Tag: chips
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Samsung Just Bet $230M Against Nvidia’s Chips
A four-year-old startup out of Eindhoven just pulled in more than 230 million dollars to build a chip that has nothing to do with training AI models. It’s aimed at the other half of the job, inference, which is the part where a trained model actually answers your question. The company is called Euclyd, and…
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Samsung Just Raised Chip Prices By Up To 15 Percent
Building the chips that run AI just got more expensive, and that is not entirely bad news. Reuters reported on August 19 that Samsung is raising its foundry prices by 10 to 15 percent on new orders for its 4-nanometer and 5-nanometer production lines. Customers in the US and China are seeing the steepest jump,…
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Anthropic Is Asking SK Hynix to Help It Build Its Own Chips
Anthropic just asked SK Hynix for parts to build its own chips. Not buy more of somebody else’s supply. Build its own, from scratch. SK Group’s chairman, Chey Tae Won, said it himself at an AI summit in San Francisco, standing right next to Anthropic CEO Dario Amodei. He called it remarkable that a company…
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Google’s Chip Just Got Very Specific
Google is building a server chip called Frozen v2 that hardwires Gemini’s architecture directly into silicon. Not weights. Architecture. The blueprint itself becomes hardware. The payoff: 6 to 10 times the token throughput per watt compared to general-purpose TPUs. This is a bet on a settling architecture. Once your model design is baked into silicon,…
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A New Chip Company Just Became Worth 5 Billion Dollars
Etched, a startup that builds specialized chips for running AI models after they are trained, just hit a five-billion-dollar valuation. It also has a billion dollars in signed customer contracts already in the door. This is the company nobody was watching until it showed up. They came out of stealth on July first with eight…
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TSMC Just Committed $64B to the AI Bet
TSMC reported Q2 earnings this week. The numbers are stunning. Profit up 77 percent year over year. Revenue hit $40.2 billion, which beat analyst expectations. The company just raised its full-year capital spending forecast to $64 billion for 2026, up from the prior range of $52 to $56 billion. That is a 12-billion-dollar increase in…
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Anthropic and Samsung Are Racing to Build a Chip
Anthropic is in talks with Samsung Foundry to build a custom AI chip at 2 nanometers. The reason is pure math: Claude costs Anthropic $1.25 billion per month to run. A custom chip for inference could cut that by half. This is not a new race. OpenAI built the Jalapeño chip with Broadcom and TSMC.…
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TSMC Just Proved the Real AI Constraint Isn’t Brains, It Is Silicon
TSMC reported Q2 revenue of NT$1.27 trillion. That is roughly $39.62 billion. Year over year that is up 36 percent. This is the number that matters for AI right now, more than the latest benchmark score or model release. TSMC makes the chips. Nvidia designs the chips, but TSMC manufactures every GPU that trains frontier…
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The Chip That Powers AI Infrastructure Just Went Public
SK Hynix listed on Nasdaq on July 10, raising 26.5 billion dollars in the largest IPO by a foreign company in U.S. history. The stock opened at 170 dollars and closed at 168 dollars after surging past the 149 dollar offering price. Why does this matter for AI? SK Hynix makes high-bandwidth memory. HBM. The…
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China’s Building Its Own AI Chips Because America Won’t Let It Buy Them
DeepSeek, one of China’s largest AI labs, is developing its own AI chip for inference and the context is everything. The US bans Chinese companies from accessing the most advanced chip foundries and has cut China’s access to high-bandwidth memory, the thing you actually need to run inference at any reasonable speed. So China’s best…