Latest in Chip F.d.a.’s
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From AI to Musk’s Brain Chip, the F.D.A.’s Device Unit Faces Rapid Change
The new director overseeing medical devices will confront criticisms about hasty approvals as she ushers in revolutionary technology.Business - The New York Times - 8 hours ago -
ASML pours vinegar on investors’ chips banquet
Purveyor of chipmaking equipment warns of cooling demand, but it’s not just customers spoiling the feastBusiness - Financial Times - October 16 -
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China struggles to break US chip design ‘chokehold’
Beijing pushes for bigger share of crucial electronic design automation marketWorld - Financial Times - October 24 -
Samsung Sees Progress in Memory Chips for AI After Delays
The South Korean tech giant reported better-than-expected net profit but earnings in its core semiconductor business shrank sharply.Tech - The Wall Street Journal - Yesterday -
U.S. reportedly considering caps on exports of AI chips to certain countries
U.S. officials are considering capping sales of advanced AI chips to certain countries in the interest of national security, Bloomberg News reported Monday night.Business - MarketWatch - October 15 -
ASML Expects Slower Semiconductor Recovery, Weighing on Chip Stocks
The company posted orders below analysts’ expectations as chip makers held back spending on key production equipment.Business - The Wall Street Journal - October 15 -
Intel, AMD Create Advisory Group to Shape Future of X86 Architecture
The two companies and other technology giants will work together to shape the future of the x86 chip as the landscape transitions to dynamic artificial-intelligence workloads.Tech - The Wall Street Journal - October 15 -
Chip industry faces talent shortage as revenues head to $1 trillion | Deloitte
Deloitte says the chip industry will hit $1T in 2030, but a huge talent shortage looms across the entire world.Tech - VentureBeat - October 15 -
Lidwave raises $10M to improve machine vision with on-chip 4D LiDAR
Lidwave has raised $10 million to make machine vision better when it comes to spotting pedestrians in a busy landscape.Tech - VentureBeat - October 14 -
Chip Stock Selloff Persists in Europe, Asia After ASML Warns of Slower Recovery
Chip stocks in Europe and Asia continued to fall Wednesday after Dutch semiconductor-equipment maker ASML Holding warned the recovery for some areas of the industry could extend well into next ...Business - The Wall Street Journal - October 16 -
ASML says chip-market slump will mainly impact sales to China
A day after a profit warning that rocked the stock market, executives at ASML Holding said the slower-than-expected recovery in the microchip market will have the sharpest impact on sales to China ...Business - MarketWatch - October 16 -
TSMC profits jump 54% on back of AI chip boom
World’s biggest chipmaker says demand has recovered across all segments despite fears of industry slumpBusiness - Financial Times - October 17 -
AI Boom Is Real---and Really Profitable---Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.Business - The Wall Street Journal - October 17 -
Nikon seeks to diversify beyond cameras and chips amid geopolitical tensions
Japanese company’s chipmaking equipment has escaped US export restrictions to China but situation is volatile, says chiefWorld - Financial Times - October 20 -
TSMC says it alerted US to potential violation of China AI chip controls
Chipmaker reported having received order for processor resembling that of Chinese company HuaweiBusiness - Financial Times - October 22 -
Arm cancels Qualcomm’s chip design licence amid legal dispute
The SoftBank-backed company is battling the US semiconductor maker over royalty paymentsBusiness - Financial Times - October 23 -
Musk’s $1mn-a-day voter giveaway could violate US law, DoJ warns
Billionaire Trump backer has targeted swing states with contest ahead of presidential electionBusiness - Financial Times - October 24 -
SK Hynix Profit Momentum Continues on AI-Chip Demand
SK Hynix posted record earnings in the third quarter as it continued to ride strong demand for powerful computing chips to support artificial-intelligence applications.Tech - The Wall Street Journal - October 23 -
How Intel Got Left Behind in the A.I. Chip Boom
Intel was for decades Silicon Valley’s dominant chip company. But missed opportunities and poor execution left it on the sidelines in tech’s latest gold rush.Business - The New York Times - October 24 -
Dressed roast squash and chicken and chips: Yotam Ottolenghi’s recipes for autumn comfort
A sweet-sour roast vegetable side with just a touch of heat, and an intense Libyan condiment that dials up a traybake chicken. ’Tis the season for the traybake, for the vegetables that are the ...World - The Guardian - 6 days ago -
China Tightens Its Hold on Minerals Needed to Make Computer Chips
Already the dominant producer of rare minerals, Beijing is using export restrictions and its power over state-owned companies to further control access.Business - The New York Times - 4 days ago -
Apple announces new iMac with M4 chip, starts at $1,299
Apple on Monday announced an updated iMac with the company's latest M4 chip.Business - CNBC - 4 days ago -
China arrests South Korean chip engineer on espionage charges
Move escalates battle over intellectual property theft between Beijing and Seoul in critical semiconductor sectorBusiness - Financial Times - 3 days ago -
Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point
History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.Business - MarketWatch - 3 days ago -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple is making a significant upgrade to its lineup of computers to better support Apple Intelligence.Business - CNBC - 2 days ago -
Apple updates MacBook Pro laptops with new chips, more memory for AI
Apple on Wednesday introduced new MacBook Pro laptops with updated processors, in what is likely the company’s last major hardware announcement of the year.Top stories - NBC News - 2 days ago -
Samsung Electronics' chip profit shrinks 40% from the previous quarter
The semiconductor unit reported third-quarter operating profit of 3.86 trillion won (about $2.8 billion), down 40% from the previous quarter.Business - CNBC - Yesterday -
New York State Chosen as National Center for Chip Manufacturing Research
The Biden administration will place a hub of a newly created national semiconductor technology center in upstate New York.Business - The New York Times - 5 hours ago -
Samsung reports 'major' progress in supply deal for AI chips
Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the ...World - ABC News - Yesterday -
A Year on, Intel’s Touted AI-chip Deals Have Fallen Short
Despite increased sales projections overall, the chipmaker did not sell as many of its Gaudi AI chips as its CEO hoped.Business - Inc. - 5 hours ago -
Asian semiconductor stocks rise after shares of AI chip darling Nvidia hit a record high
Nvidia's gains in share price lifted its market value to top $3.4 trillion, unseating Microsoft as the second most valuable company on Wall Street.Business - CNBC - October 15 -
Biden admin to provide $750 million to North Carolina-based Wolfspeed for advanced computer chips
The Biden-Harris administration announced plans to provide up to $750 million in direct funding to Wolfspeed, with the money supporting its new silicon carbide factory in North Carolina that makes ...Tech - ABC News - October 15 -
ASML share plunge wipes over $50 billion off Dutch chip giant's value
ASML published its third-quarter earnings Tuesday, a day earlier than expected.Business - CNBC - October 16 -
Don't own the AI chip leaders? Jim Cramer says this might be your chance to act
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.Business - CNBC - October 15
