⚡ Semiconductors - a4centauri · Scour

Foundry Capacity Is Limiting Who Competes At Leading Edge Nodes 💾Hardware

semiengineering.com·11h

Intel Stock Surges to All-Time High on Foundry Revival and Strong CPU Demand 💾Hardware

techpowerup.com·1d

Samsung Electronics' record chip profits signal strengthening AI memory supercycle 💾Hardware

digitimes.com·7h

What Hormuz Exposed About Our Semiconductor Supply Chain 💾Hardware

eetimes.com·6d

Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia 💾Hardware

tomshardware.com

·7h

Nvidia tumbles after hyperscaler earnings, with GPUs no longer the missing ingredient in the AI boom 💾Hardware

sherwood.news·2h

Report: Samsung Foundry surpasses 80% yield on 4nm chips 💾Hardware

gsmarena.com·1d

OpenAI Panic Just Hammered Nvidia And AMD. Is The AI Boom In Trouble? 💾Hardware

abbonews.com·1h

Intel is now trying to keep up with AI demand by using scrap dies 💾Hardware

tweaktown.com·3d

How Semiconductors Were Made in America 💾Hardware

siliconimist.com·2d·Hacker News

Andy Jassy weighs in on the rapid growth of Amazon’s chips business 💾Hardware

aboutamazon.com·19h

Swedish Legal Tech Startup Legora Lands Another $50M In Nvidia-Led Series D Extension 💰Venture Capital

news.crunchbase.com·2h

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (... 💾Hardware

techmeme.com·7h

Revenue jumps for China’s Cambricon, MetaX amid thirst for domestic AI chips 💾Hardware

·1d·r/SCMPauto

Strong data center growth helps Intel post Q1 revenue of $13.6bn 💾Hardware

datacenterdynamics.com·6d

Nvidia B300 servers sell for $1 million in China, nearly double the US price 💾Hardware

thenextweb.com·8h

Podcast: China and AI supply chains 💾Hardware

highcapacity.org·2d

NVIDIA phases out several Jetson modules due to high LPDDR4 RAM prices and tight supplies 💾Hardware

cnx-software.com·4h

AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving 💾Hardware

[News] Japan Photoresist Suppliers Flag Shortage Amid >40% Middle East Naphtha Reliance, Risks for Chipmakers 💾Hardware

trendforce.com·6d·r/hardware

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