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AI chips
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Eliyan, a provider of solutions for data transmission bottlenecks in AI chips, has raised $145 million in funding, reaching a valuation of $1 billion.
U.S. startup Eliyan announced Wednesday that it had raised $145 million in funding, bringing its valuation to $1 billion. The company is dedicated to developing technology to alleviate data transfer b
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The White House has accused the Chinese AI company Moonshot AI of deploying NVIDIA chips in Thailand, a move that could prompt the U.S. to expand its AI export controls.
Michael Kratsios, Director of the White House Office of Science and Technology Policy, has accused the Chinese AI startup Moonshot AI of purchasing NVIDIA GB300 processors and deploying them in Thaila
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Global semiconductor stocks plummeted on Tuesday as the sell-off in AI chips intensified
Global semiconductor stocks accelerated their decline on Tuesday, with the PHLX Semiconductor Index falling more than 5%. Among them, South Korea’s SK Hynix fell more than 14%, and Samsung Electronics
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Taiwan detains Nvidia employee in AI chip smuggling probe to China
Taiwanese prosecutors have detained an Nvidia employee as part of an ongoing investigation into the alleged smuggling of AI servers equipped with restricted Nvidia chips to China. This marks the third
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Samsung and SK Hynix are set to announce a large-scale AI chip deal with a U.S. tech giant
Svmuu News: According to Reuters, Samsung and SK Hynix are set to announce a large-scale AI chip deal with a U.S. tech giant.
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AI chip startup Etched has raised $300 million in Series C funding, bringing its valuation to $10.3 billion
Svmuu News: AI chip startup Etched announced the completion of a $300 million Series C funding round, bringing the company’s valuation to $10.3 billion. This funding round was led by Sequoia Capital,
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AMD Will Invest $5 Billion in Anthropic; The Two Companies Have Reached an AI Chip Partnership Agreement
Svmuu News: Advanced Micro Devices (AMD) has reached an agreement with Anthropic under which AMD will invest up to $5 billion in Anthropic and sign a partnership for the procurement of AI servers wort
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The U.S. stock market's computing power leasing and AI chip sectors continued to rise, with AMD and Intel. both gaining more than 5%.
Svmuu News: According to data from MSX.COM, the AI chip sector on the U.S. stock market rose, with AMD and Intel. up more than 5%; Broadcom, Google, and Broadcom. up nearly 3%; TSMC. up 2.6%; and NVID
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Google Announces the Launch of R&D for a Dedicated AI Server Chip for "Frozen v2"
Svmuu News: Sources familiar with the matter reveal that Google is developing a new server chip, codenamed “Frozen v2.” The chip will directly integrate the architectural design of the Gemini AI model
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TSMC Plans call for an additional $100 billion in investment in the United States, bringing the total investment to as much as $265 billion
Svmuu News TSMC plans to make an additional $100 billion in U.S. investments to meet growing demand for AI chips and counter competitive pressure from Intel and Musk’s Terafab, among others.This addit
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ASML's Q2 Results Exceeded Expectations Across the Board; AI Chip Demand Was the Main Driver
Svmuu News: ASML (ASML.O), the world’s largest supplier of computer chip manufacturing equipment, reported second-quarter revenue and profits that exceeded market expectations on Wednesday, as demand
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SK Hynix’s U.S. ADRs Trade at a Premium of Over 30%; Valuation Discrepancy Emerges Between “Korean Hynix” and “Global Hynix”
Svmuu News: According to monitoring by on-chain analyst Ai, there is currently a significant price disparity between SK Hynix’s domestic shares in South Korea and its U.S.-listed ADRs. The price of SK
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South Korean Media: Samsung Foundry Has Secured a Foundry Order from Anthropic
Svmuu News: According to South Korean media reports, Samsung Foundry has secured Anthropic as a foundry client. Industry sources close to Samsung Electronics say that Samsung’s foundry division has ag
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Google Launching the "Ground War" for AI Chips: Courting New Cloud Providers to Break Free from Dependence on NVIDIA
Svmuu News Google is launching a competitive offensive against NVIDIA in the AI chip market, attempting to challenge NVIDIA’s long-standing dominance in the AI computing power market by expanding the
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Citrini Analyst: The release of the NVIDIA-Rubin architecture may be delayed again
Svmuu News: Citrini analyst Jukan posted on X, stating that, according to information from an expert conference call, the launch of NVIDIA’s next-generation Rubin architecture products may be delayed
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Pre-Market Highlights for U.S. Stocks: Meta Plans to Begin Producing AI Chips in September and Double Its Computing Power to 14 gigawatts Next Year; Microns to Invest $3 Billion to Strengthen Its Chip Supply Chain
Svmuu News: Here are the key pre-market highlights for U.S. stocks: 1. Futures for the three major U.S. stock indices are all trading higher. Dow Jones futures are up 0.13%, S&P 500 futures are up 0.3
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Meta plans to begin mass production of its in-house AI chip, Iris, in September to support a increase in computing power to 14 gigawatts next year.
