Geopolitics and AI will affect the chip industry in 2025 | KPMG

KPMG has a new chip report out for 2025.

AI is making semiconductor leaders more optimistic about 2025, but headwinds could come from geopolitical and talent retention concerns.Read More

Topics

U.S. Prepares New AI Chip Restrictions to Close China's Backdoor Access

Washington plans rules limiting semiconductor shipments to some countries accused of supplying Beijing.
The Wall Street Journal - 3d
German chemicals industry in the doldrums in 2025

Yahoo News - 3d
Lambda launches ‘inference-as-a-service’ API claiming lowest costs in AI industry

This GPU advantage enables the platform to support scaling to trillions of tokens monthly, providing flexibility for devs and enterprises.
VentureBeat - 4d
Lawsuit Calls Scale AI ‘the Sordid Underbelly of the Generative AI Industry’

CEO Alexandr Wang is named in the suit, which cites emotional distress for contractors who worked on a self-harm-prevention project for Meta.
Inc. - 5d
The UC Berkeley Project That Is the AI Industry's Obsession

Chatbot Arena ranks the world’s best AI models on a leaderboard based on user voting in head-to-head competitions between bots.
The Wall Street Journal - Dec. 5
AI Hits a Wall: What This Means for the Tech Industry

AI commercialization is a game of musical chairs and the music has stopped. For now.
Inc. - Dec. 5
Marvell’s stock skyrockets as it’s dubbed the next hot AI chip name

Wall Street is excited about Marvell’s traction in custom offerings and partnership with Amazon’s AWS.
MarketWatch - Dec. 4
Apple says it uses Amazon's custom AI chips

Apple is currently using Amazon Web Services' custom AI chips for services like searching and will evaluate if its latest AI chip can be used to pre-train its AI models like Apple Intelligence.
CNBC - Dec. 3
U.S. announces new export controls on China's chip industry

The United States on Monday launched its third crackdown in three years on China’s semiconductor industry, curbing exports to 140 companies.
NBC News - Dec. 3