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Search results

  1. S

    US lifts chip design software curbs against China following London trade talks

    The administration of US President Donald Trump has lifted restrictions on exports of chip design software to China, as Washington and Beijing work to dial down hostilities as part of a recent trade agreement. All three leading chip design software companies – Synopsys, Cadence and Siemens –...
  2. S

    OpenAI CEO said Zucc is offering $100 million dollar signing bonuses to poach talent.

    I'm having a hard time believing Sam's claim about Meta offering $100 million signing bonuses. No one would turn that down. That’d be like me saying I offered the owner of SemiWiki $100 million to shut down the site and he didn’t take it. (Maybe?)
  3. S

    The First Xbox Handheld. Can Intel afford to lose the console/handheld market?

    It will use the AMD Ryzen AI Z2 Extreme processor. Both current-gen Xbox and PlayStation consoles use AMD Zen 2. ARM has taken over the mobile/tablet/phone market. Cloud providers like AWS are coming out with their own ARM-based servers. Qualcomm is getting into Windows PCs/laptops. Intel...
  4. S

    Xiaomi’s first flagship phone chip is a genuine Snapdragon 8 Elite rival

    1. ARM based 2. 3nm (I don't think SMIC can do 3nm. it's either TSMC or Samsung, right?) "It will take some comfort in the fact that just this week the two companies signed a multi-year agreement for Xiaomi phones to keep using Qualcomm’s flagship Snapdragon 8-series chips, but there can’t be...
  5. S

    China’s Xiaomi commits $6.9 billion to in-house chips

    Key Points - Xiaomi is set to unveil on Thursday the Xring O1 processor designed for its flagship smartphones. - Qualcomm CEO Cristiano Amon told CNBC that the company will continue to supply Xiaomi with chips. - Xiaomi will invest at least 50 billion yuan ($6.9 billion) over the next 10 years...
  6. S

    Amazon’s Vulcan Robots Now Stow Items Faster Than Humans

    https://spectrum.ieee.org/amazon-stowing-robots Do you need a 2nm chip for this type of robotic system? :)
  7. S

    OpenAI Reaches Agreement to Buy Startup Windsurf for $3 Billion

    OpenAI has agreed to buy Windsurf, an artificial intelligence-assisted coding tool formerly known as Codeium, for about $3 billion, according to people familiar with the matter, marking the ChatGPT maker’s largest acquisition to date. The deal has not yet closed, said the people, who spoke on...
  8. S

    How much do you think it costs to make a pair of Nike shoes in Asia?

    Not related to semis but tariffs on semis if apply i doubt American want to make shoes.
  9. S

    Apple M3 Ultra

    https://www.apple.com/newsroom/2025/03/apple-reveals-m3-ultra-taking-apple-silicon-to-a-new-extreme/ Its interesting its M3 and not the new M4.
  10. S

    Apple reveals first custom modem chip, shifting away from Qualcomm

    Apple's own in house modem (C1). Is this made by TSMC?
  11. S

    Musk Debuts Grok-3 AI Chatbot to Rival OpenAI, DeepSeek

    Feb 18 (Reuters) - Elon Musk's artificial intelligence startup xAI has introduced Grok-3, the latest iteration of its chatbot, as it looks to compete with Chinese AI firm DeepSeek, Microsoft-backed OpenAI, and Alphabet's Google. Grok-3 debut comes at a critical moment in the AI arms race, just...
  12. S

    Intel’s AI Chief Leaves to Run Nokia After a Year on the Job

    "Intel recruited Hotard just over a year ago from Hewlett Packard" Are the rats jumping ship, as they said? (Bloomberg) -- Nokia Oyj will replace Chief Executive Officer Pekka Lundmark with Intel Corp.’s recently appointed head of artificial intelligence Justin Hotard in a surprise...
  13. S

    Exclusive: OpenAI set to finalize first custom chip design this year

    "TSMC is manufacturing OpenAI's AI chip using its advanced 3-nanometer process technology. The chip features a commonly used systolic array architecture with high-bandwidth memory (HBM) - also used by Nvidia for its chips - and extensive networking capabilities, sources said." Would this impact...
  14. S

    Sam Altman: big. beautiful. buildings.

    It had begun! Is it too late to get into that $7 trillion pie?
  15. S

    Former Intel CEO Pat Gelsinger invests in UK AI startup Fractile

    "Pat Gelsinger, who recently quit as CEO of chip giant Intel, has said he has made an investment in compute-in-memory startup Fractile Ltd" He didn't quit. Intel kick him out. "Gelsinger said that inference of the latest AI models is bottlenecked by hardware" Not sure if the bottleneck is the...
  16. S

    OpenAI: Announcing The Stargate Project

    The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure American leadership in AI, create hundreds of...
  17. S

    TSMC cuts ties with Singapore firm over chip found in Huawei processor: sources

    You can Google the news, and many outlets point to SCMP as their source. Aren’t we just playing whack-a-mole? I understand the intent is to slow down China because, once the Chinese master the process, they can mass-produce and sell at cost to gain market share with government backing. However...
  18. S

    Intel Arc B580

    Besides Linus, the Intel Arch B580 received pretty good reviews on price and performance from nearly every hardware reviewer. You see, Intel can get 'lucky' too, like Nvidia, if it's run by a competent board and leadership.
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