semiconductors

Two particular lines in Elon Musk's posts about Tesla's new chip deal highlight just how far his "founder mode" approach extends. In this case, right down to his stated terms of Tesla's manufacturing agreement with Samsung.In a $16.5 billion deal, Samsung will produce Tesla's new AI6 chip from the manufacturing plant it is building in…

Is this the beginning of the end for American chipmaking? It could very well be.Intel, the iconic US semiconductor manufacturer, warned on Thursday that it may stop developing its next-generation chip, known as 14A.The company said in a regulatory filing on Thursday that it is focused on developing 14A and finding a large customer. It…

Wall Street analysts had some choice words for the latest shake-up to Nvidia's regulatory landscape — "disruptive," "surprise," and "abrupt," just to name a few. Bernstein analysts went so far as to say "The Trump rug remains in full effect."New rules regarding Nvidia's Chinese business surprised many company stakeholders this week. On Tuesday, after market…

Intel's new CEO said the company had fallen short of expectations recently and asked for customer feedback in his first public appearance since taking over the chip giant."We had been too slow to adapt and to meet your needs," Lip-Bu Tan said about customers on Monday at an Intel event in Las Vegas. "You deserve…

I recently wrote about Nvidia's latest AI chip-and-server package and how this new advancement may dent the value of the previous product.Nvidia's new offering likely caused Amazon to reduce the useful life of its AI servers, which took a big chunk out of earnings.Other Big Tech companies, such as Microsoft, Google, and Meta, may have…

SoftBank said it's acquiring chip designer Ampere Computing for $6.5 billion in cash.Ampere will operate as a subsidiary, keeping its name and headquarters in Santa Clara.SoftBank's CEO said the deal was part of its commitment to AI innovation in the US.SoftBank is acquiring Ampere Computing, a Silicon Valley-based chip design start-up, for $6.5 billion in…

Trump called on Congress to scrap the "horrible" $52 billion CHIPS Act on Tuesday.It's not likely to happen. There's little GOP appetite to repeal it, and Democrats like the law.Plus, much of the 2022 bill has already been set in motion.President Donald Trump casually told Congress on Tuesday to scrap a $52 billion bipartisan law…

Groq's CEO said the company came close to running out of money a few years ago.The semiconductor startup, founded by ex-Google engineers, cut most employees' salaries in favor of equity.Groq recently secured $1.5 billion from Saudi Arabia to expand AI chip delivery to the country.Semiconductor startup Groq was once so close to going broke that…

Amazon Web Services growth hindered by capacity constraints in data centers, says CEO.Constraints stem from AI chip shortages, server components, and energy supply issues.Amazon plans $105 billion in 2025 capital expenditures, largely led by AI.Amazon CEO Andy Jassy said on Thursday that the Amazon Web Services cloud business could grow faster if not for "capacity…

President Trump announced a private sector AI infrastructure investment of up to $500 billion.OpenAI, Oracle, and SoftBank will work together to create a venture named Stargate.The US aims to maintain AI leadership against China as geopolitical stakes remain high.President Donald Trump on Tuesday announced a private sector investment of up to $500 billion for artificial…