Svmuu News: Meta plans to begin mass production of its in-house AI chip, codenamed Iris, in September to support the company’s goal of increasing its total computing power to 14 gigawatts (GW) by 2027
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Zhipu rose more than 10% following reports that it plans to develop its own AI chips
Svmuu News: According to market data, within the AI applications sector of the Hong Kong stock market, Zhipu (02513.HK) rose more than 10%, with trading volume exceeding 6 billion Hong Kong dollars. E
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DeepSeek Is Secretly Developing Its Own AI Inference Chip
Svmuu News: Sources familiar with the matter reveal that DeepSeek, a Chinese AI large-model company, is secretly developing an AI inference chip. The project was launched about a year ago and is prima
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SemiAnalysis: SPHBM4 Shifts the Complex Engineering Burden of AI Chips to the Substrate Layer
Svmuu News: SemiAnalysis posted on X stating that the SPHBM4 shifts the complex engineering burden of AI chips. Chip manufacturers will no longer purchase extremely expensive proprietary “silicon inte
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Serenity: NVIDIA is the dominant player in the ASIC market, while manufacturers such as Maiwei continue to chip away at Broadcom's market share.
Svmuu News: Serenity has published an exclusive analysis of the AI ASIC market on the X platform, putting forward the core argument that “NVIDIA” is the “kingmaker” of the ASIC market. It presents a s
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Market News: Meta is considering partnering with Samsung to produce custom AI chips worth 10 trillion won
Svmuu News: Market Report: Meta is considering partnering with Samsung to produce custom AI chips worth 10 trillion won. (Jin Shi)
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Anthropic is in talks with Samsung Electronics to develop a custom AI chip
Svmuu News: According to multiple sources familiar with the matter, Anthropic has begun early-stage R&D on custom AI chips and has approached Samsung Electronics to explore the possibility of a manufa
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AI chip startup Etched raises $800 million in funding, backed by venture capital firms affiliated with Jane Street and TSMC
Svmuu News: AI chip startup Etched has raised approximately $800 million,with investors including quantitative trading giant Jane Street and a venture capital firm affiliated with Taiwan Semiconductor
-
Eliyan, a provider of solutions for data transmission bottlenecks in AI chips, has raised $145 million in funding, reaching a valuation of $1 billion.
U.S. startup Eliyan announced Wednesday that it had raised $145 million in funding, bringing its valuation to $1 billion. The company is dedicated to developing technology to alleviate data transfer b
-
The White House has accused the Chinese AI company Moonshot AI of deploying NVIDIA chips in Thailand, a move that could prompt the U.S. to expand its AI export controls.
Michael Kratsios, Director of the White House Office of Science and Technology Policy, has accused the Chinese AI startup Moonshot AI of purchasing NVIDIA GB300 processors and deploying them in Thaila
-
Global semiconductor stocks plummeted on Tuesday as the sell-off in AI chips intensified
Global semiconductor stocks accelerated their decline on Tuesday, with the PHLX Semiconductor Index falling more than 5%. Among them, South Korea’s SK Hynix fell more than 14%, and Samsung Electronics
-
Taiwan detains Nvidia employee in AI chip smuggling probe to China
Taiwanese prosecutors have detained an Nvidia employee as part of an ongoing investigation into the alleged smuggling of AI servers equipped with restricted Nvidia chips to China. This marks the third
-
Samsung and SK Hynix are set to announce a large-scale AI chip deal with a U.S. tech giant
Svmuu News: According to Reuters, Samsung and SK Hynix are set to announce a large-scale AI chip deal with a U.S. tech giant.
-
AI chip startup Etched has raised $300 million in Series C funding, bringing its valuation to $10.3 billion
Svmuu News: AI chip startup Etched announced the completion of a $300 million Series C funding round, bringing the company’s valuation to $10.3 billion. This funding round was led by Sequoia Capital,
-
AMD Will Invest $5 Billion in Anthropic; The Two Companies Have Reached an AI Chip Partnership Agreement
Svmuu News: Advanced Micro Devices (AMD) has reached an agreement with Anthropic under which AMD will invest up to $5 billion in Anthropic and sign a partnership for the procurement of AI servers wort
-
The U.S. stock market's computing power leasing and AI chip sectors continued to rise, with AMD and Intel. both gaining more than 5%.
