explore | Grilled Cheese

“ALGM is the leader in magnetic position/current sensing [integrated circuits] and has a growing presence in power [integrated circuits],” RBC analyst Srini Pajjuri wrote in a note to clients.

#ALGM #AllegroMicrosystems #Semiconductors #Chips #PowerSemiconductors

EnSilica gains after sales and earnings top forecasts:

AIM-listed specialised chip maker posts strong revenue growth and raises its potential sales forecast due to space and communications demand.

#ENSI #chips #space #UKstocks #GrowthStocks

sharesify.com/ensilica-gai...

TSMC is in early talks over Musk's $16.8 billion Terafab, with suppliers seeing more than an 80 percent chance of a deal before TSMC's Oct. 15 earnings call.

#Chips #Intel #Musk #Semiconductors #Terafab #Tsmc

Synopsys and OpenAI are building GPT-Synopsys, a frontier model trained to run chip design tools the way an expert engineer would, with a revenue split in the contract.

#Chips #Eda #Nvidia #OpenAI #Synopsys

Nio’s Shenji M97 chip may enter Geely’s supply chain, report says

#Chips #Shenji #Geely #Nio

https://justpaste.in/vehicles/nio-shenji-m97-chip-may-enter-geely-supply-chain/

BYD starts mass production of new 4D radar chip, deepening in-house push

#Chips #SmartDriving #BYD

https://justpaste.in/vehicles/byd-mass-production-new-4d-radar-chip/

DeepSeek just shipped TileLang-Ascend — a training toolkit built ONLY for Huawei Ascend chips. No CUDA, no Nvidia. 500 lines of FlashAttention became 80. The "can't train without Nvidia" era is ending, one toolkit at a time. via Weibo #ChinaAI #Chips

This is a test case against Orwellian and parasitic influence industry and what it does to destroy real neighbourhoods and real communities. #Amsterdam #Chips

www.theguardian.com/technology/2...

(my two cents) #compute is no longer just a static #IT expense; it is a volatile, cyclical #commodity (like oil or electricity). Prices swing dramatically based on supply bottlenecks, #datacenter delays and the rapid release of newer generations of #chips - chart @FT
www.ft.com/content/a181...

Elon Musk in talks with TSMC for Texas Terafab chip plant. Potential AI chip hub

Please sponsor this channel today. https://www.ProNetGrowth.com/?utm_source=bluesky&utm_medium=post&utm_campaign=news-semiconductor&utm_content=semiconductor

#Semiconductors #Chips

Nvidia published confirmation that GPT-6 Astra Ultrafast runs on Blackwell GPUs in the OpenAI API, weighing on Cerebras shares a day after they hit their lowest level since the May IPO.

#Cerebras #Chips #Gpt6 #Inference #Nvidia #OpenAI

Yum Yum promise flavors from Quebec. How do the St Hubert sauce-flavored chips stack up? #chips #review