Intel's $3.5 Trillion Misstep: The Nvidia Acquisition That Never Was
In 2005, Intel passed on acquiring Nvidia for $20 billion. Today, Nvidia is worth $3.5 trillion, highlighting a massive missed opportunity in the AI revolution and semiconductor industry.
TSMC Halts Chip Shipments After Huawei Product Discovery: Navigating Export Controls
TSMC suspends chip shipments to an unnamed customer after finding its chip in a Huawei product, violating US export restrictions. The incident highlights the challenges faced by semiconductor companies in the US-China trade tensions.
Arm Terminates Qualcomm's Snapdragon License, Shaking Semiconductor Industry
Arm's decision to cancel Qualcomm's chip license threatens to disrupt the mobile chip market. The move, stemming from a dispute over Qualcomm's Nuvia acquisition, could significantly impact Android smartphone production.
AMD CEO Predicts AI Chips Will Overtake GPUs in 5 Years
Lisa Su, AMD's CEO, forecasts a major shift in the semiconductor industry, predicting specialized AI chips will largely replace GPUs for AI computations within five years. This transition could lead to more compact, cost-effective, and powerful processors for AI tasks.
Apple's Next-Gen iPhones: Advancing Chip Technology for 2025 and Beyond
Apple's upcoming iPhone models are set to feature improved chip technology, with the iPhone 17 using an enhanced 3nm process and select iPhone 18 models potentially incorporating cutting-edge 2nm chips. These advancements promise significant improvements in performance and efficiency.