Svmuu News: According to data from MSX.COM, the AI chip sector on the U.S. stock market rose, with AMD and Intel. up more than 5%; Broadcom, Google, and Broadcom. up nearly 3%; TSMC. up 2.6%; and NVID
-
Google Announces the Launch of R&D for a Dedicated AI Server Chip for "Frozen v2"
Svmuu News: Sources familiar with the matter reveal that Google is developing a new server chip, codenamed “Frozen v2.” The chip will directly integrate the architectural design of the Gemini AI model
-
TSMC Plans call for an additional $100 billion in investment in the United States, bringing the total investment to as much as $265 billion
Svmuu News TSMC plans to make an additional $100 billion in U.S. investments to meet growing demand for AI chips and counter competitive pressure from Intel and Musk’s Terafab, among others.This addit
-
ASML's Q2 Results Exceeded Expectations Across the Board; AI Chip Demand Was the Main Driver
Svmuu News: ASML (ASML.O), the world’s largest supplier of computer chip manufacturing equipment, reported second-quarter revenue and profits that exceeded market expectations on Wednesday, as demand
-
SK Hynix’s U.S. ADRs Trade at a Premium of Over 30%; Valuation Discrepancy Emerges Between “Korean Hynix” and “Global Hynix”
Svmuu News: According to monitoring by on-chain analyst Ai, there is currently a significant price disparity between SK Hynix’s domestic shares in South Korea and its U.S.-listed ADRs. The price of SK
-
South Korean Media: Samsung Foundry Has Secured a Foundry Order from Anthropic
Svmuu News: According to South Korean media reports, Samsung Foundry has secured Anthropic as a foundry client. Industry sources close to Samsung Electronics say that Samsung’s foundry division has ag
-
Google Launching the "Ground War" for AI Chips: Courting New Cloud Providers to Break Free from Dependence on NVIDIA
Svmuu News Google is launching a competitive offensive against NVIDIA in the AI chip market, attempting to challenge NVIDIA’s long-standing dominance in the AI computing power market by expanding the
-
Citrini Analyst: The release of the NVIDIA-Rubin architecture may be delayed again
Svmuu News: Citrini analyst Jukan posted on X, stating that, according to information from an expert conference call, the launch of NVIDIA’s next-generation Rubin architecture products may be delayed
-
Pre-Market Highlights for U.S. Stocks: Meta Plans to Begin Producing AI Chips in September and Double Its Computing Power to 14 gigawatts Next Year; Microns to Invest $3 Billion to Strengthen Its Chip Supply Chain
Svmuu News: Here are the key pre-market highlights for U.S. stocks: 1. Futures for the three major U.S. stock indices are all trading higher. Dow Jones futures are up 0.13%, S&P 500 futures are up 0.3
-
Meta plans to begin mass production of its in-house AI chip, Iris, in September to support a increase in computing power to 14 gigawatts next year.
Svmuu News: Meta plans to begin mass production of its in-house AI chip, codenamed Iris, in September to support the company’s goal of increasing its total computing power to 14 gigawatts (GW) by 2027
-
Zhipu rose more than 10% following reports that it plans to develop its own AI chips
Svmuu News: According to market data, within the AI applications sector of the Hong Kong stock market, Zhipu (02513.HK) rose more than 10%, with trading volume exceeding 6 billion Hong Kong dollars. E
-
DeepSeek Is Secretly Developing Its Own AI Inference Chip
Svmuu News: Sources familiar with the matter reveal that DeepSeek, a Chinese AI large-model company, is secretly developing an AI inference chip. The project was launched about a year ago and is prima
-
SemiAnalysis: SPHBM4 Shifts the Complex Engineering Burden of AI Chips to the Substrate Layer
Svmuu News: SemiAnalysis posted on X stating that the SPHBM4 shifts the complex engineering burden of AI chips. Chip manufacturers will no longer purchase extremely expensive proprietary “silicon inte
-
Serenity: NVIDIA is the dominant player in the ASIC market, while manufacturers such as Maiwei continue to chip away at Broadcom's market share.
Svmuu News: Serenity has published an exclusive analysis of the AI ASIC market on the X platform, putting forward the core argument that “NVIDIA” is the “kingmaker” of the ASIC market. It presents a s
-
Market News: Meta is considering partnering with Samsung to produce custom AI chips worth 10 trillion won
Svmuu News: Market Report: Meta is considering partnering with Samsung to produce custom AI chips worth 10 trillion won. (Jin Shi)
-
Anthropic is in talks with Samsung Electronics to develop a custom AI chip
Svmuu News: According to multiple sources familiar with the matter, Anthropic has begun early-stage R&D on custom AI chips and has approached Samsung Electronics to explore the possibility of a manufa
-
AI chip startup Etched raises $800 million in funding, backed by venture capital firms affiliated with Jane Street and TSMC
Svmuu News: AI chip startup Etched has raised approximately $800 million,with investors including quantitative trading giant Jane Street and a venture capital firm affiliated with Taiwan Semiconductor
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