of a wider supply-chain strategy. Chipzilla has been expanding its foundry services business to attract customers that might otherwise hand everything to TSMC. The company has…
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US targets Chinese data-centre kit – Fudzilla.com
…Those data centres house the chips used to train and run AI models, which explains why everyone in Washington has suddenly discovered supply chains again. The FCC could still alter or shelve…
Intel calls in Cadence for 14A rescue act – Fudzilla.com
…Chipzilla expects the work to unlock “new levels of performance, power, and efficiency,” which is the usual supplier chant before the wafers prove whether the magic exists. The company has tried to…
Samsung foundry prices get an AI shove – Fudzilla.com
…The AI boom is doing what corporate strategy decks could not: making scarce manufacturing slots look expensive and desirable. TOPICS: 4nm · 5nm · ai chips · chip manufacturing · Samsung · samsung foundry · semiconductor prices · Tesla…
AMD’s AI wobble puts Su under pressure – Fudzilla.com
…That helps diversify supply, but qualifying chips across foundries is complicated and any slip can mean delays or defects. The AI boom still gives AMD a real opening. If demand keeps exploding…
Anthropic’s $65bn funding frenzy – Fudzilla.com
…Their involvement follows circular AI deals involving cloud providers and chipmakers, including Nvidia, where suppliers, customers and investors all seem to be buying bits of each other. That tangled setup has added…
Apple making a fortune offloading its dodgy chips – Fudzilla.com
…Supply-chain analyst Tim Culpan, who has written about Job’s Mob’s Neo chip orders, said: “If you can take the stuff that doesn’t meet the highest level specs and…
Microsoft bets on both sides of the AI rack war – Fudzilla.com
…The decision gives AMD an important customer while allowing Microsoft to play the two chipmakers against each other on price, supply and performance. For those who came in late, AMD’s Helios…
OnePlus nudges users towards OPPO – Fudzilla.com
…Previous restructuring reportedly included cutting headcount, sharpening its regional strategy and leaning harder on OPPO’s infrastructure. The two brands have shared engineering resources, software development and supply chains for years. That…
Nvidia lines up Rigel for Rosa – Fudzilla.com
…The company has not supplied performance estimates or benchmark comparisons between Olympus and Rigel either, which is handy if you prefer your roadmap with fewer awkward numbers. The roadmap confirms Rosa processors…
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