semiconductors
9 articles tagged with "semiconductors"
US-India VCs Unveil $1B Deep Tech Alliance for India
A consortium of U.S. and Indian venture funds has formed the India Deep Tech Investment Alliance (IDTA), pledging over $1 billion to back early-stage Indian startups in foundational technologies, from AI to quantum computing. The move aligns with India's RDI push and aims to close funding gaps through mentorship, global networks, and cross-border market access.
Two Giants Drive 39% of Nvidia Revenue
Nvidia disclosed that two unnamed customers accounted for 39% of its Q2 revenue, underscoring the extraordinary demand for its AI-optimized GPUs. The concentration, revealed in the SEC filing, shows how a handful of cloud providers are financing AI infrastructure at a blistering pace, while signaling potential supplier risk if spending slows. The quarter ended with $46.7 billion in revenue, up 56% year over year, led by data-center demand.
Alibaba unveils versatile AI chip to boost China's tech self-reliance
Alibaba has developed a versatile AI inference chip designed to support a broad range of applications while emphasizing domestic manufacturing. Planned for integration into Alibaba Cloud, the chip signals a strategic push toward tech self‑reliance amid tightening US export controls. The project highlights China’s broader semiconductor ambitions and Alibaba’s role in the shift.
TSMC Removes Chinese Equipment from 2nm Fabs to dodge sanctions
TSMC is moving to purge Chinese-made production tools from its next-generation 2-nanometer fabs, a bid to shield operations from potential US sanctions and subsidies. The shift underscores the growing pressure on global chipmakers to navigate US-China policy debates while expanding manufacturing in the United States. The move could reshape supplier dynamics and widen tech divides.
UK urged to seize 20-year AI chip design window
Top UK science and technology advisers warn the country faces a once-in-20-years opportunity to lead AI chip design. A CST report argues a focused, government-backed push is needed to grow designers, invest in related skills, and coordinate funding across the innovation pipeline to avoid becoming a mere consumer of AI tech. The stakes span national security, economic resilience, and global influence.
China blocks Nvidia's AI chips, halting production
China has pressed Nvidia to halt production of its H20 AI processors, following regulatory concerns and calls to curb US-origin tech. The move leaves hundreds of thousands of chips idle and highlights how geopolitical frictions can disrupt global supply chains. Analysts warn the disruption could weigh on Nvidia's revenue and spur a shift toward domestic chip development in China.
US Secretly Tracks AI Chips to China, Escalating Tech War
Inside the US's secret strategy to embed trackers in advanced AI chips, thwarting China and reshaping global tech trade.
India's Big Semiconductor Investment: A Game Changer for AI and Self-Reliance
India's government is investing ₹4,600 crore to build four new semiconductor manufacturing units, aiming to boost self-reliance in technology and support the growing AI industry.
China Raises Alarm Over Nvidia's H20 Chips: Are They Hiding a 'Backdoor'?
China's concerns about Nvidia's H20 AI chips highlight the ongoing tech rivalry with the U.S. The Cyberspace Administration is probing potential security risks, raising questions about the future of U.S.-China tech relations.