TSMC announced today it will open a new chip design center in Munich by the third quarter of this year, something viewed as European Union victory as it pursues self-reliance in chip production. According to an article on the MarketScreener (with Reuters) ….
News Bytes 20250428: TSMC’s A14 Fab, Intel’s New CEO: ‘We Need to Change’
April 29, 2025 by
Good end-of-April to you! Here’s a quick (8:05) review of recent doings in the world of HPC-AI, including: the Salishan Conference takes on HPC-AI divergence and FugakuNext zettascale, TSMC’s A14 fab, Intel’s 18A fab and AmKor CoWoS packaging in Arizona, Intel’s earnings, new AI compute and Lip Bu Tan’s warning ….
News Bytes 20250421: Chips and Geopolitical Chess, Intel and FPGAs, Cool Storage, 2nm CPUs in Taiwan and Arizona
April 21, 2025 by
Good April morning to you! It’s been an active week in the world of HPC-AI, here’s a quick (8:43) rundown of recent industry news: Nvidia, AMD and China export rules, Intel sells part of FPGA business, storage investments soar, 2nm coming to Taiwan and Arizona
News Bytes 20250414: Argonne’s AI-based Reactor Monitor, AI on the Moon, TSMC under $1B Penalty Threat, HPC-AI in Growth Mode
April 14, 2025 by
A happy Tax Day (U.S.) Eve to you! It’s been an eventful week in the HPC-AI industry, here’s a rapid (8:39) run-down of recent news, including: Argonne’s AI-based reactor digital twin, AI factory on the moon?, TSMC may face ….
NVIDIA to Manufacture AI Supercomputers in U.S.
April 14, 2025 by
NVIDIA today said it is working with manufacturing partners to design and build factories that will produce NVIDIA AI supercomputers — i.e., “AI factories” — entirely in the United States… NVIDIA said that within four years, it plans to produce up to half a trillion dollars worth of AI infrastructure in the U.S. through partnerships ….
News Bytes 20250407: Tariffs and the Technology Industry, Intel-TSMC Deal?, DARPA Taps Wafer Scale, Sandia and Laser-Based Cooling, Optical I/O News
April 8, 2025 by
Good April day to you! It was a wild week for more than the HPC-AI sector last week, here’s a brief (7:39) look at some key developments: U.S. tariffs, the technology sector and advanced chips, Intel-TSMC ….
@HPCpodcast: Dr. Ian Cutress on the State of Advanced Chips, the GPU Landscape and AI Compute, Global Chip Manufacturing and GTC Expectations
March 13, 2025 by
…. we welcome special guest and high-powered chip industry analyst Dr. Ian Cutress, Chief Analyst at More Than Moore and host of the popular YouTube ….
News Bytes 20250310: TSMC’s $100B for Arizona Fabs, New AGI Benchmarks, JSC’s Quantum-Exascale Integration, Chinese Quantum Reported 1Mx Faster than Google’s
March 10, 2025 by
Happy Daylight Savings Time (U.S.) to you! Big things happened in HPC-AI last week, here’s a brief (7:46) run-through of recent news: TSMC $100 billion investment in Arizona, new “real world” AGI benchmarks unveiled ….
TSMC to Invest $100B in 3 New U.S. Fabs, Packaging, R&D
March 4, 2025 by
TSMC (TWSE: 2330, NYSE: TSM) today announced its intention to expand its investment in advanced semiconductor manufacturing in the United States by an additional $100 billion. Building on the company’s ongoing $65 billion investment in its advanced chip fabs in Phoenix, TSMC’s total investment in the U.S. is expected to reach US$165 billion. The expansion […]
News Bytes Podcast 20250217: Arm Selling Its Own Chips to Meta?, Big xAI, Big Power, Big… Pollution?, TSMC in Intel Fab Takeover?, Europe’s Big AI Investment
February 17, 2025 by
A happy mid-winter day to you! The HPC-AI world produced its usual extraordinary onslaught of news this past week, here’s a quick (7:27) jaunt through recent developments: Arm to sell its own server CPU – with Meta as first customer?, Big AI, Big Power … Big Pollution?
