Qualcomm’s Split 2nm Chipset Strategy Is Paying Off, But That’s Bad News For Its Rival MediaTek
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Intel Has Secured a Massive Deal With India’s Tata On Semiconductor Grounds, Strengthening Its Global Strategy
… Related Story Google Is Reportedly A Major Intel Foundry Customer, Will Use EMIB Advanced Packaging For Next-Gen TPU Intel’s technology has driven decades of advancement in computing, and as we continue to innovate, our ambition is to broaden our reach, accelerate growth, and deliver even greater v… …
Intel Strong-Arms PC Partners Into Buying 18A Chips, Forcing Costly Redesigns As Older Node Supply Dries Up
As it ramps up its 18A manufacturing process technology and seeks to attract external customers for the technology, Intel is purportedly aggressively selling the chips to its PC partners as well, according to a report from The Nikkei Asian Review. …
Amazon Could Turn to Qualcomm's 768GB AI200 Chips as AWS Races to Slash Inference Costs Choking Margins
… Amazon is interested in efficient chips, according to the bank, as it sees a "move down the token pricing spectrum as a strategy aligned with its philosophy of utilizing internal silicon to drive OM% and save on Capex." Additionally, high inference costs are also preventing AI inference revenue fro… …
Meta & Broadcom Announce Development of Custom AI Silicon To Power Multi-Gigawatt AI Ecosystem
… "We are pleased to expand our strategic collaboration with Meta as they pioneer the next frontier of artificial intelligence,” said Hock Tan, President and CEO of Broadcom. “This initial MTIA deployment is just the beginning of a sustained, multi-generation roadmap to serve the trajectory of massiv… …
Intel Doubles Down on 14A as Cadence Signs Multi-Year Pact to Co-Optimize the Foundry's "Crown Jewel" Process Tech
… This is part of Intel's CEO Lip-Bu's strategy, where he doesn't want to spoil the fun by announcing 14A customers himself. He'd rather have the customers disclose the partnerships. …
ASUS Declares "All In AI" Strategy as Server Revenue Soars Beyond Expectation; A Massive Hedge Against Consumer PC Uncertainty
… Related Story ASUS Prepares ROG Rapture GT-BN98 Pro As The First WiFi 8 Router As a Taiwanese supplier to NVIDIA, ASUS has access to a wide range of partners, which enables it to sell rack-scale solutions to end customers, and the firm is known as a major AIB vendor for NVIDIA's server racks. …
NVIDIA Unveils a Massive Partnership With Nokia, Bringing Next-Gen 6G Connectivity By Leveraging the Power of AI
… This partnership will enable Nokia’s mobile network customers to transition seamlessly from today’s RAN networks to future AI-RAN networks. …
NVIDIA and AMD Choosing TSMC as Their Primary Foundry Partner Became One of the Biggest Bets They Ever Made, and It Redefined Dominance
… Here's what Jensen specifically said at the podcast: Jodi Shelton : I remember Morris Chang has a similar story when he first met you, that you immediately said, "I’m going to be your biggest customer or one of your biggest customers. …
UMC Joins a Global Wave of Chipmakers Hiking Wafer Prices, Leaving Clients with Few Places Left to Turn
… This adjustment reflects both the evolving supply-demand environment and the continued investments required to support our customers' growth. The pricing adjustment will be based on factors including UMC's product mix strategy, capacity agreement and long term partnership. …