Tag
ai chips
16 articles
TSMC's Glass Interposer Play Shortens Path to Cheaper AI Packaging
Advanced Packaging Fab 7 begins production of CoPoS technology, potentially undercutting rivals and easing AI chip cost pressures by 2028
Samsung Funds Euclyd's $231M Inference Chip Play Against Nvidia
The Dutch startup is building processor and memory architecture designed for AI inference, targeting 2028 deployment with a dual revenue model: hardware sales and IP licensing.
OpenAI's Jalapeño Chip Cuts Inference Costs 50%—If It Ships on Time
Custom silicon outperforms Nvidia Blackwell on efficiency metrics, but volume production delayed to 2027 as Nvidia's next architecture looms.
OpenAI's Custom Chip Cuts Inference Costs 50 Percent on First Try
Jalapeño, built with Broadcom on TSMC's 3nm process, matches Nvidia Blackwell performance while addressing the economics of running models at scale
Taiwan Indicts Nine Over AI Server Smuggling to China
Taiwan's Keelung District Prosecutors Office charged nine people, including Nvidia and Super Micro employees, after 74 servers with advanced chips were illegally shipped to China.
Samsung Delays 1.4nm Chips to 2029, Bets on 2nm Dominance
Samsung is pushing its 1.4nm node to 2029 and doubling down on 2nm refinement to compete for AI chip orders while adopting High-NA EUV for 1nm production by 2030.
Arm's $2B AI Chip Bet Hits a Hard Constraint: It Can't Make Them Yet
CFO Jason Child says demand for Arm's new data center chips could exceed $2 billion in fiscal 2027-2028, but TSMC capacity and memory availability are the real bottleneck
Arm's Pivot From Licensing to Chips: The Numbers Behind a $300B Bet
CFO Jason Child says Arm expects more than $2 billion in customer demand for its AI chips across fiscal 2027 and 2028, as the company races to secure fabrication capacity.
Alchip July Revenue Doubles on Amazon Trainium3 ASIC Shipments
Taiwanese chip designer Alchip Technologies posted record NT$7.43 billion in July revenue, driven by mass production of custom AI chips built on TSMC's N3P process.
DeepX Targets $700M IPO as Edge AI Chip Market Draws Institutional Capital
The South Korean chip designer plans a 2026 domestic listing at a reported KRW 1 trillion valuation, backed by $103 million across four private rounds.
AMD Tops $200 Price Target as Wall Street Backs MI300X AI Chip Demand
Institutional volume exceeds 100 million shares daily as cloud providers deploy accelerators to challenge Nvidia's data center dominance
Nvidia Target Raised to $320, Implying 42 Percent Upside on AI Demand
Wall Street analyst cites enterprise and sovereign AI infrastructure spending as key drivers for the chipmaker's continued dominance
Cramer Highlights Cerebras; Nvidia Remains Top Public AI Chip Play at $280 Target
Private AI chipmaker's rising profile underscores sector demand, but Nvidia offers investors direct exposure to accelerating infrastructure buildout
Micron, TSMC Options Show Aggressive AI Chip Demand
Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand
AMD's 320% Gain Challenges Nvidia's AI Chip Dominance
Advanced Micro Devices' strong annual performance and MI300X accelerator wins challenge Nvidia's market leadership in AI chips
Uber's AWS Graviton Shift: A $50M Annual AI Cost Reduction Bet
Ride-sharing giant Uber is moving significant AI workloads to Amazon's custom-designed Graviton and Trainium chips, signaling a strategic shift to optimize cloud infrastructure costs and enhance operational efficiency amidst intense competition.