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Chips Weekly by Diana

Diana

25 episodes

4 days ago

The Chip Graveyard – Halloween Special | Chips Weekly Welcome to a spooky special edition of Chips Weekly! 👻 Today we’re digging up the most ambitious chips that failed — the ones that almost changed the future of computing… but didn’t make it. In this episode, Diana explores how billion-dollar ideas like Transmeta’s Crusoe, Intel’s Itanium, and Zilog’s Z8000 ended up buried in tech history — and what their ghosts can still teach the industry today. 🪦 Featured Fallen Chips • Transmeta – s...

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The Chip Graveyard – Halloween Special | Chips Weekly Welcome to a spooky special edition of Chips Weekly! 👻 Today we’re digging up the most ambitious chips that failed — the ones that almost changed the future of computing… but didn’t make it. In this episode, Diana explores how billion-dollar ideas like Transmeta’s Crusoe, Intel’s Itanium, and Zilog’s Z8000 ended up buried in tech history — and what their ghosts can still teach the industry today. 🪦 Featured Fallen Chips • Transmeta – s...

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Episodes (20/25)

Chips Weekly by Diana

Why These Chips FAILED: The Silicon Graveyard (Transmeta, Itanium, Zilog & More)

The Chip Graveyard – Halloween Special | Chips Weekly Welcome to a spooky special edition of Chips Weekly! 👻 Today we’re digging up the most ambitious chips that failed — the ones that almost changed the future of computing… but didn’t make it. In this episode, Diana explores how billion-dollar ideas like Transmeta’s Crusoe, Intel’s Itanium, and Zilog’s Z8000 ended up buried in tech history — and what their ghosts can still teach the industry today. 🪦 Featured Fallen Chips • Transmeta – s...

4 days ago

5 minutes

Chips Weekly by Diana

Episode 23: Samsung’s AI Surge, TSMC’s 2 nm Leap & Europe Tightens Its Grip on Chips

AI isn’t just changing tech — it’s redrawing the global semiconductor map. This week on Chips Weekly by Diana: 🇰🇷 Samsung reports its strongest profit in three years as AI memory demand skyrockets.🇹🇼 TSMC locks in every inch of its 2-nanometer capacity through 2026 and sets new profit records.🇪🇺 Europe steps in to protect its chip sovereignty, seizing control of a Chinese-owned Dutch semiconductor firm.We’ll connect the dots between profit, power, and politics — and look at how the race for a...

1 week ago

6 minutes

Chips Weekly by Diana

🇨🇳 China’s Rare Earth Clampdown, 🇺🇸 Intel’s 18A Breakthrough & Amkor’s U.S. Packaging Bet

This week on Chips Weekly by Diana, we unpack the biggest developments shaping the semiconductor world between Oct 1 – 9, 2025. China tightens rare-earth export controls, Intel unveils its first 18A chip — Panther Lake — built in Arizona, and Amkor breaks ground on a massive U.S. packaging campus. In our Industry Spotlight, we look at how new U.S. rules could expand export bans on chipmaking tools. And finally, our Chip of the Week: Intel’s Panther Lake 18A SoC, a landmark in both technol...

2 weeks ago

6 minutes

Chips Weekly by Diana

Episode 21: U.S. Tightens Export Net, Siemens–TSMC 3D IC Push & China’s Trade Counterpunch

This week in Chips Weekly by Diana : 🇺🇸 The U.S. expands its export blacklist with a new “50% rule,” instantly pulling hundreds of China-linked subsidiaries into restrictions.🤝 Siemens & TSMC team up on advanced 3D IC and AI design, reshaping the future of multi-die chips and packaging.🇨🇳 China fires back with anti-dumping probes and fresh import controls aimed at U.S. semiconductor suppliers.🔍 Industry Spotlight: The battle over chiplet standards — why whoever controls the rules for modu...

3 weeks ago

7 minutes

Chips Weekly by Diana

Deep Dive: A19 Pro vs Snapdragon 8 Elite Gen 5 — Which AI Chip Really Wins? | Chips Weekly Special

Welcome to Chips Weekly — Special Edition! In this episode, we put two of the most advanced smartphone chips head-to-head: Apple’s A19 Pro powering the iPhone 17 Pro and Qualcomm’s Snapdragon 8 Elite Gen 5 inside the newest Android flagships like the Honor Magic 8 Pro and OnePlus 15 Pro. We break down: 🧩 CPU, GPU, and NPU architecture⚡️ AI performance: TOPS, on-device models, image generation📷 Real-world use: camera, editing, power efficiency👨‍💻 Developer ecosystems: Core ML vs Qualcomm AI ...

1 month ago

4 minutes

Chips Weekly by Diana

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...

1 month ago

7 minutes

Chips Weekly by Diana

Episode 18: Arm’s Lumex AI, Samsung’s EUV Expansion & India’s Vikram-32

In Episode 18 of Chips Weekly by Diana, we break down a pivotal week in semiconductors: 📱 Arm unveils Lumex, its first AI-native mobile chip architecture for on-device intelligence.🇰🇷 Samsung expands EUV lithography capacity in South Korea to challenge TSMC at advanced nodes.💡 Researchers demonstrate an optical AI chip, using light to slash power consumption in AI workloads.🌍 Industry Spotlight: TSMC’s stock breakout and AI demand tailwinds.🇮🇳 Chip of the Week: India’s Vikram-32 microprocesso...

1 month ago

6 minutes

Chips Weekly by Diana

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...

