Arm projects $2bn in sales of its new AI chip from next year
SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand
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TSMC backs renewables during record demand for energy-hungry chip manufacturing.
Read full articleSoftBank-backed UK group says its first in-house semiconductor has drawn strong demand
Samsung crossed the $1 trillion valuation mark after shares surged on AI-driven chip demand, making it only the second Asian company after TSMC to hit the milestone.
AI chipmaker Cerebras Systems is moving toward a long-awaited public offering, planning to sell 28 million shares priced between $115 and $125, which would value the company at up to $26.6 billion — a significant jump from its $23 billion Series H valuation just months ago. The company’s Wafer-Scale Engine 3 chip targets AI inference workloads, claiming […]
Apple has held “exploratory” talks about manufacturing processors for its devices in the US, Bloomberg reports. The move seems to reflect Apple’s need to secure additional chip supplies to meet growing demand for its products, but could also represent a contingency plan to reduce the company’s reliance on Taiwan Semiconductor Manufacturing Company (TSMC’s) advanced manufacturing facilities in Taiwan. I doubt this means Apple doesn’t want to work with TSMC, nor does it mean TSMC is cooling on Apple. I suspect company management is far more concerned about what might happen in the event China attacks TSMC’s home nation. Contingency planning That concern seems legitimate in the context of unravelling of international relations and a recently-disclosed warning the CIA gave to tech leaders back in 2023. Executives from Apple, AMD, and Qualcomm were all warned that China might attack Taiwan. Such an attack would comprise a huge threat to the entire tech industry. Speaking at the World Econ
AI chip maker Cerebras is heading for a blockbuster IPO that could value it at $26.6 billion or more. It's relationship with OpenAI is deep and rich.
Chinese tech companies place large orders for the Shenzhen-based group’s latest range of AI processors
The model expands the AI chip giant’s non-hardware offerings.
Apple Silicon has another big journey to take, one that means Apple will probably be the first to introduce 1.4- and 1-nanometer chips inside its systems. If that happens, Macs, iPhones, and iPads will continue to lead the industry in performance per watt. Why do I say this? Mainly because reports claim TSMC is working to build sub 1nm chips by 2029 — and Apple remains that company’s most important customer, despite competition from AI server manufacturers today. Demand for AI servers could yet slow, given the looming energy crisis and the trend toward on-prem and edge AI services. I don’t think the current level of investment in AI is sustainable, which is why I think Apple will continue to be TSMC’s lead customer once that bubble, inevitably, bursts. What’s happening at TSMC? The latest news is that TSMC intends to begin trial production of its sub-1nm A10 process tech by 2029, setting up Apple to be the first big company to use these new processors inside its hardware when volume pr