This week in Chips Weekly by Diana, we dive into the stories shaping the global semiconductor race: 🇩🇪 GlobalFoundries expands its German fab with a €1.1 B investment, ⚙️ Germany faces new rare-earth and material shortages, and 🇰🇷 Nvidia + Samsung join forces to build South Korea’s AI chip superpower. In our Industry Spotlight, we explore the growing battle over export controls, chipmaking tools, and materials — and why control of technology inputs is becoming as powerful as the chips thems...
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This week in Chips Weekly by Diana, we dive into the stories shaping the global semiconductor race: 🇩🇪 GlobalFoundries expands its German fab with a €1.1 B investment, ⚙️ Germany faces new rare-earth and material shortages, and 🇰🇷 Nvidia + Samsung join forces to build South Korea’s AI chip superpower. In our Industry Spotlight, we explore the growing battle over export controls, chipmaking tools, and materials — and why control of technology inputs is becoming as powerful as the chips thems...
Episode 12: AI Export Tensions, Samsung’s $16.5B Tesla Deal & Imec’s Wireless Chip Leap
Chips Weekly by Diana
8 minutes
3 months ago
Episode 12: AI Export Tensions, Samsung’s $16.5B Tesla Deal & Imec’s Wireless Chip Leap
In this episode of Chips Weekly by Diana, we explore how U.S. export licensing chaos is freezing key AI chip shipments, AMD’s push to re-enter the China market, and Samsung’s massive new deal with Tesla. In our Industry Spotlight, we dive into the rising challenge of fab security—from insider threats to cyber-physical risks. And we wrap with an exciting Chip of the Week: Imec’s new microwave photonic chip that could reshape the future of wireless communications. 🧠 Topics Covered: U.S. AI ...
Chips Weekly by Diana
This week in Chips Weekly by Diana, we dive into the stories shaping the global semiconductor race: 🇩🇪 GlobalFoundries expands its German fab with a €1.1 B investment, ⚙️ Germany faces new rare-earth and material shortages, and 🇰🇷 Nvidia + Samsung join forces to build South Korea’s AI chip superpower. In our Industry Spotlight, we explore the growing battle over export controls, chipmaking tools, and materials — and why control of technology inputs is becoming as powerful as the chips thems...