1 month ago

45 minutes

Chips Weekly by Diana

Episode 16: India’s Chip Push, U.S. Clampdowns & China’s AI Ambitions

In Episode 16 of Chips Weekly by Diana , we track another pivotal week in semiconductors: 🇮🇳 India launches an OSAT pilot line and approves ten new chip units, accelerating its semiconductor ecosystem.🇺🇸 The U.S. revokes equipment exemptions for SK Hynix, Samsung, and Intel in China, deepening industry decoupling.🇨🇳 China sets plans to triple AI chip output by 2026, intensifying its race with Nvidia.🌍 Industry Spotlight: global chip sales surge toward $701 billion in 2025.💡 Chip of the Week: ...

2 months ago

10 minutes

Chips Weekly by Diana

Episode 15: Tariffs Refined, Intel Bailout & Nvidia’s China Freeze

In Episode 15 of Chips Weekly by Diana, we cover the week—where geopolitics and innovation collided once again. The U.S. finalizes 75% tariffs on imported semiconductors.Washington takes a 10% stake in Intel, reshaping its future.Nvidia halts H20 production in China after regulators raise security concerns.Industry Spotlight: the quiet choke point of rare earths and critical materials.Chip of the Week: India’s izmoMicro unveils a silicon photonics packaging breakthrough.🎧 Stay strategic. Stay...

2 months ago

9 minutes

Chips Weekly by Diana

Episode 14: Tariff Turbulence, India’s Fab Drive & Smarts in Silicon

In Episode 14 of Chips Weekly by Diana, we break down the week where trade, geopolitics, and innovation collided. Trump threatens 300% semiconductor tariffs, reshaping global supply chains.India announces four new fabs and commits to a “Made-in-India” chip by 2025.China’s AI darling DeepSeek delays its model launch after Huawei chips fall short.Industry Spotlight: The rise of nation-stated chip builds—where governments, not just companies, now drive chip strategy.Chip of the Week: Innatera’...

2 months ago

10 minutes

Chips Weekly by Diana

Episode 13: Tariff Turbulence, Apple’s $100B U.S. Push & SK Hynix’s AI Memory Win

This week in Chips Weekly by Diana: President Trump imposes 100% tariffs on imported semiconductors, with exemptions for U.S. investors.Apple commits $100 billion to U.S. manufacturing, partnering with Samsung in Texas.Intel’s CEO faces political calls for resignation over alleged China ties.In our Industry Spotlight, we examine the intense geopolitical pressure now facing semiconductor fabs. And in our Chip of the Week, we spotlight SK Hynix’s record-breaking HBM module—a silent powerhouse f...

2 months ago

7 minutes

Chips Weekly by Diana

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 ...

2 months ago

8 minutes

Chips Weekly by Diana

Episode 11: Intel’s Crossroads, U.S.–Japan Alliance & Testing’s Silent Revolution

Welcome to Chips Weekly by Diana — your go-to update on semiconductor news and trends. This week we cover: Intel’s potential halt of the 14A node and the impact on foundry competitionThe landmark U.S.–Japan semiconductor trade agreement with over $550B in investmentWhy TSMC is exiting Gallium Nitride and doubling down on advanced packaging Plus, an Industry Spotlight on startups transforming semiconductor testing with AI and software innovation. No Chip of the Week this episode — bac...

3 months ago

8 minutes

Chips Weekly by Diana

Episode 10: China Loopholes, Cyber Threats & the 2nm Chip Breakthrough

📝 Episode Description: In this week’s episode of Chips Weekly by Diana, we unpack three major headlines from the semiconductor world: NVIDIA’s H20 AI chips quietly clear export hurdles and begin shipping to ChinaTaiwan’s chip sector faces a new wave of cyber-espionage targeting R&D and IPTSMC doubles down in Arizona with a third fab and billions in U.S. funding Plus: our Industry Spotlight takes a closer look at a looming copper shortage that could disrupt chip packaging and high-per...

3 months ago

10 minutes

Chips Weekly by Diana

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

3 months ago

9 minutes

Chips Weekly by Diana

Origin Stories Ep.1 — Fairchild Semiconductor: The Birth of Silicon Valley

Welcome to the first episode of Chips Weekly – Origin Stories, a new Thursday series from Chips Weekly by Diana. Today we’re diving into the story of Fairchild Semiconductor, the revolutionary startup that gave rise to the modern chip industry — and Silicon Valley itself. From the rebellious “Traitorous Eight” to the invention of the planar process and the first commercial ICs, this episode tells the story of how one company changed the world of semiconductors forever. 📌 What you’ll hear:...

3 months ago

8 minutes

Chips Weekly by Diana

Episode 8: IPO Ambitions, U.S. Fab Shifts & the Rise of AI Infrastructure

In this episode of Chips Weekly by Diana, we dive into three key semiconductor stories shaping the global market: • China’s Moore Threads and MetaX prepare $1.7B IPOs to challenge Nvidia’s AI lead • TSMC delays its second Japan fab and shifts focus to U.S. amid geopolitical pressure • Broadcom rises as a top AI infrastructure play, beyond GPUs 🔍 Industry Spotlight: The growing talent gap in the chip sector—why the race for engineers may define the future of silicon. 💡 Chip of the Week: NV...

3 months ago

7 minutes

Chips Weekly by Diana

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...

4 months ago

7 minutes

Chips Weekly by Diana

Episode 6 Waiver Wars, $60B Fabs & Intel Gaudi 3’s Quiet AI Revolution

In this episode of Chips Weekly by Diana, we dive into escalating U.S. export controls on semiconductor equipment in China, Texas Instruments’ massive $60B fab expansion, and Applied Materials’ $2B R&D move into India. We also break down Micron’s $200B strategy to reshape U.S. memory manufacturing—and wrap up with our Chip of the Week: Intel’s Gaudi 3 AI accelerator, a serious contender in the AI compute race. 🎧 Highlights: U.S. plans to revoke chip equipment export waiversTexas Instr...

4 months ago

8 minutes