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 9: Winners, Strugglers & a Silicon Shakeup
Chips Weekly by Diana
9 minutes
3 months ago
Episode 9: Winners, Strugglers & a Silicon Shakeup
On this week’s Chips Weekly: Samsung struggles: 56% Q2 profit dropTSMC soars: AI demand drives 38.6% revenue growthIntel’s wake-up call: CEO admits they’re no longer a top 10 chipmaker$60B+ fab boom in our Industry SpotlightChip of the Week: AMD Instinct MI350Tune in for the latest on the companies and chips powering our digital world. 📍 Subscribe for weekly semiconductor insights Support the show https://x.com/DianaOnChips
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...
