Microsoft adds xAI's Grok 3 and Grok 3 mini to its Azure AI Foundry service, risking further OpenAI tensions; sources say Satya Nadella had pushed to host Grok
here's why that could be controversial Stephen E. Arnold / Beyond Search : Microsoft: What Is a Brand Name? Swagath Bandhakavi / Tech Monitor : Microsoft to host AI models from Meta, xAI, and others i...
China exempts products from AMD, Nvidia, Intel, Qualcomm, and others that are made by Taiwanese companies like TSMC from the 125% tariff on US products
and it's a masterstroke. It's not a ban. It's a bureaucratic scalpel. And it just flipped the semiconductor power game on its head. https://www.chinadaily.com.cn/ ... Daniel Newman / @danielnewmanuv :...
Source: TSMC is considering a controlling stake and fully operating Intel's US factories after a Trump team request, as Trump aims to boost US manufacturing
www.bloomberg.com/news/article... @cdmasterzang : Make Taiwan Great Again! X: Scott Lincicome / @scottlincicome : “Intel's foundry operation lost more than $13 billion on $17.5 billion in revenue last...
Tech stocks fall sharply over DeepSeek concerns, with NVDA down 17%+, TSM down 14%+, AMD down 6%+, ASML down 6%+, and MSFT down 3%+
Start-up's model raises questions about need for huge western hardware investment — Tech stocks tumbled on Monday as advances by Chinese artificial intelligence start …
Intel delays the construction of its $20B Ohio chip fabs amid a slow rollout of US government grant money; sources: the fabs are now set to finish in late 2026
‘Silicon Heartland’ factories were originally planned for 2025 Mariane Angela / The Daily Caller : Intel Delays $20 Billion US Investment Biden Touted As Key Win Benzinga : Intel Reportedly Delays $20...
TSMC reports Q2 revenue down 10% YoY to ~$15.68B and net income down 23.3% YoY to ~$5.9B, the first quarterly decline since 2019, as all non-AI chip sales slump
And Those Of Others Larry Dignan / Constellation Research : TSMC's Q2: 6 takeaways to know CNBC : TSMC reports first profit drop in 4 years as electronics demand slump continues Andrew Jolly / HPCwire...
TSMC reports Q2 revenue down 10% YoY to ~$15.3B, beating estimates of ~$15.23B due to AI chips; TSM has risen 25%+ in 2023 despite full-year revenue warnings
Taiwan Semiconductor Manufacturing Co. reported better-than-expected sales on a boom in artificial intelligence applications demanding …
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...
Esports company TSM ends its 10-year, $210M partnership with FTX “effective immediately” and removes all branding, the latest company to drop FTX after its fall
Jeremy Nation / The Block :
Some former and current staff of esports companies TSM and Blitz allege workplace abuse and a “culture of fear” fostered by their CEO Andy Dinh
Mikhail Klimentov / Washington Post :