A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028
The Dutch company's machines are needed to make the AI chips that power ChatGPT and other models — When Christophe Fouquet interviewed … X: @oliviasolon and @business LinkedIn: Sarah Jacob and Peter...
A look at Tsinghua University, which leads China's AI innovation, with 4,986 AI patents between 2005 and 2024, alumni behind startups like DeepSeek, and more
this university might be winning the AI race, and you've probably never heard of it X: Saritha Rai / @saritharai : BIG TAKE Xi Jinping's university drives China's AI boom, filing more patents than Har...
How Japan plans to spend $67B to revive its domestic chip production, hoping to leverage US supply chain concerns, including Rapidus building 2nm chips by 2027
US-China tech battle makes semiconductors a key economic security concern for policymakers — Deep in the snowy northern island … X: @pelstrom , @pelstrom , and @pelstrom Forums: Hacker News , r/tech...
Chinese startup 01.AI, launched in March 2023 by computer scientist Kai-Fu Lee, reaches a $1B+ valuation and releases its AI model Yi-34B in Chinese and English
Train — Use in Transformers … The first public release contains two bilingual … Pandaily : Kai-Fu Lee's 01.AI Releases A Large-scale Model Yi-34B Worth Over $1 Billion Matthias Bastian / The Decoder...
Singapore's biggest tech hopes, Grab, Sea, and Razer, have stumbled, which may show why VCs were premature in calling Singapore the “Silicon Valley of Asia”
Yoolim Lee / Bloomberg : X: @clemtan , @alexmacgregor__ , @yoolimleenews , and @pelstrom . LinkedIn: Ethan Tan X: @clemtan : The rough journey of an Uber-like ride-hailing company helps explain why S...
A look at Japan's expanding chip sector, aided by $14B+ in subsidies, including for TSMC's plant in Kumamoto, which has been hampered by narrow, jammed roads
Every morning, some of the world's top chip engineers can be found stuck in traffic on Kumamoto Prefecture's Route 30 … Tweets: @business , @pelstrom , @pelstrom , @pelstrom , and @pelstrom Tweets: @b...
Nvidia announces AI products and updates, including the DGX GH200 supercomputer platform, gaming features, data center networking tools, and a robotics platform
Watch how Jensen Huang very well explains how industry will digitaly transform, and become digital first. … Alan Vaksman : Clear structured communication is still the key to success in the AI age. — ...
How Japan-based Rapidus is trying to become a globally competitive chipmaker by 2027, aiming to mass produce 2nm chips just two years after TSMC and Samsung
Tetsuro Higashi is taking on what seems like an impossible task: Create a globally competitive semiconductor manufacturer in Japan from scratch - and do it in four years. Tweets: @gavinsbaker , @rodol...
Samsung plans to cut memory chip production to a “meaningful level” after estimating that its Q1 operating profit fell 95%+ YoY to ~$450M, its lowest since 2009
no, like, really bad Msmash / Slashdot : Samsung To Cut Chip Production as Profits Plunge by 96% Adrian Potoroaca / TechSpot : Samsung scales back memory chip production as profit craters TechPowerUp ...
Masayoshi Son owes SoftBank ~$5.1B on side deals he set up to boost his compensation, as his unrealized losses grew ~$400M from three months before
Masayoshi Son is now personally on the hook for about $5.1 billion on side deals he set up at SoftBank Group Corp. to boost his compensation … Tweets: @pelstrom , @pelstrom , and @iamsamirarora Tweets...