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...
Interview: AI Chips, Supply Chains & GenAI Smartphones with Karl Joseph Weaver (魏卡爾)
Chips Weekly by Diana
45 minutes
1 month ago
Interview: AI Chips, Supply Chains & GenAI Smartphones with Karl Joseph Weaver (魏卡爾)
This week on Chips Weekly, Diana sits down with Karl Joseph Weaver — also known as the Smartphone Rainmaker — to unpack the forces shaping the AI chip supply chain and the future of Generative AI smartphones. Karl brings 20+ years of experience in Greater China and Asia-Pacific ICT, from pioneering mobile payments in China to advising global tech giants on AI chips, semiconductors, and reshoring strategies. 🌏 Topics we cover: Why Taiwan (TSMC & ODMs) anchors the global AI chip ecosystemRe...
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...
