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 19: Nvidia-Intel Alliance, China’s Ban & Huawei’s Supernodes
Chips Weekly by Diana
7 minutes
1 month ago
Episode 19: Nvidia-Intel Alliance, China’s Ban & Huawei’s Supernodes
In this week’s Chips Weekly by Diana, we dive into three major developments reshaping the semiconductor world: Nvidia & Intel’s $5B alliance — the two rivals join forces to co-develop CPUs, SoCs, and RTX GPU chiplets.China bans Nvidia’s RTX Pro 6000D GPU — a regulatory move pushing local firms toward domestic alternatives.Huawei unveils Ascend Supernodes — a bold roadmap with in-house HBM and massive AI compute clusters.In the Industry Spotlight, we examine how supply chain control and IP...
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...
