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 7 Minerals, Memory & Superconductors: The Cutting Edge of Chip Innovation
Chips Weekly by Diana
7 minutes
4 months ago
Episode 7 Minerals, Memory & Superconductors: The Cutting Edge of Chip Innovation
This week on Chips Weekly by Diana, we dive into four headline-making moves in the semiconductor world: a rare-earth minerals deal between the U.S. and China, Micron’s breakout Q3 earnings fueled by HBM demand, AMD’s rising stock driven by AI chip momentum, and a fascinating new startup building superconducting AI chips. Plus, an Industry Spotlight on how materials, memory, and compute systems are reshaping chip strategy from the ground up. 🎙️ Topics covered: U.S.–China rare-earth deal &a...
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...
