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TSMC logo./Courtesy of News1
Marvel, which is emerging as a strong player in the application-specific integrated circuit (ASIC) market, has revealed plans to collaborate with Taiwan Semiconductor Manufacturing Company (TSMC) on advanced processes below 3nm (nanometer, or one billionth of a...
- If the US wants to lead in AI, it needs to win over the world's developers, Jensen Huang said.
- "50% of the world's AI developers are in China," the Nvidia CEO said.
- The US should stop restricting access and focus on expanding its tech influence, Huang added.
Nvidia's CEO, Jensen Huang...
Have you tried ChatGPT and DeepSeek side by side? I have been using ChatGPT for the past 2+ years and it is improving dramatically. Not just speed but also quality of content. I don't think Nvidia is worried much about chip competitors.
Both.
Intel is using N2 for high performance tiles. They will also use 18A and N3. That is the bonus of using chiplets (tiles). Hopefully they will switch over the 18AP when it is ready sometime next year and have more Intel content...
US strengthening semiconductor dominance despite China’s ambitions to reach 30% capacity share in 2030
Last month, Yole Group published its annual report, Status of the semiconductor foundry industry 2025, documenting the ongoing investment race among the semiconductor players. The speed of...
Chinese firms rush to buy Nvidia AI chips as sales set to resume
- Nvidia expects US licences for H20 sales soon
- Chinese companies scramble to order chips
- Huang to brief media in Beijing during supply chain expo
- Nvidia also unveils new AI chip specifically for China
- AMD to resume...
Wayne Gretzky: "I skate to where the puck is going to be, not where it has been."
In regards to semiconductors, US Politicians can't even skate. :cautious:
Supply is not a problem as legacy fabs are running at 70-80% capacity. TSMC leading edge fabs are closer to 100%. The big offset is unit sales and ASP. AI chips are ridiculously priced so while the semiconductor industry will certainly hot $1T in the coming years the unit count will be much...
Nvidia CEO Jensen Huang sat down with CNN's Fareed Zakaria on Sunday to discuss a variety of issues, including the ongoing AI race between the US and China. Zakaria asked Huang about the previous bipartisan consensus regarding the restriction of high-end AI hardware to China, and to speak...
Or change the rues so you win.
While working for start-up companies the last 20+ years I have seen some amazing pivots. Lip-Bu is going to have the most important investor call next week. Either you will see an amazing pivot or Intel will be fabless in the not too distant future, my opinion.
Jensen Huang is 51 minutes in:
Stanford Engineering has played a major role in shaping the computing era, from very early innovations in electrical engineering to the creation of the first internet protocols, to the rise of AI and deep learning. This cutting-edge work continues today in...
Nvidia’s CEO says the US should ‘reduce’ dependency on other countries, onshore technology manufacturing
America’s plan to “re-industrialize” technology manufacturing is “exactly the right thing,” said Jensen Huang, CEO of the world’s leading AI chipmaker.
In an interview with CNN’s Fareed...
