#Halbleiter #Quantencomputing #ChinaTech #EuroTech #Lithografie #AIChips #Technologienautonomie #ComputeFrontier

Huawei to unveil new Ascend 960 AI chip on Sept 17 in Shanghai, with commercialization by 2027. They aim for all AI models to run on Ascend. DeepSeek plans 160,000 Ascend 950DT chips. Huawei expands globally, despite a 60% price hike on 950DT due to limited capacity. #Huawei #AIchips
TSMC's ability to scale 5nm and below nodes suggests it can continue to support high-performance AI chip production for NVIDIA, potentially mitigating concerns around power consumption. #AIChips
Meta details its next-generation MTIA Arke and Astrid AI chips targeting massive data center deployment in 2027. 🚀
EUCLYD haalt 200 miljoen op voor energiezuinige AI-chips met Wennink
https://desnips.nl/c0bffe5-EUCLYD-kunstmatige-intelligentie/
The Arm chief says the industry is in an absolutely supply-constrained environment, with memory prices up and smartphones getting more expensive.
Malaysia is leaning toward Huawei Ascend 910C chips for a $494 million sovereign AI project, which would make it the first government to officially pick Chinese accelerators over American ones.
#AIChips #ExportControls #Huawei #Malaysia #Nvidia #Semiconductors
Can a startup beat Nvidia by ditching HBM? Positron AI just raised $875M at a $5B valuation to prove commodity memory wins inference.
Read the full breakdown: buymeacoffee.com/sandeepraiza...
Anthropic filed confidentially in June and now targets a mid-October roadshow. The listing would be the largest pure-play AI debut Wall Street has seen.
The next AI war is about chips, not chatbots. d-Matrix + Nvidia NVLink Fusion. Positron raises $875M. Inference is the new battleground. 🔗 youtube.com/shorts/hbNbY... #AIChips #Nvidia
AMD management told a Citi conference that data center sales could hit about 0 billion in 2027, double this year, with a trillion AI market by 2030.
Broadcom lifted its AI chip forecasts, telling investors revenue will double to $115 billion in fiscal 2027 and again to $230 billion in fiscal 2028.
#AIChips #Anthropic #Broadcom #Earnings #OpenAI #Semiconductors
DOJ has investigated Nvidia's $20B Groq license deal since December -- nobody knew until this week. Also unexplained: this week's reporting puts the deal at $17B, $3B off the figure ever…
https://rtfclmgzn.com/?utm_source=bluesky&utm_medium=social&utm_campaign=autopost#
#Nvidia #Antitrust #AIChips
Malaysia Reportedly Eyeing Huawei Chips for RM2 Billion Sovereign AI Push #aichips #anwaribrahim #datasovereignty #featured #huawei #huaweiascend910c #malaysia #news #nvidia #sovereignai #tech #telekommalaysia #tm
Huawei lifted the indicated price of its Ascend 950DT card by up to 50% to over 250,000 yuan, as a worldwide high-bandwidth memory shortage squeezes Chinese chipmakers.
Discover why High NA EUV lithography struggles with massive AI chips. Learn how ASML and TSMC plan to use 12-inch photomasks to solve this major issue.
TSMC boekt recordomzet in augustus dankzij sterke stijging van vraag naar AI-chips #TSMC #AIchips #semiconductors #technologie #chipsproductie