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Nvidia (NVDA) has sealed an expanded, multiyear data center agreement with Meta (META) that will see the chipmaker supply the social media giant with millions of its Blackwell and Rubin GPUs.
And while that was certainly the splashiest part of Tuesday's news, the companies said the agreement...
Samsung is gearing up for a major shift in its mobile processor strategy with the upcoming Exynos 2700. According to The Korea Economic Daily citing Kiwoom Securities, Samsung plans to start mass production of the Exynos 2700 in the second half of 2026. This chip will be manufactured using...
Ask us how to separate fake news from facts
MKW Ventures Semiconductors
Feb 18, 2026
As with all hot topics, there are facts and myths. Five HBM Facts:
HBM volume is increasing. It was 11% of bits and 20% of revenue. This will grow to approximately 20% of bits over the next 4 years based on...
Talking toilet seats are a little creepy but I do like it when the seat goes up and down with auto flushing. They have programmable ones with voice. I would make my guest toilet laugh when the seat goes up.
I believe Pat Gelsinger originally said 14A would be in risk production in 2026, then I heard 2027, now Lip-Bu says 2028. The 14A .5 PDK will be available soon. Some companies start design with PDK .5 with TSMC but I am told companies will wait until PDK 1.0 for 14A since it has new technology...
NEW DELHI, Feb 18 (Reuters) - India's Yotta Data Services will spend over $2 billion on Nvidia’s latest chips to set up an artificial intelligence computing hub as it prepares to float its shares, it said on Wednesday, delivering a boost to the country's fledgling AI driv
Yotta is aiming to...
Executive highlights molybdenum push and Korea investment for 2nm era
Kim Woo-kyu, managing director at Merck Korea, poses during an interview with The Korea Herald in Seoul on Feb. 13. (Lee Sang-sub/The Korea Herald)
Merck Korea’s top executive sees the semiconductor materials market...
Micron Technology is the biggest US maker of memory chips, and it is sprinting to add capacity before the nastiest supply crunch the sector has seen in more than 40 years.
In its hometown, Micron is ploughing $50 billion into more than doubling its 450-acre campus, with two new fabs going up on...
India’s largest manufacturers are teaming with global industrial software leaders Cadence, Siemens and Synopsys to build AI factories for design and manufacturing accelerated by NVIDIA AI infrastructure, CUDA-X and Omniverse libraries.
India is entering a new age of industrialization, as AI...
FILE PHOTO: Foxconn to use Nvidia chips to build self-driving platforms
SAN FRANCISCO, Feb 17 (Reuters) - Nvidia on Tuesday said it has signed a multiyear deal to sell Meta Platforms millions of its current and future artificial intelligence chips, including central processing units that...
Interesting. In my opinion the more time that passes the less likely it will happen. I do feel that the younger generations of Chinese people are more against war than the older generations. I feel the same around the world. The younger generations are more peaceful. If we could just get leaders...
The way we count unit sales is a bit antiquated since fabless system companies like Apple and Microsoft plus hyperscalers like Google and Amazon who make their own chips but do not sell them are not counted.
Even so, it is a valid datapoint but not one to bet your house on.
Synopsis
Founded in 2024 by Ram Anant, Vikram Gakhar, Preetam Tadeparthy and Dattatreya Suryanarayana, along with Harsha S. B and Muthusubramanian N.V as cofounders, C2i Semiconductors is the brainchild of former Texas Instrument executives.
Semiconductor startup C2i Semiconductors has raised...
Malcolm Penn is a longtime friend. We rarely agree but I still support him. I work in the trenches so my point of view is different from outside people looking in. I like Bill Jewell's posts. It shows that predicting the semiconductor industry is more of an artform. Yole group...
Taiwan is reinforcing its role as a global AI and semiconductor hub as Nvidia Corp. (NASDAQ:NVDA) moves forward with plans for a major new headquarters in Taipei.
Taipei Signs Deal For Nvidia's Taiwan Headquarters
Taipei City Government confirmed that it has officially signed an agreement with...
Key Points
- The Trump administration is preparing tariff exemptions for TSMC chips proportional to the company's U.S. manufacturing investments.
- TSMC has pledged $165 billion to build semiconductor fabrication capacity in the United States.
- The exemptions follow a U.S.-Taiwan trade deal...
