Chip Industry Week in Review


The Open Compute Project (OCP) Summit kicked off this week in San Jose, dominated by open standards, massive scaling of AI infrastructure, chiplet architectures, and energy-efficiency. Among the highlights: An initiative to standardize data center infrastructure and advance Ethernet for AI. New contributions to OCP's Open Chiplet Economy ecosystem, including Arm's new Foundation Chiplet... » read more

Chip Industry Startup Funding: Q3 2025


The third quarter of 2025 was dominated by massive rounds for companies developing AI chips and quantum computers. Over $2.5 billion went to AI, with wafer-scale chip maker Cerebras leading the pack with a $1.1 billion raise. While several edge AI companies received backing, the quarter saw a marked shift towards solutions for the data center as firms seek to reduce the cost and power consumpti... » read more

Chip Industry Week In Review


McKinsey issued a new report on the state of the chemical supply chain for semiconductors in the U.S., citing potential shortages of high-purity materials such as tungsten, aluminum and copper, lack of access to CMP slurries and photoresists for EUV, and rising competition for high-k precursors that can fetch higher prices outside of the U.S. CSIS weighed in on the U.S. goverment's recent ... » read more