Chip Industry Week In Review

By The SE Staff - 24 Jul, 2026 - Comments: 0

Notable deals Amkor and Nvidia signed a $1.5B multiyear agreement to develop advanced packaging and test technologies for next-gen AI and accelerated-computing platforms. Nvidia’s prepayment will support Amkor’s U.S. capacity expansion in Arizona, including high-density interconnect and heterogeneous integration capabilities. Siemens announced plans to acquire two EDA companies: D... » read more

Data Center Chokepoints Tied To AI, Political Pressure, Supply Chain

By Brendan Heffernan - 20 Jul, 2026 - Comments: 0

Key Takeaways: AI-driven compute demands have led to several distinct supply chain bottlenecks for data centers. With data center energy demand surging faster than the grid can scale, small nuclear power has quickly moved to the center of the conversation. Hyperscalers have leaned into specialized facility design to meet their challenges, leading to an increasingly fragmented semicon... » read more

Chip Industry Week In Review

By The SE Staff - 17 Jul, 2026 - Comments: 0

Advanced manufacturing, packaging Intel Foundry will invest €5B to expand Intel 3 capacity at its Leixlip, Ireland campus. The company also entered high-volume manufacturing for a subset of Panther Lake processors manufactured on its 18A using ASML’s High-NA EUV technology. UMC delivered the first production wafers for SILITH’s 1.6T silicon photonics platform from its 300mm Singa... » read more

Startup Funding: Q2 2026

By Jesse Allen - 13 Jul, 2026 - Comments: 0

Investors kept pouring money into AI hardware startups in the second quarter of 2026. While companies focused on chips for AI data centers have largely dominated the funding over the past year, startups creating edge silicon re-emerged this quarter as investors see the appeal of physical AI and real-time on-device applications. However, large-scale AI infrastructure chips and other attendant as... » read more

Data Center AI Growth Faces Challenging Bottlenecks

By Geoff Tate - 06 Jul, 2026 - Comments: 0

AI is rocketing ahead. It is the biggest industrial revolution of our age. AI adoption is growing, but still most are at early stages of learning. Anthropic, the leading frontier model provider with an annualized revenue run rate (ARR) of ~$47 billion with OpenAI close behind at ~$30 billion (Forbes). Google Gemini revenues aren’t broken out but Google Gemini processes over 3.2 quadrillion... » read more

Chip Industry Week In Review

By The SE Staff - 03 Jul, 2026 - Comments: 0

Around the world South Korea unveiled a sweeping AI and semiconductor investment drive, planning three mega projects that tie semiconductors, physical AI/robotics, and AI data centers into a single industrial plan, with government support for regional chip clusters, packaging capacity, power, water, sites, and workforce development. Among the new investments: Samsung will spend $260B on n... » read more

Fine-Tuning Humanoid Vision And Movement

By Liz Allan - 02 Jul, 2026 - Comments: 0

Key Takeaways: Humanoids and autonomous vehicles share a zonal architecture, a need for FuSa, and a reliance on radar technology to see around corners and through objects. Multiple cameras with different fidelities can better replicate a human’s field of view; for example, some can provide wide fields of view at low grade, low fidelity, while others strive for infinite fidelity in a... » read more

Chip Industry Week In Review

By The SE Staff - 26 Jun, 2026 - Comments: 0

IBM unveiled a 7Å transistor architecture that uses staggered nanosheet transistors stacked on a precisely beveled angle, almost like tiles on a roof. That allows more transistors to be crammed into a given area, boosting performance by 50% or power efficiency by up to 70%. Perhaps even more important, IBM claims a 40% improvement in SRAM scaling, which is orders of magnitude faster and lower ... » read more

Creating A Moore’s Law For AI Scaling

By Laura Peters - 24 Jun, 2026 - Comments: 0

Key Takeaways: AI scalability will require full-stack co-optimization, not just bigger data centers. AI workloads require a 10X compute efficiency gain over 10 years, making collaboration across algorithms, architectures, devices, packaging, and communication fabrics essential to deliver a 10X improvement in compute efficiency over the next decade. Edge AI chips are moving to leadi... » read more

Chip Industry Week In Review

By The SE Staff - 19 Jun, 2026 - Comments: 0

Dealmaking Amkor inked a 10-year agreement with TSMC to provide advanced packaging and test services in Arizona, tying TSMC’s U.S. fab expansion to domestic OSAT capacity. Trump said in a post that Apple will partner with Intel on chip design and production in the U.S., marking a second reported win for the chipmaker this month. Intel Foundry will also reportedly manufacture 3 million... » read more

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tag: Nvidia

Chip Industry Week In Review

Data Center Chokepoints Tied To AI, Political Pressure, Supply Chain

Chip Industry Week In Review

Startup Funding: Q2 2026

Data Center AI Growth Faces Challenging Bottlenecks

Chip Industry Week In Review

Fine-Tuning Humanoid Vision And Movement

Chip Industry Week In Review

Creating A Moore’s Law For AI Scaling

Chip Industry Week In Review

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