Tag: Semiconductors
A British chip startup reaches a $6.5B value before shipping a wafer
Fractile closed roughly $700M with the UK's sovereign AI fund on the cap table while its in-memory inference…
Seoul puts $16B behind chips and its own frontier models
President Lee Jae Myung's 2027 budget nearly doubles AI spending, with money set aside to build Korean frontier…
Tohoku and Aisin stash a whole model beside the arithmetic
A 16nm research chip holds its operating system and neural network weights in on-die MRAM, booting in 65.7…
Memory suppliers outprofit five US tech giants for the first time
Nikkei reports that the AI memory squeeze pushed chipmakers' combined earnings past the largest American technology companies last…
Samsung posts a record quarter and the stock still slips
Operating profit jumped 783 percent on AI memory demand, but a record is now the minimum investors will…
Report says US tracked an alleged Chinese asset close to Jensen Huang
A New York Times account says intelligence agencies spent a year watching a Megaspeed executive they suspected of…
Scimplify raises $25M to loosen China’s grip on materials
The Indian startup uses specialized AI agents to move specialty chemicals from customer request to finished product in…
Semtech locks in dedicated silicon germanium capacity at Tower
The two-decade partners expanded an agreement aimed at optical and copper interconnects for AI data centers.
Applied Materials opens a $5B chip research center in Silicon Valley
The equipment giant is pooling engineers from across the industry into one facility to shorten chipmaking development cycles.
Intel and Broadcom chiefs warn that capital may stall AI buildout
Both executives said financing, not chips or power, could become the binding constraint as returns take years to…
Cerebras says splitting inference in two yields five times the throughput
By running prompt processing and token generation on separate hardware pools, Cerebras says it served five times more…
Volantis lands $88M to break AI’s memory wall with light
Volantis closed an $88M Series A to commercialize a photonic inference system it says sidesteps the memory wall…